New owner-gated pages/account/L1CategoriesPage.tsx: checkbox list of available categories toggling enabled via l1Api.getCategories/setCategories, plus a read-only 'always excluded (safety)' hard-floor list. Registered lazy route /account/l1-categories (ProtectedRoute requiredRole=owner) and an 'L1 AI build categories' card in the AccountSettingsPage owner section. tsc -b + eslint clean. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
754 lines
29 KiB
TypeScript
754 lines
29 KiB
TypeScript
import { useEffect, useMemo, useState } from 'react'
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import { Link } from 'react-router-dom'
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import {
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AlertCircle,
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ArrowRight,
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Check,
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Clock,
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Copy,
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CreditCard,
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Crown,
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FolderTree,
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Loader2,
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Mail,
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MessageSquareText,
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Palette,
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Pencil,
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Plug,
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RefreshCw,
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Server,
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Shield,
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Wand2,
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UserCog,
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X,
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} from 'lucide-react'
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import { PageMeta } from '@/components/common/PageMeta'
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import { accountsApi } from '@/api/accounts'
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import type { Account, AccountInvite, AccountMember } from '@/types'
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import { TransferOwnershipModal } from '@/components/account/TransferOwnershipModal'
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import { LeaveAccountModal } from '@/components/account/LeaveAccountModal'
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import { DeleteAccountModal } from '@/components/account/DeleteAccountModal'
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import { Button } from '@/components/ui/Button'
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import { ConfirmButton } from '@/components/common/ConfirmButton'
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import { Spinner } from '@/components/common/Spinner'
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import { cn } from '@/lib/utils'
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import { usePermissions } from '@/hooks/usePermissions'
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import { useSubscription } from '@/hooks/useSubscription'
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import { SeatCounterWidget } from '@/components/admin/SeatCounterWidget'
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import { useAuthStore } from '@/store/authStore'
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import { CheckoutButton } from '@/components/subscription/CheckoutButton'
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import { toast } from '@/lib/toast'
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/* ── Building blocks ─────────────────────────────────────────────────────── */
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function SectionLabel({ children }: { children: React.ReactNode }) {
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return (
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<h2 className="text-[0.6875rem] font-mono uppercase tracking-[0.12em] text-text-muted">
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{children}
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</h2>
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)
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}
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function UsageRow({
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label,
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current,
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max,
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}: {
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label: string
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current: number
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max: number | null
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}) {
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const isUnlimited = max === null
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const percentage = isUnlimited ? 0 : Math.min((current / max) * 100, 100)
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const isAtLimit = !isUnlimited && current >= max
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const isNearLimit = !isUnlimited && percentage >= 80
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const numeralColor = isAtLimit
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? 'text-danger'
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: isNearLimit
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? 'text-warning'
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: 'text-foreground'
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const barColor = isAtLimit ? 'bg-danger' : isNearLimit ? 'bg-warning' : 'bg-primary'
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return (
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<div className="grid grid-cols-[8rem_1fr_auto] items-center gap-4 py-1.5">
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<span className="text-sm text-muted-foreground">{label}</span>
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<div className="h-1 overflow-hidden rounded-full bg-muted">
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{!isUnlimited && (
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<div className={cn('h-full rounded-full', barColor)} style={{ width: `${percentage}%` }} />
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)}
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</div>
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<span className="text-sm tabular-nums">
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<span className={numeralColor}>{current}</span>
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<span className="text-muted-foreground"> / {isUnlimited ? '∞' : max}</span>
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</span>
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</div>
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)
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}
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interface SettingsRowProps {
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to: string
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icon: React.ReactNode
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title: string
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description: string
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status?: { label: string; tone: 'positive' | 'neutral' | 'warning' }
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}
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function SettingsRow({ to, icon, title, description, status }: SettingsRowProps) {
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return (
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<Link
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to={to}
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className={cn(
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'group flex items-center gap-3 py-2.5 -mx-2 px-2 rounded-md',
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'transition-colors hover:bg-card-hover'
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)}
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>
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<span className="text-muted-foreground shrink-0">{icon}</span>
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<div className="min-w-0 flex-1">
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<div className="text-sm font-medium text-foreground">{title}</div>
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<div className="text-xs text-muted-foreground truncate">{description}</div>
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</div>
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{status && (
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<span
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className={cn(
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'rounded-full px-2 py-0.5 text-[11px] font-medium shrink-0',
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status.tone === 'positive' && 'bg-success-dim text-success',
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status.tone === 'neutral' && 'bg-muted text-muted-foreground',
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status.tone === 'warning' && 'bg-warning-dim text-warning'
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)}
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>
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{status.label}
