feat: add CSV import, activity timeline, and AI insights widget

- CSV Import: modal with file picker, auto column mapping, preview table, import progress
- Activity Timeline: new tab on client detail showing all communications, events, status changes
- AI Insights Widget: dashboard card showing stale clients, upcoming birthdays, suggested follow-ups
- Import button on Clients page header
This commit is contained in:
2026-01-29 12:43:30 +00:00
parent 0b7bddb81c
commit e7c2e396c0
6 changed files with 602 additions and 16 deletions

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@@ -0,0 +1,303 @@
import { useState, useRef } from 'react';
import { api } from '@/lib/api';
import type { ImportPreview, ImportResult } from '@/types';
import Modal from '@/components/Modal';
import LoadingSpinner from '@/components/LoadingSpinner';
import { Upload, FileSpreadsheet, CheckCircle2, AlertCircle, ArrowRight, X } from 'lucide-react';
const CLIENT_FIELDS = [
{ value: '', label: '-- Skip --' },
{ value: 'firstName', label: 'First Name' },
{ value: 'lastName', label: 'Last Name' },
{ value: 'email', label: 'Email' },
{ value: 'phone', label: 'Phone' },
{ value: 'company', label: 'Company' },
{ value: 'role', label: 'Role/Title' },
{ value: 'industry', label: 'Industry' },
{ value: 'street', label: 'Street' },
{ value: 'city', label: 'City' },
{ value: 'state', label: 'State' },
{ value: 'zip', label: 'ZIP Code' },
{ value: 'birthday', label: 'Birthday' },
{ value: 'anniversary', label: 'Anniversary' },
{ value: 'notes', label: 'Notes' },
{ value: 'tags', label: 'Tags (comma-separated)' },
{ value: 'interests', label: 'Interests (comma-separated)' },
];
interface CSVImportModalProps {
isOpen: boolean;
onClose: () => void;
onComplete: () => void;
}
type Step = 'upload' | 'mapping' | 'importing' | 'results';
export default function CSVImportModal({ isOpen, onClose, onComplete }: CSVImportModalProps) {
const [step, setStep] = useState<Step>('upload');
const [file, setFile] = useState<File | null>(null);
const [preview, setPreview] = useState<ImportPreview | null>(null);
const [mapping, setMapping] = useState<Record<number, string>>({});
const [result, setResult] = useState<ImportResult | null>(null);
const [error, setError] = useState<string | null>(null);
const [loading, setLoading] = useState(false);
const fileRef = useRef<HTMLInputElement>(null);
const reset = () => {
setStep('upload');
setFile(null);
setPreview(null);
setMapping({});
setResult(null);
setError(null);
setLoading(false);
};
const handleClose = () => {
reset();
onClose();
};
const handleFileSelect = async (e: React.ChangeEvent<HTMLInputElement>) => {
const f = e.target.files?.[0];
if (!f) return;
setFile(f);
setError(null);
setLoading(true);
try {
const previewData = await api.importPreview(f);
setPreview(previewData);
setMapping(previewData.mapping);
setStep('mapping');
} catch (err: any) {
setError(err.message || 'Failed to parse CSV');
} finally {
setLoading(false);
}
};
const updateMapping = (colIndex: number, field: string) => {
setMapping(prev => {
const next = { ...prev };
if (field === '') {
delete next[colIndex];
} else {
next[colIndex] = field;
}
return next;
});
};
const hasRequiredFields = () => {
const values = Object.values(mapping);
return values.includes('firstName') && values.includes('lastName');
};
const handleImport = async () => {
if (!file || !hasRequiredFields()) return;
setStep('importing');
setLoading(true);
setError(null);
try {
const importResult = await api.importClients(file, mapping);
setResult(importResult);
