feat: manage primary address action

fix: streamline client onboarding wizard
feat: confirm admin creation password
2026-06-26 13:04:54 +01:00 · 2026-06-26 13:04:46 +01:00 · 2026-06-26 13:04:40 +01:00 · 2026-06-26 13:04:33 +01:00
10 changed files with 181 additions and 115 deletions
@@ -31,29 +31,26 @@

 <div class="grid gap-5">
 	<div class="grid gap-3">
-		<div class="grid gap-2 sm:grid-cols-2">
-			<Field.Field>
-				<Field.Label for={`${prefix}-name`}>Name</Field.Label>
-				<Input
-					id={`${prefix}-name`}
-					name="name"
-					type="text"
-					value={organization?.name ?? ''}
-					required
-				/>
-			</Field.Field>
-			<Field.Field>
-				<Field.Label for={`${prefix}-address-line-1`}>Address line 1</Field.Label>
-				<Input
-					id={`${prefix}-address-line-1`}
-					name="addressLine1"
-					type="text"
-					value={organization?.addressLine1 ?? ''}
-					required
-				/>
-			</Field.Field>
-		</div>
-
+		<Field.Field>
+			<Field.Label for={`${prefix}-name`}>Name</Field.Label>
+			<Input
+				id={`${prefix}-name`}
+				name="name"
+				type="text"
+				value={organization?.name ?? ''}
+				required
+			/>
+		</Field.Field>
+		<Field.Field>
+			<Field.Label for={`${prefix}-address-line-1`}>Address line 1</Field.Label>
+			<Input
+				id={`${prefix}-address-line-1`}
+				name="addressLine1"
+				type="text"
+				value={organization?.addressLine1 ?? ''}
+				required
+			/>
+		</Field.Field>
 		<Field.Field>
 			<Field.Label for={`${prefix}-address-line-2`}>Address line 2</Field.Label>
 			<Input
@@ -13,4 +13,4 @@ export const addressCreateSchema = z.object({
 	country: requiredText('Country', 80).default('United Kingdom')
 });

-export const addressEditSchema = addressCreateSchema.extend(idSchema.shape);
+export const addressEditSchema = addressCreateSchema.omit({ type: true }).extend(idSchema.shape);
@@ -6,12 +6,18 @@ const optionalPassword = z.string().refine((value) => value.length === 0 || valu
 });
 const roleSchema = z.enum(['admin', 'user'], 'Select a role.');

-export const createAdminSchema = z.object({
-	name: z.string().trim().min(1, 'Enter a name.'),
-	email: z.email('Enter a valid email address.').transform((value) => value.toLowerCase()),
-	password: optionalPassword,
-	role: roleSchema.default('admin')
-});
+export const createAdminSchema = z
+	.object({
+		name: z.string().trim().min(1, 'Enter a name.'),
+		email: z.email('Enter a valid email address.').transform((value) => value.toLowerCase()),
+		password: optionalPassword,
+		confirmPassword: optionalPassword,
+		role: roleSchema.default('admin')
+	})
+	.refine((data) => data.password === data.confirmPassword, {
+		message: 'Confirm password must match password.',
+		path: ['confirmPassword']
+	});

 export const editAdminSchema = z.object({
 	id: z.string().min(1, 'Admin id is required.'),
@@ -14,11 +14,8 @@ export const clientEditSchema = clientCreateSchema.extend(idSchema.shape);
 export const clientOnboardingCreateSchema = clientCreateSchema.extend({
 	primaryContactName: requiredText('Primary contact name'),
 	primaryContactRole: optionalText(120),
-	primaryContactEmail: optionalEmail,
+	primaryContactEmail: z.string().trim().email('Enter a valid primary contact email address.'),
 	primaryContactPhone: optionalText(80),
-	primaryContactReceivesInvoices: z.enum(['true', 'false']).default('false'),
-	primaryContactReceivesContracts: z.enum(['true', 'false']).default('false'),
-	primaryAddressType: z.enum(['primary', 'invoicing', 'contract']).default('primary'),
 	primaryAddressLine1: requiredText('Address line 1'),
 	primaryAddressLine2: optionalText(160),
 	primaryAddressLine3: optionalText(160),
@@ -75,11 +75,11 @@ export const actions: Actions = {
 		if (!form.valid) return message(form, 'Check the highlighted fields.', { status: 400 });

 		try {
-			await db.transaction(async (tx) => {
-				const clientId = crypto.randomUUID();
-				const now = new Date();
+			const clientId = crypto.randomUUID();
+			const now = new Date();

