forked from Goutam/lynkeduppro-crm
piplene page
This commit is contained in:
Mayur Shinde
@@ -1518,3 +1518,136 @@
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.dash-root .ds-toast.is-clickable .ds-toast-body { cursor: pointer; }
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.dash-root .ds-toast.is-clickable .ds-toast-body:hover .ds-toast-title { color: var(--orange); }
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/* =======================================================================
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Pipeline — kanban board
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======================================================================= */
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.dash-root .pl { display: flex; flex-direction: column; height: 100%; min-height: 0; }
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/* tone accents (per column / drawer via data-tone) */
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.dash-root [data-tone="blue"] { --pl-accent: #4f8cff; }
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.dash-root [data-tone="purple"] { --pl-accent: #b07bf2; }
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.dash-root [data-tone="magenta"] { --pl-accent: #db5fd0; }
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.dash-root [data-tone="orange"] { --pl-accent: var(--orange); }
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.dash-root [data-tone="green"] { --pl-accent: var(--green); }
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.dash-root [data-tone="cyan"] { --pl-accent: #34c9d6; }
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.dash-root [data-tone="red"] { --pl-accent: var(--red); }
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/* ---- head ---- */
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.dash-root .pl-head { display: flex; align-items: center; justify-content: space-between; gap: 16px; flex-wrap: wrap; margin-bottom: 16px; }
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.dash-root .pl-head-l { display: flex; align-items: center; gap: 12px; }
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.dash-root .pl-head-ic { display: grid; place-items: center; width: 40px; height: 40px; border-radius: 12px; background: color-mix(in srgb, var(--orange) 14%, transparent); color: var(--orange); flex: 0 0 auto; }
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.dash-root .pl-head-l h1 { font-size: 20px; font-weight: 700; letter-spacing: -0.01em; }
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.dash-root .pl-head-l p { margin: 2px 0 0; font-size: 12.5px; color: var(--muted); }
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.dash-root .pl-search { display: flex; align-items: center; gap: 8px; height: 40px; width: 300px; max-width: 46vw; padding: 0 12px; border-radius: 12px; border: 1px solid var(--border); background: var(--panel-2); color: var(--muted); }
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.dash-root .pl-search:focus-within { border-color: var(--orange); }
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.dash-root .pl-search input { flex: 1 1 auto; border: 0; background: none; outline: none; color: var(--text); font-size: 13.5px; font-family: inherit; }
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.dash-root .pl-search input::placeholder { color: var(--muted); }
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.dash-root .pl-search-x { display: grid; place-items: center; border: 0; background: none; color: var(--muted); cursor: pointer; padding: 2px; }
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.dash-root .pl-search-x:hover { color: var(--text); }
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/* ---- board ---- */
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.dash-root .pl-board { display: flex; gap: 14px; align-items: flex-start; overflow-x: auto; overflow-y: hidden; flex: 1 1 auto; min-height: 0; padding-bottom: 12px; scrollbar-width: thin; }
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.dash-root .pl-board::-webkit-scrollbar { height: 9px; }
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.dash-root .pl-board::-webkit-scrollbar-thumb { background: var(--border-2); border-radius: 99px; }
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.dash-root .pl-col { flex: 0 0 288px; width: 288px; display: flex; flex-direction: column; min-height: 0; max-height: 100%; background: var(--panel-2); border: 1px solid var(--border); border-radius: 14px; padding: 12px 10px 4px; transition: border-color .14s, background .14s; }
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.dash-root .pl-col.is-over { border-color: var(--pl-accent); background: color-mix(in srgb, var(--pl-accent) 7%, var(--panel-2)); }
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.dash-root .pl-col.is-flag { background: color-mix(in srgb, var(--pl-accent) 5%, var(--panel-2)); }
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.dash-root .pl-col-head { display: flex; align-items: center; gap: 8px; padding: 2px 4px 8px; }
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.dash-root .pl-col-dot { width: 8px; height: 8px; border-radius: 50%; background: var(--pl-accent); flex: 0 0 auto; box-shadow: 0 0 8px color-mix(in srgb, var(--pl-accent) 60%, transparent); }
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.dash-root .pl-col-label { font-size: 11.5px; font-weight: 700; letter-spacing: 0.06em; text-transform: uppercase; color: var(--text-2); }
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.dash-root .pl-col-count { display: grid; place-items: center; min-width: 20px; height: 18px; padding: 0 6px; border-radius: 99px; background: color-mix(in srgb, var(--pl-accent) 20%, transparent); color: var(--pl-accent); font-size: 11px; font-weight: 700; }
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.dash-root .pl-col-step { margin-left: auto; font-size: 10.5px; font-weight: 600; color: var(--faint); font-variant-numeric: tabular-nums; }
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.dash-root .pl-col-bar { height: 3px; border-radius: 99px; background: var(--track); overflow: hidden; margin: 0 4px 10px; }
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.dash-root .pl-col-bar > span { display: block; height: 100%; background: var(--pl-accent); border-radius: inherit; }
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.dash-root .pl-col-body { display: flex; flex-direction: column; gap: 10px; overflow-y: auto; padding: 2px 4px 10px; min-height: 60px; scrollbar-width: thin; }
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.dash-root .pl-col-body::-webkit-scrollbar { width: 6px; }
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.dash-root .pl-col-body::-webkit-scrollbar-thumb { background: var(--border-2); border-radius: 99px; }
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.dash-root .pl-col-empty { border: 1px dashed var(--border-2); border-radius: 10px; padding: 18px 10px; text-align: center; font-size: 12px; color: var(--faint); }
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/* ---- card ---- */
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.dash-root .pl-card { text-align: left; width: 100%; background: var(--panel); border: 1px solid var(--border); border-radius: 12px; padding: 11px 12px; cursor: pointer; transition: border-color .14s, transform .1s, box-shadow .14s; }
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.dash-root .pl-card:hover { border-color: var(--border-2); box-shadow: var(--shadow); transform: translateY(-1px); }
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.dash-root .pl-card.is-dragging { opacity: 0.5; }
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.dash-root .pl-col.is-flag .pl-card { border-left: 3px solid var(--pl-accent); }
