feat: Reports & Analytics page, CSV export, notification bell in header
- Reports page with overview stats, client growth chart, email activity chart - Engagement breakdown (engaged/warm/cooling/cold) with stacked bar - Industry and tag distribution charts - At-risk client lists (cold + cooling) - CSV export button downloads all clients - Notification bell in top bar: overdue events, upcoming events, stale clients, pending drafts - Dismissable notifications with priority indicators - Added Reports to sidebar nav between Network and Settings
This commit is contained in:
@@ -11,6 +11,7 @@ import EmailsPage from '@/pages/EmailsPage';
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import SettingsPage from '@/pages/SettingsPage';
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import AdminPage from '@/pages/AdminPage';
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import NetworkPage from '@/pages/NetworkPage';
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import ReportsPage from '@/pages/ReportsPage';
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import InvitePage from '@/pages/InvitePage';
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import ForgotPasswordPage from '@/pages/ForgotPasswordPage';
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import ResetPasswordPage from '@/pages/ResetPasswordPage';
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@@ -50,6 +51,7 @@ export default function App() {
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<Route path="events" element={<EventsPage />} />
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<Route path="emails" element={<EmailsPage />} />
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<Route path="network" element={<NetworkPage />} />
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<Route path="reports" element={<ReportsPage />} />
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<Route path="settings" element={<SettingsPage />} />
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<Route path="admin" element={<AdminPage />} />
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</Route>
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@@ -4,8 +4,9 @@ import { useAuthStore } from '@/stores/auth';
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import { cn } from '@/lib/utils';
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import {
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LayoutDashboard, Users, Calendar, Mail, Settings, Shield,
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LogOut, Menu, X, ChevronLeft, Network,
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LogOut, Menu, X, ChevronLeft, Network, BarChart3,
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} from 'lucide-react';
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import NotificationBell from './NotificationBell';
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const baseNavItems = [
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{ path: '/', label: 'Dashboard', icon: LayoutDashboard },
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@@ -13,6 +14,7 @@ const baseNavItems = [
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{ path: '/events', label: 'Events', icon: Calendar },
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{ path: '/emails', label: 'Emails', icon: Mail },
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{ path: '/network', label: 'Network', icon: Network },
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{ path: '/reports', label: 'Reports', icon: BarChart3 },
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{ path: '/settings', label: 'Settings', icon: Settings },
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];
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@@ -124,6 +126,7 @@ export default function Layout() {
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{mobileOpen ? <X className="w-5 h-5" /> : <Menu className="w-5 h-5" />}
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</button>
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<div className="flex-1" />
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<NotificationBell />
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</header>
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{/* Content */}
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173
src/components/NotificationBell.tsx
Normal file
173
src/components/NotificationBell.tsx
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@@ -0,0 +1,173 @@
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import { useEffect, useState, useRef } from 'react';
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import { Link } from 'react-router-dom';
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import { api } from '@/lib/api';
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import { Bell, AlertTriangle, Calendar, Users, Mail, Clock, X } from 'lucide-react';
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import { cn } from '@/lib/utils';
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interface Notification {
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id: string;
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type: 'overdue' | 'upcoming' | 'stale' | 'drafts';
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title: string;
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description: string;
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date: string;
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link: string;
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priority: 'high' | 'medium' | 'low';
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}
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interface NotifCounts {
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total: number;
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high: number;
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overdue: number;
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upcoming: number;
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stale: number;
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drafts: number;
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}
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const typeIcons: Record<string, typeof Calendar> = {
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overdue: AlertTriangle,
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upcoming: Calendar,
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stale: Users,
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drafts: Mail,
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};
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const typeColors: Record<string, string> = {