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</span>
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)}
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<ArrowRight className="h-4 w-4 text-muted-foreground/50 transition-all group-hover:translate-x-0.5 group-hover:text-foreground" />
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</Link>
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)
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}
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function formatShortDate(value: string | null | undefined) {
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if (!value) return 'Never'
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return new Date(value).toLocaleDateString()
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}
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function planLabel(plan: string) {
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return plan.charAt(0).toUpperCase() + plan.slice(1)
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}
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/* ── Page ────────────────────────────────────────────────────────────────── */
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export function AccountSettingsPage() {
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const { isAccountOwner } = usePermissions()
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const { plan, limits, usage } = useSubscription()
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const subscription = useAuthStore((s) => s.subscription)
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const user = useAuthStore((s) => s.user)
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const refreshUser = useAuthStore((s) => s.fetchUser)
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const [account, setAccount] = useState<Account | null>(null)
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const [members, setMembers] = useState<AccountMember[]>([])
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const [invites, setInvites] = useState<AccountInvite[]>([])
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const [isLoading, setIsLoading] = useState(true)
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const [error, setError] = useState<string | null>(null)
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const [copiedCode, setCopiedCode] = useState(false)
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const [isEditingName, setIsEditingName] = useState(false)
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const [editedName, setEditedName] = useState('')
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const [isSavingName, setIsSavingName] = useState(false)
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const [showTransferModal, setShowTransferModal] = useState(false)
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const [showLeaveModal, setShowLeaveModal] = useState(false)
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const [showDeleteModal, setShowDeleteModal] = useState(false)
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const [inviteEmail, setInviteEmail] = useState('')
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const [inviteRole, setInviteRole] = useState('engineer')
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const [isInviting, setIsInviting] = useState(false)
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const [resendingId, setResendingId] = useState<string | null>(null)
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useEffect(() => {
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loadData()
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}, []) // eslint-disable-line react-hooks/exhaustive-deps -- initial account load; mutations call loadData explicitly
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const loadData = async () => {
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setIsLoading(true)
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setError(null)
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try {
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const accountData = await accountsApi.getMyAccount()
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setAccount(accountData)
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setEditedName(accountData.name)
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if (isAccountOwner) {
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const [membersData, invitesData] = await Promise.all([
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accountsApi.getMembers(),
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accountsApi.getInvites(),
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])
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setMembers(membersData)
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setInvites(invitesData)
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}
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} catch (err) {
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setError('Failed to load account information')
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console.error(err)
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} finally {
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setIsLoading(false)
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}
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}
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const pendingInvites = useMemo(() => invites.filter((invite) => !invite.used_at), [invites])
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const ownerMember = useMemo(
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() => members.find((member) => member.account_role === 'owner') ?? null,
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[members]
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)
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const memberCount = members.length || (isAccountOwner ? 1 : undefined)
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const handleCopyDisplayCode = async () => {
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if (!account?.display_code) return
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await navigator.clipboard.writeText(account.display_code)
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setCopiedCode(true)
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toast.success('Display code copied')
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setTimeout(() => setCopiedCode(false), 2000)
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}
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const handleSaveName = async () => {
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if (!editedName.trim() || editedName === account?.name) {
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setIsEditingName(false)
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return
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}
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setIsSavingName(true)
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try {
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const updated = await accountsApi.updateMyAccount({ name: editedName.trim() })
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setAccount(updated)
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setIsEditingName(false)
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toast.success('Account name updated')
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await refreshUser()
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} catch (err) {
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toast.error('Failed to update account name')
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console.error('Failed to update account name:', err)
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} finally {
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setIsSavingName(false)
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}
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}
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const handleInvite = async (e: React.FormEvent) => {
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e.preventDefault()
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if (!inviteEmail.trim()) return
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setIsInviting(true)
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try {
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await accountsApi.createInvite({ email: inviteEmail.trim(), role: inviteRole })
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toast.success(`Invitation sent to ${inviteEmail}`)
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setInviteEmail('')
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const invitesData = await accountsApi.getInvites()
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setInvites(invitesData)
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} catch (err) {
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const resp = (err as {
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response?: {
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status?: number
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data?: { detail?: { code?: string; role?: string; current?: number; limit?: number } }
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}
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}).response
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if (resp?.status === 402 && resp?.data?.detail?.code === 'seat_limit_exceeded') {
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const d = resp.data.detail
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const label = d.role === 'l1_tech' ? 'L1' : 'Engineer'