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.dash-root .pl-card-top { display: flex; align-items: center; gap: 10px; }
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.dash-root .pl-card-id { min-width: 0; flex: 1; }
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.dash-root .pl-card-name { font-size: 13.5px; font-weight: 600; color: var(--text); overflow: hidden; text-overflow: ellipsis; white-space: nowrap; }
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.dash-root .pl-card-addr { display: flex; align-items: center; gap: 4px; font-size: 11.5px; color: var(--muted); margin-top: 2px; }
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.dash-root .pl-card-addr svg { flex: 0 0 auto; color: var(--faint); }
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.dash-root .pl-card-tags { display: flex; flex-wrap: wrap; gap: 6px; margin: 10px 0; }
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.dash-root .pl-tag { font-size: 10.5px; font-weight: 600; padding: 3px 8px; border-radius: 7px; }
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.dash-root .pl-tag.work { background: color-mix(in srgb, var(--orange) 15%, transparent); color: var(--orange); }
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.dash-root .pl-tag.type { background: color-mix(in srgb, var(--blue) 18%, transparent); color: #6f9bff; }
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.dash-root .pl-card-foot { display: flex; align-items: center; gap: 8px; padding-top: 9px; border-top: 1px solid var(--border); font-size: 11px; color: var(--muted); }
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.dash-root .pl-card-foot svg { flex: 0 0 auto; }
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.dash-root .pl-rep { display: inline-flex; align-items: center; gap: 4px; min-width: 0; overflow: hidden; text-overflow: ellipsis; white-space: nowrap; }
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.dash-root .pl-card-spacer { flex: 1; }
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.dash-root .pl-storm { display: inline-flex; align-items: center; gap: 3px; color: var(--orange); font-weight: 600; flex: 0 0 auto; }
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.dash-root .pl-age { display: inline-flex; align-items: center; gap: 3px; color: var(--faint); flex: 0 0 auto; font-variant-numeric: tabular-nums; }
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/* ---- drawer ---- */
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.dash-root .pl-scrim { position: fixed; inset: 0; background: rgba(0,0,0,0.5); z-index: 79; animation: ds-fade .2s ease; }
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.dash-root .pl-drawer { position: fixed; top: 0; right: 0; height: 100vh; width: 400px; max-width: 92vw; z-index: 80; display: flex; flex-direction: column; background: var(--panel); border-left: 1px solid var(--border-2); box-shadow: -24px 0 60px -20px rgba(0,0,0,0.6); animation: pl-slide .22s cubic-bezier(.2,.7,.3,1); }
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@keyframes pl-slide { from { transform: translateX(24px); opacity: 0; } to { transform: translateX(0); opacity: 1; } }
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.dash-root .pl-drawer-head { display: flex; align-items: center; gap: 12px; padding: 18px 18px 14px; border-bottom: 1px solid var(--border); }
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.dash-root .pl-drawer-id { min-width: 0; flex: 1; }
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.dash-root .pl-drawer-name { font-size: 16px; font-weight: 700; color: var(--text); }
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.dash-root .pl-drawer-addr { font-size: 12px; color: var(--muted); margin-top: 2px; overflow: hidden; text-overflow: ellipsis; white-space: nowrap; }
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.dash-root .pl-drawer-x { display: grid; place-items: center; width: 32px; height: 32px; border-radius: 9px; border: 0; background: none; color: var(--muted); cursor: pointer; flex: 0 0 auto; }
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.dash-root .pl-drawer-x:hover { background: var(--panel-2); color: var(--text); }
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.dash-root .pl-drawer-status { padding: 14px 18px; border-bottom: 1px solid var(--border); }
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.dash-root .pl-status-row { display: flex; align-items: baseline; justify-content: space-between; }
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.dash-root .pl-status-label { font-size: 13px; font-weight: 600; color: var(--text); }
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.dash-root .pl-status-pct { font-size: 13px; font-weight: 700; color: var(--pl-accent); font-variant-numeric: tabular-nums; }
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.dash-root .pl-status-bar { height: 5px; border-radius: 99px; background: var(--track); overflow: hidden; margin: 8px 0 12px; }
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.dash-root .pl-status-bar > span { display: block; height: 100%; background: linear-gradient(90deg, color-mix(in srgb, var(--pl-accent) 55%, transparent), var(--pl-accent)); border-radius: inherit; transition: width .3s ease; }
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.dash-root .pl-steps { display: flex; flex-wrap: wrap; gap: 4px 12px; }
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.dash-root .pl-step { display: inline-flex; align-items: center; gap: 5px; font-size: 10.5px; color: var(--faint); }
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.dash-root .pl-step-dot { width: 7px; height: 7px; border-radius: 50%; background: var(--border-2); }
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.dash-root .pl-step.done { color: var(--text-2); }
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.dash-root .pl-step.done .pl-step-dot { background: var(--pl-accent); }
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.dash-root .pl-drawer-tabs { display: flex; gap: 22px; padding: 0 18px; border-bottom: 1px solid var(--border); }
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.dash-root .pl-drawer-tabs button { position: relative; border: 0; background: none; padding: 12px 0; font-family: inherit; font-size: 13px; font-weight: 600; color: var(--muted); cursor: pointer; }
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.dash-root .pl-drawer-tabs button.active { color: var(--text); }
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.dash-root .pl-drawer-tabs button.active::after { content: ""; position: absolute; left: 0; right: 0; bottom: -1px; height: 2px; border-radius: 2px; background: var(--orange); }
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.dash-root .pl-drawer-body { flex: 1 1 auto; overflow-y: auto; padding: 16px 18px; }
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.dash-root .pl-dsec { margin-bottom: 18px; }
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.dash-root .pl-dsec-head { font-size: 10.5px; font-weight: 700; letter-spacing: 0.1em; text-transform: uppercase; color: var(--faint); margin-bottom: 9px; }
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.dash-root .pl-contact { display: flex; align-items: center; gap: 9px; font-size: 13px; color: var(--text-2); padding: 5px 0; }
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.dash-root .pl-contact svg { color: var(--muted); flex: 0 0 auto; }
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.dash-root .pl-jobgrid { display: grid; grid-template-columns: 1fr 1fr; gap: 10px; }
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.dash-root .pl-jobbox { display: flex; flex-direction: column; gap: 3px; padding: 10px 12px; border: 1px solid var(--border); border-radius: 10px; background: var(--panel-2); }