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overdue: 'text-red-500 bg-red-50',
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upcoming: 'text-blue-500 bg-blue-50',
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stale: 'text-amber-500 bg-amber-50',
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drafts: 'text-purple-500 bg-purple-50',
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};
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const priorityDot: Record<string, string> = {
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high: 'bg-red-500',
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medium: 'bg-amber-400',
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low: 'bg-slate-300',
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};
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export default function NotificationBell() {
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const [notifications, setNotifications] = useState<Notification[]>([]);
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const [counts, setCounts] = useState<NotifCounts | null>(null);
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const [open, setOpen] = useState(false);
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const [dismissed, setDismissed] = useState<Set<string>>(new Set());
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const ref = useRef<HTMLDivElement>(null);
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useEffect(() => {
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fetchNotifications();
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// Refresh every 5 minutes
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const interval = setInterval(fetchNotifications, 5 * 60 * 1000);
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return () => clearInterval(interval);
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}, []);
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// Close on outside click
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useEffect(() => {
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const handleClick = (e: MouseEvent) => {
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if (ref.current && !ref.current.contains(e.target as Node)) {
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setOpen(false);
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}
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};
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if (open) document.addEventListener('mousedown', handleClick);
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return () => document.removeEventListener('mousedown', handleClick);
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}, [open]);
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const fetchNotifications = async () => {
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try {
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const data = await api.getNotifications();
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setNotifications(data.notifications || []);
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setCounts(data.counts || null);
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} catch {
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// Silently fail
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}
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};
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const dismiss = (id: string) => {
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setDismissed(prev => new Set(prev).add(id));
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};
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const visibleNotifs = notifications.filter(n => !dismissed.has(n.id));
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const activeCount = visibleNotifs.length;
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const highCount = visibleNotifs.filter(n => n.priority === 'high').length;
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return (
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<div ref={ref} className="relative">
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<button
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onClick={() => setOpen(!open)}
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className={cn(
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'relative p-2 rounded-lg transition-colors',
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open ? 'bg-slate-100 text-slate-700' : 'text-slate-400 hover:bg-slate-100 hover:text-slate-600'
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)}
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>
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<Bell className="w-5 h-5" />
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{activeCount > 0 && (
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<span className={cn(
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'absolute -top-0.5 -right-0.5 min-w-[18px] h-[18px] flex items-center justify-center rounded-full text-[10px] font-bold text-white px-1',
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highCount > 0 ? 'bg-red-500' : 'bg-blue-500'
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)}>
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{activeCount > 99 ? '99+' : activeCount}
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</span>
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)}
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</button>
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{open && (
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<div className="absolute right-0 top-full mt-2 w-80 sm:w-96 bg-white rounded-xl border border-slate-200 shadow-xl z-50 overflow-hidden">
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<div className="flex items-center justify-between px-4 py-3 border-b border-slate-100">
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<h3 className="text-sm font-semibold text-slate-800">Notifications</h3>
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{counts && (
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<div className="flex items-center gap-2 text-xs text-slate-400">
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{counts.overdue > 0 && (
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<span className="text-red-500 font-medium">{counts.overdue} overdue</span>
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)}
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{counts.upcoming > 0 && (
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<span>{counts.upcoming} upcoming</span>
