feat: client pipeline view + notes tab + stage badges
- Pipeline/kanban view on Clients page (toggle grid/pipeline) - Pipeline summary bar showing client distribution across stages - Stage badge on client cards and detail page (click to cycle) - Notes tab on ClientDetailPage with add/edit/pin/delete - StageBadge component with color-coded labels - Stage selector in ClientForm - API client methods for notes CRUD
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@@ -1,9 +1,9 @@
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import { useEffect, useState, useMemo } from 'react';
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import { Link, useLocation } from 'react-router-dom';
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import { useClientsStore } from '@/stores/clients';
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import { Search, Plus, Users, X, Upload } from 'lucide-react';
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import { Search, Plus, Users, X, Upload, LayoutGrid, List, Kanban } from 'lucide-react';
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import { cn, getRelativeTime, getInitials } from '@/lib/utils';
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import Badge from '@/components/Badge';
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import Badge, { StageBadge } from '@/components/Badge';
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import EmptyState from '@/components/EmptyState';
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import { PageLoader } from '@/components/LoadingSpinner';
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import Modal from '@/components/Modal';
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@@ -16,6 +16,9 @@ export default function ClientsPage() {
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const [showCreate, setShowCreate] = useState(false);
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const [showImport, setShowImport] = useState(false);
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const [creating, setCreating] = useState(false);
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const [viewMode, setViewMode] = useState<'grid' | 'pipeline'>(() =>
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(localStorage.getItem('clients-view') as 'grid' | 'pipeline') || 'grid'
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);
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useEffect(() => {
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fetchClients();
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@@ -46,6 +49,27 @@ export default function ClientsPage() {
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return result;
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}, [clients, searchQuery, selectedTag]);
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// Pipeline columns
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const pipelineStages = ['lead', 'prospect', 'onboarding', 'active', 'inactive'] as const;
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const pipelineColumns = useMemo(() => {
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const cols: Record<string, typeof filteredClients> = {};
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pipelineStages.forEach(s => { cols[s] = []; });
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filteredClients.forEach(c => {
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const stage = c.stage || 'lead';
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if (cols[stage]) cols[stage].push(c);
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});
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return cols;
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}, [filteredClients]);
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const stageCounts = useMemo(() => {
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const counts: Record<string, number> = {};
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clients.forEach(c => {
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const s = c.stage || 'lead';
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counts[s] = (counts[s] || 0) + 1;
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});
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return counts;
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}, [clients]);
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// All unique tags
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const allTags = useMemo(() => {
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const tags = new Set<string>();
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@@ -75,6 +99,28 @@ export default function ClientsPage() {
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<p className="text-slate-500 dark:text-slate-400 text-sm mt-1">{clients.length} contacts in your network</p>
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</div>
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<div className="flex items-center gap-2">
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<div className="flex items-center bg-slate-100 dark:bg-slate-800 rounded-lg p-0.5">
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<button
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onClick={() => { setViewMode('grid'); localStorage.setItem('clients-view', 'grid'); }}
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className={cn(
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'p-1.5 rounded-md transition-colors',
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viewMode === 'grid' ? 'bg-white dark:bg-slate-700 shadow-sm text-slate-900 dark:text-slate-100' : 'text-slate-400 hover:text-slate-600 dark:hover:text-slate-300'
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)}
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title="Grid view"
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>
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<LayoutGrid className="w-4 h-4" />
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</button>
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<button
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onClick={() => { setViewMode('pipeline'); localStorage.setItem('clients-view', 'pipeline'); }}
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className={cn(
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'p-1.5 rounded-md transition-colors',
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viewMode === 'pipeline' ? 'bg-white dark:bg-slate-700 shadow-sm text-slate-900 dark:text-slate-100' : 'text-slate-400 hover:text-slate-600 dark:hover:text-slate-300'
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)}
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title="Pipeline view"
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>
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<Kanban className="w-4 h-4" />
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</button>
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</div>
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<button
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onClick={() => setShowImport(true)}
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className="flex items-center gap-2 px-4 py-2 bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 text-slate-700 dark:text-slate-300 rounded-lg text-sm font-medium hover:bg-slate-50 dark:hover:bg-slate-700 transition-colors"
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@@ -131,7 +177,36 @@ export default function ClientsPage() {
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)}
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</div>
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{/* Client Grid */}
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{/* Pipeline Summary Bar */}
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{viewMode === 'grid' && clients.length > 0 && (
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<div className="flex items-center gap-1 bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-3 overflow-x-auto">
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{pipelineStages.map((stage) => {
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const count = stageCounts[stage] || 0;
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const total = clients.length;
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const pct = total > 0 ? Math.max((count / total) * 100, count > 0 ? 4 : 0) : 0;
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const colors: Record<string, string> = {
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lead: 'bg-slate-300 dark:bg-slate-600',
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prospect: 'bg-blue-400 dark:bg-blue-500',
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onboarding: 'bg-amber-400 dark:bg-amber-500',
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active: 'bg-emerald-400 dark:bg-emerald-500',
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inactive: 'bg-red-400 dark:bg-red-500',
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};
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return (
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<div key={stage} className="flex-1 min-w-[60px]" title={`${stage}: ${count}`}>
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<div className="text-center mb-1">
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<span className="text-xs font-medium text-slate-600 dark:text-slate-300 capitalize">{stage}</span>