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.dash-root .pl-jobk { font-size: 11px; color: var(--muted); }
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.dash-root .pl-jobv { font-size: 13px; font-weight: 600; color: var(--text); }
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.dash-root .pl-assign { display: inline-flex; align-items: center; gap: 9px; font-size: 13px; font-weight: 600; color: var(--text); padding: 9px 12px; border: 1px solid var(--border); border-radius: 10px; background: var(--panel-2); }
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.dash-root .pl-assign svg { color: var(--muted); }
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.dash-root .pl-notes { font-size: 13px; line-height: 1.5; color: var(--text-2); padding: 11px 13px; border: 1px solid var(--border); border-radius: 10px; background: var(--panel-2); }
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.dash-root .pl-activity { display: flex; flex-direction: column; }
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.dash-root .pl-act { display: flex; gap: 12px; position: relative; padding-bottom: 18px; }
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.dash-root .pl-act::before { content: ""; position: absolute; left: 4px; top: 14px; bottom: -4px; width: 2px; background: var(--border); }
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.dash-root .pl-act:last-child { padding-bottom: 0; }
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.dash-root .pl-act:last-child::before { display: none; }
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.dash-root .pl-act-node { position: relative; z-index: 1; width: 10px; height: 10px; border-radius: 50%; background: var(--orange); margin-top: 4px; flex: 0 0 auto; box-shadow: 0 0 0 3px var(--panel); }
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.dash-root .pl-act-body { flex: 1; min-width: 0; }
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.dash-root .pl-act-head { display: flex; align-items: center; gap: 6px; font-size: 13px; font-weight: 600; color: var(--text); }
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.dash-root .pl-act-head svg { color: var(--muted); }
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.dash-root .pl-act-from { color: var(--muted); font-weight: 500; }
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.dash-root .pl-act-meta { font-size: 11.5px; color: var(--muted); margin-top: 2px; }
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.dash-root .pl-act-note { font-size: 12.5px; color: var(--text-2); margin-top: 7px; padding: 8px 11px; border-radius: 9px; background: var(--panel-2); border: 1px solid var(--border); }
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.dash-root .pl-drawer-foot { padding: 14px 18px; border-top: 1px solid var(--border); }
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.dash-root .pl-more { display: flex; align-items: center; justify-content: center; gap: 8px; width: 100%; height: 44px; border: 0; border-radius: 12px; background: var(--blue); color: #fff; font-family: inherit; font-size: 13.5px; font-weight: 600; cursor: pointer; transition: filter .14s; }
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.dash-root .pl-more:hover { filter: brightness(1.08); }
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@media (max-width: 720px) {
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.dash-root .pl-search { width: 100%; max-width: none; }
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.dash-root .pl-col { flex-basis: 82vw; width: 82vw; }
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}
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@@ -23,6 +23,7 @@ import { RealtimeProvider } from "@/lib/realtime";
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import { SmartGallery } from "./smart-gallery";
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import { Leads } from "./leads";
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import { Verify } from "./verify";
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import { Pipeline } from "./pipeline";
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import "../../app/dashboard/dashboard.css";
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export function Dashboard() {
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@@ -87,6 +88,7 @@ export function Dashboard() {
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: active === "gallery" ? <SmartGallery theme={theme} />
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: active === "leads" ? <Leads />
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: active === "verify" ? <Verify />
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: active === "pipeline" ? <Pipeline />
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: active === "team" ? <TeamManagement />
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: <ComingSoon title={title} icon={item?.icon ?? "dashboard"} onGo={setActive} />}
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</ToastProvider>
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@@ -0,0 +1,254 @@
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// ============================================================
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// LynkedUp Pro — Pipeline (kanban) mock data.
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// Mirrors the /owner/kanban board: seven progression stages
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// (New Lead → Complete) plus two flag columns (Stuck,
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// Follow-Up). Each lead carries the fields the detail drawer
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// needs (contact, job, assignment, notes, timeline) and its
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// activity trail is generated from the stage it has reached.
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// All client-side so the board is fully interactive.
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// ============================================================
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export type StageKey =
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| "new" | "contacted" | "appt" | "estimate" | "signed" | "progress" | "complete"
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| "stuck" | "followup";
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export type Stage = { key: StageKey; label: string; tone: string; flag?: boolean };
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export const STAGES: Stage[] = [
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{ key: "new", label: "New Lead", tone: "blue" },
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{ key: "contacted", label: "Contacted", tone: "purple" },
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{ key: "appt", label: "Appt Scheduled", tone: "magenta" },
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{ key: "estimate", label: "Estimate Sent", tone: "orange" },
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{ key: "signed", label: "Signed", tone: "green" },
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{ key: "progress", label: "In Progress", tone: "cyan" },
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{ key: "complete", label: "Complete", tone: "green" },
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{ key: "stuck", label: "Stuck", tone: "red", flag: true },
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{ key: "followup", label: "Follow-Up", tone: "orange", flag: true },
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];
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// The linear progression — these are the "7 stages" shown in the header.
