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:
303
src/components/CSVImportModal.tsx
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303
src/components/CSVImportModal.tsx
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@@ -0,0 +1,303 @@
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import { useState, useRef } from 'react';
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import { api } from '@/lib/api';
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import type { ImportPreview, ImportResult } from '@/types';
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import Modal from '@/components/Modal';
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import LoadingSpinner from '@/components/LoadingSpinner';
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import { Upload, FileSpreadsheet, CheckCircle2, AlertCircle, ArrowRight, X } from 'lucide-react';
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const CLIENT_FIELDS = [
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{ value: '', label: '-- Skip --' },
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{ value: 'firstName', label: 'First Name' },
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{ value: 'lastName', label: 'Last Name' },
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{ value: 'email', label: 'Email' },
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{ value: 'phone', label: 'Phone' },
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{ value: 'company', label: 'Company' },
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{ value: 'role', label: 'Role/Title' },
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{ value: 'industry', label: 'Industry' },
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{ value: 'street', label: 'Street' },
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{ value: 'city', label: 'City' },
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{ value: 'state', label: 'State' },
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{ value: 'zip', label: 'ZIP Code' },
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{ value: 'birthday', label: 'Birthday' },
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{ value: 'anniversary', label: 'Anniversary' },
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{ value: 'notes', label: 'Notes' },
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{ value: 'tags', label: 'Tags (comma-separated)' },
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{ value: 'interests', label: 'Interests (comma-separated)' },
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];
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interface CSVImportModalProps {
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isOpen: boolean;
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onClose: () => void;
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onComplete: () => void;
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}
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type Step = 'upload' | 'mapping' | 'importing' | 'results';
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export default function CSVImportModal({ isOpen, onClose, onComplete }: CSVImportModalProps) {
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const [step, setStep] = useState<Step>('upload');
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const [file, setFile] = useState<File | null>(null);
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const [preview, setPreview] = useState<ImportPreview | null>(null);
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const [mapping, setMapping] = useState<Record<number, string>>({});
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const [result, setResult] = useState<ImportResult | null>(null);
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const [error, setError] = useState<string | null>(null);
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const [loading, setLoading] = useState(false);
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const fileRef = useRef<HTMLInputElement>(null);
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const reset = () => {
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setStep('upload');
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setFile(null);
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setPreview(null);
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setMapping({});
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setResult(null);
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setError(null);
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setLoading(false);
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};
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const handleClose = () => {
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reset();
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onClose();
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};
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const handleFileSelect = async (e: React.ChangeEvent<HTMLInputElement>) => {
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const f = e.target.files?.[0];
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if (!f) return;
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setFile(f);
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setError(null);
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setLoading(true);
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try {
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const previewData = await api.importPreview(f);
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setPreview(previewData);
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setMapping(previewData.mapping);
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setStep('mapping');
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} catch (err: any) {
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setError(err.message || 'Failed to parse CSV');
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} finally {
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setLoading(false);
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}
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};
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const updateMapping = (colIndex: number, field: string) => {
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setMapping(prev => {
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const next = { ...prev };
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if (field === '') {
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delete next[colIndex];
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} else {
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next[colIndex] = field;
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}
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return next;
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});
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};
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const hasRequiredFields = () => {
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const values = Object.values(mapping);
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return values.includes('firstName') && values.includes('lastName');
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};
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const handleImport = async () => {
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if (!file || !hasRequiredFields()) return;
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setStep('importing');
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setLoading(true);
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setError(null);
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try {
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const importResult = await api.importClients(file, mapping);
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setResult(importResult);
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setStep('results');
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if (importResult.imported > 0) {
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onComplete();
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}
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} catch (err: any) {
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setError(err.message || 'Import failed');
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setStep('mapping');
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} finally {
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setLoading(false);
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}
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};
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return (
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<Modal isOpen={isOpen} onClose={handleClose} title="Import Clients from CSV" size="lg">
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<div className="space-y-5">
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{/* Step: Upload */}