-				await tx.insert(clients).values({
+			await db.batch([
+				db.insert(clients).values({
 					id: clientId,
 					organizationId: activeOrganizationId,
 					name: form.data.name,
@@ -88,9 +88,9 @@ export const actions: Actions = {
 					notes: form.data.notes || null,
 					updatedAt: now,
 					createdAt: now
-				});
+				}),

-				await tx.insert(contacts).values({
+				db.insert(contacts).values({
 					id: crypto.randomUUID(),
 					organizationId: activeOrganizationId,
 					clientId,
@@ -99,17 +99,17 @@ export const actions: Actions = {
 					email: form.data.primaryContactEmail || null,
 					phone: form.data.primaryContactPhone || null,
 					isPrimary: true,
-					receivesInvoices: form.data.primaryContactReceivesInvoices === 'true',
-					receivesContracts: form.data.primaryContactReceivesContracts === 'true',
+					receivesInvoices: true,
+					receivesContracts: true,
 					createdAt: now,
 					updatedAt: now
-				});
+				}),

-				await tx.insert(addresses).values({
+				db.insert(addresses).values({
 					id: crypto.randomUUID(),
 					organizationId: activeOrganizationId,
 					clientId,
-					type: form.data.primaryAddressType,
+					type: 'primary',
 					line1: form.data.primaryAddressLine1,
 					line2: form.data.primaryAddressLine2 || null,
 					line3: form.data.primaryAddressLine3 || null,
@@ -119,9 +119,10 @@ export const actions: Actions = {
 					country: form.data.primaryAddressCountry,
 					createdAt: now,
 					updatedAt: now
-				});
-			});
-		} catch {
+				})
+			]);
+		} catch (cause) {
+			console.error('Unable to create client', cause);
 			return message(form, 'Unable to create client.', { status: 400 });
 		}

@@ -78,7 +78,8 @@ export const actions: Actions = {
 		if (!form.valid) return message(form, 'Check the highlighted fields.', { status: 400 });

 		try {
-			await db.insert(addresses).values({
+			const now = new Date();
+			const insertAddress = db.insert(addresses).values({
 				id: crypto.randomUUID(),
 				organizationId: activeOrganizationId,
 				clientId: form.data.clientId,
@@ -90,9 +91,28 @@ export const actions: Actions = {
 				region: form.data.region || null,
 				postcode: form.data.postcode,
 				country: form.data.country,
-				updatedAt: new Date(),
-				createdAt: new Date()
+				updatedAt: now,
+				createdAt: now
 			});
+
+			if (form.data.type === 'primary') {
+				await db.batch([
+					db
+						.update(addresses)
+						.set({ type: 'invoicing', updatedAt: now })
+						.where(
+							and(
+								eq(addresses.clientId, params.id),
+								eq(addresses.organizationId, activeOrganizationId),
+								eq(addresses.type, 'primary'),
+								isNull(addresses.archivedAt)
+							)
+						),
+					insertAddress
+				]);
+			} else {
+				await insertAddress;
+			}
 		} catch {
 			return message(form, 'Unable to create address.', { status: 400 });
 		}
@@ -113,7 +133,6 @@ export const actions: Actions = {
 				.update(addresses)
 				.set({
 					clientId: form.data.clientId,
-					type: form.data.type,
 					line1: form.data.line1,
 					line2: form.data.line2 || null,
 					line3: form.data.line3 || null,
@@ -137,6 +156,59 @@ export const actions: Actions = {
 		return message(form, 'Address updated.');
 	},

