Fix/csv import (#1397)

* feat: add ability to enable or disable header selection

* feat: limit to max of 200 records for now

* fix: bigger modal

* feat: add missing standard fields for company

* fix: person fields

* feat: add hotkeys on dialog

* feat: mobile device

* fix: company import error

* fix: csv import crash

* fix: use scoped hotkey

front/src/modules/companies/hooks/useSpreadsheetCompanyImport.ts

@@ -3,12 +3,7 @@ import { v4 as uuidv4 } from 'uuid';
 import { useSpreadsheetImport } from '@/spreadsheet-import/hooks/useSpreadsheetImport';
 import { SpreadsheetOptions } from '@/spreadsheet-import/types';
 import { useSnackBar } from '@/ui/snack-bar/hooks/useSnackBar';
-import { useUpsertEntityTableItems } from '@/ui/table/hooks/useUpsertEntityTableItems';
-import { useUpsertTableRowIds } from '@/ui/table/hooks/useUpsertTableRowIds';
-import {
-  GetPeopleDocument,
-  useInsertManyCompanyMutation,
-} from '~/generated/graphql';
+import { useInsertManyCompanyMutation } from '~/generated/graphql';
 
 import { fieldsForCompany } from '../utils/fieldsForCompany';
 
@@ -16,8 +11,6 @@ export type FieldCompanyMapping = (typeof fieldsForCompany)[number]['key'];
 
 export function useSpreadsheetCompanyImport() {
   const { openSpreadsheetImport } = useSpreadsheetImport<FieldCompanyMapping>();
-  const upsertEntityTableItems = useUpsertEntityTableItems();
-  const upsertTableRowIds = useUpsertTableRowIds();
   const { enqueueSnackBar } = useSnackBar();
 
   const [createManyCompany] = useInsertManyCompanyMutation();
@@ -34,11 +27,11 @@ export function useSpreadsheetCompanyImport() {
         // TODO: Add better type checking in spreadsheet import later
         const createInputs = data.validData.map((company) => ({
           id: uuidv4(),
-          name: company.name as string,
-          domainName: company.domainName as string,
-          address: company.address as string,
-          employees: parseInt(company.employees as string, 10),
-          linkedinUrl: company.linkedinUrl as string | undefined,
+          name: (company.name ?? '') as string,
+          domainName: (company.domainName ?? '') as string,
+          address: (company.address ?? '') as string,
+          employees: parseInt((company.employees ?? '') as string, 10),
+          linkedinUrl: (company.linkedinUrl ?? '') as string | undefined,
         }));
 
         try {
@@ -46,15 +39,12 @@ export function useSpreadsheetCompanyImport() {
             variables: {
               data: createInputs,
             },
-            refetchQueries: [GetPeopleDocument],
+            refetchQueries: 'active',
           });
 
           if (result.errors) {
             throw result.errors;
           }
-
-          upsertTableRowIds(createInputs.map((company) => company.id));
-          upsertEntityTableItems(createInputs);
         } catch (error: any) {
           enqueueSnackBar(error?.message || 'Something went wrong', {
             variant: 'error',

front/src/modules/companies/utils/fieldsForCompany.tsx

@@ -1,8 +1,11 @@
 import {
   IconBrandLinkedin,
+  IconBrandX,
   IconBuildingSkyscraper,
   IconMail,
   IconMap,
+  IconMoneybag,
+  IconTarget,
   IconUsers,
 } from '@/ui/icon';
 