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toast.warning(
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`${label} seats full: ${d.current}/${d.limit}. Upgrade your plan to add more.`,
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)
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} else {
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toast.error('Failed to send invitation')
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console.error(err)
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}
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} finally {
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setIsInviting(false)
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}
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}
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const handleResendInvite = async (inviteId: string) => {
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setResendingId(inviteId)
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try {
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await accountsApi.resendInvite(inviteId)
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toast.success('Invite resent with a new code')
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const invitesData = await accountsApi.getInvites()
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setInvites(invitesData)
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} catch {
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toast.error('Failed to resend invite')
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} finally {
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setResendingId(null)
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}
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}
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const handleRemoveMember = async (userId: string) => {
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try {
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await accountsApi.removeMember(userId)
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setMembers((current) => current.filter((member) => member.id !== userId))
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toast.success('Member removed')
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await refreshUser()
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} catch (err) {
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toast.error('Failed to remove member')
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console.error('Failed to remove member:', err)
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}
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}
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if (isLoading) {
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return (
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<div className="flex justify-center py-12">
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<Spinner />
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</div>
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)
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}
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if (error) {
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return (
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<div className="rounded-md border border-danger/20 bg-danger-dim p-4 text-danger">
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<div className="flex items-center gap-2">
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<AlertCircle className="h-5 w-5" />
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{error}
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</div>
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</div>
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)
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}
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const sub = subscription?.subscription
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const ownerName = ownerMember?.name ?? (user?.account_role === 'owner' ? user.name : null)
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const inputClass = cn(
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'rounded-md border border-border bg-card px-3 py-2 text-sm text-foreground',
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'placeholder:text-muted-foreground',
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'focus:border-primary/40 focus:outline-hidden focus:ring-1 focus:ring-primary/20'
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)
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return (
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<>
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<PageMeta title="Account Settings" />
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<div className="mx-auto max-w-3xl space-y-10">
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{/* ── Header ─────────────────────────────────────────────────────── */}
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<header className="space-y-3">
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<div className="flex items-baseline gap-3">
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{isEditingName ? (
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<div className="flex items-center gap-2">
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<input
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type="text"
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value={editedName}
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onChange={(e) => setEditedName(e.target.value)}
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className={cn(inputClass, 'text-2xl font-bold font-heading py-1')}
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autoFocus
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onKeyDown={(e) => {
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if (e.key === 'Enter') handleSaveName()
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if (e.key === 'Escape') {
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setEditedName(account?.name ?? '')
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setIsEditingName(false)
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}
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}}
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/>
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<Button onClick={handleSaveName} loading={isSavingName} size="icon-sm">
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<Check className="h-4 w-4" />
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</Button>
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<Button
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variant="secondary"
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size="icon-sm"
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onClick={() => {
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setEditedName(account?.name ?? '')
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setIsEditingName(false)
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}}
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>
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<X className="h-4 w-4" />
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</Button>
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</div>
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) : (
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<>
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<h1 className="text-2xl font-bold font-heading text-foreground">{account?.name}</h1>
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{isAccountOwner && (
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<button
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onClick={() => setIsEditingName(true)}
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className="text-muted-foreground transition-colors hover:text-foreground"
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aria-label="Rename account"
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>
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<Pencil className="h-4 w-4" />
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</button>
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)}
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</>
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)}
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</div>
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<div className="flex flex-wrap items-center gap-x-3 gap-y-1 text-sm text-muted-foreground">
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<span className="inline-flex items-center gap-1.5">
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<Crown className="h-3.5 w-3.5" />
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{planLabel(plan)} plan
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</span>
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{sub && (
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<>
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<span aria-hidden>·</span>
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<span
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className={cn(
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sub.status === 'active' && 'text-success',
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sub.status === 'trialing' && 'text-info',
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sub.status === 'past_due' && 'text-warning',
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sub.status === 'canceled' && 'text-danger'
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)}
