- Build complete Next.js CRM for commercial real estate - Add authentication with JWT sessions and role-based access - Add GoHighLevel API integration for contacts, conversations, opportunities - Add AI-powered Control Center with tool calling - Add Setup page with onboarding checklist (/setup) - Add sidebar navigation with Setup menu item - Fix type errors in onboarding API, GHL services, and control center tools - Add Prisma schema with SQLite for local development - Add UI components with clay morphism design system Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
619 lines
24 KiB
TypeScript
619 lines
24 KiB
TypeScript
'use client';
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import { useAuth } from '@/lib/hooks/useAuth';
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import { useRealtimeContext } from '@/components/realtime/RealtimeProvider';
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import { useEffect, useState } from 'react';
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import Link from 'next/link';
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import {
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Users, MessageSquare, TrendingUp, DollarSign, Target, UserPlus,
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Mail, CheckCircle2, Circle, Zap, Building2, ArrowUpRight, Clock,
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Rocket, Activity, Sparkles, Settings, BarChart3, Wifi, WifiOff,
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AlertCircle, PhoneCall, Megaphone, UserCheck
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} from 'lucide-react';
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interface DashboardStats {
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totalContacts: number;
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activeConversations: number;
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openOpportunities: number;
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pipelineValue: number;
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}
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export default function DashboardPage() {
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const { user } = useAuth();
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const { isConnected } = useRealtimeContext();
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const [stats, setStats] = useState<DashboardStats>({
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totalContacts: 0,
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activeConversations: 0,
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openOpportunities: 0,
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pipelineValue: 0,
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});
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const [loading, setLoading] = useState(true);
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useEffect(() => {
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async function fetchStats() {
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try {
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const response = await fetch('/api/v1/dashboard/stats');
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if (response.ok) {
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const data = await response.json();
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setStats(data);
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}
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} catch (error) {
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console.error('Failed to fetch stats:', error);
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} finally {
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setLoading(false);
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}
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}
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fetchStats();
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}, []);
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const quickActions = [
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{ name: 'Add Contact', href: '/contacts', icon: UserPlus, description: 'Import or create new contacts' },
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{ name: 'Send Message', href: '/conversations', icon: Mail, description: 'Start a conversation' },
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{ name: 'View Pipeline', href: '/opportunities', icon: Target, description: 'Track your deals' },
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{ name: 'Get Leads', href: '/leads', icon: TrendingUp, description: 'Find new opportunities' },
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];
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return (
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<div className="space-y-12 pb-8">
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{/* Header Section - Level 1 (subtle) since it's a page header, not main content */}
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<div className="clay-card-subtle p-6 border border-border/50">
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<div className="flex items-center justify-between flex-wrap gap-4">
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<div>
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<h1 className="text-3xl lg:text-4xl font-bold text-foreground mb-2">
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Welcome back{user?.firstName && <span className="text-primary">, {user.firstName}</span>}
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</h1>
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<p className="text-slate-500 text-lg">Here's what's happening with your portfolio today</p>
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</div>
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<div className={`flex items-center gap-2 px-4 py-2 rounded-full border transition-all ${
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isConnected
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? 'bg-emerald-50 border-emerald-200'
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: 'bg-amber-50 border-amber-200'
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}`}>
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{isConnected ? (
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<>
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<Wifi className="w-4 h-4 text-emerald-600" />
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<span className="w-2 h-2 bg-emerald-500 rounded-full animate-pulse" />
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<span className="text-sm font-semibold text-emerald-700">Connected</span>
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</>
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) : (
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<>
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<WifiOff className="w-4 h-4 text-amber-600" />