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export const PROGRESSION: StageKey[] = ["new", "contacted", "appt", "estimate", "signed", "progress", "complete"];
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const STAGE_LABEL: Record<StageKey, string> = Object.fromEntries(STAGES.map((s) => [s.key, s.label])) as Record<StageKey, string>;
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/** Percent-complete for the drawer progress bar (0–100), based on furthest progression reached. */
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export function pctFor(reached: StageKey): number {
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const i = PROGRESSION.indexOf(reached);
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if (i < 0) return 0;
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return Math.round(((i + 1) / PROGRESSION.length) * 100);
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}
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export type Phone = { number: string; type: string; primary?: boolean };
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export type Insurance = {
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company: string; claimStatus: string; claimNumber: string;
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policyNumber: string; adjusterName: string; adjusterPhone: string;
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};
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export type Assignment = {
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assignedTo: string; priority: string; followUp: string;
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createdBy: string; createdAt: string;
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};
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export type PLead = {
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id: string;
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initials: string;
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name: string;
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gradient: string;
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stage: StageKey; // which column it currently sits in
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reached: StageKey; // furthest progression stage reached (== stage for progression columns)
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address: string;
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city: string;
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state: string;
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zip: string;
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workType: string; // "Roof Replacement"
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leadType: string; // "Insurance" | "Retail"
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rep: string; // "Cody Tatum" | "Unassigned"
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storm: boolean;
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ageDays: number; // days in pipeline → shown as "59d"
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phone: string;
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email: string;
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notes: string;
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createdAt: string; // "Feb 10, 2026"
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// --- detail page only (the board + drawer ignore these) ---
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propertyType: string; // "Single Family"
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phones: Phone[]; // primary mobile + a secondary line
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source: string; // "Door Knock"
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tradeType: string; // derived from workType
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urgency: string; // "Standard" | "High" | "Emergency"
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insurance: Insurance | null; // null for Retail jobs — no claim to track
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assignment: Assignment;
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};
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export type Activity = { from?: string; to: string; by: string; date: string; note: string };
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const G = [
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"linear-gradient(135deg,#fda913,#fd6d13)",
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"linear-gradient(135deg,#4f8cff,#2c5cff)",
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"linear-gradient(135deg,#b07bf2,#7b53e0)",
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"linear-gradient(135deg,#33c98a,#1fa46c)",
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"linear-gradient(135deg,#34c9d6,#1f9aa4)",
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"linear-gradient(135deg,#f0563f,#c9372a)",
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"linear-gradient(135deg,#d452c8,#a02f97)",
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];
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const MONTHS = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"];
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// Fixed reference "today" — deterministic (no Date.now) so server and client render identically.
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const BASE = Date.UTC(2026, 6, 24);
|
||||
const DAY = 86_400_000;
|
||||
|
||||
function fmt(ts: number): string {
|
||||
const d = new Date(ts);
|
||||
return `${MONTHS[d.getUTCMonth()]} ${d.getUTCDate()}, ${d.getUTCFullYear()}`;
|
||||
}
|
||||
function initialsOf(name: string): string {
|
||||
return name.split(/\s+/).filter(Boolean).slice(0, 2).map((p) => p[0]).join("").toUpperCase();
|
||||
}
|
||||
function emailOf(name: string): string {
|
||||
const [first, last] = name.toLowerCase().split(/\s+/);
|
||||
return `${first[0]}${last}@gmail.com`;
|
||||
}
|
||||
const AREA = ["972", "469", "214"];
|
||||
function phoneOf(i: number): string {
|
||||
const area = AREA[i % AREA.length];
|
||||
const mid = 200 + ((i * 37) % 700);
