feat: engagement page, engagement badge on client detail, stats API integration
- New Engagement page with score cards, distribution summary, sort/filter controls - Score breakdown bars (recency, interactions, emails, events, notes) - Engagement badge widget on ClientDetailPage with click-to-expand details - Added Engagement to sidebar navigation with Zap icon - API client methods for engagement scoring and stats overview
This commit is contained in:
@@ -24,6 +24,7 @@ const ForgotPasswordPage = lazy(() => import('@/pages/ForgotPasswordPage'));
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const ResetPasswordPage = lazy(() => import('@/pages/ResetPasswordPage'));
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const AuditLogPage = lazy(() => import('@/pages/AuditLogPage'));
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const TagsPage = lazy(() => import('@/pages/TagsPage'));
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const EngagementPage = lazy(() => import('@/pages/EngagementPage'));
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function ProtectedRoute({ children }: { children: React.ReactNode }) {
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const { isAuthenticated, isLoading } = useAuthStore();
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@@ -81,6 +82,7 @@ export default function App() {
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<Route path="segments" element={<PageErrorBoundary><SegmentsPage /></PageErrorBoundary>} />
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<Route path="settings" element={<PageErrorBoundary><SettingsPage /></PageErrorBoundary>} />
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<Route path="admin" element={<PageErrorBoundary><AdminPage /></PageErrorBoundary>} />
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<Route path="engagement" element={<PageErrorBoundary><EngagementPage /></PageErrorBoundary>} />
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<Route path="audit-log" element={<PageErrorBoundary><AuditLogPage /></PageErrorBoundary>} />
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</Route>
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</Routes>
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108
src/components/EngagementBadge.tsx
Normal file
108
src/components/EngagementBadge.tsx
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@@ -0,0 +1,108 @@
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import { useEffect, useState } from 'react';
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import { api, type ClientEngagement } from '@/lib/api';
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import { Zap } from 'lucide-react';
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const scoreColor = (score: number) => {
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if (score >= 80) return 'text-emerald-500';
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if (score >= 60) return 'text-blue-500';
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if (score >= 40) return 'text-yellow-500';
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if (score >= 20) return 'text-orange-500';
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return 'text-red-500';
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};
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const scoreBgRing = (score: number) => {
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if (score >= 80) return 'ring-emerald-500/40';
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if (score >= 60) return 'ring-blue-500/40';
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if (score >= 40) return 'ring-yellow-500/40';
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if (score >= 20) return 'ring-orange-500/40';
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return 'ring-red-500/40';
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};
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const labelText = (label: string) => {
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const labels: Record<string, string> = {
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highly_engaged: 'Highly Engaged',
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engaged: 'Engaged',
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warm: 'Warm',
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cooling: 'Cooling',
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cold: 'Cold',
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};
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return labels[label] || label;
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};
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interface Props {
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clientId: string;
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compact?: boolean;
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}
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export default function EngagementBadge({ clientId, compact = false }: Props) {
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const [data, setData] = useState<ClientEngagement | null>(null);
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const [showDetails, setShowDetails] = useState(false);
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useEffect(() => {
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api.getClientEngagement(clientId).then(setData).catch(() => {});
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}, [clientId]);
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if (!data) return null;
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if (compact) {
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return (
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<span className={`inline-flex items-center gap-1 text-sm font-semibold ${scoreColor(data.score)}`}>
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<Zap className="w-3.5 h-3.5" />
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{data.score}
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</span>
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);
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}
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return (
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<div className="relative">
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<button
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onClick={() => setShowDetails(!showDetails)}
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className={`flex items-center gap-2 px-3 py-1.5 rounded-lg bg-white dark:bg-gray-800 ring-2 ${scoreBgRing(data.score)} transition-all hover:shadow-md`}
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>
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<Zap className={`w-4 h-4 ${scoreColor(data.score)}`} />
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<span className={`font-bold text-lg ${scoreColor(data.score)}`}>{data.score}</span>
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<span className="text-xs text-gray-500">{labelText(data.label)}</span>
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</button>
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{showDetails && (
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<div className="absolute top-full left-0 mt-2 w-80 bg-white dark:bg-gray-800 rounded-xl shadow-xl border border-gray-200 dark:border-gray-700 p-4 z-50">
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<div className="flex justify-between items-center mb-3">
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<span className="font-semibold text-gray-900 dark:text-white">Engagement Score</span>
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<span className={`text-2xl font-bold ${scoreColor(data.score)}`}>{data.score}/100</span>
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</div>
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<div className="space-y-2 mb-4">
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{[
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{ label: 'Recency', value: data.breakdown.recency, max: 40, color: 'bg-emerald-500' },
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{ label: 'Interactions', value: data.breakdown.interactions, max: 25, color: 'bg-blue-500' },
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{ label: 'Emails', value: data.breakdown.emails, max: 15, color: 'bg-purple-500' },
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{ label: 'Events', value: data.breakdown.events, max: 10, color: 'bg-amber-500' },