setStep('results');
if (importResult.imported > 0) {
onComplete();
}
} catch (err: any) {
setError(err.message || 'Import failed');
setStep('mapping');
} finally {
setLoading(false);
}
};
return (
<Modal isOpen={isOpen} onClose={handleClose} title="Import Clients from CSV" size="lg">
<div className="space-y-5">
{/* Step: Upload */}
{step === 'upload' && (
<div className="space-y-4">
<div
onClick={() => fileRef.current?.click()}
className="border-2 border-dashed border-slate-300 rounded-xl p-8 text-center cursor-pointer hover:border-blue-400 hover:bg-blue-50/50 transition-all"
>
<Upload className="w-10 h-10 text-slate-400 mx-auto mb-3" />
<p className="text-sm font-medium text-slate-700">
Click to select a CSV file
</p>
<p className="text-xs text-slate-400 mt-1">
Must include at least First Name and Last Name columns
</p>
</div>
<input
ref={fileRef}
type="file"
accept=".csv,text/csv"
onChange={handleFileSelect}
className="hidden"
/>
{loading && (
<div className="flex items-center justify-center gap-2 py-4">
<LoadingSpinner size="sm" />
<span className="text-sm text-slate-500">Parsing CSV...</span>
</div>
)}
{error && (
<div className="flex items-center gap-2 p-3 bg-red-50 text-red-700 rounded-lg text-sm">
<AlertCircle className="w-4 h-4 flex-shrink-0" />
{error}
</div>
)}
</div>
)}
{/* Step: Column Mapping */}
{step === 'mapping' && preview && (
<div className="space-y-4">
<div className="flex items-center gap-2 text-sm text-slate-600">
<FileSpreadsheet className="w-4 h-4" />
<span><strong>{preview.totalRows}</strong> rows found in <strong>{file?.name}</strong></span>
</div>
{/* Column mapping */}
<div className="space-y-2">
<h4 className="text-sm font-medium text-slate-700">Map columns to client fields:</h4>
<div className="max-h-64 overflow-y-auto space-y-2">
{preview.headers.map((header, index) => (
<div key={index} className="flex items-center gap-3">
<span className="text-sm text-slate-600 w-40 truncate flex-shrink-0" title={header}>
{header}
</span>
<ArrowRight className="w-4 h-4 text-slate-300 flex-shrink-0" />
<select
value={mapping[index] || ''}
onChange={(e) => updateMapping(index, e.target.value)}
className="flex-1 px-3 py-1.5 border border-slate-200 rounded-lg text-sm focus:outline-none focus:ring-2 focus:ring-blue-500"
>
{CLIENT_FIELDS.map((f) => (
<option key={f.value} value={f.value}>{f.label}</option>
))}
</select>
</div>
))}
</div>
</div>
{/* Preview table */}
{preview.sampleRows.length > 0 && (
<div>
<h4 className="text-sm font-medium text-slate-700 mb-2">Preview (first {preview.sampleRows.length} rows):</h4>
<div className="overflow-x-auto border border-slate-200 rounded-lg">
<table className="w-full text-xs">
<thead>
<tr className="bg-slate-50">
{preview.headers.map((h, i) => (
<th key={i} className="px-3 py-2 text-left font-medium text-slate-600 whitespace-nowrap">
{mapping[i] ? (
<span className="text-blue-600">{CLIENT_FIELDS.find(f => f.value === mapping[i])?.label || mapping[i]}</span>
) : (
<span className="text-slate-400 line-through">{h}</span>
)}
</th>
))}
</tr>
</thead>
<tbody className="divide-y divide-slate-100">
{preview.sampleRows.map((row, ri) => (
<tr key={ri}>
{row.map((cell, ci) => (
<td key={ci} className={`px-3 py-2 whitespace-nowrap ${mapping[ci] ? 'text-slate-700' : 'text-slate-300'}`}>
{cell || '—'}
</td>
))}
</tr>
))}
</tbody>
</table>
</div>
</div>
)}
{!hasRequiredFields() && (
<div className="flex items-center gap-2 p-3 bg-amber-50 text-amber-700 rounded-lg text-sm">
<AlertCircle className="w-4 h-4 flex-shrink-0" />