+	makePrimary: async ({ locals, params, request }) => {
+		const { activeOrganizationId } = await loadOrganizationContext(locals);
+		const form = await superValidate(await request.formData(), zod4(archiveSchema), {
+			id: 'addresses-primary'
+		});
+
+		if (!form.valid) return message(form, 'Address id is required.', { status: 400 });
+
+		const [address] = await db
+			.select({ id: addresses.id, type: addresses.type })
+			.from(addresses)
+			.where(
+				and(
+					eq(addresses.id, form.data.id),
+					eq(addresses.clientId, params.id),
+					eq(addresses.organizationId, activeOrganizationId),
+					isNull(addresses.archivedAt)
+				)
+			)
+			.limit(1);
+
+		if (!address) return message(form, 'Choose a valid address.', { status: 400 });
+		if (address.type === 'primary') return message(form, 'Address is already primary.');
+
+		const now = new Date();
+		await db.batch([
+			db
+				.update(addresses)
+				.set({ type: address.type, updatedAt: now })
+				.where(
+					and(
+						eq(addresses.clientId, params.id),
+						eq(addresses.organizationId, activeOrganizationId),
+						eq(addresses.type, 'primary'),
+						isNull(addresses.archivedAt)
+					)
+				),
+			db
+				.update(addresses)
+				.set({ type: 'primary', updatedAt: now })
+				.where(
+					and(
+						eq(addresses.id, form.data.id),
+						eq(addresses.clientId, params.id),
+						eq(addresses.organizationId, activeOrganizationId),
+						isNull(addresses.archivedAt)
+					)
+				)
+		]);
+
+		return message(form, 'Primary address updated.');
+	},
+
 	archive: async ({ locals, params, request }) => {
 		const { activeOrganizationId } = await loadOrganizationContext(locals);
 		const form = await superValidate(await request.formData(), zod4(archiveSchema), {
@@ -4,6 +4,7 @@
 	import { Button } from '$lib/components/ui/button/index.js';
 	import * as DropdownMenu from '$lib/components/ui/dropdown-menu/index.js';
 	import * as Table from '$lib/components/ui/table/index.js';
+	import { cn } from '$lib/utils.js';
 	let {
 		data,
 		openEdit,
@@ -50,6 +51,19 @@
 								>
 								<DropdownMenu.Content align="end" class="w-36">
 									<DropdownMenu.Item onclick={() => openEdit(record)}>Edit</DropdownMenu.Item>
+									{#if record.type !== 'primary'}
+										<form method="POST" action="?/makePrimary">
+											<button
+												type="submit"
+												name="id"
+												value={record.id}
+												class={cn(
+													'flex w-full cursor-default items-center rounded-md px-1.5 py-1 text-left text-sm outline-hidden select-none',
+													'hover:bg-accent hover:text-accent-foreground focus:bg-accent focus:text-accent-foreground'
+												)}>Make Primary</button
+											>
+										</form>
+									{/if}
 									<DropdownMenu.Item variant="destructive" onclick={() => openArchive(record)}
 										>Archive</DropdownMenu.Item
 									>
@@ -1,7 +1,6 @@
 <script lang="ts">
 	/* eslint-disable @typescript-eslint/no-explicit-any */
 	import { Field as FormField, Control, FieldErrors } from 'formsnap';
-	import FormSelect from '$lib/components/form-select.svelte';
 	import * as Field from '$lib/components/ui/field/index.js';
 	import { Button } from '$lib/components/ui/button/index.js';
 	import * as Dialog from '$lib/components/ui/dialog/index.js';
@@ -30,26 +29,6 @@
 		{#if editingRecord}
 			<form method="POST" action="?/edit" class="grid gap-2" use:enhanceEdit>
 				<input type="hidden" name="id" value={$editData.id} />
-				<FormField form={editForm} name="type">
-					<Field.Field>
-						<Control id="edit-type">
-							{#snippet children({ props })}
-								<Field.Label>Type</Field.Label>
-								<FormSelect
-									name="type"
-									bind:value={$editData.type}
-									options={[
-										{ value: 'primary', label: 'Primary' },
-										{ value: 'invoicing', label: 'Invoicing' },
-										{ value: 'contract', label: 'Contract' }
-									]}
-									triggerProps={props}
-								/>
-							{/snippet}
-						</Control>
-						<Field.Error><FieldErrors /></Field.Error>
-					</Field.Field>
-				</FormField>
 				<FormField form={editForm} name="line1">
 					<Field.Field>
 						<Control id="edit-line1">
@@ -3,7 +3,6 @@
 	import PlusIcon from '@lucide/svelte/icons/plus';
 	import { Field as FormField, Control, FieldErrors } from 'formsnap';
 	import FormSelect from '$lib/components/form-select.svelte';
-	import FormCheckbox from '$lib/components/form-checkbox.svelte';
 	import { industryOptions } from '$lib/constants/industries';
 	import * as Field from '$lib/components/ui/field/index.js';
 	import { Button } from '$lib/components/ui/button/index.js';
@@ -66,7 +65,7 @@
 						<Control id="create-name">
 							{#snippet children({ props })}
 								<Field.Label>Name</Field.Label>