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{ label: 'Notes', value: data.breakdown.notes, max: 10, color: 'bg-pink-500' },
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].map(({ label, value, max, color }) => (
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<div key={label} className="flex items-center gap-2 text-xs">
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<span className="w-20 text-gray-500">{label}</span>
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<div className="flex-1 h-1.5 bg-gray-200 dark:bg-gray-700 rounded-full overflow-hidden">
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<div className={`h-full rounded-full ${color}`} style={{ width: `${(value / max) * 100}%` }} />
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</div>
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<span className="w-8 text-right text-gray-400">{value}/{max}</span>
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</div>
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))}
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</div>
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{data.recommendations.length > 0 && (
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<div className="border-t border-gray-200 dark:border-gray-700 pt-3">
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<div className="text-xs font-medium text-gray-500 mb-1">Recommendations</div>
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<ul className="space-y-1">
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{data.recommendations.slice(0, 3).map((rec, i) => (
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<li key={i} className="text-xs text-gray-600 dark:text-gray-400">
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💡 {rec}
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</li>
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))}
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</ul>
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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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@@ -6,7 +6,7 @@ import { api } from '@/lib/api';
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import {
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LayoutDashboard, Users, Calendar, Mail, Settings, Shield,
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LogOut, Menu, X, ChevronLeft, Network, BarChart3, Search, Command,
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FileText, Bookmark, ScrollText, Tag,
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FileText, Bookmark, ScrollText, Tag, Zap,
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} from 'lucide-react';
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import NotificationBell from './NotificationBell';
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import CommandPalette from './CommandPalette';
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@@ -22,6 +22,7 @@ const baseNavItems = [
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{ path: '/templates', label: 'Templates', icon: FileText },
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{ path: '/tags', label: 'Tags', icon: Tag },
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{ path: '/segments', label: 'Segments', icon: Bookmark },
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{ path: '/engagement', label: 'Engagement', icon: Zap },
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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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@@ -687,6 +687,84 @@ class ApiClient {
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document.body.removeChild(a);
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window.URL.revokeObjectURL(url);
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}
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// ---- Engagement Scoring ----
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async getEngagementScores(): Promise<EngagementResponse> {
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return this.fetch<EngagementResponse>('/engagement');
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}
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async getClientEngagement(clientId: string): Promise<ClientEngagement> {
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return this.fetch<ClientEngagement>(`/clients/${clientId}/engagement`);
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}
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// ---- Stats Overview ----
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async getStatsOverview(): Promise<StatsOverview> {
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return this.fetch<StatsOverview>('/stats/overview');
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}
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}
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export interface EngagementScore {
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clientId: string;
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clientName: string;
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score: number;
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breakdown: {
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recency: number;
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interactions: number;
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emails: number;
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events: number;
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notes: number;
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};
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lastContactedAt: string | null;
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stage: string;
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trend: 'rising' | 'stable' | 'declining';
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}
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export interface EngagementResponse {
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scores: EngagementScore[];
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summary: {
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totalClients: number;
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averageScore: number;
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distribution: Record<string, number>;
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topClients: { name: string; score: number }[];
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needsAttention: { name: string; score: number; lastContactedAt: string | null }[];
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};
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}
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export interface ClientEngagement {
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clientId: string;
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clientName: string;
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score: number;
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label: string;
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breakdown: {
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recency: number;
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interactions: number;
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emails: number;
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events: number;
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notes: number;
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};
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rawCounts: Record<string, number>;
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recentInteractions: { date: string; type: string }[];
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recommendations: string[];
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}
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export interface StatsOverview {
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clients: {
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total: number;
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newThisMonth: number;
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stageDistribution: Record<string, number>;
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};
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activity: {
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interactions30d: number;
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interactions7d: number;
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emailsSent30d: number;
