Files
network-app-web/src/components/CSVImportModal.tsx
Hammer e7c2e396c0 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
2026-01-29 12:43:30 +00:00

304 lines
11 KiB
TypeScript

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>
);
}