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>
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{sub.status.charAt(0).toUpperCase() + sub.status.slice(1).replace('_', ' ')}
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</span>
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</>
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)}
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{ownerName && (
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<>
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<span aria-hidden>·</span>
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<span>Owned by {ownerName}</span>
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</>
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)}
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{memberCount !== undefined && (
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<>
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<span aria-hidden>·</span>
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<span>
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{memberCount} {memberCount === 1 ? 'member' : 'members'}
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</span>
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</>
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)}
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<>
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<span aria-hidden>·</span>
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<span>Created {formatShortDate(account?.created_at)}</span>
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</>
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</div>
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</header>
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{/* ── Plan & Usage ───────────────────────────────────────────────── */}
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<section className="space-y-4 border-t border-border pt-8">
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<div className="flex items-baseline justify-between">
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<SectionLabel>Plan & usage</SectionLabel>
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<span className="text-xs text-muted-foreground">
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{sub?.current_period_end
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? `Renews ${new Date(sub.current_period_end).toLocaleDateString()}`
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: 'No renewal scheduled'}
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</span>
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</div>
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{limits && usage ? (
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<div className="space-y-1">
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<UsageRow label="Flows" current={usage.tree_count} max={limits.max_trees} />
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<UsageRow
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label="Sessions / month"
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current={usage.session_count_this_month}
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max={limits.max_sessions_per_month}
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/>
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{(() => {
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const seatCount = usage.user_count ?? (isAccountOwner ? members.length : null)
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return seatCount !== null ? (
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<UsageRow label="Seats" current={seatCount} max={limits.max_users} />
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) : null
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})()}
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</div>
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) : (
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<p className="text-sm text-muted-foreground">Plan limits unavailable.</p>
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)}
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{plan !== 'enterprise' && (
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<div className="flex flex-wrap justify-end gap-2 pt-2">
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{plan === 'free' && <CheckoutButton plan="pro" />}
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<CheckoutButton plan="enterprise" />
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</div>
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)}
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</section>
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{/* ── People ─────────────────────────────────────────────────────── */}
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{isAccountOwner ? (
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<section className="space-y-5 border-t border-border pt-8">
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<SectionLabel>People</SectionLabel>
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<SeatCounterWidget />
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<form onSubmit={handleInvite} className="flex flex-wrap items-center gap-2">
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<input
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type="email"
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placeholder="teammate@company.com"
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value={inviteEmail}
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onChange={(e) => setInviteEmail(e.target.value)}
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required
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className={cn(inputClass, 'flex-1 min-w-[14rem]')}
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/>
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<select
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value={inviteRole}
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onChange={(e) => setInviteRole(e.target.value)}
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aria-label="Invite role"
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className={inputClass}
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>
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<option value="engineer">Engineer</option>
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<option value="viewer">Viewer</option>
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</select>
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<Button type="submit" disabled={!inviteEmail.trim()} loading={isInviting}>
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{isInviting ? 'Sending…' : 'Invite'}
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</Button>
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</form>
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{(members.length > 0 || pendingInvites.length > 0) && (
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<ul className="divide-y divide-border">
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{members.map((member) => (
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<li key={`member-${member.id}`} className="flex items-center gap-3 py-3">
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<div className="min-w-0 flex-1">
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<div className="flex items-center gap-2">
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<span className="text-sm font-medium text-foreground truncate">
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{member.name}
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</span>
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{!member.is_active && (
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<span className="rounded-full bg-danger-dim px-1.5 py-0.5 text-[10px] font-medium uppercase tracking-wide text-danger">
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Inactive
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</span>
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)}
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</div>
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<div className="text-xs text-muted-foreground truncate">
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{member.email}
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{member.last_login && (
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<span> · Last seen {formatShortDate(member.last_login)}</span>
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)}
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</div>
|
|
</div>
|
|
{member.account_role === 'owner' ? (
|
|
<span className="rounded-full bg-accent-dim px-2.5 py-0.5 text-xs font-medium text-accent-text">
|
|
Owner
|
|
</span>
|
|
) : (
|
|
<select
|
|
value={member.account_role}
|
|
aria-label={`Role for ${member.name}`}
|
|
onChange={async (e) => {
|
|
try {
|
|
const updated = await accountsApi.updateMemberRole(
|
|
member.id,
|
|
e.target.value
|
|
)
|
|
setMembers((current) =>
|
|
current.map((entry) =>
|
|
entry.id === member.id
|
|
? { ...entry, account_role: updated.account_role }
|
|
: entry
|
|
)
|
|
)
|
|
toast.success(`Role updated to ${updated.account_role}`)
|
|
} catch {
|
|
toast.error('Failed to update role')
|
|
}
|
|
}}
|
|
className={cn(
|
|
'rounded-md border border-border bg-card px-2 py-0.5 text-xs',
|
|
'text-foreground focus:border-primary/40 focus:outline-hidden'
|
|
)}
|
|
>
|
|
<option value="engineer">Engineer</option>
|
|
<option value="viewer">Viewer</option>
|
|
</select>
|
|
)}
|
|
{member.account_role !== 'owner' && (
|
|
<ConfirmButton
|
|
onConfirm={() => handleRemoveMember(member.id)}
|
|
confirmLabel="Remove?"