-								<Input {...props} type="text" bind:value={$createData.name} />
+								<Input {...props} type="text" required bind:value={$createData.name} />
 							{/snippet}
 						</Control>
 						<Field.Error><FieldErrors /></Field.Error>
@@ -144,7 +143,12 @@
 						<Control id="create-primary-contact-email">
 							{#snippet children({ props })}
 								<Field.Label>Email</Field.Label>
-								<Input {...props} type="email" bind:value={$createData.primaryContactEmail} />
+								<Input
+									{...props}
+									type="email"
+									required
+									bind:value={$createData.primaryContactEmail}
+								/>
 							{/snippet}
 						</Control>
 						<Field.Error><FieldErrors /></Field.Error>
@@ -161,50 +165,19 @@
 						<Field.Error><FieldErrors /></Field.Error>
 					</Field.Field>
 				</FormField>
-				<div class="grid gap-3 py-1">
-					<FormCheckbox
-						id="create-primary-contact-receives-invoices"
-						name="primaryContactReceivesInvoices"
-						label="Receives invoices"
-						description="Send invoices raised for this client to this contact."
-						bind:value={$createData.primaryContactReceivesInvoices}
-					/>
-					<FormCheckbox
-						id="create-primary-contact-receives-contracts"
-						name="primaryContactReceivesContracts"
-						label="Receives contracts"
-						description="Send contract documents for this client to this contact."
-						bind:value={$createData.primaryContactReceivesContracts}
-					/>
-				</div>
 			</div>
 			<div class={['grid gap-2', createStep !== 1 && 'hidden']}>
-				<FormField form={createForm} name="primaryAddressType">
-					<Field.Field>
-						<Control id="create-primary-address-type">
-							{#snippet children({ props })}
-								<Field.Label>Type</Field.Label>
-								<FormSelect
-									name="primaryAddressType"
-									bind:value={$createData.primaryAddressType}
-									options={[
-										{ value: 'primary', label: 'Primary' },
-										{ value: 'invoicing', label: 'Invoicing' },
-										{ value: 'contract', label: 'Contract' }
-									]}
-									triggerProps={props}
-								/>
-							{/snippet}
-						</Control>
-						<Field.Error><FieldErrors /></Field.Error>
-					</Field.Field>
-				</FormField>
 				<FormField form={createForm} name="primaryAddressLine1">
 					<Field.Field>
 						<Control id="create-primary-address-line-1">
 							{#snippet children({ props })}
 								<Field.Label>Address line 1</Field.Label>
-								<Input {...props} type="text" bind:value={$createData.primaryAddressLine1} />
+								<Input
+									{...props}
+									type="text"
+									required
+									bind:value={$createData.primaryAddressLine1}
+								/>
 							{/snippet}
 						</Control>
 						<Field.Error><FieldErrors /></Field.Error>
@@ -238,7 +211,12 @@
 							<Control id="create-primary-address-city">
 								{#snippet children({ props })}
 									<Field.Label>City</Field.Label>
-									<Input {...props} type="text" bind:value={$createData.primaryAddressCity} />
+									<Input
+										{...props}
+										type="text"
+										required
+										bind:value={$createData.primaryAddressCity}
+									/>
 								{/snippet}
 							</Control>
 							<Field.Error><FieldErrors /></Field.Error>
@@ -262,7 +240,12 @@
 							<Control id="create-primary-address-postcode">
 								{#snippet children({ props })}
 									<Field.Label>Postcode</Field.Label>
-									<Input {...props} type="text" bind:value={$createData.primaryAddressPostcode} />
+									<Input
+										{...props}
+										type="text"
+										required
+										bind:value={$createData.primaryAddressPostcode}
+									/>
 								{/snippet}
 							</Control>
 							<Field.Error><FieldErrors /></Field.Error>
@@ -76,6 +76,23 @@
 					<Field.Error><FieldErrors /></Field.Error>
 				</Field.Field>
 			</FormField>
+			<FormField form={createForm} name="confirmPassword">
+				<Field.Field>
+					<Control id="create-confirm-password">
+						{#snippet children({ props })}
+							<Field.Label>Confirm password</Field.Label>
+							<Input
+								{...props}
+								type="password"
+								autocomplete="new-password"
+								placeholder="Repeat password"
+								bind:value={$createData.confirmPassword}
+							/>
+						{/snippet}
+					</Control>
+					<Field.Error><FieldErrors /></Field.Error>
+				</Field.Field>
+			</FormField>
 			<FormField form={createForm} name="role">
 				<Field.Field>
 					<Control id="create-role">
Author	SHA1	Message	Date
kdaniel2410	d892621e9b	feat: manage primary address action	2026-06-26 13:04:54 +01:00
kdaniel2410	b2cf967b78	fix: streamline client onboarding wizard	2026-06-26 13:04:46 +01:00
kdaniel2410	1dcbe2e3fe	feat: confirm admin creation password	2026-06-26 13:04:40 +01:00
kdaniel2410	a3a7b59757	fix: stack organization address line field	2026-06-26 13:04:33 +01:00