@@ -16,13 +19,6 @@ export const fieldsForCompany = [
       type: 'input',
     },
     example: 'Tim',
-    validations: [
-      {
-        rule: 'required',
-        errorMessage: 'Name is required',
-        level: 'error',
-      },
-    ],
   },
   {
     icon: <IconMail />,
@@ -33,13 +29,6 @@ export const fieldsForCompany = [
       type: 'input',
     },
     example: 'apple.dev',
-    validations: [
-      {
-        rule: 'required',
-        errorMessage: 'Domain name is required',
-        level: 'error',
-      },
-    ],
   },
   {
     icon: <IconBrandLinkedin />,
@@ -51,6 +40,61 @@ export const fieldsForCompany = [
     },
     example: 'https://www.linkedin.com/in/apple',
   },
+  {
+    icon: <IconMoneybag />,
+    label: 'ARR',
+    key: 'annualRecurringRevenue',
+    alternateMatches: [
+      'arr',
+      'annual revenue',
+      'revenue',
+      'recurring revenue',
+      'annual recurring revenue',
+    ],
+    fieldType: {
+      type: 'input',
+    },
+    validation: [
+      {
+        regex: /^(\d+)?$/,
+        errorMessage: 'Annual recurring revenue must be a number',
+        level: 'error',
+      },
+    ],
+    example: '1000000',
+  },
+  {
+    icon: <IconTarget />,
+    label: 'ICP',
+    key: 'idealCustomerProfile',
+    alternateMatches: [
+      'icp',
+      'ideal profile',
+      'ideal customer profile',
+      'ideal customer',
+    ],
+    fieldType: {
+      type: 'input',
+    },
+    validation: [
+      {
+        regex: /^(true|false)?$/,
+        errorMessage: 'Ideal custoner profile must be a boolean',
+        level: 'error',
+      },
+    ],
+    example: 'true/false',
+  },
+  {
+    icon: <IconBrandX />,
+    label: 'x URL',
+    key: 'xUrl',
+    alternateMatches: ['x', 'twitter', 'twitter url', 'x url'],
+    fieldType: {
+      type: 'input',
+    },
+    example: 'https://x.com/tim_cook',
+  },
   {
     icon: <IconMap />,
     label: 'Address',
@@ -59,13 +103,6 @@ export const fieldsForCompany = [
       type: 'input',
     },
     example: 'Maple street',
-    validations: [
-      {
-        rule: 'required',
-        errorMessage: 'Address is required',
-        level: 'error',
-      },
-    ],
   },
   {
     icon: <IconUsers />,
@@ -75,6 +112,13 @@ export const fieldsForCompany = [
     fieldType: {
       type: 'input',
     },
+    validation: [
+      {
+        regex: /^\d+$/,
+        errorMessage: 'Employees must be a number',
+        level: 'error',
+      },
+    ],
     example: '150',
   },
 ] as const;

front/src/modules/people/hooks/useSpreadsheetPersonImport.ts

@@ -3,12 +3,7 @@ import { v4 as uuidv4 } from 'uuid';
 import { useSpreadsheetImport } from '@/spreadsheet-import/hooks/useSpreadsheetImport';
 import { SpreadsheetOptions } from '@/spreadsheet-import/types';
 import { useSnackBar } from '@/ui/snack-bar/hooks/useSnackBar';
-import { useUpsertEntityTableItems } from '@/ui/table/hooks/useUpsertEntityTableItems';
-import { useUpsertTableRowIds } from '@/ui/table/hooks/useUpsertTableRowIds';
-import {
-  GetPeopleDocument,
-  useInsertManyPersonMutation,
-} from '~/generated/graphql';
+import { useInsertManyPersonMutation } from '~/generated/graphql';
 
 import { fieldsForPerson } from '../utils/fieldsForPerson';
 
@@ -16,8 +11,6 @@ export type FieldPersonMapping = (typeof fieldsForPerson)[number]['key'];
 
 export function useSpreadsheetPersonImport() {
   const { openSpreadsheetImport } = useSpreadsheetImport<FieldPersonMapping>();
-  const upsertEntityTableItems = useUpsertEntityTableItems();
-  const upsertTableRowIds = useUpsertTableRowIds();
   const { enqueueSnackBar } = useSnackBar();
 
   const [createManyPerson] = useInsertManyPersonMutation();
@@ -49,15 +42,12 @@ export function useSpreadsheetPersonImport() {
             variables: {
               data: createInputs,
             },
-            refetchQueries: [GetPeopleDocument],
+            refetchQueries: 'active',
           });
 
