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TrendingUp,
Users,
IndianRupee,
AlertTriangle,
Target,
BarChart3,
XCircle,
} from "lucide-react";
import { LOSS_REASON_LABELS } from "../../lib/crm-constants";
import type { CrmDashboard } from "../../lib/api/pro/crm";
import { cn } from "../../lib/utils";
import { abbreviatePaise } from "../../lib/currency-utils";
import { StatusBadge } from "../../components/ui/status-badge";
import {
Table,
TableBody,
TableCaption,
TableCell,
TableHead,
TableHeader,
TableRow,
} from "../../components/ui/table";
// ─── KPI Cards ───────────────────────────────────────────────────────────────
export function KpiCards({ data }: { data: CrmDashboard }) {
const cards = [
{
label: "Active Leads",
value: String(data.pipeline.totalActive),
icon: Users,
color: "text-primary-600" as const,
bgColor: "bg-primary-100" as const,
},
{
label: "Pipeline Value",
value: abbreviatePaise(data.pipeline.totalPipelineValue),
icon: IndianRupee,
color: "text-secondary-600" as const,
bgColor: "bg-secondary-100" as const,
},
{
label: "Won",
value: `${data.pipeline.wonInPeriod} (${abbreviatePaise(data.pipeline.wonValueInPeriod)})`,
icon: TrendingUp,
color: "text-success" as const,
bgColor: "bg-success/10" as const,
},
{
label: "Conversion",
value:
data.pipeline.totalActive + data.pipeline.wonInPeriod > 0
? `${Math.round((data.pipeline.wonInPeriod / (data.pipeline.totalActive + data.pipeline.wonInPeriod)) * 100)}%`
: "—",
icon: Target,
color: "text-info" as const,
bgColor: "bg-info/10" as const,
},
];
return (
<div className="grid grid-cols-2 md:grid-cols-4 gap-4">
{cards.map((card) => (
<div
key={card.label}
className="rounded-lg border border-border-default bg-background-elevated p-4"
>
<div className="flex items-center gap-2 mb-2">
<div
className={cn(
"flex h-7 w-7 items-center justify-center rounded-full",
card.bgColor,
)}
>
<card.icon className={cn("h-3.5 w-3.5", card.color)} />
</div>
</div>
<div className="text-lg font-bold text-foreground-default">
{card.value}
</div>
<div className="text-xs text-foreground-subtle">{card.label}</div>
</div>
))}
</div>
);
}
// ─── Pipeline Overview ───────────────────────────────────────────────────────
export function PipelineOverview({ data }: { data: CrmDashboard }) {
const stages = data.pipeline.stages;
const maxCount = Math.max(...stages.map((s) => s.leadCount), 1);
return (
<div className="rounded-lg border border-border-default bg-background-elevated p-5">
<h2 className="text-sm font-semibold text-foreground-default mb-4 flex items-center gap-2">
<BarChart3 className="h-4 w-4 text-foreground-subtle" />
Pipeline Overview
</h2>
{stages.length === 0 ? (
<p className="text-sm text-foreground-subtle text-center py-4">
No pipeline stages configured.