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<span className="w-2 h-2 bg-amber-500 rounded-full animate-pulse" />
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<span className="text-sm font-semibold text-amber-700">Connecting...</span>
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</>
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)}
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</div>
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</div>
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</div>
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{/* Stats Grid */}
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<div>
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{/* Section header - Level 1 (subtle) */}
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<div className="clay-card-subtle p-5 border border-border/50 mb-6">
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<div className="flex items-center gap-3">
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<div className="w-11 h-11 rounded-xl bg-slate-100 flex items-center justify-center">
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<BarChart3 className="w-5 h-5 text-slate-600" />
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</div>
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<div>
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<h2 className="text-2xl font-bold text-foreground">Overview</h2>
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<p className="text-sm text-slate-500">Your key metrics at a glance</p>
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</div>
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</div>
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</div>
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<div className="grid grid-cols-1 sm:grid-cols-2 xl:grid-cols-4 gap-6">
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<StatCard
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title="Total Contacts"
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value={stats.totalContacts}
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icon={Users}
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loading={loading}
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trend={stats.totalContacts > 0 ? "+12%" : undefined}
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trendUp
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emptyMessage="No contacts yet"
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emptyAction={{ label: "Import contacts", href: "/contacts" }}
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/>
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<StatCard
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title="Active Conversations"
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value={stats.activeConversations}
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icon={MessageSquare}
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loading={loading}
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trend={stats.activeConversations > 0 ? "+5%" : undefined}
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trendUp
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emptyMessage="No active chats"
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emptyAction={{ label: "Start a conversation", href: "/conversations" }}
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/>
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<StatCard
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title="Open Opportunities"
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value={stats.openOpportunities}
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icon={Target}
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loading={loading}
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trend={stats.openOpportunities > 0 ? "+8%" : undefined}
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trendUp
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emptyMessage="No opportunities"
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emptyAction={{ label: "Create opportunity", href: "/opportunities" }}
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/>
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<StatCard
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title="Pipeline Value"
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value={stats.pipelineValue}
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icon={DollarSign}
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loading={loading}
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trend={stats.pipelineValue > 0 ? "+23%" : undefined}
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trendUp
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highlight
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isCurrency
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emptyMessage="No pipeline value"
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emptyAction={{ label: "Add a deal", href: "/opportunities" }}
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/>
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</div>
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</div>
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{/* Quick Actions */}
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<div>
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{/* Section header - Level 1 (subtle) */}
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<div className="clay-card-subtle p-5 border border-border/50 mb-6">
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<div className="flex items-center gap-3">
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<div className="w-11 h-11 rounded-xl bg-primary/10 flex items-center justify-center">
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<Rocket className="w-5 h-5 text-primary" />
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</div>
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<div>
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<h2 className="text-2xl font-bold text-foreground">Quick Actions</h2>
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<p className="text-sm text-slate-500">Jump right into common tasks</p>
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</div>
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</div>
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</div>
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<div className="grid grid-cols-1 sm:grid-cols-2 xl:grid-cols-4 gap-6">
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{quickActions.map((action) => {
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const Icon = action.icon;
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return (
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<Link key={action.name} href={action.href}>
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<div className="clay-card-interactive p-6 group border border-border/50 hover:border-primary/30 h-full">
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<div className="flex items-start justify-between mb-4">