           if (result.errors) {
             throw result.errors;
           }
-
-          upsertTableRowIds(createInputs.map((person) => person.id));
-          upsertEntityTableItems(createInputs);
         } catch (error: any) {
           enqueueSnackBar(error?.message || 'Something went wrong', {
             variant: 'error',

front/src/modules/people/utils/fieldsForPerson.tsx

@@ -2,7 +2,7 @@ import { isValidPhoneNumber } from 'libphonenumber-js';
 
 import {
   IconBrandLinkedin,
-  IconBrandTwitter,
+  IconBrandX,
   IconBriefcase,
   IconMail,
   IconMap,
@@ -19,13 +19,6 @@ export const fieldsForPerson = [
       type: 'input',
     },
     example: 'Tim',
-    validations: [
-      {
-        rule: 'required',
-        errorMessage: 'Firstname is required',
-        level: 'error',
-      },
-    ],
   },
   {
     icon: <IconUser />,
@@ -36,13 +29,6 @@ export const fieldsForPerson = [
       type: 'input',
     },
     example: 'Cook',
-    validations: [
-      {
-        rule: 'required',
-        errorMessage: 'Lastname is required',
-        level: 'error',
-      },
-    ],
   },
   {
     icon: <IconMail />,
@@ -53,13 +39,6 @@ export const fieldsForPerson = [
       type: 'input',
     },
     example: 'tim@apple.dev',
-    validations: [
-      {
-        rule: 'required',
-        errorMessage: 'email is required',
-        level: 'error',
-      },
-    ],
   },
   {
     icon: <IconBrandLinkedin />,
@@ -72,7 +51,7 @@ export const fieldsForPerson = [
     example: 'https://www.linkedin.com/in/timcook',
   },
   {
-    icon: <IconBrandTwitter />,
+    icon: <IconBrandX />,
     label: 'X URL',
     key: 'xUrl',
     alternateMatches: ['x', 'x url'],

front/src/modules/spreadsheet-import/components/ModalCloseButton.tsx

@@ -45,7 +45,7 @@ export const ModalCloseButton = ({ onClose }: ModalCloseButtonProps) => {
       message: 'Are you sure? Your current information will not be saved.',
       buttons: [
         { title: 'Cancel' },
-        { title: 'Exit', onClick: onClose, accent: 'danger' },
+        { title: 'Exit', onClick: onClose, accent: 'danger', role: 'confirm' },
       ],
     });
   }

front/src/modules/spreadsheet-import/components/ModalWrapper.tsx

@@ -3,15 +3,22 @@ import styled from '@emotion/styled';
 
 import { useSpreadsheetImportInternal } from '@/spreadsheet-import/hooks/useSpreadsheetImportInternal';
 import { Modal } from '@/ui/modal/components/Modal';
+import { MOBILE_VIEWPORT } from '@/ui/theme/constants/theme';
 
 import { ModalCloseButton } from './ModalCloseButton';
 
 const StyledModal = styled(Modal)`
   height: 61%;
-  min-height: 500px;
-  min-width: 600px;
+  min-height: 600px;
+  min-width: 800px;
   position: relative;
-  width: 53%;
+  width: 63%;
+  @media (max-width: ${MOBILE_VIEWPORT}px) {
+    min-width: auto;
+    min-height: auto;
+    width: 100%;
+    height: 100%;
+  }
 `;
 
 const StyledRtlLtr = styled.div`

front/src/modules/spreadsheet-import/provider/components/SpreadsheetImport.tsx

@@ -12,6 +12,8 @@ export const defaultSpreadsheetImportProps: Partial<SpreadsheetOptions<any>> = {
   matchColumnsStepHook: async (table) => table,
   dateFormat: 'yyyy-mm-dd', // ISO 8601,
   parseRaw: true,
+  selectHeader: false,
+  maxRecords: 200,
 } as const;
 
 export const SpreadsheetImport = <T extends string>(

front/src/modules/spreadsheet-import/steps/components/MatchColumnsStep/MatchColumnsStep.tsx