You must map both "First Name" and "Last Name" columns
</div>
)}
{error && (
<div className="flex items-center gap-2 p-3 bg-red-50 text-red-700 rounded-lg text-sm">
<AlertCircle className="w-4 h-4 flex-shrink-0" />
{error}
</div>
)}
<div className="flex justify-between pt-2">
<button onClick={reset} className="px-4 py-2 text-sm text-slate-600 hover:text-slate-800 transition-colors">
Back
</button>
<button
onClick={handleImport}
disabled={!hasRequiredFields()}
className="px-5 py-2.5 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 disabled:opacity-50 transition-colors"
>
Import {preview.totalRows} Clients
</button>
</div>
</div>
)}
{/* Step: Importing */}
{step === 'importing' && (
<div className="flex flex-col items-center justify-center py-8 gap-4">
<LoadingSpinner size="lg" />
<p className="text-sm text-slate-600">Importing clients...</p>
<p className="text-xs text-slate-400">This may take a moment for large files</p>
</div>
)}
{/* Step: Results */}
{step === 'results' && result && (
<div className="space-y-4">
<div className="flex items-center gap-3 p-4 bg-emerald-50 rounded-lg">
<CheckCircle2 className="w-8 h-8 text-emerald-600 flex-shrink-0" />
<div>
<p className="font-semibold text-emerald-800">Import Complete</p>
<p className="text-sm text-emerald-700">
Successfully imported <strong>{result.imported}</strong> client{result.imported !== 1 ? 's' : ''}
{result.skipped > 0 && `, ${result.skipped} skipped`}
</p>
</div>
</div>
{result.errors.length > 0 && (
<div className="space-y-2">
<h4 className="text-sm font-medium text-slate-700">Issues ({result.errors.length}):</h4>
<div className="max-h-40 overflow-y-auto space-y-1 p-3 bg-slate-50 rounded-lg">
{result.errors.map((err, i) => (
<p key={i} className="text-xs text-slate-600">{err}</p>
))}
</div>
</div>
)}
<div className="flex justify-end pt-2">
<button
onClick={handleClose}
className="px-5 py-2.5 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 transition-colors"
>
Done
</button>
</div>
</div>
)}
</div>
</Modal>
);
}

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@@ -1,4 +1,4 @@
import type { Profile, Client, ClientCreate, Event, EventCreate, Email, EmailGenerate, User, Invite } from '@/types'; import type { Profile, Client, ClientCreate, Event, EventCreate, Email, EmailGenerate, User, Invite, ActivityItem, InsightsData, ImportPreview, ImportResult, NetworkMatch, NetworkStats } from '@/types';
const API_BASE = import.meta.env.PROD const API_BASE = import.meta.env.PROD
? 'https://api.thenetwork.donovankelly.xyz/api' ? 'https://api.thenetwork.donovankelly.xyz/api'
@@ -157,6 +157,54 @@ class ApiClient {
return this.fetch(`/clients/${id}/contacted`, { method: 'POST' }); return this.fetch(`/clients/${id}/contacted`, { method: 'POST' });
} }
// CSV Import
async importPreview(file: File): Promise<ImportPreview> {
const formData = new FormData();
formData.append('file', file);
const token = this.getToken();
const headers: HeadersInit = token ? { Authorization: `Bearer ${token}` } : {};
const response = await fetch(`${API_BASE}/clients/import/preview`, {
method: 'POST',
headers,
body: formData,
credentials: 'include',
});
if (!response.ok) {
const error = await response.json().catch(() => ({ error: 'Preview failed' }));
throw new Error(error.error || 'Preview failed');
}
return response.json();
}
async importClients(file: File, mapping: Record<number, string>): Promise<ImportResult> {
const formData = new FormData();
formData.append('file', file);
formData.append('mapping', JSON.stringify(mapping));
const token = this.getToken();