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<div className="w-12 h-12 rounded-xl bg-primary/10 flex items-center justify-center group-hover:bg-primary/20 transition-colors">
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<Icon className="w-6 h-6 text-primary" />
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</div>
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<ArrowUpRight className="w-5 h-5 text-muted-foreground opacity-0 group-hover:opacity-100 group-hover:text-primary transition-all" />
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</div>
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<h3 className="text-base font-bold text-foreground mb-2 group-hover:text-primary transition-colors">
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{action.name}
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</h3>
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<p className="text-sm text-slate-500">{action.description}</p>
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</div>
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</Link>
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);
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})}
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</div>
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</div>
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{/* Bottom Section */}
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<div className="grid grid-cols-1 xl:grid-cols-2 gap-6">
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<SetupProgress />
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<RecommendedTasks />
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</div>
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</div>
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);
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}
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function StatCard({
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title,
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value,
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icon: Icon,
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loading,
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trend,
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trendUp,
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highlight,
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isCurrency,
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emptyMessage,
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emptyAction
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}: {
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title: string;
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value: string | number;
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icon: React.ComponentType<{ className?: string }>;
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loading: boolean;
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trend?: string;
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trendUp?: boolean;
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highlight?: boolean;
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isCurrency?: boolean;
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emptyMessage?: string;
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emptyAction?: { label: string; href: string };
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}) {
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const numericValue = typeof value === 'number' ? value : parseFloat(value) || 0;
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const isEmpty = numericValue === 0;
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const displayValue = isCurrency ? `$${numericValue.toLocaleString()}` : value;
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return (
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<div className={`clay-card p-6 border border-border/50 ${
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highlight ? 'bg-gradient-to-br from-primary/5 to-primary/10 border-primary/20' : ''
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}`}>
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<div className="flex items-start justify-between mb-4">
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<div className={`w-12 h-12 rounded-xl flex items-center justify-center ${
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highlight ? 'bg-primary/20' : 'bg-slate-100'
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}`}>
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<Icon className={`w-6 h-6 ${highlight ? 'text-primary' : 'text-slate-600'}`} />
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</div>
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{trend ? (
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<span className={`text-xs font-bold px-2.5 py-1 rounded-full ${
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trendUp
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? 'bg-emerald-50 text-emerald-600 border border-emerald-200'
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: 'bg-red-50 text-red-600 border border-red-200'
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}`}>
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{trend}
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</span>
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) : !loading && isEmpty ? (
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<span className="text-xs font-medium px-2.5 py-1 rounded-full bg-slate-100 text-slate-500 border border-slate-200">
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--
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</span>
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) : null}
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</div>
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<div>
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{loading ? (
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<div className="h-9 w-24 bg-slate-100 rounded-lg animate-pulse" />
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) : isEmpty ? (
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<div className="space-y-1.5">
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<p className={`text-3xl font-bold ${highlight ? 'text-primary/40' : 'text-muted-foreground/50'}`}>
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{isCurrency ? '$0' : '0'}
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</p>
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{emptyMessage && (
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<p className="text-sm text-slate-500">{emptyMessage}</p>
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)}
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{emptyAction && (
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<Link
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href={emptyAction.href}