@@ -21,6 +21,8 @@ import { UserTableColumn } from './components/UserTableColumn';
 
 const StyledContent = styled(Modal.Content)`
   align-items: center;
+  padding-left: ${({ theme }) => theme.spacing(6)};
+  padding-right: ${({ theme }) => theme.spacing(6)};
 `;
 
 const StyledColumnsContainer = styled.div`
@@ -224,6 +226,7 @@ export const MatchColumnsStep = <T extends string>({
             title: 'Continue',
             onClick: handleAlertOnContinue,
             variant: 'primary',
+            role: 'confirm',
           },
         ],
       });

front/src/modules/spreadsheet-import/steps/components/MatchColumnsStep/components/ColumnGrid.tsx

@@ -19,7 +19,7 @@ const StyledGrid = styled.div`
   display: flex;
   flex-direction: column;
   margin-top: ${({ theme }) => theme.spacing(8)};
-  width: 75%;
+  width: 100%;
 `;
 
 type HeightProps = {

front/src/modules/spreadsheet-import/steps/components/SelectSheetStep/SelectSheetStep.tsx

@@ -9,6 +9,8 @@ import { Modal } from '@/ui/modal/components/Modal';
 
 const StyledContent = styled(Modal.Content)`
   align-items: center;
+  padding-left: ${({ theme }) => theme.spacing(6)};
+  padding-right: ${({ theme }) => theme.spacing(6)};
 `;
 
 const StyledHeading = styled(Heading)`

front/src/modules/spreadsheet-import/steps/components/Steps.tsx

@@ -5,6 +5,7 @@ import { useSpreadsheetImportInternal } from '@/spreadsheet-import/hooks/useSpre
 import { Modal } from '@/ui/modal/components/Modal';
 import { StepBar } from '@/ui/step-bar/components/StepBar';
 import { useStepBar } from '@/ui/step-bar/hooks/useStepBar';
+import { MOBILE_VIEWPORT } from '@/ui/theme/constants/theme';
 
 import { UploadFlow } from './UploadFlow';
 
@@ -15,6 +16,10 @@ const StyledHeader = styled(Modal.Header)`
   padding: 0px;
   padding-left: ${({ theme }) => theme.spacing(30)};
   padding-right: ${({ theme }) => theme.spacing(30)};
+  @media (max-width: ${MOBILE_VIEWPORT}px) {
+    padding-left: ${({ theme }) => theme.spacing(4)};
+    padding-right: ${({ theme }) => theme.spacing(4)};
+  }
 `;
 
 const stepTitles = {

front/src/modules/spreadsheet-import/steps/components/UploadFlow.tsx

@@ -72,6 +72,7 @@ export const UploadFlow = ({ nextStep }: Props) => {
     uploadStepHook,
     selectHeaderStepHook,
     matchColumnsStepHook,
+    selectHeader,
   } = useSpreadsheetImportInternal();
   const { enqueueSnackBar } = useSnackBar();
 
@@ -109,10 +110,27 @@ export const UploadFlow = ({ nextStep }: Props) => {
                 const mappedWorkbook = await uploadStepHook(
                   mapWorkbook(workbook),
                 );
+
+                if (selectHeader) {
                   setState({
                     type: StepType.selectHeader,
                     data: mappedWorkbook,
                   });
+                } else {
+                  // Automatically select first row as header
+                  const trimmedData = mappedWorkbook.slice(1);
+
+                  const { data, headerValues } = await selectHeaderStepHook(
+                    mappedWorkbook[0],
+                    trimmedData,
+                  );
+
+                  setState({
+                    type: StepType.matchColumns,
+                    data,
+                    headerValues,
+                  });
+                }
               } catch (e) {
                 errorToast((e as Error).message);
               }

front/src/modules/spreadsheet-import/steps/components/ValidationStep/ValidationStep.tsx

@@ -17,6 +17,11 @@ import { Modal } from '@/ui/modal/components/Modal';
 import { generateColumns } from './components/columns';
 import type { Meta } from './types';
 
