# Forms Improvement Guide ## Overview The business and client creation/editing forms have been significantly improved with better organization, shared components, enhanced validation, and improved user experience. ## Key Improvements ### 1. Shared Components & Utilities #### Address Form Component (`src/components/ui/address-form.tsx`) A reusable address form component that handles: - Country-aware formatting (US ZIP codes, Canadian postal codes) - State dropdown for US addresses, text input for other countries - Popular countries listed first in country dropdown - Automatic field adjustments based on country selection ```tsx ``` #### Form Constants & Utilities (`src/lib/form-constants.ts`) Centralized location for: - US states list with proper formatting - All countries with ISO codes - Popular countries for quick selection - Format functions for phone, postal codes, tax IDs, and URLs - Validation utilities and messages ### 2. Enhanced Form Validation #### Real-time Validation - Errors clear as soon as user starts typing - Field-specific validation messages - Visual feedback with red borders on invalid fields #### Smart Validation Rules - Email: Proper email format checking - Phone: US phone number format validation - Address: Required fields only if any address field is filled - URL: Automatic https:// prefix addition ```typescript // Example validation if (formData.email && !isValidEmail(formData.email)) { newErrors.email = VALIDATION_MESSAGES.email; } ``` ### 3. Better Form Organization #### Card-based Sections Forms are now organized into logical sections using cards: - **Basic Information**: Core fields like name, tax ID - **Contact Information**: Email, phone, website - **Address**: Complete address form with smart country handling - **Settings**: Business-specific settings like default business flag #### Consistent Layout - Maximum width container for better readability - Responsive grid layouts that stack on mobile - Proper spacing between sections - Clear visual hierarchy ### 4. Improved User Experience #### Loading States - Skeleton loader while fetching data in edit mode - Disabled form fields during submission - Loading spinner in submit button #### Unsaved Changes Warning ```typescript const handleCancel = () => { if (isDirty) { const confirmed = window.confirm( "You have unsaved changes. Are you sure you want to leave?" ); if (!confirmed) return; } router.push("/dashboard/businesses"); }; ``` #### Smart Field Formatting - Phone numbers: Auto-format as (555) 123-4567 - Tax ID: Auto-format as 12-3456789 - Postal codes: Format based on country (US vs Canadian) - Website URLs: Auto-add https:// if missing ### 5. Responsive Design #### Mobile Optimizations - Form sections stack vertically on small screens - Touch-friendly input sizes - Proper button positioning - Readable font sizes #### Desktop Enhancements - Two-column layouts for related fields - Optimal reading width - Side-by-side form actions ### 6. Code Reusability #### Shared Between Business & Client Forms - Address form component - Validation logic - Format functions - Constants (states, countries) - Error handling patterns #### TypeScript Interfaces ```typescript interface FormData { name: string; email: string; phone: string; // ... other fields } interface FormErrors { name?: string; email?: string; // ... validation errors } ``` ## Usage Examples ### Basic Form Implementation ```tsx export function BusinessForm({ businessId, mode }: BusinessFormProps) { const [formData, setFormData] = useState(initialFormData); const [errors, setErrors] = useState({}); const [isSubmitting, setIsSubmitting] = useState(false); const [isDirty, setIsDirty] = useState(false); // Handle input changes const handleInputChange = (field: string, value: string | boolean) => { setFormData((prev) => ({ ...prev, [field]: value })); setIsDirty(true); // Clear error when user types if (errors[field as keyof FormErrors]) { setErrors((prev) => ({ ...prev, [field]: undefined })); } }; // Validate and submit const handleSubmit = async (e: React.FormEvent) => { e.preventDefault(); if (!validateForm()) { toast.error("Please correct the errors in the form"); return; } // Submit logic... }; } ``` ### Field with Icon and Validation ```tsx
handleInputChange("email", e.target.value)} placeholder={PLACEHOLDERS.email} className={`pl-10 ${errors.email ? "border-destructive" : ""}`} disabled={isSubmitting} />
{errors.email && (

{errors.email}

)}
``` ## Best Practices ### 1. Form State Management - Use controlled components for all inputs - Track dirty state for unsaved changes warnings - Clear errors when user corrects them - Disable form during submission ### 2. Validation Strategy - Validate on submit, not on blur (less annoying) - Clear errors immediately when user starts fixing them - Show field-level errors below each input - Use consistent error message format ### 3. Accessibility - Proper label associations with htmlFor - Required field indicators - Error messages linked to fields - Keyboard navigation support - Focus management ### 4. Performance - Memoize expensive computations - Use debouncing for format functions if needed - Lazy load country lists - Optimize re-renders with proper state management ## Migration Guide ### From Old Forms 1. Replace inline state/country arrays with imported constants 2. Use `AddressForm` component instead of individual address fields 3. Apply format functions from `form-constants.ts` 4. Update validation to use shared utilities 5. Wrap sections in Card components 6. Add loading and dirty state tracking ### Example Migration ```tsx // Before const US_STATES = [ { value: "AL", label: "Alabama" }, // ... duplicated in each form ]; // After import { US_STATES, formatPhoneNumber } from "~/lib/form-constants"; import { AddressForm } from "~/components/ui/address-form"; ``` ## Future Enhancements ### Planned Improvements 1. **Field-level permissions**: Disable fields based on user role 2. **Auto-save**: Save draft as user types 3. **Multi-step forms**: Break long forms into steps 4. **Conditional fields**: Show/hide fields based on other values 5. **Bulk operations**: Create multiple records at once 6. **Import from templates**: Pre-fill common business types ### Extensibility The form system is designed to be easily extended: - Add new format functions to `form-constants.ts` - Create additional shared form components - Extend validation rules as needed - Add new field types with consistent patterns ## Troubleshooting ### Common Issues 1. **Validation not working**: Ensure field names match FormErrors interface 2. **Format function not applying**: Check that onChange uses the format function 3. **Country dropdown not searching**: Verify SearchableSelect has search enabled 4. **Address validation failing**: Check if country field affects validation rules ### Debug Tips - Use React DevTools to inspect form state - Check console for validation errors - Verify API responses match expected format - Test with different country selections