Epic/feat/documents tracker

apps/backoffice-v2/public/locales/en/toast.json

@@ -120,5 +120,9 @@
   "ubo_deleted": {
     "success": "UBO successfully removed",
     "error": "Error removing UBO"
+  },
+  "request_documents": {
+    "success": "Documents requested successfully.",
+    "error": "Error occurred while requesting documents."
   }
 }

apps/backoffice-v2/src/common/components/molecules/DocumentTracker/DocumentTracker.tsx

@@ -0,0 +1,183 @@
+import {
+  AccordionCard,
+  Button,
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+  HoverCard,
+  HoverCardContent,
+  HoverCardTrigger,
+} from '@ballerine/ui';
+import { HelpCircle, Loader2, SendIcon } from 'lucide-react';
+import { FunctionComponent, memo, useMemo } from 'react';
+
+import { DocumentsTrackerData, TrackedDocument } from '@/domains/documents/hooks/schemas/document';
+import { Icon } from './constants';
+import { useDocumentTracker } from './hooks/useDocumentTracker';
+
+export const DocumentTracker: FunctionComponent<{ workflowId: string }> = ({ workflowId }) => {
+  const {
+    documentTrackerItems,
+    isLoadingDocuments,
+    getSubItems,
+    selectedIdsToRequest,
+    onRequestDocuments,
+    open,
+    onOpenChange,
+  } = useDocumentTracker({ workflowId });
+
+  return (
+    <div className={`max-w-xs`}>
+      <AccordionCard>
+        <AccordionCard.Title
+          className={`flex-row items-center justify-between`}
+          rightChildren={
+            selectedIdsToRequest.length > 0 ? (
+              <Dialog open={open} onOpenChange={onOpenChange}>
+                <DialogTrigger>
+                  <Button className="h-7 bg-warning px-2 text-sm">
+                    <SendIcon className="mr-1.5 d-4" />
+                    <span className="whitespace-nowrap">
+                      Request{' '}
+                      <span className="text-xs font-bold">{selectedIdsToRequest.length}</span>
+                    </span>
+                  </Button>
+                </DialogTrigger>
+
+                <DialogContent
+                  onPointerDownOutside={e => e.preventDefault()}
+                  className="px-20 py-12 sm:max-w-2xl"
+                >
+                  <DialogHeader>
+                    <DialogTitle className="text-4xl">Ask for all requests</DialogTitle>
+                  </DialogHeader>
+
+                  <DialogDescription>
+                    By clicking the button below, an email with a link will be sent to the customer,
+                    directing them to upload the documents you have marked as requested. The case’s
+                    status will then change to “Revisions” until the customer will provide the
+                    needed documents and fixes.
+                  </DialogDescription>
+
+                  <DialogFooter>
+                    <Button type="button" onClick={onRequestDocuments}>
+                      Send email
+                    </Button>
+                  </DialogFooter>
+                </DialogContent>
+              </Dialog>
+            ) : (
+              <HoverCard openDelay={0}>
+                <HoverCardTrigger className={`pb-1.5 pt-1`}>
+                  <HelpCircle size={18} className={`stroke-slate-400/70`} />
+                </HoverCardTrigger>
+                <HoverCardContent side={'top'} align={'start'}>
+                  <ul className={`flex flex-col space-y-2`}>
+                    <li className={`flex items-center gap-x-2`}>
+                      {Icon.INDICATOR}
+                      Not yet provided
+                    </li>
+                    <li className={`flex items-center gap-x-2`}>
+                      {Icon.CHECK}
+                      Provided
+                    </li>
+                    <li className={`flex items-center gap-x-2`}>
+                      {Icon.MARKED}
+                      Marked as requested
+                    </li>
+                    <li className={`flex items-center gap-x-2`}>
+                      {Icon.REQUESTED}
+                      Requested
+                    </li>
+                  </ul>
+                </HoverCardContent>
+              </HoverCard>
+            )
+          }
+        >
+          Documents
+        </AccordionCard.Title>
+        <AccordionCard.Content>
+          <AccordionContent
+            documentTrackerItems={documentTrackerItems}
+            isLoading={isLoadingDocuments}
+            getSubItems={getSubItems}
+          />
+        </AccordionCard.Content>
+      </AccordionCard>
+    </div>
+  );
+};
+
+type AccordionContentProps = {
+  documentTrackerItems: DocumentsTrackerData | null | undefined;
+  isLoading: boolean;
+  getSubItems: (
+    doc: TrackedDocument,
+  ) => Parameters<typeof AccordionCard.Item>[number]['subitems'][number];
+};
+const AccordionContent = memo(
+  ({ documentTrackerItems, isLoading, getSubItems }: AccordionContentProps) => {
+    const businessSubitems = useMemo(
+      () => documentTrackerItems?.business.map(getSubItems).filter(Boolean) ?? [],
+      [documentTrackerItems?.business, getSubItems],
+    );
+    const individualsSubitems = useMemo(
+      () =>
+        [
+          ...(documentTrackerItems?.individuals.ubos ?? []),
+          ...(documentTrackerItems?.individuals.directors ?? []),
+        ]
+          .map(getSubItems)
+          .filter(Boolean),
+      [
+        documentTrackerItems?.individuals.ubos,
+        documentTrackerItems?.individuals.directors,
+        getSubItems,
+      ],
+    );
+
+    if (isLoading) {
+      return (
+        <div className="flex h-20 animate-spin items-center justify-center">
+          <Loader2 className="d-6" />
+        </div>
+      );
+    }
+
+    if (
+      !documentTrackerItems ||
+      [
+        !documentTrackerItems.business.length,
+        !documentTrackerItems.individuals.ubos.length,
+        !documentTrackerItems.individuals.directors.length,
+      ].every(Boolean)
+    ) {
+      return (
+        <div className="flex h-20 items-center justify-center text-sm">No documents available</div>
+      );
+    }
+
+    return (
+      <>
+        <AccordionCard.Item
+          title="Company documents"
+          value="company-documents"
+          ulProps={{ className: 'space-y-0' }}
+          subitems={businessSubitems}
+        />
+
+        <AccordionCard.Item
+          title="Individual's documents"
+          value="individual-documents"
+          subitems={individualsSubitems}
+        />
+      </>
+    );
+  },
+);
+AccordionContent.displayName = 'AccordionContent';