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interactionsByType: Record<string, number>;
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};
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upcoming: {
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events: number;
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unreadNotifications: number;
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};
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generatedAt: string;
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}
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export const api = new ApiClient();
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@@ -18,6 +18,7 @@ import EmailComposeModal from '@/components/EmailComposeModal';
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import ClientNotes from '@/components/ClientNotes';
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import LogInteractionModal from '@/components/LogInteractionModal';
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import MeetingPrepModal from '@/components/MeetingPrepModal';
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import EngagementBadge from '@/components/EngagementBadge';
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import type { Interaction } from '@/types';
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export default function ClientDetailPage() {
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@@ -91,9 +92,12 @@ export default function ClientDetailPage() {
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{getInitials(client.firstName, client.lastName)}
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</div>
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<div className="flex-1 min-w-0">
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<h1 className="text-2xl font-bold text-slate-900 dark:text-slate-100">
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{client.firstName} {client.lastName}
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</h1>
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<div className="flex items-center gap-3">
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<h1 className="text-2xl font-bold text-slate-900 dark:text-slate-100">
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{client.firstName} {client.lastName}
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</h1>
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<EngagementBadge clientId={client.id} />
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</div>
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{client.company && (
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<p className="text-slate-500 dark:text-slate-400">
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{client.role ? `${client.role} at ` : ''}{client.company}
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197
src/pages/EngagementPage.tsx
Normal file
197
src/pages/EngagementPage.tsx
Normal file
@@ -0,0 +1,197 @@
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import { useState, useEffect } from 'react';
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import { api, type EngagementScore, type EngagementResponse } from '@/lib/api';
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import { Link } from 'react-router-dom';
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const scoreColor = (score: number) => {
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if (score >= 80) return 'text-emerald-400';
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if (score >= 60) return 'text-blue-400';
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if (score >= 40) return 'text-yellow-400';
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if (score >= 20) return 'text-orange-400';
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return 'text-red-400';
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};
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const scoreBg = (score: number) => {
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if (score >= 80) return 'bg-emerald-500/20 border-emerald-500/40';
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if (score >= 60) return 'bg-blue-500/20 border-blue-500/40';
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if (score >= 40) return 'bg-yellow-500/20 border-yellow-500/40';
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if (score >= 20) return 'bg-orange-500/20 border-orange-500/40';
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return 'bg-red-500/20 border-red-500/40';
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};
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const trendIcon = (trend: string) => {
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if (trend === 'rising') return '📈';
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if (trend === 'declining') return '📉';
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return '➡️';
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};
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const labelText = (score: number) => {
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if (score >= 80) return 'Highly Engaged';
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if (score >= 60) return 'Engaged';
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if (score >= 40) return 'Warm';
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if (score >= 20) return 'Cooling';
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return 'Cold';
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};
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function ScoreBar({ label, value, max, color }: { label: string; value: number; max: number; color: string }) {
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const pct = Math.round((value / max) * 100);
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return (
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<div className="flex items-center gap-2 text-xs">
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<span className="w-20 text-gray-400 dark:text-gray-500">{label}</span>
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<div className="flex-1 h-2 bg-gray-200 dark:bg-gray-700 rounded-full overflow-hidden">
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<div className={`h-full rounded-full ${color}`} style={{ width: `${pct}%` }} />
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</div>
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<span className="w-8 text-right text-gray-500">{value}/{max}</span>
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</div>
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);
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}
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export default function EngagementPage() {
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const [data, setData] = useState<EngagementResponse | null>(null);
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const [loading, setLoading] = useState(true);
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const [filter, setFilter] = useState<string>('all');
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const [sortBy, setSortBy] = useState<'score' | 'name' | 'trend'>('score');
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useEffect(() => {
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api.getEngagementScores()
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.then(setData)
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.catch(console.error)
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.finally(() => setLoading(false));
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}, []);
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if (loading) return <div className="p-6 text-gray-400">Loading engagement scores...</div>;
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if (!data) return <div className="p-6 text-red-400">Failed to load engagement data</div>;
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const { scores, summary } = data;
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const filtered = filter === 'all'
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? scores
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: scores.filter(s => {
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if (filter === 'highly_engaged') return s.score >= 80;
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if (filter === 'engaged') return s.score >= 60 && s.score < 80;
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if (filter === 'warm') return s.score >= 40 && s.score < 60;