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)}
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</div>
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)}
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</div>
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<div className="max-h-[400px] overflow-y-auto">
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{visibleNotifs.length === 0 ? (
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<div className="flex flex-col items-center justify-center py-8 text-slate-400">
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<Clock className="w-8 h-8 mb-2" />
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<p className="text-sm">All caught up!</p>
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</div>
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) : (
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visibleNotifs.map(n => {
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const Icon = typeIcons[n.type] || Calendar;
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return (
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<div key={n.id} className="flex items-start gap-3 px-4 py-3 hover:bg-slate-50 border-b border-slate-50 last:border-0">
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<div className={cn('p-1.5 rounded-lg mt-0.5', typeColors[n.type] || 'bg-slate-50 text-slate-500')}>
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<Icon className="w-4 h-4" />
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</div>
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<Link to={n.link} onClick={() => setOpen(false)} className="flex-1 min-w-0">
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<div className="flex items-center gap-1.5">
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<div className={cn('w-1.5 h-1.5 rounded-full flex-shrink-0', priorityDot[n.priority])} />
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<p className="text-sm font-medium text-slate-800 truncate">{n.title}</p>
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</div>
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<p className="text-xs text-slate-400 mt-0.5">{n.description}</p>
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</Link>
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<button
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onClick={() => dismiss(n.id)}
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className="p-1 rounded text-slate-300 hover:text-slate-500 hover:bg-slate-100 flex-shrink-0"
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>
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<X className="w-3.5 h-3.5" />
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</button>
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</div>
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);
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})
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)}
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</div>
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{visibleNotifs.length > 0 && (
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<div className="border-t border-slate-100 px-4 py-2.5">
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<Link
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to="/reports"
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onClick={() => setOpen(false)}
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className="text-xs text-blue-600 hover:text-blue-700 font-medium"
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>
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View Reports →
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</Link>
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</div>
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)}
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</div>
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)}
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</div>
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);
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}
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@@ -404,6 +404,49 @@ class ApiClient {
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}
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return response.json();
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}
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// Reports & Analytics
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async getReportsOverview(): Promise<any> {
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return this.fetch('/reports/overview');
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}
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async getReportsGrowth(): Promise<any> {
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return this.fetch('/reports/growth');
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}
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async getReportsIndustries(): Promise<any[]> {
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return this.fetch('/reports/industries');
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}
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async getReportsTags(): Promise<any[]> {
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return this.fetch('/reports/tags');
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}
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async getReportsEngagement(): Promise<any> {
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return this.fetch('/reports/engagement');
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}
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async getNotifications(): Promise<any> {
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return this.fetch('/reports/notifications');
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}
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async exportClientsCSV(): Promise<void> {
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const token = this.getToken();
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const headers: HeadersInit = token ? { Authorization: `Bearer ${token}` } : {};
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const response = await fetch(`${API_BASE}/reports/export/clients`, {
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headers,
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credentials: 'include',
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});
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if (!response.ok) throw new Error('Export failed');