</p>
) : (
<div className="space-y-3">
{/* Funnel bars */}
{stages.map((stage) => {
const pct = (stage.leadCount / maxCount) * 100;
const isTerminal =
stage.stageType === "system_terminal_won" ||
stage.stageType === "system_terminal_lost";
const barColor = isTerminal
? stage.stageType === "system_terminal_won"
? "bg-success"
: "bg-error"
: "bg-primary-500";
return (
<div key={stage.id} className="flex items-center gap-3">
<div className="w-28 text-xs text-foreground-default truncate flex-shrink-0">
{stage.name}
</div>
<div className="flex-1 h-6 bg-background-muted rounded-sm overflow-hidden">
<div
className={cn("h-full rounded-sm transition-all", barColor)}
style={{ width: `${pct}%` }}
/>
</div>
<div className="w-16 text-right text-xs font-medium text-foreground-default flex-shrink-0">
{stage.leadCount}{" "}
<span className="text-foreground-subtle font-normal">
leads
</span>
</div>
<div className="w-20 text-right text-xs text-foreground-subtle flex-shrink-0">
{abbreviatePaise(stage.totalValue)}
</div>
</div>
);
})}
{/* Pipeline summary */}
<div className="flex items-center justify-between pt-3 border-t border-border-default mt-2">
<div className="grid grid-cols-3 gap-6 text-center flex-1">
<div>
<div className="text-lg font-bold text-foreground-default">
{data.pipeline.newLeadsInPeriod}
</div>
<div className="text-xs text-foreground-subtle">New Leads</div>
</div>
<div>
<div className="text-lg font-bold text-success">
{data.pipeline.wonInPeriod}
</div>
<div className="text-xs text-foreground-subtle">Won</div>
</div>
<div>
<div className="text-lg font-bold text-error">
{data.pipeline.lostInPeriod}
</div>
<div className="text-xs text-foreground-subtle">Lost</div>
</div>
</div>
</div>
</div>
)}
</div>
);
}
// ─── Source Performance ──────────────────────────────────────────────────────
export function SourcePerformance({ data }: { data: CrmDashboard }) {
const sources = [...data.sources].sort((a, b) => b.totalLeads - a.totalLeads);
return (
<div className="rounded-lg border border-border-default bg-background-elevated p-5">
<h2 className="text-sm font-semibold text-foreground-default mb-4 flex items-center gap-2">
<Target className="h-4 w-4 text-foreground-subtle" />
Source Performance
</h2>
{sources.length === 0 ? (
<p className="text-sm text-foreground-subtle text-center py-4">
No source data yet.
</p>
) : (
// The ruled data table, on the `Table` family. This was a
// hand-rolled HTML table with its own padding and its own header
// typography; Phase 6 adds a grep test forbidding raw table markup
// outside `components/ui/`, and the primitive already knows the
// hairline rules, the hover tint, the `.label` column heads and
// `numeric` (right-aligned, tabular).
<Table density="dense">
<TableCaption>
Leads, wins, conversion rate and value for each lead source.
</TableCaption>
<TableHeader>
<TableRow>
<TableHead>Source</TableHead>
<TableHead numeric>Leads</TableHead>
<TableHead numeric>Won</TableHead>
<TableHead numeric>Conv %</TableHead>
<TableHead numeric>Value</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{sources.map((source, i) => {
const isBest = i === 0 && source.totalLeads > 0;
return (
// `isCurrent` is the Index Red Rule's one use here: a
// 3px inset bar marking the row the panel is about.
// The old code tinted the best row `bg-success/5`,
// spending a STATE ink on a RANK.
<TableRow key={source.id} isCurrent={isBest}>
<TableCell>
{source.name}
{isBest && (
<StatusBadge
status="Top"
variant="success"
className="ml-1.5"
/>
)}
</TableCell>
<TableCell numeric>{source.totalLeads}</TableCell>
<TableCell numeric>{source.wonCount}</TableCell>
<TableCell numeric>
{source.conversionRate > 0
? `${Math.round(source.conversionRate)}%`
: "—"}
</TableCell>
<TableCell numeric>
{abbreviatePaise(source.totalValue)}
</TableCell>
</TableRow>
);
})}
</TableBody>
</Table>
)}
</div>
);
}
// ─── Financial Summary ───────────────────────────────────────────────────────
export function FinancialSummary({ data }: { data: CrmDashboard }) {
const { financial } = data;
const metrics = [
{
label: "Won Deals",
value: String(financial.wonDealCount),
sub: abbreviatePaise(financial.wonTotalValue),
},
{
label: "Avg Deal Size",
value: abbreviatePaise(financial.avgDealSize),
sub: null,
},
{
label: "Quote→Order Ratio",
value:
financial.quoteToOrderRatio > 0
? `${Math.round(financial.quoteToOrderRatio)}%`
: "—",
sub: null,
},
{
label: "Active Pipeline",
value: abbreviatePaise(financial.activePipelineValue),
sub: `${financial.activePipelineCount} leads`,
},
];
return (
<div className="rounded-lg border border-border-default bg-background-elevated p-5">
<h2 className="text-sm font-semibold text-foreground-default mb-4 flex items-center gap-2">
<IndianRupee className="h-4 w-4 text-foreground-subtle" />
Financial Summary
</h2>
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
{metrics.map((metric) => (
<div key={metric.label} className="space-y-1">
<div className="text-xs text-foreground-subtle">{metric.label}</div>
<div className="text-lg font-bold text-foreground-default">
{metric.value}
</div>
{metric.sub && (
<div className="text-xs text-foreground-subtle">{metric.sub}</div>
)}
</div>
))}
</div>
</div>
);
}
// ─── Loss Reason Breakdown ───────────────────────────────────────────────────
export function LossReasonBreakdown({ data }: { data: CrmDashboard }) {
const reasons = [...data.lossReasons].sort((a, b) => b.count - a.count);
const total = reasons.reduce((sum, r) => sum + r.count, 0);
return (
<div className="rounded-lg border border-border-default bg-background-elevated p-5">
<h2 className="text-sm font-semibold text-foreground-default mb-4 flex items-center gap-2">
<XCircle className="h-4 w-4 text-foreground-subtle" />
Loss Reasons
{total > 0 && (
<span className="text-xs font-normal text-foreground-subtle">
({total} lost)
</span>
)}
</h2>
{reasons.length === 0 || total === 0 ? (
<p className="text-sm text-foreground-subtle text-center py-4">
No lost leads in this period.