const headers: HeadersInit = token ? { Authorization: `Bearer ${token}` } : {};
const response = await fetch(`${API_BASE}/clients/import`, {
method: 'POST',
headers,
body: formData,
credentials: 'include',
});
if (!response.ok) {
const error = await response.json().catch(() => ({ error: 'Import failed' }));
throw new Error(error.error || 'Import failed');
}
return response.json();
}
// Activity Timeline
async getClientActivity(clientId: string): Promise<ActivityItem[]> {
return this.fetch(`/clients/${clientId}/activity`);
}
// Insights
async getInsights(): Promise<InsightsData> {
return this.fetch('/insights');
}
// Events // Events
async getEvents(params?: { clientId?: string; type?: string; upcoming?: number }): Promise<Event[]> { async getEvents(params?: { clientId?: string; type?: string; upcoming?: number }): Promise<Event[]> {
const searchParams = new URLSearchParams(); const searchParams = new URLSearchParams();

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@@ -2,11 +2,11 @@ import { useEffect, useState } from 'react';
import { useParams, useNavigate, Link } from 'react-router-dom'; import { useParams, useNavigate, Link } from 'react-router-dom';
import { useClientsStore } from '@/stores/clients'; import { useClientsStore } from '@/stores/clients';
import { api } from '@/lib/api'; import { api } from '@/lib/api';
import type { Event, Email } from '@/types'; import type { Event, Email, ActivityItem } from '@/types';
import { import {
ArrowLeft, Edit3, Trash2, Phone, Mail, MapPin, Building2, ArrowLeft, Edit3, Trash2, Phone, Mail, MapPin, Building2,
Briefcase, Gift, Heart, Star, Users, Calendar, Send, Briefcase, Gift, Heart, Star, Users, Calendar, Send,
CheckCircle2, Sparkles, Clock, CheckCircle2, Sparkles, Clock, Activity, FileText, UserPlus, RefreshCw,
} from 'lucide-react'; } from 'lucide-react';
import { cn, formatDate, getRelativeTime, getInitials } from '@/lib/utils'; import { cn, formatDate, getRelativeTime, getInitials } from '@/lib/utils';
import Badge, { EventTypeBadge, EmailStatusBadge } from '@/components/Badge'; import Badge, { EventTypeBadge, EmailStatusBadge } from '@/components/Badge';
@@ -21,7 +21,8 @@ export default function ClientDetailPage() {
const { selectedClient, isLoading, fetchClient, updateClient, deleteClient, markContacted } = useClientsStore(); const { selectedClient, isLoading, fetchClient, updateClient, deleteClient, markContacted } = useClientsStore();
const [events, setEvents] = useState<Event[]>([]); const [events, setEvents] = useState<Event[]>([]);
const [emails, setEmails] = useState<Email[]>([]); const [emails, setEmails] = useState<Email[]>([]);
const [activeTab, setActiveTab] = useState<'info' | 'events' | 'emails'>('info'); const [activities, setActivities] = useState<ActivityItem[]>([]);
const [activeTab, setActiveTab] = useState<'info' | 'activity' | 'events' | 'emails'>('info');
const [showEdit, setShowEdit] = useState(false); const [showEdit, setShowEdit] = useState(false);
const [showCompose, setShowCompose] = useState(false); const [showCompose, setShowCompose] = useState(false);
const [deleting, setDeleting] = useState(false); const [deleting, setDeleting] = useState(false);
@@ -31,6 +32,7 @@ export default function ClientDetailPage() {
fetchClient(id); fetchClient(id);
api.getEvents({ clientId: id }).then(setEvents).catch(() => {}); api.getEvents({ clientId: id }).then(setEvents).catch(() => {});
api.getEmails({ clientId: id }).then(setEmails).catch(() => {}); api.getEmails({ clientId: id }).then(setEmails).catch(() => {});