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const blob = await response.blob();
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const url = window.URL.createObjectURL(blob);
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const a = document.createElement('a');
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a.href = url;
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a.download = `clients-export-${new Date().toISOString().split('T')[0]}.csv`;
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document.body.appendChild(a);
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a.click();
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document.body.removeChild(a);
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window.URL.revokeObjectURL(url);
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}
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}
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export const api = new ApiClient();
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313
src/pages/ReportsPage.tsx
Normal file
313
src/pages/ReportsPage.tsx
Normal file
@@ -0,0 +1,313 @@
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import { useEffect, useState } from 'react';
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import { Link } from 'react-router-dom';
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import { api } from '@/lib/api';
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import {
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BarChart3, Users, Mail, Calendar, TrendingUp, Download,
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Activity, Tag, Building2, AlertTriangle, Flame, Snowflake, ThermometerSun,
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} from 'lucide-react';
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import { PageLoader } from '@/components/LoadingSpinner';
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import { cn } from '@/lib/utils';
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interface Overview {
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clients: { total: number; newThisMonth: number; newThisWeek: number; contactedRecently: number; neverContacted: number };
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emails: { total: number; sent: number; draft: number; sentLast30Days: number };
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events: { total: number; upcoming30Days: number };
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}
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interface GrowthData {
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clientGrowth: { month: string; count: number }[];
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emailActivity: { month: string; count: number }[];
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}
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interface IndustryData {
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industry: string | null;
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count: number;
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}
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interface TagData {
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tag: string;
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count: number;
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}
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interface EngagementData {
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summary: { engaged: number; warm: number; cooling: number; cold: number };
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coldClients: { id: string; name: string; company: string | null; lastContacted: string | null }[];
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coolingClients: { id: string; name: string; company: string | null; lastContacted: string | null }[];
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}
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function StatCard({ icon: Icon, label, value, sub, color }: {
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icon: typeof Users; label: string; value: number | string; sub?: string; color: string;
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}) {
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return (
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<div className="bg-white rounded-xl border border-slate-200 p-5 flex items-start gap-4">
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<div className={cn('p-2.5 rounded-xl', color)}>
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<Icon className="w-5 h-5" />
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</div>
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<div>
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<p className="text-2xl font-bold text-slate-900">{value}</p>
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<p className="text-sm text-slate-500">{label}</p>
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{sub && <p className="text-xs text-slate-400 mt-0.5">{sub}</p>}
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</div>
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</div>
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);
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}
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function BarChartSimple({ data, label, color }: {
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data: { label: string; value: number }[];
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label: string;
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color: string;
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}) {
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const max = Math.max(...data.map(d => d.value), 1);
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return (
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<div className="bg-white rounded-xl border border-slate-200 p-5">
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<h3 className="text-sm font-semibold text-slate-700 mb-4">{label}</h3>
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<div className="flex items-end gap-1.5 h-32">
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{data.map((d, i) => (
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<div key={i} className="flex-1 flex flex-col items-center gap-1">
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<span className="text-[10px] text-slate-500 font-medium">{d.value || ''}</span>
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<div
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className={cn('w-full rounded-t transition-all', color)}