</p>
) : (
<div className="space-y-2">
{reasons.map((reason) => {
const pct = Math.round((reason.count / total) * 100);
return (
<div key={reason.category} className="flex items-center gap-3">
<div className="w-32 text-xs text-foreground-default truncate flex-shrink-0">
{LOSS_REASON_LABELS[reason.category] ?? reason.category}
</div>
<div className="flex-1 h-5 bg-background-muted rounded-sm overflow-hidden">
<div
className="h-full bg-error/60 rounded-sm transition-all"
style={{ width: `${Math.max(pct, 3)}%` }}
/>
</div>
<div className="w-16 text-right text-xs text-foreground-default flex-shrink-0">
{reason.count}{" "}
<span className="text-foreground-subtle">({pct}%)</span>
</div>
</div>
);
})}
</div>
)}
</div>
);
}
// ─── Follow-up Health ────────────────────────────────────────────────────────
export function FollowupHealth({ data }: { data: CrmDashboard }) {
const { followup } = data;
const indicators = [
{
label: "Stale Leads",
value: followup.staleLeads,
description: "No contact in 7+ days",
color:
followup.staleLeads > 0 ? "text-warning" : "text-foreground-subtle",
bgColor:
followup.staleLeads > 0 ? "bg-warning/10" : "bg-background-muted",
},
{
label: "Overdue Reminders",
value: followup.overdueReminders,
description: "Past due date",
color:
followup.overdueReminders > 0 ? "text-error" : "text-foreground-subtle",
bgColor:
followup.overdueReminders > 0 ? "bg-error/10" : "bg-background-muted",
},
{
label: "Stuck Leads",
value: followup.stuckLeads,
description: "Same stage 14+ days",
color:
followup.stuckLeads > 0 ? "text-warning" : "text-foreground-subtle",
bgColor:
followup.stuckLeads > 0 ? "bg-warning/10" : "bg-background-muted",
},
{
label: "No Notes",
value: followup.leadsWithNoNotes,
description: "Active leads without notes",
color:
followup.leadsWithNoNotes > 0 ? "text-info" : "text-foreground-subtle",
bgColor:
followup.leadsWithNoNotes > 0 ? "bg-info/10" : "bg-background-muted",
},
];
const hasIssues = indicators.some((ind) => ind.value > 0);
return (
<div className="rounded-lg border border-border-default bg-background-elevated p-5">
<h2 className="text-sm font-semibold text-foreground-default mb-4 flex items-center gap-2">
<AlertTriangle className="h-4 w-4 text-foreground-subtle" />
Follow-up Health
{hasIssues && (
<span className="text-xs font-normal text-warning">
Needs attention
</span>
)}
</h2>
<div className="grid grid-cols-2 md:grid-cols-4 gap-4">
{indicators.map((ind) => (
<div
key={ind.label}
className={cn("rounded-md p-3 text-center", ind.bgColor)}
>
<div className={cn("text-2xl font-bold", ind.color)}>
{ind.value}
</div>
<div className="text-xs font-medium text-foreground-default mt-1">
{ind.label}
</div>
{/*
* `text-[10px]` was an off-scale type value — the Golden
* Rule's exact prohibition. `text-xs` is the smallest step
* the token scale has.
*/}
<div className="text-xs text-foreground-subtle mt-0.5">
{ind.description}
</div>
</div>
))}
</div>
{!hasIssues && (
<p className="text-sm text-success text-center mt-4">
All leads are being followed up on time.
</p>
)}
</div>
);
}
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