api.getClientActivity(id).then(setActivities).catch(() => {});
} }
}, [id, fetchClient]); }, [id, fetchClient]);
@@ -58,8 +60,9 @@ export default function ClientDetailPage() {
setShowEdit(false); setShowEdit(false);
}; };
const tabs: { key: 'info' | 'events' | 'emails'; label: string; count?: number; icon: typeof Users }[] = [ const tabs: { key: 'info' | 'activity' | 'events' | 'emails'; label: string; count?: number; icon: typeof Users }[] = [
{ key: 'info', label: 'Info', icon: Users }, { key: 'info', label: 'Info', icon: Users },
{ key: 'activity', label: 'Timeline', count: activities.length, icon: Activity },
{ key: 'events', label: 'Events', count: events.length, icon: Calendar }, { key: 'events', label: 'Events', count: events.length, icon: Calendar },
{ key: 'emails', label: 'Emails', count: emails.length, icon: Mail }, { key: 'emails', label: 'Emails', count: emails.length, icon: Mail },
]; ];
@@ -228,6 +231,49 @@ export default function ClientDetailPage() {
</div> </div>
)} )}
{activeTab === 'activity' && (
<div className="bg-white border border-slate-200 rounded-xl">
{activities.length === 0 ? (
<p className="px-5 py-8 text-center text-sm text-slate-400">No activity recorded yet</p>
) : (
<div className="relative">
{activities.map((item, index) => {
const iconMap: Record<string, { icon: typeof Mail; color: string; bg: string }> = {
email_sent: { icon: Send, color: 'text-emerald-600', bg: 'bg-emerald-100' },
email_drafted: { icon: FileText, color: 'text-amber-600', bg: 'bg-amber-100' },
event_created: { icon: Calendar, color: 'text-blue-600', bg: 'bg-blue-100' },
client_contacted: { icon: CheckCircle2, color: 'text-emerald-600', bg: 'bg-emerald-100' },
client_created: { icon: UserPlus, color: 'text-purple-600', bg: 'bg-purple-100' },
client_updated: { icon: RefreshCw, color: 'text-slate-600', bg: 'bg-slate-100' },
};
const { icon: Icon, color, bg } = iconMap[item.type] || iconMap.client_updated;
return (
<div key={item.id} className="flex gap-4 px-5 py-4 relative">
{/* Timeline line */}
{index < activities.length - 1 && (
<div className="absolute left-[2.15rem] top-14 bottom-0 w-px bg-slate-200" />
)}
{/* Icon */}
<div className={`w-8 h-8 rounded-full flex items-center justify-center flex-shrink-0 ${bg} relative z-10`}>
<Icon className={`w-4 h-4 ${color}`} />
</div>
{/* Content */}
<div className="flex-1 min-w-0">
<p className="text-sm font-medium text-slate-900">{item.title}</p>
{item.description && (
<p className="text-xs text-slate-500 mt-0.5 line-clamp-2">{item.description}</p>
)}
<p className="text-xs text-slate-400 mt-1">{formatDate(item.date)}</p>
</div>
</div>
);
})}
</div>
)}
</div>
)}
{activeTab === 'events' && ( {activeTab === 'events' && (
<div className="bg-white border border-slate-200 rounded-xl divide-y divide-slate-100"> <div className="bg-white border border-slate-200 rounded-xl divide-y divide-slate-100">
{events.length === 0 ? ( {events.length === 0 ? (

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@@ -1,18 +1,20 @@
import { useEffect, useState, useMemo } from 'react'; import { useEffect, useState, useMemo } from 'react';
import { Link, useLocation } from 'react-router-dom'; import { Link, useLocation } from 'react-router-dom';
import { useClientsStore } from '@/stores/clients'; import { useClientsStore } from '@/stores/clients';
import { Search, Plus, Users, X } from 'lucide-react'; import { Search, Plus, Users, X, Upload } from 'lucide-react';
import { cn, getRelativeTime, getInitials } from '@/lib/utils'; import { cn, getRelativeTime, getInitials } from '@/lib/utils';