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style={{ height: `${Math.max((d.value / max) * 100, 2)}%`, minHeight: d.value > 0 ? 4 : 2 }}
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/>
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<span className="text-[10px] text-slate-400 truncate w-full text-center">
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{d.label}
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</span>
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</div>
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))}
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</div>
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</div>
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);
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}
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function EngagementRing({ summary }: { summary: EngagementData['summary'] }) {
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const total = summary.engaged + summary.warm + summary.cooling + summary.cold;
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if (total === 0) return null;
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const segments = [
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{ label: 'Engaged', count: summary.engaged, color: 'bg-emerald-500', textColor: 'text-emerald-600', icon: Flame },
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{ label: 'Warm', count: summary.warm, color: 'bg-amber-400', textColor: 'text-amber-600', icon: ThermometerSun },
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{ label: 'Cooling', count: summary.cooling, color: 'bg-blue-400', textColor: 'text-blue-600', icon: Activity },
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{ label: 'Cold', count: summary.cold, color: 'bg-slate-300', textColor: 'text-slate-500', icon: Snowflake },
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];
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return (
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<div className="bg-white rounded-xl border border-slate-200 p-5">
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<h3 className="text-sm font-semibold text-slate-700 mb-4">Engagement Breakdown</h3>
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{/* Stacked bar */}
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<div className="flex rounded-full h-4 overflow-hidden mb-4">
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{segments.map(s => (
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s.count > 0 && (
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<div
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key={s.label}
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className={cn(s.color, 'transition-all')}
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style={{ width: `${(s.count / total) * 100}%` }}
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title={`${s.label}: ${s.count}`}
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/>
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)
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))}
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</div>
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<div className="grid grid-cols-2 gap-3">
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{segments.map(s => (
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<div key={s.label} className="flex items-center gap-2">
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<div className={cn('w-3 h-3 rounded-full', s.color)} />
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<div>
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<span className={cn('text-sm font-semibold', s.textColor)}>{s.count}</span>
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<span className="text-xs text-slate-400 ml-1">{s.label}</span>
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</div>
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</div>
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))}
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</div>
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<p className="text-xs text-slate-400 mt-3">
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Engaged = contacted in last 14 days • Warm = 15-30 days • Cooling = 31-60 days • Cold = 60+ days or never
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</p>
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</div>
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);
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}
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function TopList({ title, items, icon: Icon }: {
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title: string;
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items: { label: string; value: number }[];
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icon: typeof Tag;
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}) {
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const max = Math.max(...items.map(i => i.value), 1);
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return (
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<div className="bg-white rounded-xl border border-slate-200 p-5">
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<div className="flex items-center gap-2 mb-4">
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<Icon className="w-4 h-4 text-slate-400" />
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<h3 className="text-sm font-semibold text-slate-700">{title}</h3>
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</div>
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{items.length === 0 && (
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<p className="text-sm text-slate-400">No data yet</p>
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)}
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||||
<div className="space-y-2.5">
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{items.slice(0, 8).map((item, i) => (
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<div key={i}>
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||||
<div className="flex justify-between text-sm mb-1">
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<span className="text-slate-700 truncate">{item.label}</span>
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||||
<span className="text-slate-500 font-medium ml-2">{item.value}</span>
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</div>
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||||
<div className="h-1.5 bg-slate-100 rounded-full overflow-hidden">
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<div
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className="h-full bg-blue-500 rounded-full transition-all"