+const StyledContent = styled(Modal.Content)`
+  padding-left: ${({ theme }) => theme.spacing(6)};
+  padding-right: ${({ theme }) => theme.spacing(6)};
+`;
+
 const StyledToolbar = styled.div`
   display: flex;
   flex-direction: row;
@@ -175,6 +180,7 @@ export const ValidationStep = <T extends string>({
             title: 'Submit',
             variant: 'primary',
             onClick: submitData,
+            role: 'confirm',
           },
         ],
       });
@@ -183,7 +189,7 @@ export const ValidationStep = <T extends string>({
 
   return (
     <>
-      <Modal.Content>
+      <StyledContent>
         <Heading
           title="Review your import"
           description="Correct the issues and fill the missing data."
@@ -225,7 +231,7 @@ export const ValidationStep = <T extends string>({
             }}
           />
         </StyledScrollContainer>
-      </Modal.Content>
+      </StyledContent>
       <ContinueButton onContinue={onContinue} title="Confirm" />
     </>
   );

front/src/modules/spreadsheet-import/types/index.ts

@@ -50,6 +50,8 @@ export type SpreadsheetOptions<Keys extends string> = {
   parseRaw?: boolean;
   // Use for right-to-left (RTL) support
   rtl?: boolean;
+  // Allow header selection
+  selectHeader?: boolean;
 };
 
 export type RawData = Array<string | undefined>;

front/src/modules/ui/dialog/components/Dialog.tsx

@@ -1,8 +1,12 @@
 import { useCallback } from 'react';
 import styled from '@emotion/styled';
 import { motion } from 'framer-motion';
+import { Key } from 'ts-key-enum';
 
 import { Button } from '@/ui/button/components/Button';
+import { useScopedHotkeys } from '@/ui/utilities/hotkey/hooks/useScopedHotkeys';
+
+import { DialogHotkeyScope } from '../types/DialogHotkeyScope';
 
 const StyledDialogOverlay = styled(motion.div)`
   align-items: center;
@@ -52,7 +56,12 @@ const StyledDialogButton = styled(Button)`
 export type DialogButtonOptions = Omit<
   React.ComponentProps<typeof Button>,
   'fullWidth'
->;
+> & {
+  onClick?: (
+    event: React.MouseEvent<HTMLButtonElement, MouseEvent> | KeyboardEvent,
+  ) => void;
+  role?: 'confirm';
+};
 
 export type DialogProps = React.ComponentPropsWithoutRef<typeof motion.div> & {
   title?: string;
@@ -86,6 +95,32 @@ export function Dialog({
     closed: { y: '50vh' },
   };
 
+  useScopedHotkeys(
+    Key.Enter,
+    (event: KeyboardEvent) => {
+      const confirmButton = buttons.find((button) => button.role === 'confirm');
+
+      event.preventDefault();
+
+      if (confirmButton) {
+        confirmButton?.onClick?.(event);
+        closeSnackbar();
+      }
+    },
+    DialogHotkeyScope.Dialog,
+    [],
+  );
+
+  useScopedHotkeys(
+    Key.Escape,
+    (event: KeyboardEvent) => {
+      event.preventDefault();
+      closeSnackbar();
+    },
+    DialogHotkeyScope.Dialog,
+    [],
+  );
+
   return (
     <StyledDialogOverlay
       variants={dialogVariants}

front/src/modules/ui/dialog/components/DialogProvider.tsx

@@ -1,20 +1,38 @@
+import { useEffect } from 'react';
 import { useRecoilState } from 'recoil';
 
+import { usePreviousHotkeyScope } from '@/ui/utilities/hotkey/hooks/usePreviousHotkeyScope';
+
 import { dialogInternalState } from '../states/dialogState';
+import { DialogHotkeyScope } from '../types/DialogHotkeyScope';
 
 import { Dialog } from './Dialog';
 
 export function DialogProvider({ children }: React.PropsWithChildren) {
   const [dialogState, setDialogState] = useRecoilState(dialogInternalState);
 