import Badge from '@/components/Badge'; import Badge from '@/components/Badge';
import EmptyState from '@/components/EmptyState'; import EmptyState from '@/components/EmptyState';
import { PageLoader } from '@/components/LoadingSpinner'; import { PageLoader } from '@/components/LoadingSpinner';
import Modal from '@/components/Modal'; import Modal from '@/components/Modal';
import ClientForm from '@/components/ClientForm'; import ClientForm from '@/components/ClientForm';
import CSVImportModal from '@/components/CSVImportModal';
export default function ClientsPage() { export default function ClientsPage() {
const location = useLocation(); const location = useLocation();
const { clients, isLoading, searchQuery, selectedTag, setSearchQuery, setSelectedTag, fetchClients, createClient } = useClientsStore(); const { clients, isLoading, searchQuery, selectedTag, setSearchQuery, setSelectedTag, fetchClients, createClient } = useClientsStore();
const [showCreate, setShowCreate] = useState(false); const [showCreate, setShowCreate] = useState(false);
const [showImport, setShowImport] = useState(false);
const [creating, setCreating] = useState(false); const [creating, setCreating] = useState(false);
useEffect(() => { useEffect(() => {
@@ -72,6 +74,14 @@ export default function ClientsPage() {
<h1 className="text-2xl font-bold text-slate-900">Clients</h1> <h1 className="text-2xl font-bold text-slate-900">Clients</h1>
<p className="text-slate-500 text-sm mt-1">{clients.length} contacts in your network</p> <p className="text-slate-500 text-sm mt-1">{clients.length} contacts in your network</p>
</div> </div>
<div className="flex items-center gap-2">
<button
onClick={() => setShowImport(true)}
className="flex items-center gap-2 px-4 py-2 bg-white border border-slate-200 text-slate-700 rounded-lg text-sm font-medium hover:bg-slate-50 transition-colors"
>
<Upload className="w-4 h-4" />
Import CSV
</button>
<button <button
onClick={() => setShowCreate(true)} onClick={() => setShowCreate(true)}
className="flex items-center gap-2 px-4 py-2 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 transition-colors" className="flex items-center gap-2 px-4 py-2 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 transition-colors"
@@ -80,6 +90,7 @@ export default function ClientsPage() {
Add Client Add Client
</button> </button>
</div> </div>
</div>
{/* Search + Tags */} {/* Search + Tags */}
<div className="space-y-3"> <div className="space-y-3">
@@ -175,6 +186,13 @@ export default function ClientsPage() {
<Modal isOpen={showCreate} onClose={() => setShowCreate(false)} title="Add Client" size="lg"> <Modal isOpen={showCreate} onClose={() => setShowCreate(false)} title="Add Client" size="lg">
<ClientForm onSubmit={handleCreate} loading={creating} /> <ClientForm onSubmit={handleCreate} loading={creating} />
</Modal> </Modal>
{/* Import CSV Modal */}
<CSVImportModal
isOpen={showImport}
onClose={() => setShowImport(false)}
onComplete={() => fetchClients()}
/>
</div> </div>
); );
} }

View File

@@ -1,8 +1,8 @@
import { useEffect, useState } from 'react'; import { useEffect, useState } from 'react';
import { Link } from 'react-router-dom'; import { Link } from 'react-router-dom';
import { api } from '@/lib/api'; import { api } from '@/lib/api';
import type { Client, Event, Email } from '@/types'; import type { Client, Event, Email, InsightsData } from '@/types';
import { Users, Calendar, Mail, Plus, ArrowRight, Gift, Heart, Clock } from 'lucide-react'; import { Users, Calendar, Mail, Plus, ArrowRight, Gift, Heart, Clock, AlertTriangle, Sparkles, UserCheck, PhoneForwarded } from 'lucide-react';