apps/backoffice-v2/src/common/components/molecules/DocumentTracker/constants.tsx

@@ -0,0 +1,54 @@
+import { CheckCircle } from '@ballerine/ui';
+import { FilePlus2Icon } from 'lucide-react';
+import { ReactNode } from 'react';
+
+import { ClockCircle } from '@/common/components/atoms/ClockCircle/ClockCircle';
+import { IndicatorCircle } from '@/common/components/atoms/IndicatorCircle/IndicatorCircle';
+import { XCircle } from '@/common/components/atoms/XCircle/XCircle';
+import { TrackedDocument } from '@/domains/documents/hooks/schemas/document';
+
+export const Icon = {
+  CHECK: (
+    <CheckCircle
+      size={18}
+      className={`stroke-success`}
+      containerProps={{
+        className: 'bg-success/20',
+      }}
+    />
+  ),
+  X: (
+    <XCircle
+      size={18}
+      className={`stroke-destructive`}
+      containerProps={{
+        className: 'bg-destructive/20',
+      }}
+    />
+  ),
+  INDICATOR: (
+    <IndicatorCircle
+      size={18}
+      className={`stroke-transparent`}
+      containerProps={{
+        className: 'bg-slate-500/20',
+      }}
+    />
+  ),
+  REQUESTED: (
+    <ClockCircle
+      size={18}
+      className={`fill-violet-500 stroke-white`}
+      containerProps={{
+        className: 'bg-violet-500/20',
+      }}
+    />
+  ),
+  MARKED: <FilePlus2Icon className="stroke-warning" size={16.5} />,
+} as const;
+
+export const documentStatusToIcon: Record<TrackedDocument['status'], ReactNode> = {
+  unprovided: Icon.INDICATOR,
+  provided: Icon.CHECK,
+  requested: Icon.REQUESTED,
+} as const;