|
||||
const end = 1000 + ((i * 53) % 8999);
|
||||
return `(${area}) ${mid}-${end}`;
|
||||
}
|
||||
|
||||
// Terse rows keep the file readable; full records are expanded below.
|
||||
// [ name, stage, reached, address, workType, leadType, rep, storm, ageDays ]
|
||||
type Row = [string, StageKey, StageKey, string, string, string, string, boolean, number];
|
||||
|
||||
const ROWS: Row[] = [
|
||||
// New Lead
|
||||
["Derek Holloway", "new", "new", "2814 Ravenswood Dr", "Roof Replacement", "Insurance", "Cody Tatum", true, 59],
|
||||
["Brenda Castillo", "new", "new", "5501 Shady Brook Ln", "Roof Inspection", "Retail", "Unassigned", false, 58],
|
||||
["Antonio Reyes", "new", "new", "1122 Custer Rd", "Gutter Repair", "Retail", "Hannah Reyes", false, 57],
|
||||
["Sylvia Nguyen", "new", "new", "3308 Roundrock Trl", "Siding Repair", "Insurance", "Shelby Greer", true, 56],
|
||||
["Raymond Osei", "new", "new", "4720 Preston Rd", "Roof Replacement", "Insurance", "Unassigned", false, 55],
|
||||
["Carolyn Estrada", "new", "new", "6013 Ohio Dr", "Window Replacement","Retail", "Dalton Pruitt",false, 54],
|
||||
// Contacted
|
||||
["Marcus Tillman", "contacted", "contacted", "2201 Willow Bend Dr", "Roof Replacement", "Insurance", "Cody Tatum", true, 65],
|
||||
["Diane Kowalski", "contacted", "contacted", "815 Independence Pkwy", "Roof Inspection", "Retail", "Hannah Reyes", false, 64],
|
||||
["Joel Fernandez", "contacted", "contacted", "3901 Legacy Dr", "Siding Replacement","Insurance","Shelby Greer", true, 66],
|
||||
["Patricia Yuen", "contacted", "contacted", "7742 Kings Rd", "Gutter Repair", "Retail", "Travis Boone", false, 63],
|
||||
["Gerald Obi", "contacted", "contacted", "5220 Midway Rd", "Roof Replacement", "Insurance", "Cody Tatum", true, 68],
|
||||
// Appt Scheduled
|
||||
["Vanessa Obrien", "appt", "appt", "1450 Park Blvd", "Roof Replacement", "Insurance", "Shelby Greer", true, 72],
|
||||
["Thomas Greer", "appt", "appt", "892 Mapleshade Ln", "Roof Inspection", "Retail", "Hannah Reyes", false, 70],
|
||||
["Lashonda Webb", "appt", "appt", "3015 Plano Pkwy", "Siding + Gutters", "Insurance", "Cody Tatum", true, 75],
|
||||
["Winston Park", "appt", "appt", "6601 Ohio Dr", "Roof Replacement", "Insurance", "Dalton Pruitt",true, 71],
|
||||
["Ingrid Solis", "appt", "appt", "2244 Aster Ct", "Roof Replacement", "Retail", "Shelby Greer", false, 67],
|
||||
["Darnell Brooks", "appt", "appt", "4406 Springbrook Dr", "Chimney + Roof Repair","Insurance","Hannah Reyes",false, 80],
|
||||
// Estimate Sent
|
||||
["Gloria Hutchins", "estimate", "estimate", "1738 Roundrock Trl", "Roof Replacement", "Insurance", "Cody Tatum", true, 85],
|
||||
["Devon Mathis", "estimate", "estimate", "5902 Braewood Dr", "Siding Replacement","Insurance","Shelby Greer", true, 82],
|
||||
["Karen Blankenship","estimate","estimate", "3127 Arbor Creek Dr","Roof Replacement", "Retail", "Hannah Reyes", false, 78],
|
||||
["Lionel Chambers", "estimate", "estimate", "720 Coit Rd", "Gutters + Fascia", "Insurance", "Dalton Pruitt",false, 89],
|
||||
["Ruthanne Patel", "estimate", "estimate", "4321 Hedgcoxe Rd", "Roof Replacement", "Insurance", "Cody Tatum", false, 98],
|
||||
// Signed
|
||||
["Charlotte Norris","signed", "signed", "2908 Roundabout Ln", "Roof Replacement", "Insurance", "Shelby Greer", true, 89],
|
||||
["Henry Castaneda", "signed", "signed", "5614 Ridgewood Dr", "Siding Replacement","Insurance","Hannah Reyes", false, 90],
|
||||
["Yvonne Blackwell","signed", "signed", "3401 Parker Rd", "Roof Replacement", "Retail", "Cody Tatum", false, 85],
|
||||
["Emmanuel Okafor", "signed", "signed", "4812 Mapleshade Ln", "Roof + Gutters", "Insurance", "Dalton Pruitt",true, 87],
|
||||
["Adriana Voss", "signed", "signed", "1820 Custer Rd", "Roof Replacement", "Insurance", "Shelby Greer", true, 103],
|
||||
// In Progress
|
||||
["Marvin Delgado", "progress", "progress", "6820 Windhaven Pkwy", "Roof Replacement", "Insurance", "Cody Tatum", true, 108],
|
||||
["Sandra Tran", "progress", "progress", "2506 Springpark Dr", "Siding Replacement","Insurance","Hannah Reyes", false, 110],
|
||||
["Reginald Hopper", "progress", "progress", "1504 Estates Dr", "Roof + Gutters", "Insurance", "Shelby Greer", false, 113],
|
||||
["Nadia Thornton", "progress", "progress", "5150 Preston Rd", "Roof Replacement", "Retail", "Dalton Pruitt",false, 106],
|
||||
["Clifford Aguilar","progress", "progress", "3622 Haverwood Ln", "Siding Repair", "Insurance", "Cody Tatum", true, 100],
|
||||
["Tamara Owens", "progress", "progress", "2010 Oak Creek Blvd", "Roof Replacement", "Insurance", "Hannah Reyes", true, 117],
|
||||
// Complete
|
||||
["Craig Singleton", "complete", "complete", "4110 Lorimar Dr", "Roof Replacement", "Insurance", "Cody Tatum", false, 134],
|
||||
["Bertha Fleming", "complete", "complete", "6230 West Parker Rd", "Siding Replacement","Insurance","Shelby Greer", false, 139],
|
||||
["Oliver Stanton", "complete", "complete", "3750 Legacy Dr", "Roof Replacement", "Retail", "Hannah Reyes", false, 129],
|
||||
["Daphne Garrett", "complete", "complete", "1912 Mira Vista Dr", "Gutters + Fascia", "Insurance", "Dalton Pruitt",false, 124],
|
||||
["Nathaniel Cruz", "complete", "complete", "5808 Tennyson Pkwy", "Roof Replacement", "Insurance", "Shelby Greer", true, 144],
|
||||
// Stuck (flag) — reached shows where they stalled
|
||||
["Jasmine Fowler", "stuck", "estimate", "2730 Hedgcoxe Rd", "Roof Replacement", "Insurance", "Travis Boone", false, 93],
|
||||
["Calvin Merritt", "stuck", "appt", "3640 Alma Dr", "Siding Replacement","Insurance","Hannah Reyes", false, 80],
|
||||
["Harriet Simmons", "stuck", "contacted","4905 Ohio Dr", "Roof Replacement", "Retail", "Dalton Pruitt",false, 85],
|
||||
// Follow-Up (flag)
|
||||
["Floyd Saunders", "followup", "contacted","1344 Spring Creek Pkwy","Roof Replacement","Insurance","Cody Tatum", true, 75],
|
||||
["Miriam Obando", "followup", "new", "2217 Independence Pkwy","Roof Inspection", "Retail", "Shelby Greer", false, 70],
|
||||
["Jerome Watkins", "followup", "contacted","3908 Plano Pkwy", "Gutter Replacement","Insurance","Travis Boone",false, 82],
|
||||
];
|
||||
|
||||
// Per-lead note overrides keyed by name (the rest fall back to a stage template).