import { formatDate, getDaysUntil } from '@/lib/utils'; import { formatDate, getDaysUntil } from '@/lib/utils';
import { EventTypeBadge } from '@/components/Badge'; import { EventTypeBadge } from '@/components/Badge';
import { PageLoader } from '@/components/LoadingSpinner'; import { PageLoader } from '@/components/LoadingSpinner';
@@ -11,6 +11,7 @@ export default function DashboardPage() {
const [clients, setClients] = useState<Client[]>([]); const [clients, setClients] = useState<Client[]>([]);
const [events, setEvents] = useState<Event[]>([]); const [events, setEvents] = useState<Event[]>([]);
const [emails, setEmails] = useState<Email[]>([]); const [emails, setEmails] = useState<Email[]>([]);
const [insights, setInsights] = useState<InsightsData | null>(null);
const [loading, setLoading] = useState(true); const [loading, setLoading] = useState(true);
useEffect(() => { useEffect(() => {
@@ -18,10 +19,12 @@ export default function DashboardPage() {
api.getClients().catch(() => []), api.getClients().catch(() => []),
api.getEvents({ upcoming: 7 }).catch(() => []), api.getEvents({ upcoming: 7 }).catch(() => []),
api.getEmails({ status: 'draft' }).catch(() => []), api.getEmails({ status: 'draft' }).catch(() => []),
]).then(([c, e, em]) => { api.getInsights().catch(() => null),
]).then(([c, e, em, ins]) => {
setClients(c); setClients(c);
setEvents(e); setEvents(e);
setEmails(em); setEmails(em);
setInsights(ins as InsightsData | null);
setLoading(false); setLoading(false);
}); });
}, []); }, []);
@@ -78,6 +81,111 @@ export default function DashboardPage() {
))} ))}
</div> </div>
{/* AI Insights */}
{insights && (insights.staleClients.length > 0 || insights.upcomingBirthdays.length > 0 || insights.suggestedFollowups.length > 0) && (
<div className="bg-gradient-to-br from-indigo-50 to-purple-50 border border-indigo-200 rounded-xl p-5 space-y-4">
<div className="flex items-center gap-2">
<Sparkles className="w-5 h-5 text-indigo-600" />
<h2 className="font-semibold text-indigo-900">AI Insights</h2>
</div>
<div className="grid grid-cols-1 sm:grid-cols-3 gap-4">
{/* Needs Attention */}
{insights.staleClients.length > 0 && (
<div className="bg-white/80 rounded-lg p-4 space-y-3">
<div className="flex items-center gap-2 text-sm font-medium text-red-700">
<AlertTriangle className="w-4 h-4" />
Needs Attention
</div>
<p className="text-xs text-slate-500">
{insights.summary.staleCount} client{insights.summary.staleCount !== 1 ? 's' : ''} not contacted in 30+ days
{insights.summary.neverContacted > 0 && `, ${insights.summary.neverContacted} never contacted`}
</p>
<div className="space-y-2">
{insights.staleClients.slice(0, 3).map(c => (
<Link key={c.id} to={`/clients/${c.id}`} className="flex items-center gap-2 group">
<div className="w-6 h-6 bg-red-100 text-red-700 rounded-full flex items-center justify-center text-xs font-bold flex-shrink-0">
{c.firstName[0]}{c.lastName[0]}
</div>
<div className="min-w-0">
<p className="text-xs font-medium text-slate-700 truncate group-hover:text-blue-600">
{c.firstName} {c.lastName}
</p>
<p className="text-xs text-slate-400">
{c.daysSinceContact ? `${c.daysSinceContact}d ago` : 'Never contacted'}
</p>
</div>
</Link>
))}
{insights.staleClients.length > 3 && (
<Link to="/clients" className="text-xs text-indigo-600 hover:text-indigo-700">
+{insights.staleClients.length - 3} more
</Link>
)}
</div>
</div>
)}
{/* Upcoming Birthdays */}
{insights.upcomingBirthdays.length > 0 && (