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{step === 'upload' && (
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<div className="space-y-4">
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<div
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onClick={() => fileRef.current?.click()}
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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"
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>
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<Upload className="w-10 h-10 text-slate-400 mx-auto mb-3" />
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<p className="text-sm font-medium text-slate-700">
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Click to select a CSV file
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</p>
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<p className="text-xs text-slate-400 mt-1">
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Must include at least First Name and Last Name columns
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</p>
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</div>
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<input
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ref={fileRef}
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type="file"
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accept=".csv,text/csv"
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onChange={handleFileSelect}
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className="hidden"
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/>
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{loading && (
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<div className="flex items-center justify-center gap-2 py-4">
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<LoadingSpinner size="sm" />
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<span className="text-sm text-slate-500">Parsing CSV...</span>
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</div>
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)}
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{error && (
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<div className="flex items-center gap-2 p-3 bg-red-50 text-red-700 rounded-lg text-sm">
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<AlertCircle className="w-4 h-4 flex-shrink-0" />
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{error}
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</div>
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)}
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</div>
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)}
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{/* Step: Column Mapping */}
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{step === 'mapping' && preview && (
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<div className="space-y-4">
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<div className="flex items-center gap-2 text-sm text-slate-600">
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<FileSpreadsheet className="w-4 h-4" />
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<span><strong>{preview.totalRows}</strong> rows found in <strong>{file?.name}</strong></span>
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</div>
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{/* Column mapping */}
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<div className="space-y-2">
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<h4 className="text-sm font-medium text-slate-700">Map columns to client fields:</h4>
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<div className="max-h-64 overflow-y-auto space-y-2">
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{preview.headers.map((header, index) => (
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<div key={index} className="flex items-center gap-3">
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<span className="text-sm text-slate-600 w-40 truncate flex-shrink-0" title={header}>
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{header}
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</span>
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<ArrowRight className="w-4 h-4 text-slate-300 flex-shrink-0" />
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<select
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value={mapping[index] || ''}
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onChange={(e) => updateMapping(index, e.target.value)}
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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"
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>
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{CLIENT_FIELDS.map((f) => (
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<option key={f.value} value={f.value}>{f.label}</option>
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))}
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</select>
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</div>
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))}
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</div>
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</div>
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{/* Preview table */}
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{preview.sampleRows.length > 0 && (
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<div>
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<h4 className="text-sm font-medium text-slate-700 mb-2">Preview (first {preview.sampleRows.length} rows):</h4>
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<div className="overflow-x-auto border border-slate-200 rounded-lg">
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<table className="w-full text-xs">
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<thead>
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<tr className="bg-slate-50">
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{preview.headers.map((h, i) => (
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<th key={i} className="px-3 py-2 text-left font-medium text-slate-600 whitespace-nowrap">
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{mapping[i] ? (
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<span className="text-blue-600">{CLIENT_FIELDS.find(f => f.value === mapping[i])?.label || mapping[i]}</span>
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) : (
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<span className="text-slate-400 line-through">{h}</span>
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)}
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</th>
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))}
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</tr>
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</thead>
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<tbody className="divide-y divide-slate-100">
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{preview.sampleRows.map((row, ri) => (
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<tr key={ri}>
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{row.map((cell, ci) => (
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<td key={ci} className={`px-3 py-2 whitespace-nowrap ${mapping[ci] ? 'text-slate-700' : 'text-slate-300'}`}>
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{cell || '—'}
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</td>
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))}
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</tr>
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))}
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</tbody>
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</table>
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</div>
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</div>
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)}
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{!hasRequiredFields() && (
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<div className="flex items-center gap-2 p-3 bg-amber-50 text-amber-700 rounded-lg text-sm">
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<AlertCircle className="w-4 h-4 flex-shrink-0" />
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You must map both "First Name" and "Last Name" columns
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</div>
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)}
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{error && (
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<div className="flex items-center gap-2 p-3 bg-red-50 text-red-700 rounded-lg text-sm">
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<AlertCircle className="w-4 h-4 flex-shrink-0" />
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{error}
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</div>
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)}
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<div className="flex justify-between pt-2">