|
||||
const NOTE_OVERRIDE: Record<string, string> = {
|
||||
"Marvin Delgado": "Tear-off complete. New decking going on today.",
|
||||
"Derek Holloway": "Homeowner reported hail damage after the April storm; door-knocked.",
|
||||
"Jasmine Fowler": "Estimate sent but homeowner has gone quiet — three follow-ups, no reply.",
|
||||
"Floyd Saunders": "Wants to wait until his insurance adjuster visits next week.",
|
||||
};
|
||||
|
||||
function noteFor(reached: StageKey, storm: boolean): string {
|
||||
switch (reached) {
|
||||
case "new": return storm ? "Storm canvassing — fresh lead." : "Inbound lead — needs first contact.";
|
||||
case "contacted": return "Spoke with homeowner; interest confirmed.";
|
||||
case "appt": return "Inspection appointment scheduled.";
|
||||
case "estimate": return "Estimate delivered; awaiting decision.";
|
||||
case "signed": return "Contract signed; production queued.";
|
||||
case "progress": return "Crew on site — job underway.";
|
||||
case "complete": return "Job complete. Final invoice cleared.";
|
||||
default: return "";
|
||||
}
|
||||
}
|
||||
|
||||
export const LEADS: PLead[] = ROWS.map(([name, stage, reached, address, workType, leadType, rep, storm, ageDays], i) => ({
|
||||
id: `SAL-${(101 + i).toString()}`,
|
||||
initials: initialsOf(name),
|
||||
name,
|
||||
gradient: G[i % G.length],
|
||||
stage,
|
||||
reached,
|
||||
address,
|
||||
city: "Plano",
|
||||
state: "TX",
|
||||
zip: "750" + (21 + (i % 5)).toString().padStart(2, "0"),
|
||||
workType,
|
||||
leadType,
|
||||
rep,
|
||||
storm,
|
||||
ageDays,
|
||||
phone: phoneOf(i),
|
||||
email: emailOf(name),
|
||||
notes: NOTE_OVERRIDE[name] ?? noteFor(reached, storm),
|
||||
createdAt: fmt(BASE - ageDays * DAY),
|
||||
}));
|
||||
|
||||
/** Build the drawer Activity trail from the stage a lead has reached. */
|
||||
export function buildActivity(lead: PLead): Activity[] {
|
||||
const by = lead.rep === "Unassigned" ? "System" : lead.rep;
|
||||
const items: Activity[] = [];
|
||||
const created = BASE - lead.ageDays * DAY;
|
||||
items.push({ to: "Lead Created", by, date: fmt(created), note: lead.storm ? "Storm canvassing." : "Inbound lead." });
|
||||
|
||||
const reachedIdx = PROGRESSION.indexOf(lead.reached);
|
||||
const stepNotes: Record<StageKey, string> = {
|
||||
new: "", contacted: "Call completed.", appt: "Inspection scheduled.",
|
||||
estimate: "Estimate sent.", signed: "Signed. Production team notified.",
|
||||
progress: "Production started — crew on site.", complete: "Job complete. Final invoice cleared.",
|
||||
stuck: "", followup: "",
|
||||
};
|
||||
const steps = Math.max(reachedIdx, 0);
|
||||
for (let i = 0; i < steps; i++) {
|
||||
const from = PROGRESSION[i];
|
||||
const to = PROGRESSION[i + 1];
|
||||
const when = created + Math.round(((i + 1) / (steps + 1)) * lead.ageDays) * DAY;
|
||||
items.push({ from: STAGE_LABEL[from], to: STAGE_LABEL[to], by, date: fmt(when), note: stepNotes[to] });
|
||||
}
|
||||
|
||||
if (lead.stage === "stuck") {
|
||||
items.push({ from: STAGE_LABEL[lead.reached], to: "Stuck", by: "System", date: fmt(BASE - 3 * DAY), note: "Flagged — no response from homeowner." });
|
||||
} else if (lead.stage === "followup") {
|
||||
items.push({ from: STAGE_LABEL[lead.reached], to: "Follow-Up", by, date: fmt(BASE - 2 * DAY), note: "Moved to follow-up queue." });
|
||||
}
|
||||
return items;
|
||||
}
|
||||
|
||||
// Header stat — the loaded board is a slice of the full book.
|
||||
export const TOTAL_LEADS = LEADS.length;
|
||||
@@ -0,0 +1,279 @@
|
||||
"use client";
|
||||
|
||||
// ============================================================
|
||||
// Pipeline — storm-restoration kanban board.
|
||||
// · Head : title + counts, search
|
||||
// · Board : horizontal stage columns (dot, count, progress
|
||||
// bar). Cards are draggable between columns.
|
||||
// · Card : avatar, name, address, work/lead-type pills,
|
||||
// rep + storm badge + age.
|
||||
// · Drawer : click a card → right slide-over with a stage
|
||||
// stepper, Details (contact / job / assignment /
|
||||
// notes / timeline) and an Activity trail.
|
||||
// Data comes from pipeline-data.ts (client-side mock).
|
||||
// ============================================================
|
||||
|
||||
import { useMemo, useState, type DragEvent } from "react";
|
||||
import { Avatar, Icon, useToast } from "./ui";
|
||||
import {
|
||||
LEADS, STAGES, PROGRESSION, pctFor, buildActivity,
|
||||
type PLead, type StageKey,
|
||||
} from "./pipeline-data";
|
||||
|
||||
export function Pipeline() {
|
||||
const toast = useToast();
|
||||
const [leads, setLeads] = useState<PLead[]>(LEADS);
|
||||
const [query, setQuery] = useState("");
|
||||
const [selected, setSelected] = useState<PLead | null>(null);
|
||||
const [dragId, setDragId] = useState<string | null>(null);
|
||||
const [overStage, setOverStage] = useState<StageKey | null>(null);
|
||||
|
||||
const filtered = useMemo(() => {
|
||||
const q = query.trim().toLowerCase();
|
||||
if (!q) return leads;
|
||||
return leads.filter((l) =>
|
||||
`${l.name} ${l.address} ${l.rep} ${l.workType} ${l.id}`.toLowerCase().includes(q));
|
||||
}, [leads, query]);
|
||||
|
||||
const byStage = (key: StageKey) => filtered.filter((l) => l.stage === key);
|
||||
|
||||
function moveTo(stage: StageKey) {
|
||||
if (!dragId) return;
|
||||
setLeads((prev) =>
|
||||
prev.map((l) => {
|
||||
if (l.id !== dragId) return l;
|
||||
// Landing on a progression column advances "reached" if it's further along.
