@company-manager/docs
Features

Gestion des Clients

Gestion complète des clients et des contacts.

Gestion des Clients

Module de gestion des clients permettant de gérer efficacement les relations client et les contacts associés.

Fonctionnalités Principales

Liste des Clients

// Composant de liste des clients
const CustomerList: React.FC = () => {
  const { data, isLoading } = useQuery(
    ['customers'],
    fetchCustomers,
    {
      staleTime: 5 * 60 * 1000, // 5 minutes
    }
  );

  return (
    <DataTable
      columns={customerColumns}
      data={data || []}
      loading={isLoading}
      filters={[
        { key: 'status', label: 'Statut' },
        { key: 'type', label: 'Type' },
      ]}
    />
  );
};

Fiche Client

// Interface de client
interface Customer {
  id: string;
  name: string;
  type: 'company' | 'individual';
  status: 'active' | 'inactive';
  contacts: Contact[];
  addresses: Address[];
  metadata: Record<string, unknown>;
}

// Formulaire de client
const CustomerForm: React.FC<{ customer?: Customer }> = ({ customer }) => {
  const form = useForm<Customer>({
    defaultValues: customer || {
      type: 'company',
      status: 'active',
    },
  });

  const onSubmit = async (data: Customer) => {
    await saveCustomer(data);
    router.push('/customers');
  };

  return (
    <Form {...form}>
      <FormField
        name="name"
        label="Nom"
        rules={{ required: true }}
      />
      <FormField
        name="type"
        label="Type"
        type="select"
        options={customerTypes}
      />
      {/* ... autres champs */}
    </Form>
  );
};

Gestion des Contacts

// Interface de contact
interface Contact {
  id: string;
  customerId: string;
  firstName: string;
  lastName: string;
  email: string;
  phone?: string;
  role?: string;
  isPrimary: boolean;
}

// Liste des contacts
const ContactList: React.FC<{ customerId: string }> = ({ customerId }) => {
  const { data: contacts } = useQuery(
    ['contacts', customerId],
    () => fetchCustomerContacts(customerId)
  );

  return (
    <div className="contacts-list">
      {contacts?.map(contact => (
        <ContactCard
          key={contact.id}
          contact={contact}
          onEdit={() => editContact(contact)}
        />
      ))}
    </div>
  );
};

Intégration Système

Synchronisation

// Service de synchronisation
class CustomerSyncService {
  async syncCustomer(customer: Customer) {
    try {
      const externalCustomer = await this.mapToExternalFormat(customer);
      await this.systemAdapter.syncEntity(externalCustomer, 'customer');
      await this.logSync(customer.id);
    } catch (error) {
      await this.handleSyncError(error, customer);
    }
  }

  private async mapToExternalFormat(customer: Customer) {
    return {
      code: customer.id,
      name: customer.name,
      // ... mapping des champs
    };
  }
}

Fonctionnalités Avancées

Historique des Interactions

// Interface d'interaction
interface CustomerInteraction {
  id: string;
  customerId: string;
  type: 'email' | 'call' | 'meeting';
  date: Date;
  notes: string;
  userId: string;
}

// Composant d'historique
const InteractionHistory: React.FC<{ customerId: string }> = ({ customerId }) => {
  const { data: interactions } = useQuery(
    ['interactions', customerId],
    () => fetchInteractions(customerId)
  );

  return (
    <Timeline>
      {interactions?.map(interaction => (
        <TimelineItem
          key={interaction.id}
          date={interaction.date}
          type={interaction.type}
          content={interaction.notes}
        />
      ))}
    </Timeline>
  );
};

Documents Associés

// Gestionnaire de documents
const DocumentManager: React.FC<{ customerId: string }> = ({ customerId }) => {
  const { documents, upload, delete: deleteDoc } = useDocuments(customerId);

  const handleUpload = async (file: File) => {
    try {
      await upload({
        file,
        metadata: {
          type: file.type,
          size: file.size,
        },
      });
    } catch (error) {
      toast.error('Erreur lors du téléchargement');
    }
  };

  return (
    <div className="document-manager">
      <UploadZone onUpload={handleUpload} />
      <DocumentList
        documents={documents}
        onDelete={deleteDoc}
      />
    </div>
  );
};

Analyse et Reporting

Tableaux de Bord Client

// Métriques client
interface CustomerMetrics {
  totalOrders: number;
  totalRevenue: number;
  averageOrderValue: number;
  lastOrderDate: Date;
}

// Composant de métriques
const CustomerDashboard: React.FC<{ customerId: string }> = ({ customerId }) => {
  const { data: metrics } = useQuery(
    ['customer-metrics', customerId],
    () => fetchCustomerMetrics(customerId)
  );

  return (
    <div className="metrics-grid">
      <MetricCard
        title="Total Commandes"
        value={metrics?.totalOrders}
      />
      <MetricCard
        title="Chiffre d'Affaires"
        value={formatCurrency(metrics?.totalRevenue)}
      />
      {/* ... autres métriques */}
    </div>
  );
};

Personnalisation

Champs Personnalisés

// Configuration des champs
interface CustomField {
  key: string;
  label: string;
  type: 'text' | 'number' | 'date' | 'select';
  options?: string[];
  required?: boolean;
}

// Gestionnaire de champs personnalisés
const CustomFieldsManager: React.FC<{ entity: Customer }> = ({ entity }) => {
  const { fields } = useCustomFields('customer');

  return (
    <div className="custom-fields">
      {fields.map(field => (
        <CustomField
          key={field.key}
          field={field}
          value={entity.metadata[field.key]}
        />
      ))}
    </div>
  );
};

Bonnes Pratiques

  1. Organisation des Données

    • Structure hiérarchique claire
    • Relations bien définies
    • Validation des données
  2. Performance

    • Pagination des listes
    • Chargement optimisé
    • Cache intelligent
  3. Sécurité

    • Validation des accès
    • Audit des modifications
    • Protection des données sensibles