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<button onClick={reset} className="px-4 py-2 text-sm text-slate-600 hover:text-slate-800 transition-colors">
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← Back
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</button>
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<button
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onClick={handleImport}
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disabled={!hasRequiredFields()}
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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"
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>
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Import {preview.totalRows} Clients
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</button>
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</div>
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</div>
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)}
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{/* Step: Importing */}
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{step === 'importing' && (
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<div className="flex flex-col items-center justify-center py-8 gap-4">
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<LoadingSpinner size="lg" />
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<p className="text-sm text-slate-600">Importing clients...</p>
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<p className="text-xs text-slate-400">This may take a moment for large files</p>
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</div>
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)}
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{/* Step: Results */}
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{step === 'results' && result && (
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<div className="space-y-4">
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<div className="flex items-center gap-3 p-4 bg-emerald-50 rounded-lg">
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<CheckCircle2 className="w-8 h-8 text-emerald-600 flex-shrink-0" />
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<div>
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<p className="font-semibold text-emerald-800">Import Complete</p>
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<p className="text-sm text-emerald-700">
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Successfully imported <strong>{result.imported}</strong> client{result.imported !== 1 ? 's' : ''}
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{result.skipped > 0 && `, ${result.skipped} skipped`}
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</p>
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</div>
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</div>
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{result.errors.length > 0 && (
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<div className="space-y-2">
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<h4 className="text-sm font-medium text-slate-700">Issues ({result.errors.length}):</h4>
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<div className="max-h-40 overflow-y-auto space-y-1 p-3 bg-slate-50 rounded-lg">
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{result.errors.map((err, i) => (
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<p key={i} className="text-xs text-slate-600">{err}</p>
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))}
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</div>
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</div>
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)}
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<div className="flex justify-end pt-2">
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<button
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onClick={handleClose}
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className="px-5 py-2.5 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 transition-colors"
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>
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Done
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</button>
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</div>
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</div>
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)}
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</div>
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</Modal>
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);
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}
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@@ -1,4 +1,4 @@
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import type { Profile, Client, ClientCreate, Event, EventCreate, Email, EmailGenerate, User, Invite } from '@/types';
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import type { Profile, Client, ClientCreate, Event, EventCreate, Email, EmailGenerate, User, Invite, ActivityItem, InsightsData, ImportPreview, ImportResult, NetworkMatch, NetworkStats } from '@/types';
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const API_BASE = import.meta.env.PROD
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? 'https://api.thenetwork.donovankelly.xyz/api'
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@@ -157,6 +157,54 @@ class ApiClient {
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return this.fetch(`/clients/${id}/contacted`, { method: 'POST' });
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}
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// CSV Import
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async importPreview(file: File): Promise<ImportPreview> {
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const formData = new FormData();
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formData.append('file', file);
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const token = this.getToken();
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const headers: HeadersInit = token ? { Authorization: `Bearer ${token}` } : {};
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const response = await fetch(`${API_BASE}/clients/import/preview`, {
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method: 'POST',
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headers,
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body: formData,
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credentials: 'include',
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});
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if (!response.ok) {
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const error = await response.json().catch(() => ({ error: 'Preview failed' }));
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throw new Error(error.error || 'Preview failed');
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}
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return response.json();
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}
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async importClients(file: File, mapping: Record<number, string>): Promise<ImportResult> {
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const formData = new FormData();
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formData.append('file', file);
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formData.append('mapping', JSON.stringify(mapping));
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const token = this.getToken();
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const headers: HeadersInit = token ? { Authorization: `Bearer ${token}` } : {};
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const response = await fetch(`${API_BASE}/clients/import`, {
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method: 'POST',
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headers,
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body: formData,
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credentials: 'include',
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});
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if (!response.ok) {
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const error = await response.json().catch(() => ({ error: 'Import failed' }));
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throw new Error(error.error || 'Import failed');
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}
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return response.json();
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}
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// Activity Timeline
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async getClientActivity(clientId: string): Promise<ActivityItem[]> {
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return this.fetch(`/clients/${clientId}/activity`);
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}
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// Insights