|
||||
const inProg = PROGRESSION.indexOf(stage);
|
||||
const reached = inProg > PROGRESSION.indexOf(l.reached) ? stage : l.reached;
|
||||
return { ...l, stage, reached };
|
||||
}));
|
||||
const label = STAGES.find((s) => s.key === stage)?.label ?? stage;
|
||||
const lead = leads.find((l) => l.id === dragId);
|
||||
if (lead && lead.stage !== stage) toast.push({ tone: "success", title: "Lead moved", desc: `${lead.name} → ${label}` });
|
||||
setDragId(null);
|
||||
setOverStage(null);
|
||||
}
|
||||
|
||||
const stageCount = STAGES.filter((s) => !s.flag).length;
|
||||
|
||||
return (
|
||||
<div className="view pl">
|
||||
{/* ---- head -------------------------------------------- */}
|
||||
<div className="pl-head">
|
||||
<div className="pl-head-l">
|
||||
<span className="pl-head-ic"><Icon name="pipeline" size={20} /></span>
|
||||
<div>
|
||||
<h1>Pipeline</h1>
|
||||
<p>{leads.length} leads · {stageCount} stages</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="pl-search">
|
||||
<Icon name="search" size={16} />
|
||||
<input
|
||||
value={query}
|
||||
onChange={(e) => setQuery(e.target.value)}
|
||||
placeholder="Search leads…"
|
||||
aria-label="Search leads"
|
||||
/>
|
||||
{query && <button className="pl-search-x" aria-label="Clear" onClick={() => setQuery("")}><Icon name="x" size={14} /></button>}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* ---- board ------------------------------------------- */}
|
||||
<div className="pl-board">
|
||||
{STAGES.map((stage) => {
|
||||
const items = byStage(stage.key);
|
||||
const step = PROGRESSION.indexOf(stage.key);
|
||||
return (
|
||||
<section
|
||||
key={stage.key}
|
||||
className={`pl-col ${stage.flag ? "is-flag" : ""} ${overStage === stage.key ? "is-over" : ""}`}
|
||||
data-tone={stage.tone}
|
||||
onDragOver={(e) => { e.preventDefault(); setOverStage(stage.key); }}
|
||||
onDragLeave={() => setOverStage((s) => (s === stage.key ? null : s))}
|
||||
onDrop={() => moveTo(stage.key)}
|
||||
>
|
||||
<header className="pl-col-head">
|
||||
<span className="pl-col-dot" />
|
||||
<span className="pl-col-label">{stage.label}</span>
|
||||
<span className="pl-col-count">{items.length}</span>
|
||||
{step >= 0 && <span className="pl-col-step">{step + 1}/{stageCount}</span>}
|
||||
</header>
|
||||
<div className="pl-col-bar"><span style={{ width: step >= 0 ? `${((step + 1) / stageCount) * 100}%` : "100%" }} /></div>
|
||||
|
||||
<div className="pl-col-body">
|
||||
{items.map((l) => (
|
||||
<PipelineCard
|
||||
key={l.id}
|
||||
lead={l}
|
||||
onOpen={() => setSelected(l)}
|
||||
onDragStart={() => setDragId(l.id)}
|
||||
onDragEnd={() => { setDragId(null); setOverStage(null); }}
|
||||
dragging={dragId === l.id}
|
||||
/>
|
||||
))}
|
||||
{items.length === 0 && <div className="pl-col-empty">Drop leads here</div>}
|
||||
</div>
|
||||
</section>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
|
||||
<LeadDrawer lead={selected} onClose={() => setSelected(null)} />
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
/* ---------------------------------------------------------- */
|
||||
/* Card */
|
||||
/* ---------------------------------------------------------- */
|
||||
|
||||
function PipelineCard({ lead, onOpen, onDragStart, onDragEnd, dragging }: {
|
||||
lead: PLead; onOpen: () => void; onDragStart: () => void; onDragEnd: () => void; dragging: boolean;
|
||||
}) {
|
||||
return (
|
||||
<article
|
||||
className={`pl-card ${dragging ? "is-dragging" : ""}`}
|
||||
draggable
|
||||
onDragStart={(e) => { e.dataTransfer.effectAllowed = "move"; onDragStart(); }}
|
||||
onDragEnd={onDragEnd}
|
||||
onClick={onOpen}
|
||||
role="button"
|
||||
tabIndex={0}
|
||||
onKeyDown={(e) => { if (e.key === "Enter" || e.key === " ") { e.preventDefault(); onOpen(); } }}
|
||||
>
|
||||
<div className="pl-card-top">
|
||||
<Avatar initials={lead.initials} gradient={lead.gradient} size={38} square />
|
||||
<div className="pl-card-id">
|
||||
<div className="pl-card-name">{lead.name}</div>
|
||||
<div className="pl-card-addr"><Icon name="pin" size={12} /> {lead.address}</div>
|
||||
</div>
|
||||
</div>
|
||||
<div className="pl-card-tags">
|
||||
<span className="pl-tag work">{lead.workType}</span>
|
||||
<span className="pl-tag type">{lead.leadType}</span>
|
||||
</div>
|
||||
<div className="pl-card-foot">
|
||||
<span className="pl-rep"><Icon name="user" size={12} /> {lead.rep}</span>
|
||||
<span className="pl-card-spacer" />
|
||||
{lead.storm && <span className="pl-storm"><Icon name="storm" size={12} /> Storm</span>}
|
||||
<span className="pl-age"><Icon name="clock" size={12} /> {lead.ageDays}d</span>
|
||||
</div>
|
||||
</article>
|
||||
);
|
||||
}
|
||||
|
||||
/* ---------------------------------------------------------- */