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||||
style={{ width: `${(item.value / max) * 100}%` }}
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||||
/>
|
||||
</div>
|
||||
</div>
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||||
))}
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||||
</div>
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||||
</div>
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||||
);
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}
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||||
function AtRiskList({ title, clients: clientList }: {
|
||||
title: string;
|
||||
clients: { id: string; name: string; company: string | null; lastContacted: string | null }[];
|
||||
}) {
|
||||
if (clientList.length === 0) return null;
|
||||
return (
|
||||
<div className="bg-white rounded-xl border border-slate-200 p-5">
|
||||
<div className="flex items-center gap-2 mb-4">
|
||||
<AlertTriangle className="w-4 h-4 text-amber-500" />
|
||||
<h3 className="text-sm font-semibold text-slate-700">{title}</h3>
|
||||
</div>
|
||||
<div className="space-y-2">
|
||||
{clientList.map(c => (
|
||||
<Link
|
||||
key={c.id}
|
||||
to={`/clients/${c.id}`}
|
||||
className="flex items-center justify-between p-2 rounded-lg hover:bg-slate-50 transition-colors"
|
||||
>
|
||||
<div>
|
||||
<p className="text-sm font-medium text-slate-800">{c.name}</p>
|
||||
{c.company && <p className="text-xs text-slate-400">{c.company}</p>}
|
||||
</div>
|
||||
<span className="text-xs text-slate-400">
|
||||
{c.lastContacted
|
||||
? `${Math.floor((Date.now() - new Date(c.lastContacted).getTime()) / (1000 * 60 * 60 * 24))}d ago`
|
||||
: 'Never'}
|
||||
</span>
|
||||
</Link>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
// Fill in missing months with 0
|
||||
function fillMonths(data: { month: string; count: number }[]): { label: string; value: number }[] {
|
||||
const now = new Date();
|
||||
const months: { label: string; value: number }[] = [];
|
||||
for (let i = 11; i >= 0; i--) {
|
||||
const d = new Date(now.getFullYear(), now.getMonth() - i, 1);
|
||||
const key = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}`;
|
||||
const label = d.toLocaleString('default', { month: 'short' });
|
||||
const match = data.find(m => m.month === key);
|
||||
months.push({ label, value: match?.count || 0 });
|
||||
}
|
||||
return months;
|
||||
}
|
||||
|
||||
export default function ReportsPage() {
|
||||
const [overview, setOverview] = useState<Overview | null>(null);
|
||||
const [growth, setGrowth] = useState<GrowthData | null>(null);
|
||||
const [industries, setIndustries] = useState<IndustryData[]>([]);
|
||||
const [tags, setTags] = useState<TagData[]>([]);
|
||||
const [engagement, setEngagement] = useState<EngagementData | null>(null);
|
||||
const [loading, setLoading] = useState(true);
|
||||
const [exporting, setExporting] = useState(false);
|
||||
|
||||
useEffect(() => {
|
||||
Promise.all([
|
||||
api.getReportsOverview().catch(() => null),
|
||||
api.getReportsGrowth().catch(() => null),
|
||||
api.getReportsIndustries().catch(() => []),
|
||||
api.getReportsTags().catch(() => []),
|
||||
api.getReportsEngagement().catch(() => null),
|
||||
]).then(([ov, gr, ind, tg, eng]) => {
|
||||
setOverview(ov as Overview | null);
|
||||
setGrowth(gr as GrowthData | null);
|
||||
setIndustries(ind as IndustryData[]);
|
||||
setTags(tg as TagData[]);
|
||||
setEngagement(eng as EngagementData | null);
|
||||
setLoading(false);
|
||||
});
|
||||
}, []);
|
||||
|
||||
const handleExport = async () => {
|
||||
setExporting(true);
|
||||
try {
|
||||
await api.exportClientsCSV();
|
||||
} finally {
|
||||
setExporting(false);
|
||||
}
|
||||
};
|
||||
|
||||
if (loading) return <PageLoader />;
|
||||
|
||||
return (
|
||||
<div className="max-w-6xl mx-auto space-y-6 animate-fade-in">
|
||||
<div className="flex items-center justify-between flex-wrap gap-3">
|
||||
<div>
|
||||
<h1 className="text-2xl font-bold text-slate-900">Reports & Analytics</h1>
|
||||
<p className="text-sm text-slate-500">Overview of your CRM performance</p>
|
||||
</div>
|
||||
<button
|
||||
onClick={handleExport}
|
||||
disabled={exporting}
|
||||
className="flex items-center gap-2 px-4 py-2 bg-white border border-slate-200 rounded-lg text-sm font-medium text-slate-700 hover:bg-slate-50 transition-colors disabled:opacity-50"
|
||||
>
|
||||
<Download className="w-4 h-4" />
|
||||
{exporting ? 'Exporting…' : 'Export Clients CSV'}
|
||||
</button>
|
||||
</div>
|
||||
|
||||
{/* Overview Stats */}
|
||||
{overview && (
|
||||
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4">
|
||||
<StatCard icon={Users} label="Total Clients" value={overview.clients.total}
|
||||
sub={`+${overview.clients.newThisMonth} this month`}
|
||||
color="bg-blue-50 text-blue-600" />
|
||||
<StatCard icon={Mail} label="Emails Sent" value={overview.emails.sent}
|
||||
sub={`${overview.emails.sentLast30Days} last 30 days`}
|
||||
color="bg-emerald-50 text-emerald-600" />
|
||||
<StatCard icon={Calendar} label="Upcoming Events" value={overview.events.upcoming30Days}
|
||||
sub="Next 30 days"
|
||||
color="bg-amber-50 text-amber-600" />
|
||||
<StatCard icon={TrendingUp} label="Contacted Recently" value={overview.clients.contactedRecently}
|
||||
sub={`${overview.clients.neverContacted} never contacted`}
|
||||
color="bg-purple-50 text-purple-600" />
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Growth Charts */}
|
||||
{growth && (
|
||||
<div className="grid grid-cols-1 lg:grid-cols-2 gap-4">
|
||||
<BarChartSimple
|
||||
data={fillMonths(growth.clientGrowth)}
|
||||
label="Client Growth (Last 12 Months)"
|
||||
color="bg-blue-500"
|
||||
/>
|
||||
<BarChartSimple
|
||||
data={fillMonths(growth.emailActivity)}
|
||||
label="Email Activity (Last 12 Months)"
|
||||
color="bg-emerald-500"
|
||||
/>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Engagement + Distributions */}
|
||||
<div className="grid grid-cols-1 lg:grid-cols-3 gap-4">
|
||||
{engagement && <EngagementRing summary={engagement.summary} />}
|
||||
<TopList title="Top Industries" items={industries.map(i => ({ label: i.industry || 'Unknown', value: i.count }))} icon={Building2} />
|
||||
<TopList title="Top Tags" items={tags.map(t => ({ label: t.tag, value: t.count }))} icon={Tag} />
|
||||
</div>
|
||||
|
||||
{/* At-risk clients */}
|
||||
{engagement && (
|
||||
<div className="grid grid-cols-1 lg:grid-cols-2 gap-4">
|
||||
<AtRiskList title="Cold Clients (60+ days)" clients={engagement.coldClients} />
|
||||
<AtRiskList title="Cooling Clients (31-60 days)" clients={engagement.coolingClients} />
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user