+  const {
+    setHotkeyScopeAndMemorizePreviousScope,
+    goBackToPreviousHotkeyScope,
+  } = usePreviousHotkeyScope();
+
   // Handle dialog close event
   const handleDialogClose = (id: string) => {
     setDialogState((prevState) => ({
       ...prevState,
       queue: prevState.queue.filter((snackBar) => snackBar.id !== id),
     }));
+    goBackToPreviousHotkeyScope();
   };
 
+  useEffect(() => {
+    if (dialogState.queue.length === 0) {
+      return;
+    }
+
+    setHotkeyScopeAndMemorizePreviousScope(DialogHotkeyScope.Dialog);
+  }, [dialogState.queue, setHotkeyScopeAndMemorizePreviousScope]);
+
   return (
     <>
       {children}

front/src/modules/ui/dialog/types/DialogHotkeyScope.ts

@@ -0,0 +1,3 @@
+export enum DialogHotkeyScope {
+  Dialog = 'dialog',
+}

front/src/modules/ui/step-bar/components/Step.tsx

@@ -3,11 +3,16 @@ import styled from '@emotion/styled';
 import { motion } from 'framer-motion';
 
 import { AnimatedCheckmark } from '@/ui/checkmark/components/AnimatedCheckmark';
+import { MOBILE_VIEWPORT } from '@/ui/theme/constants/theme';
+import { useIsMobile } from '@/ui/utilities/responsive/hooks/useIsMobile';
 
 const StyledContainer = styled.div<{ isLast: boolean }>`
   align-items: center;
   display: flex;
   flex-grow: ${({ isLast }) => (isLast ? '0' : '1')};
+  @media (max-width: ${MOBILE_VIEWPORT}px) {
+    flex-grow: 0;
+  }
 `;
 
 const StyledStepCircle = styled(motion.div)`
@@ -64,6 +69,7 @@ export const Step = ({
   children,
 }: StepProps) => {
   const theme = useTheme();
+  const isMobile = useIsMobile();
 
   const variantsCircle = {
     active: {
@@ -104,7 +110,7 @@ export const Step = ({
         {!isActive && <StyledStepIndex>{index + 1}</StyledStepIndex>}
       </StyledStepCircle>
       <StyledStepLabel isActive={isActive}>{label}</StyledStepLabel>
-      {!isLast && (
+      {!isLast && !isMobile && (
         <StyledStepLine
           variants={variantsLine}
           animate={isActive ? 'active' : 'inactive'}

front/src/modules/ui/step-bar/components/StepBar.tsx

@@ -1,12 +1,19 @@
 import React from 'react';
 import styled from '@emotion/styled';
 
+import { MOBILE_VIEWPORT } from '@/ui/theme/constants/theme';
+import { useIsMobile } from '@/ui/utilities/responsive/hooks/useIsMobile';
+
 import { Step, StepProps } from './Step';
 
 const StyledContainer = styled.div`
   display: flex;
   flex: 1;
   justify-content: space-between;
+  @media (max-width: ${MOBILE_VIEWPORT}px) {
+    align-items: center;
+    justify-content: center;
+  }
 `;
 
 export type StepsProps = React.PropsWithChildren &
@@ -15,6 +22,8 @@ export type StepsProps = React.PropsWithChildren &
   };
 
 export const StepBar = ({ children, activeStep, ...restProps }: StepsProps) => {
+  const isMobile = useIsMobile();
+
   return (
     <StyledContainer {...restProps}>
       {React.Children.map(children, (child, index) => {
@@ -29,6 +38,14 @@ export const StepBar = ({ children, activeStep, ...restProps }: StepsProps) => {
           return child;
         }
 
+        // We should only render the active step, and if activeStep is -1, we should only render the first step only when it's mobile device
+        if (
+          isMobile &&
+          (activeStep === -1 ? index !== 0 : index !== activeStep)
+        ) {
+          return null;
+        }
+
         return React.cloneElement<StepProps>(child as any, {
           index,
           isActive: index <= activeStep,