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<span className="text-xs text-slate-400 ml-1">({count})</span>
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</div>
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<div className="h-2 bg-slate-100 dark:bg-slate-700 rounded-full overflow-hidden">
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<div className={cn('h-full rounded-full transition-all', colors[stage])} style={{ width: `${pct}%` }} />
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</div>
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</div>
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);
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})}
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</div>
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)}
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{/* Client Grid / Pipeline View */}
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{filteredClients.length === 0 ? (
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<EmptyState
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icon={Users}
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@@ -139,7 +214,69 @@ export default function ClientsPage() {
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description={searchQuery || selectedTag ? 'Try adjusting your search or filters' : 'Add your first client to get started'}
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action={!searchQuery && !selectedTag ? { label: 'Add Client', onClick: () => setShowCreate(true) } : undefined}
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/>
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) : viewMode === 'pipeline' ? (
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/* Pipeline / Kanban View */
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<div className="flex gap-4 overflow-x-auto pb-4">
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{pipelineStages.map((stage) => {
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const stageClients = pipelineColumns[stage] || [];
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const headerColors: Record<string, string> = {
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lead: 'border-t-slate-400',
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prospect: 'border-t-blue-500',
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onboarding: 'border-t-amber-500',
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active: 'border-t-emerald-500',
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inactive: 'border-t-red-500',
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};
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return (
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<div key={stage} className={cn(
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'flex-1 min-w-[220px] max-w-[300px] bg-slate-50 dark:bg-slate-800/50 rounded-xl border-t-4',
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headerColors[stage]
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)}>
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<div className="px-3 py-3 flex items-center justify-between">
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<h3 className="text-sm font-semibold text-slate-700 dark:text-slate-200 capitalize">{stage}</h3>
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<span className="text-xs bg-white dark:bg-slate-700 text-slate-500 dark:text-slate-400 px-2 py-0.5 rounded-full font-medium">{stageClients.length}</span>
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</div>
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<div className="px-2 pb-2 space-y-2 max-h-[600px] overflow-y-auto">
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{stageClients.map((client) => (
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<Link
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key={client.id}
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to={`/clients/${client.id}`}
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className="block bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-lg p-3 hover:shadow-md dark:hover:shadow-slate-900/50 transition-all"
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>
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<div className="flex items-center gap-2">
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<div className="w-8 h-8 bg-blue-100 dark:bg-blue-900/50 text-blue-700 dark:text-blue-300 rounded-full flex items-center justify-center text-xs font-bold flex-shrink-0">
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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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<p className="text-sm font-medium text-slate-900 dark:text-slate-100 truncate">
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{client.firstName} {client.lastName}
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</p>
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{client.company && (
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<p className="text-xs text-slate-500 dark:text-slate-400 truncate">{client.company}</p>
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)}
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</div>
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</div>
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{client.tags && client.tags.length > 0 && (
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<div className="flex flex-wrap gap-1 mt-2">
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{client.tags.slice(0, 2).map(tag => (
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<span key={tag} className="px-1.5 py-0.5 bg-slate-100 dark:bg-slate-700 text-slate-500 dark:text-slate-400 rounded text-[10px]">{tag}</span>
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))}
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</div>
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)}
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<p className="text-[10px] text-slate-400 mt-2">
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{getRelativeTime(client.lastContacted)}
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</p>
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</Link>
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))}
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{stageClients.length === 0 && (
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<p className="text-xs text-slate-400 text-center py-4">No clients</p>
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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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</div>
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) : (
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/* Grid View */
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<div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 gap-4">
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{filteredClients.map((client) => (
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<Link
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@@ -161,18 +298,17 @@ export default function ClientsPage() {
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</div>
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</div>
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{client.tags && client.tags.length > 0 && (
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<div className="flex flex-wrap gap-1.5 mt-3">
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{client.tags.slice(0, 3).map((tag) => (
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<span key={tag} className="px-2 py-0.5 bg-slate-100 dark:bg-slate-700 text-slate-600 dark:text-slate-300 rounded-full text-xs">
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{tag}
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</span>
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))}
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{client.tags.length > 3 && (
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<span className="text-xs text-slate-400">+{client.tags.length - 3}</span>
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)}
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</div>
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)}
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<div className="flex flex-wrap gap-1.5 mt-3">
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<StageBadge stage={client.stage} />
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{client.tags && client.tags.slice(0, 2).map((tag) => (
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<span key={tag} className="px-2 py-0.5 bg-slate-100 dark:bg-slate-700 text-slate-600 dark:text-slate-300 rounded-full text-xs">
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{tag}
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</span>
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))}
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{client.tags && client.tags.length > 2 && (
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<span className="text-xs text-slate-400">+{client.tags.length - 2}</span>
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)}
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</div>
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<div className="mt-3 pt-3 border-t border-slate-100 dark:border-slate-700 text-xs text-slate-400">
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Last contacted: {getRelativeTime(client.lastContacted)}
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