|
|
className="rounded p-1 text-muted-foreground hover:text-danger"
|
|
confirmClassName="rounded px-1.5 py-0.5 text-xs font-medium text-danger bg-danger-dim"
|
|
aria-label={`Remove ${member.name}`}
|
|
>
|
|
<X className="h-4 w-4" />
|
|
</ConfirmButton>
|
|
)}
|
|
</li>
|
|
))}
|
|
|
|
{pendingInvites.map((invite) => (
|
|
<li key={`invite-${invite.id}`} className="flex items-center gap-3 py-3">
|
|
<Mail className="h-4 w-4 shrink-0 text-muted-foreground" />
|
|
<div className="min-w-0 flex-1">
|
|
<div className="text-sm font-medium text-foreground truncate">
|
|
{invite.email}
|
|
</div>
|
|
<div className="text-xs text-muted-foreground">
|
|
Pending
|
|
{invite.expires_at && (
|
|
<span>
|
|
{' '}
|
|
· Expires {new Date(invite.expires_at).toLocaleDateString()}
|
|
</span>
|
|
)}
|
|
</div>
|
|
</div>
|
|
<span className="rounded-full bg-muted px-2 py-0.5 text-xs text-muted-foreground">
|
|
{invite.role}
|
|
</span>
|
|
<button
|
|
onClick={() => handleResendInvite(invite.id)}
|
|
disabled={resendingId === invite.id}
|
|
className="rounded p-1 text-muted-foreground transition-colors hover:text-foreground disabled:opacity-50"
|
|
aria-label={`Resend invite to ${invite.email}`}
|
|
>
|
|
{resendingId === invite.id ? (
|
|
<Loader2 className="h-4 w-4 animate-spin" />
|
|
) : (
|
|
<RefreshCw className="h-4 w-4" />
|
|
)}
|
|
</button>
|
|
</li>
|
|
))}
|
|
</ul>
|
|
)}
|
|
|
|
{account?.display_code && (
|
|
<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
|
|
<span>Share to invite during signup:</span>
|
|
<code className="rounded border border-border bg-code px-2 py-0.5 font-mono text-sm text-foreground">
|
|
{account.display_code}
|
|
</code>
|
|
<button
|
|
onClick={handleCopyDisplayCode}
|
|
className="rounded p-1 text-muted-foreground transition-colors hover:text-foreground"
|
|
aria-label="Copy display code"
|
|
>
|
|
{copiedCode ? <Check className="h-3.5 w-3.5" /> : <Copy className="h-3.5 w-3.5" />}
|
|
</button>
|
|
</div>
|
|
)}
|
|
</section>
|
|
) : (
|
|
<section className="border-t border-border pt-8">
|
|
<SectionLabel>People</SectionLabel>
|
|
<p className="mt-3 text-sm text-muted-foreground">
|
|
Membership and invites are managed by the account owner
|
|
{ownerName && <span> ({ownerName})</span>}. Contact your admin to make changes.