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className="inline-flex items-center gap-1 text-sm font-medium text-primary hover:text-primary/80 transition-colors"
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>
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{emptyAction.label}
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<ArrowUpRight className="w-3.5 h-3.5" />
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</Link>
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)}
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</div>
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) : (
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<p className={`text-3xl font-bold ${highlight ? 'text-primary' : 'text-foreground'}`}>
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{displayValue}
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</p>
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)}
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<p className="text-slate-500 font-medium mt-2 text-sm">{title}</p>
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</div>
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</div>
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);
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}
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function SetupProgress() {
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const [progress, setProgress] = useState({
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smsConfigured: false,
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emailConfigured: false,
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contactsImported: false,
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campaignsSetup: false,
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});
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useEffect(() => {
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fetch('/api/v1/onboarding/status')
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.then(res => res.json())
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.then(data => {
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if (data.setupStatus) {
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setProgress(data.setupStatus);
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}
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})
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.catch(() => {});
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}, []);
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const steps = [
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{ key: 'smsConfigured', label: 'Configure SMS', description: 'Set up two-way texting', done: progress.smsConfigured, href: '/settings/sms', icon: MessageSquare },
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{ key: 'emailConfigured', label: 'Set up Email', description: 'Connect your email account', done: progress.emailConfigured, href: '/settings/email', icon: Mail },
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{ key: 'contactsImported', label: 'Import Contacts', description: 'Bring in your database', done: progress.contactsImported, href: '/contacts', icon: Users },
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{ key: 'campaignsSetup', label: 'Create Campaigns', description: 'Automate your follow-ups', done: progress.campaignsSetup, href: '/campaigns', icon: Zap },
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];
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const completedCount = steps.filter(s => s.done).length;
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const progressPercent = (completedCount / steps.length) * 100;
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const isComplete = progressPercent === 100;
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return (
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<div className="clay-card p-6 border border-border/50 h-full">
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{/* Header */}
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<div className="flex items-center justify-between mb-5 flex-wrap gap-3">
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<div className="flex items-center gap-3">
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<div className={`w-11 h-11 rounded-xl flex items-center justify-center ${
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isComplete ? 'bg-emerald-100' : 'bg-primary/10'
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}`}>
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{isComplete ? (
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<CheckCircle2 className="w-5 h-5 text-emerald-600" />
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) : (
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<Settings className="w-5 h-5 text-primary" />
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)}
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</div>
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<div>
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<h2 className="text-lg font-bold text-foreground">Setup Progress</h2>
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<p className="text-sm text-slate-500">
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{isComplete ? 'All set! You\'re ready to go' : 'Complete these steps to unlock all features'}
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</p>
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</div>
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</div>
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<div className={`flex items-center gap-1.5 px-3 py-1.5 rounded-full font-bold text-sm ${
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isComplete
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? 'bg-emerald-100 text-emerald-700'
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: 'bg-primary/10 text-primary'
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}`}>
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<span>{completedCount}</span>
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<span className="text-foreground/40 font-normal">/</span>
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<span>{steps.length}</span>
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<span className="font-medium ml-0.5">complete</span>
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</div>
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</div>
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{/* Progress Bar */}
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<div className="mb-5 p-3 rounded-lg bg-slate-50 border border-slate-200">
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<div className="flex justify-between items-center mb-2">
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<span className="text-xs font-medium text-foreground">
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{isComplete ? 'Setup Complete!' : `${completedCount} of ${steps.length} steps completed`}
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</span>