|
||||
/* Detail drawer */
|
||||
/* ---------------------------------------------------------- */
|
||||
|
||||
function LeadDrawer({ lead, onClose }: { lead: PLead | null; onClose: () => void }) {
|
||||
const toast = useToast();
|
||||
const [tab, setTab] = useState<"details" | "activity">("details");
|
||||
if (!lead) return null;
|
||||
|
||||
const stage = STAGES.find((s) => s.key === lead.stage);
|
||||
const pct = pctFor(lead.reached);
|
||||
const reachedIdx = PROGRESSION.indexOf(lead.reached);
|
||||
const progStages = STAGES.filter((s) => PROGRESSION.includes(s.key));
|
||||
const activity = buildActivity(lead);
|
||||
|
||||
return (
|
||||
<>
|
||||
<div className="pl-scrim" onClick={onClose} />
|
||||
<aside className="pl-drawer" data-tone={stage?.tone} role="dialog" aria-label={`${lead.name} details`}>
|
||||
<div className="pl-drawer-head">
|
||||
<Avatar initials={lead.initials} gradient={lead.gradient} size={44} square />
|
||||
<div className="pl-drawer-id">
|
||||
<div className="pl-drawer-name">{lead.name}</div>
|
||||
<div className="pl-drawer-addr">{lead.address}, {lead.city} {lead.state} {lead.zip}</div>
|
||||
</div>
|
||||
<button className="pl-drawer-x" aria-label="Close" onClick={onClose}><Icon name="x" size={18} /></button>
|
||||
</div>
|
||||
|
||||
{/* status + stepper */}
|
||||
<div className="pl-drawer-status">
|
||||
<div className="pl-status-row">
|
||||
<span className="pl-status-label">{stage?.label}</span>
|
||||
<span className="pl-status-pct">{pct}%</span>
|
||||
</div>
|
||||
<div className="pl-status-bar"><span style={{ width: `${pct}%` }} /></div>
|
||||
<div className="pl-steps">
|
||||
{progStages.map((s, i) => (
|
||||
<span key={s.key} className={`pl-step ${i <= reachedIdx ? "done" : ""}`} data-tone={s.tone}>
|
||||
<i className="pl-step-dot" />
|
||||
<span className="pl-step-label">{s.label}</span>
|
||||
</span>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="pl-drawer-tabs" role="tablist">
|
||||
<button role="tab" aria-selected={tab === "details"} className={tab === "details" ? "active" : ""} onClick={() => setTab("details")}>Details</button>
|
||||
<button role="tab" aria-selected={tab === "activity"} className={tab === "activity" ? "active" : ""} onClick={() => setTab("activity")}>Activity</button>
|
||||
</div>
|
||||
|
||||
<div className="pl-drawer-body">
|
||||
{tab === "details" ? (
|
||||
<>
|
||||
<DSection title="Contact">
|
||||
<div className="pl-contact"><Icon name="phone" size={14} /> {lead.phone}</div>
|
||||
<div className="pl-contact"><Icon name="mail" size={14} /> {lead.email}</div>
|
||||
<div className="pl-contact"><Icon name="pin" size={14} /> {lead.address}, {lead.city} {lead.state} {lead.zip}</div>
|
||||
</DSection>
|
||||
|
||||
<DSection title="Job Details">
|
||||
<div className="pl-jobgrid">
|
||||
<div className="pl-jobbox"><span className="pl-jobk">Type</span><span className="pl-jobv">{lead.workType}</span></div>
|
||||
<div className="pl-jobbox"><span className="pl-jobk">Category</span><span className="pl-jobv">{lead.leadType}</span></div>
|
||||
</div>
|
||||
</DSection>
|
||||
|
||||
<DSection title="Assignment">
|
||||
<div className="pl-assign"><Icon name="user" size={14} /> {lead.rep}</div>
|
||||
</DSection>
|
||||
|
||||
<DSection title="Notes">
|
||||
<div className="pl-notes">{lead.notes}</div>
|
||||
</DSection>
|
||||
|
||||
<DSection title="Timeline">
|
||||
<div className="pl-contact"><Icon name="clock" size={14} /> Created {lead.createdAt}</div>
|
||||
</DSection>
|
||||
</>
|
||||
) : (
|
||||
<div className="pl-activity">
|
||||
{activity.map((a, i) => (
|
||||
<div className="pl-act" key={i}>
|
||||
<span className="pl-act-node" />
|
||||
<div className="pl-act-body">
|
||||
<div className="pl-act-head">
|
||||
{a.from ? <><span className="pl-act-from">{a.from}</span> <Icon name="arrow" size={12} /> <span className="pl-act-to">{a.to}</span></> : <span className="pl-act-to">{a.to}</span>}
|
||||
</div>
|
||||
<div className="pl-act-meta">by {a.by} · {a.date}</div>
|
||||
{a.note && <div className="pl-act-note">{a.note}</div>}
|
||||
</div>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<div className="pl-drawer-foot">
|
||||
<button className="pl-more" onClick={() => toast.push({ tone: "info", title: "Full lead record", desc: `${lead.id} · ${lead.name}` })}>
|
||||
<Icon name="arrow" size={15} /> More Details
|
||||
</button>
|
||||
</div>
|
||||
</aside>
|
||||
</>
|
||||
);
|
||||
}
|
||||
|
||||
function DSection({ title, children }: { title: string; children: React.ReactNode }) {
|
||||
return (
|
||||
<div className="pl-dsec">
|
||||
<div className="pl-dsec-head">{title}</div>
|
||||
<div className="pl-dsec-body">{children}</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user