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async getInsights(): Promise<InsightsData> {
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return this.fetch('/insights');
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}
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// Events
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async getEvents(params?: { clientId?: string; type?: string; upcoming?: number }): Promise<Event[]> {
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const searchParams = new URLSearchParams();
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@@ -2,11 +2,11 @@ import { useEffect, useState } from 'react';
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import { useParams, useNavigate, Link } from 'react-router-dom';
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import { useClientsStore } from '@/stores/clients';
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import { api } from '@/lib/api';
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import type { Event, Email } from '@/types';
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import type { Event, Email, ActivityItem } from '@/types';
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import {
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ArrowLeft, Edit3, Trash2, Phone, Mail, MapPin, Building2,
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Briefcase, Gift, Heart, Star, Users, Calendar, Send,
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CheckCircle2, Sparkles, Clock,
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CheckCircle2, Sparkles, Clock, Activity, FileText, UserPlus, RefreshCw,
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} from 'lucide-react';
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import { cn, formatDate, getRelativeTime, getInitials } from '@/lib/utils';
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import Badge, { EventTypeBadge, EmailStatusBadge } from '@/components/Badge';
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@@ -21,7 +21,8 @@ export default function ClientDetailPage() {
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const { selectedClient, isLoading, fetchClient, updateClient, deleteClient, markContacted } = useClientsStore();
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const [events, setEvents] = useState<Event[]>([]);
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const [emails, setEmails] = useState<Email[]>([]);
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const [activeTab, setActiveTab] = useState<'info' | 'events' | 'emails'>('info');
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const [activities, setActivities] = useState<ActivityItem[]>([]);
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const [activeTab, setActiveTab] = useState<'info' | 'activity' | 'events' | 'emails'>('info');
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const [showEdit, setShowEdit] = useState(false);
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const [showCompose, setShowCompose] = useState(false);
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const [deleting, setDeleting] = useState(false);
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@@ -31,6 +32,7 @@ export default function ClientDetailPage() {
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fetchClient(id);
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api.getEvents({ clientId: id }).then(setEvents).catch(() => {});
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api.getEmails({ clientId: id }).then(setEmails).catch(() => {});
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api.getClientActivity(id).then(setActivities).catch(() => {});
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}
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}, [id, fetchClient]);
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@@ -58,8 +60,9 @@ export default function ClientDetailPage() {
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setShowEdit(false);
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};
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const tabs: { key: 'info' | 'events' | 'emails'; label: string; count?: number; icon: typeof Users }[] = [
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const tabs: { key: 'info' | 'activity' | 'events' | 'emails'; label: string; count?: number; icon: typeof Users }[] = [
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{ key: 'info', label: 'Info', icon: Users },
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{ key: 'activity', label: 'Timeline', count: activities.length, icon: Activity },
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{ key: 'events', label: 'Events', count: events.length, icon: Calendar },
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{ key: 'emails', label: 'Emails', count: emails.length, icon: Mail },
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];
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@@ -228,6 +231,49 @@ export default function ClientDetailPage() {
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</div>
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)}
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{activeTab === 'activity' && (
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<div className="bg-white border border-slate-200 rounded-xl">
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{activities.length === 0 ? (
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<p className="px-5 py-8 text-center text-sm text-slate-400">No activity recorded yet</p>
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) : (
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<div className="relative">
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{activities.map((item, index) => {
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const iconMap: Record<string, { icon: typeof Mail; color: string; bg: string }> = {
|
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email_sent: { icon: Send, color: 'text-emerald-600', bg: 'bg-emerald-100' },
|
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email_drafted: { icon: FileText, color: 'text-amber-600', bg: 'bg-amber-100' },
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event_created: { icon: Calendar, color: 'text-blue-600', bg: 'bg-blue-100' },
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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' && (
|
||||
<div className="bg-white border border-slate-200 rounded-xl divide-y divide-slate-100">
|
||||
{events.length === 0 ? (
|
||||
|
||||
@@ -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(() => {
|
||||
@@ -72,6 +74,14 @@ 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>
|
||||
<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"
|
||||
@@ -80,6 +90,7 @@ export default function ClientsPage() {
|
||||
Add Client
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Search + Tags */}
|
||||
<div className="space-y-3">
|
||||
@@ -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>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -1,8 +1,8 @@
|
||||
import { useEffect, useState } from 'react';
|
||||
import { Link } from 'react-router-dom';
|
||||
import { api } from '@/lib/api';
|
||||
import type { Client, Event, Email } from '@/types';
|
||||
import { Users, Calendar, Mail, Plus, ArrowRight, Gift, Heart, Clock } from 'lucide-react';
|
||||
import type { Client, Event, Email, InsightsData } from '@/types';
|
||||
import { Users, Calendar, Mail, Plus, ArrowRight, Gift, Heart, Clock, AlertTriangle, Sparkles, UserCheck, PhoneForwarded } from 'lucide-react';
|
||||
import { formatDate, getDaysUntil } from '@/lib/utils';
|
||||
import { EventTypeBadge } from '@/components/Badge';
|
||||
import { PageLoader } from '@/components/LoadingSpinner';
|
||||
@@ -11,6 +11,7 @@ export default function DashboardPage() {
|
||||
const [clients, setClients] = useState<Client[]>([]);
|
||||
const [events, setEvents] = useState<Event[]>([]);
|
||||
const [emails, setEmails] = useState<Email[]>([]);
|
||||
const [insights, setInsights] = useState<InsightsData | null>(null);
|
||||
const [loading, setLoading] = useState(true);
|
||||
|
||||
useEffect(() => {
|
||||
@@ -18,10 +19,12 @@ export default function DashboardPage() {
|
||||
api.getClients().catch(() => []),
|
||||
api.getEvents({ upcoming: 7 }).catch(() => []),
|
||||
api.getEmails({ status: 'draft' }).catch(() => []),
|
||||
]).then(([c, e, em]) => {
|
||||
api.getInsights().catch(() => null),
|
||||
]).then(([c, e, em, ins]) => {
|
||||
setClients(c);
|
||||
setEvents(e);
|
||||
setEmails(em);
|
||||
setInsights(ins as InsightsData | null);
|
||||
setLoading(false);
|
||||
});
|
||||
}, []);
|
||||
@@ -78,6 +81,111 @@ export default function DashboardPage() {
|
||||
))}
|
||||
</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">
|
||||
{/* Upcoming Events */}
|
||||
<div className="bg-white border border-slate-200 rounded-xl">
|
||||
|
||||
@@ -131,6 +131,69 @@ export interface NetworkStats {
|
||||
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 {
|
||||
id: string;
|
||||
email: string;
|
||||
|
||||
Reference in New Issue
Block a user