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<span className={`text-sm font-bold ${isComplete ? 'text-emerald-600' : 'text-primary'}`}>
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{Math.round(progressPercent)}%
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</span>
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</div>
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<div className="h-2.5 bg-slate-200 rounded-full overflow-hidden">
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<div
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className={`h-full rounded-full transition-all duration-700 ease-out ${
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isComplete
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? 'bg-gradient-to-r from-emerald-500 to-emerald-400'
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: 'bg-gradient-to-r from-primary via-indigo-500 to-violet-500'
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}`}
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style={{ width: `${progressPercent}%` }}
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/>
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</div>
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</div>
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{/* Steps List */}
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<div className="space-y-3">
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{steps.map((step, index) => {
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const StepIcon = step.icon;
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return (
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<div
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key={step.key}
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className={`flex items-center gap-3 p-3 rounded-lg transition-all ${
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step.done
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? 'bg-emerald-50 border border-emerald-200'
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: 'bg-white border border-slate-200 hover:border-primary/30'
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}`}
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>
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{/* Step Number/Check */}
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<div className={`w-8 h-8 rounded-full flex items-center justify-center shrink-0 ${
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step.done
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? 'bg-emerald-500 text-white'
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: 'bg-slate-100 text-slate-500 border border-slate-300'
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}`}>
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{step.done ? (
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<CheckCircle2 className="w-4 h-4" />
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) : (
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<span className="font-bold text-xs">{index + 1}</span>
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)}
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</div>
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{/* Step Icon */}
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<div className={`w-8 h-8 rounded-lg flex items-center justify-center shrink-0 ${
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step.done ? 'bg-emerald-100' : 'bg-slate-100'
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}`}>
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<StepIcon className={`w-4 h-4 ${step.done ? 'text-emerald-600' : 'text-slate-500'}`} />
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</div>
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{/* Step Content */}
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<div className="flex-1 min-w-0">
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<p className={`font-semibold text-sm ${step.done ? 'text-emerald-700' : 'text-foreground'}`}>
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{step.label}
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</p>
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<p className="text-xs text-slate-500">{step.description}</p>
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</div>
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{/* Action Button */}
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{step.done ? (
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<span className="text-xs font-medium text-emerald-600 px-2 py-1 shrink-0">
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Done
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</span>
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) : (
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<Link
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href={step.href}
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className="px-3 py-1.5 text-xs font-semibold text-white bg-primary rounded-md hover:bg-primary/90 transition-colors shrink-0 flex items-center gap-1"
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>
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Start
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<ArrowUpRight className="w-3 h-3" />
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</Link>
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)}
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</div>
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);
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})}
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</div>
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</div>
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);
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}
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|
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interface Recommendation {
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id: string;
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type: 'follow_up' | 'stale_lead' | 'pipeline_stuck' | 'campaign_response' | 'no_response';
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priority: 'high' | 'medium' | 'low';
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title: string;
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description: string;
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actionLabel: string;
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actionUrl: string;
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contactId?: string;
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contactName?: string;
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daysOverdue?: number;
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pipelineStage?: string;
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}
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function RecommendedTasks() {
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const [recommendations, setRecommendations] = useState<Recommendation[]>([]);