<div className="bg-white/80 rounded-lg p-4 space-y-3">
<div className="flex items-center gap-2 text-sm font-medium text-pink-700">
<Gift className="w-4 h-4" />
Birthdays This Week
</div>
<div className="space-y-2">
{insights.upcomingBirthdays.map(c => (
<Link key={c.id} to={`/clients/${c.id}`} className="flex items-center gap-2 group">
<div className="w-6 h-6 bg-pink-100 text-pink-700 rounded-full flex items-center justify-center text-xs font-bold flex-shrink-0">
🎂
</div>
<div className="min-w-0">
<p className="text-xs font-medium text-slate-700 truncate group-hover:text-blue-600">
{c.firstName} {c.lastName}
</p>
<p className="text-xs text-slate-400">
{c.daysUntil === 0 ? 'Today!' : c.daysUntil === 1 ? 'Tomorrow' : `In ${c.daysUntil} days`}
</p>
</div>
</Link>
))}
</div>
</div>
)}
{/* Suggested Follow-ups */}
{insights.suggestedFollowups.length > 0 && (
<div className="bg-white/80 rounded-lg p-4 space-y-3">
<div className="flex items-center gap-2 text-sm font-medium text-amber-700">
<PhoneForwarded className="w-4 h-4" />
Suggested Follow-ups
</div>
<p className="text-xs text-slate-500">
Contacted 14-30 days ago — good time to reach out
</p>
<div className="space-y-2">
{insights.suggestedFollowups.slice(0, 3).map(c => (
<Link key={c.id} to={`/clients/${c.id}`} className="flex items-center gap-2 group">
<div className="w-6 h-6 bg-amber-100 text-amber-700 rounded-full flex items-center justify-center text-xs font-bold flex-shrink-0">
{c.firstName[0]}{c.lastName[0]}
</div>
<div className="min-w-0">
<p className="text-xs font-medium text-slate-700 truncate group-hover:text-blue-600">
{c.firstName} {c.lastName}
</p>
<p className="text-xs text-slate-400">
{c.daysSinceContact}d since last contact
</p>
</div>
</Link>
))}
</div>
</div>
)}
</div>
</div>
)}
<div className="grid grid-cols-1 lg:grid-cols-2 gap-6"> <div className="grid grid-cols-1 lg:grid-cols-2 gap-6">
{/* Upcoming Events */} {/* Upcoming Events */}
<div className="bg-white border border-slate-200 rounded-xl"> <div className="bg-white border border-slate-200 rounded-xl">

View File

@@ -131,6 +131,69 @@ export interface NetworkStats {
topConnectors: { id: string; name: string; matchCount: number }[]; topConnectors: { id: string; name: string; matchCount: number }[];
} }
export interface ActivityItem {
id: string;
type: 'email_sent' | 'email_drafted' | 'event_created' | 'client_contacted' | 'client_created' | 'client_updated';
title: string;
description?: string;
date: string;
metadata?: Record<string, any>;
}
export interface InsightsData {
staleClients: {
id: string;
firstName: string;
lastName: string;
email?: string | null;
company?: string | null;
lastContactedAt: string | null;
daysSinceContact: number | null;
}[];
upcomingBirthdays: {
id: string;
firstName: string;
lastName: string;
birthday: string;
daysUntil: number;
}[];
suggestedFollowups: {
id: string;
firstName: string;
lastName: string;
email?: string | null;
company?: string | null;
lastContactedAt: string | null;
daysSinceContact: number | null;
}[];
upcomingEvents: {
id: string;
title: string;
type: string;
date: string;
clientId: string;
}[];
summary: {
totalClients: number;
neverContacted: number;
staleCount: number;
birthdaysThisWeek: number;
};
}
export interface ImportPreview {
headers: string[];
mapping: Record<number, string>;
sampleRows: string[][];
totalRows: number;
}
export interface ImportResult {
imported: number;
skipped: number;
errors: string[];
}
export interface Invite { export interface Invite {
id: string; id: string;
email: string; email: string;