|
|
</p>
|
|
</section>
|
|
)}
|
|
|
|
{/* ── Settings ───────────────────────────────────────────────────── */}
|
|
<section className="space-y-4 border-t border-border pt-8">
|
|
<SectionLabel>Settings</SectionLabel>
|
|
|
|
<div className="space-y-1">
|
|
<SettingsRow
|
|
to="/account/profile"
|
|
icon={<UserCog className="h-4 w-4" />}
|
|
title="Profile"
|
|
description="Your name, email, and personal preferences"
|
|
/>
|
|
<SettingsRow
|
|
to="/account/billing"
|
|
icon={<CreditCard className="h-4 w-4" />}
|
|
title="Billing"
|
|
description="Subscription, payment method, and invoices"
|
|
/>
|
|
</div>
|
|
|
|
{isAccountOwner && (
|
|
<div className="space-y-1 border-t border-border pt-4">
|
|
<SettingsRow
|
|
to="/account/branding"
|
|
icon={<Palette className="h-4 w-4" />}
|
|
title="Branding"
|
|
description="Logo, accent color, and company name"
|
|
status={
|
|
limits?.custom_branding
|
|
? { label: 'Included', tone: 'positive' }
|
|
: { label: 'Plan gated', tone: 'warning' }
|
|
}
|
|
/>
|
|
<SettingsRow
|
|
to="/account/integrations"
|
|
icon={<Plug className="h-4 w-4" />}
|
|
title="Integrations"
|
|
description="Connect PSA tools and external systems"
|
|
/>
|
|
<SettingsRow
|
|
to="/account/chat-retention"
|
|
icon={<Clock className="h-4 w-4" />}
|
|
title="Chat retention"
|
|
description="Conversation retention and assistant data lifecycle"
|
|
/>
|
|
<SettingsRow
|
|
to="/account/security"
|
|
icon={<Shield className="h-4 w-4" />}
|
|
title="Session security"
|
|
description="Session-expiration policy and active sessions"
|
|
/>
|
|
<SettingsRow
|
|
to="/account/categories"
|
|
icon={<FolderTree className="h-4 w-4" />}
|
|
title="Team categories"
|
|
description="Shared flow categories for your workspace"
|
|
/>
|
|
<SettingsRow
|
|
to="/account/l1-categories"
|
|
icon={<Wand2 className="h-4 w-4" />}
|
|
title="L1 AI build categories"
|
|
description="Which problem types the L1 assistant may build trees for"
|
|
/>
|
|
<SettingsRow
|
|
to="/account/target-lists"
|
|
icon={<Server className="h-4 w-4" />}
|
|
title="Target lists"
|
|
description="Saved server and device lists for the team"
|
|
/>
|
|
</div>
|
|
)}
|
|
|
|
<div className="pt-2">
|
|
<Link
|
|
to="/feedback"
|
|
className="inline-flex items-center gap-2 text-xs text-muted-foreground transition-colors hover:text-foreground"
|
|
>
|
|
<MessageSquareText className="h-3.5 w-3.5" />
|
|
Need help? Send feedback or report a bug
|
|
</Link>
|
|
</div>
|
|
</section>
|
|
|
|
{/* ── Account actions (transfer / delete / leave) ────────────────── */}
|
|
<section className="border-t border-border pt-8 space-y-3">
|
|
{isAccountOwner ? (
|
|
<>
|
|
<div className="flex items-center justify-between gap-3">
|
|
<div>
|
|
<p className="text-sm font-medium text-foreground">Transfer ownership</p>
|
|
<p className="text-xs text-muted-foreground">
|
|
Move ownership of this account to another member.
|
|
</p>
|
|
</div>
|
|
<Button variant="secondary" size="sm" onClick={() => setShowTransferModal(true)}>
|
|
Transfer
|
|
</Button>
|
|
</div>
|
|
<div className="flex items-center justify-between gap-3">
|
|
<div>
|
|
<p className="text-sm font-medium text-danger">Delete account</p>
|
|
<p className="text-xs text-muted-foreground">
|
|
Permanently delete the account and all data. Cannot be undone.
|
|
</p>
|
|
</div>
|
|
<Button variant="destructive" size="sm" onClick={() => setShowDeleteModal(true)}>
|
|
Delete
|
|
</Button>
|
|
</div>
|
|
</>
|
|
) : (
|
|
<div className="flex items-center justify-between gap-3">
|
|
<div>
|
|
<p className="text-sm font-medium text-danger">Leave account</p>
|
|
<p className="text-xs text-muted-foreground">
|
|
Leave this account and create a personal one.
|
|
</p>
|
|
</div>
|
|
<Button variant="destructive" size="sm" onClick={() => setShowLeaveModal(true)}>
|
|
Leave
|
|
</Button>
|
|
</div>
|
|
)}
|
|
</section>
|
|
|
|
{showTransferModal && (
|
|
<TransferOwnershipModal
|
|
members={members}
|
|
onClose={() => setShowTransferModal(false)}
|
|
onTransferred={() => {
|
|
setShowTransferModal(false)
|
|
loadData()
|
|
}}
|
|
/>
|
|
)}
|
|
{showLeaveModal && account && (
|
|
<LeaveAccountModal accountName={account.name} onClose={() => setShowLeaveModal(false)} />
|
|
)}
|
|
{showDeleteModal && <DeleteAccountModal onClose={() => setShowDeleteModal(false)} />}
|
|
</div>
|
|
</>
|
|
)
|
|
}
|
|
|
|
export default AccountSettingsPage
|