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if (filter === 'cooling') return s.score >= 20 && s.score < 40;
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if (filter === 'cold') return s.score < 20;
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return true;
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});
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const sorted = [...filtered].sort((a, b) => {
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if (sortBy === 'score') return b.score - a.score;
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if (sortBy === 'name') return a.clientName.localeCompare(b.clientName);
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// trend: rising first, then stable, then declining
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const trendOrder = { rising: 0, stable: 1, declining: 2 };
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return (trendOrder[a.trend] || 1) - (trendOrder[b.trend] || 1);
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});
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return (
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<div className="p-6 max-w-7xl mx-auto space-y-6">
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<div className="flex items-center justify-between">
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<h1 className="text-2xl font-bold text-gray-900 dark:text-white">Engagement Scores</h1>
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<span className="text-sm text-gray-500">
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Avg: <span className={`font-bold ${scoreColor(summary.averageScore)}`}>{summary.averageScore}</span> / 100
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</span>
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</div>
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{/* Distribution summary */}
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<div className="grid grid-cols-5 gap-3">
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{(['highly_engaged', 'engaged', 'warm', 'cooling', 'cold'] as const).map(level => {
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const labels: Record<string, string> = {
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highly_engaged: '🔥 Highly Engaged',
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engaged: '💚 Engaged',
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warm: '🟡 Warm',
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cooling: '🟠 Cooling',
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cold: '❄️ Cold',
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};
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const count = summary.distribution[level] || 0;
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return (
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<button
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key={level}
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onClick={() => setFilter(filter === level ? 'all' : level)}
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className={`p-3 rounded-lg border text-center transition-all ${
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filter === level
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? 'bg-indigo-500/20 border-indigo-500'
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: 'bg-white dark:bg-gray-800 border-gray-200 dark:border-gray-700 hover:border-gray-400'
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}`}
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>
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<div className="text-2xl font-bold text-gray-900 dark:text-white">{count}</div>
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<div className="text-xs text-gray-500 mt-1">{labels[level]}</div>
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</button>
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);
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})}
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</div>
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{/* Sort controls */}
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<div className="flex gap-2 items-center text-sm">
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<span className="text-gray-500">Sort by:</span>
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{(['score', 'name', 'trend'] as const).map(s => (
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<button
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key={s}
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onClick={() => setSortBy(s)}
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className={`px-3 py-1 rounded-full ${
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sortBy === s
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? 'bg-indigo-500 text-white'
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: 'bg-gray-100 dark:bg-gray-700 text-gray-600 dark:text-gray-300'
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}`}
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>
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{s.charAt(0).toUpperCase() + s.slice(1)}
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</button>
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))}
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{filter !== 'all' && (
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<button
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onClick={() => setFilter('all')}
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className="ml-auto text-gray-400 hover:text-gray-600 text-xs"
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>
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Clear filter ✕
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</button>
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)}
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</div>
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{/* Client engagement cards */}
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<div className="grid gap-4 md:grid-cols-2 lg:grid-cols-3">
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{sorted.map(client => (
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<Link
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key={client.clientId}
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to={`/clients/${client.clientId}`}
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className={`block p-4 rounded-xl border transition-all hover:shadow-md ${scoreBg(client.score)}`}
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>
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<div className="flex items-start justify-between mb-3">
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<div>
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<div className="font-semibold text-gray-900 dark:text-white">
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{client.clientName}
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</div>
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<div className="text-xs text-gray-500 capitalize">{client.stage}</div>
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</div>
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<div className="text-right">
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<div className={`text-2xl font-bold ${scoreColor(client.score)}`}>
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{client.score}
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</div>
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<div className="text-xs text-gray-500">
|
||||
{trendIcon(client.trend)} {labelText(client.score)}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="space-y-1.5">
|
||||
<ScoreBar label="Recency" value={client.breakdown.recency} max={40} color="bg-emerald-500" />
|
||||
<ScoreBar label="Interactions" value={client.breakdown.interactions} max={25} color="bg-blue-500" />
|
||||
<ScoreBar label="Emails" value={client.breakdown.emails} max={15} color="bg-purple-500" />
|
||||
<ScoreBar label="Events" value={client.breakdown.events} max={10} color="bg-amber-500" />
|
||||
<ScoreBar label="Notes" value={client.breakdown.notes} max={10} color="bg-pink-500" />
|
||||
</div>
|
||||
|
||||
{client.lastContactedAt && (
|
||||
<div className="mt-2 text-xs text-gray-500">
|
||||
Last contact: {new Date(client.lastContactedAt).toLocaleDateString()}
|
||||
</div>
|
||||
)}
|
||||
</Link>
|
||||
))}
|
||||
</div>
|
||||
|
||||
{sorted.length === 0 && (
|
||||
<div className="text-center py-12 text-gray-500">
|
||||
No clients match this filter.
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user