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

View File

@@ -1,18 +1,20 @@
import { useEffect, useState, useMemo } from 'react';
import { Link, useLocation } from 'react-router-dom';
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 Badge from '@/components/Badge';
import EmptyState from '@/components/EmptyState';
import { PageLoader } from '@/components/LoadingSpinner';
import Modal from '@/components/Modal';
import ClientForm from '@/components/ClientForm';
import CSVImportModal from '@/components/CSVImportModal';
export default function ClientsPage() {
const location = useLocation();
const { clients, isLoading, searchQuery, selectedTag, setSearchQuery, setSelectedTag, fetchClients, createClient } = useClientsStore();
const [showCreate, setShowCreate] = useState(false);
const [showImport, setShowImport] = useState(false);
const [creating, setCreating] = useState(false);
useEffect(() => {
@@ -72,13 +74,22 @@ export default function ClientsPage() {
<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>
</div>
<button
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"
>
<Plus className="w-4 h-4" />
Add Client
</button>
<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
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"
>
<Plus className="w-4 h-4" />
Add Client
</button>
</div>
</div>
{/* Search + Tags */}
@@ -175,6 +186,13 @@ export default function ClientsPage() {
<Modal isOpen={showCreate} onClose={() => setShowCreate(false)} title="Add Client" size="lg">
<ClientForm onSubmit={handleCreate} loading={creating} />
</Modal>
{/* Import CSV Modal */}
<CSVImportModal
isOpen={showImport}
onClose={() => setShowImport(false)}
onComplete={() => fetchClients()}
/>
</div>
);
}