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const [loading, setLoading] = useState(true);
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const [error, setError] = useState<string | null>(null);
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useEffect(() => {
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async function fetchRecommendations() {
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try {
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const response = await fetch('/api/v1/dashboard/recommendations');
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if (response.ok) {
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const data = await response.json();
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setRecommendations(data.recommendations || []);
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} else {
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setError('Failed to load recommendations');
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}
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} catch (err) {
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console.error('Failed to fetch recommendations:', err);
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setError('Failed to load recommendations');
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} finally {
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setLoading(false);
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}
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}
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fetchRecommendations();
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}, []);
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const getIconForType = (type: Recommendation['type']) => {
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switch (type) {
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case 'follow_up':
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return UserCheck;
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case 'no_response':
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|
return PhoneCall;
|
|
case 'pipeline_stuck':
|
|
return Target;
|
|
case 'campaign_response':
|
|
return Megaphone;
|
|
case 'stale_lead':
|
|
return AlertCircle;
|
|
default:
|
|
return Zap;
|
|
}
|
|
};
|
|
|
|
const getColorForPriority = (priority: Recommendation['priority']) => {
|
|
switch (priority) {
|
|
case 'high':
|
|
return { bg: 'bg-red-100', icon: 'text-red-600', border: 'border-red-200 hover:border-red-300' };
|
|
case 'medium':
|
|
return { bg: 'bg-amber-100', icon: 'text-amber-600', border: 'border-amber-200 hover:border-amber-300' };
|
|
case 'low':
|
|
return { bg: 'bg-blue-100', icon: 'text-blue-600', border: 'border-blue-200 hover:border-blue-300' };
|
|
}
|
|
};
|
|
|
|
return (
|
|
<div className="clay-card p-6 border border-border/50 h-full flex flex-col">
|
|
{/* Header */}
|
|
<div className="flex items-center gap-3 mb-5">
|
|
<div className="w-11 h-11 rounded-xl bg-gradient-to-br from-indigo-100 to-purple-100 flex items-center justify-center">
|
|
<Zap className="w-5 h-5 text-indigo-600" />
|
|
</div>
|
|
<div>
|
|
<h2 className="text-lg font-bold text-foreground">Recommended Tasks</h2>
|
|
<p className="text-sm text-slate-500">AI-powered suggestions based on your CRM</p>
|
|
</div>
|
|
</div>
|
|
|
|
{loading ? (
|
|
<div className="space-y-3 flex-1">
|
|
{[1, 2, 3, 4].map((i) => (
|
|
<div key={i} className="flex items-start gap-3 p-3 rounded-lg bg-slate-50 border border-slate-200">
|
|
<div className="w-10 h-10 rounded-lg bg-slate-200 animate-pulse" />
|
|
<div className="flex-1 space-y-2">
|
|
<div className="h-4 w-3/4 bg-slate-200 rounded animate-pulse" />
|
|
<div className="h-3 w-1/2 bg-slate-200 rounded animate-pulse" />
|
|
</div>
|
|
<div className="w-20 h-7 bg-slate-200 rounded animate-pulse" />
|
|
</div>
|
|
))}
|
|
</div>
|
|
) : error ? (
|
|
<div className="text-center py-6 flex-1 flex flex-col justify-center">
|
|
<div className="w-16 h-16 mx-auto mb-4 rounded-full bg-red-100 flex items-center justify-center">
|
|
<AlertCircle className="w-8 h-8 text-red-500" />
|
|
</div>
|
|
<h3 className="text-base font-semibold text-foreground mb-2">
|
|
Unable to load recommendations
|
|
</h3>
|
|
<p className="text-sm text-slate-500 mb-4">
|
|
Make sure your MCP server is running
|
|
</p>
|
|
<button
|
|
onClick={() => {
|
|
setLoading(true);
|
|
setError(null);
|
|
fetch('/api/v1/dashboard/recommendations')
|
|
.then(r => r.json())
|
|
.then(data => setRecommendations(data.recommendations || []))
|
|
.catch(() => setError('Failed to load recommendations'))
|
|
.finally(() => setLoading(false));
|
|
}}
|
|
className="inline-flex items-center gap-1.5 px-3 py-1.5 text-xs font-semibold text-white bg-primary rounded-md hover:bg-primary/90 transition-colors mx-auto"
|
|
>
|
|
Try Again
|
|
</button>
|
|
</div>
|
|
) : recommendations.length > 0 ? (
|
|
<div className="space-y-3 flex-1 overflow-y-auto">
|
|
{recommendations.map((rec) => {
|
|
const Icon = getIconForType(rec.type);
|
|
const colors = getColorForPriority(rec.priority);
|
|
return (
|
|
<div
|
|
key={rec.id}
|
|
className={`flex items-start gap-3 p-3 rounded-lg bg-slate-50 border ${colors.border} transition-colors`}
|
|
>
|
|
<div className={`w-10 h-10 rounded-lg ${colors.bg} flex items-center justify-center shrink-0`}>
|
|
<Icon className={`w-5 h-5 ${colors.icon}`} />
|
|
</div>
|
|
<div className="flex-1 min-w-0">
|
|
<p className="text-foreground text-sm font-medium">{rec.title}</p>
|
|
<p className="text-xs text-slate-500 mt-1">{rec.description}</p>
|
|
</div>
|
|
<Link
|
|
href={rec.actionUrl}
|
|
className="shrink-0 inline-flex items-center gap-1 px-2.5 py-1.5 text-xs font-medium text-primary bg-primary/10 rounded-md hover:bg-primary/20 transition-colors"
|
|
>
|
|
{rec.actionLabel}
|
|
<ArrowUpRight className="w-3 h-3" />
|
|
</Link>
|
|
</div>
|
|
);
|
|
})}
|
|
</div>
|
|
) : (
|
|
/* Empty State - All caught up */
|
|
<div className="text-center py-6 flex-1 flex flex-col justify-center">
|
|
<div className="w-16 h-16 mx-auto mb-4 rounded-full bg-gradient-to-br from-green-100 to-emerald-100 flex items-center justify-center">
|
|
<CheckCircle2 className="w-8 h-8 text-green-500" />
|
|
</div>
|
|
<h3 className="text-base font-semibold text-foreground mb-2">
|
|
You're all caught up!
|
|
</h3>
|
|
<p className="text-sm text-slate-500 mb-5 max-w-xs mx-auto">
|
|
No urgent tasks right now. Keep up the great work with your leads and deals.
|
|
</p>
|
|
<div className="flex flex-col sm:flex-row items-center justify-center gap-2">
|
|
<Link
|
|
href="/control-center"
|
|
className="inline-flex items-center gap-1.5 px-3 py-1.5 text-xs font-semibold text-white bg-primary rounded-md hover:bg-primary/90 transition-colors"
|
|
>
|
|
<Sparkles className="w-3.5 h-3.5" />
|
|
Ask AI for Insights
|
|
</Link>
|
|
<Link
|
|
href="/contacts"
|
|
className="inline-flex items-center gap-1.5 px-3 py-1.5 text-xs font-semibold text-primary bg-primary/10 rounded-md hover:bg-primary/20 transition-colors"
|
|
>
|
|
<UserPlus className="w-3.5 h-3.5" />
|
|
Add More Contacts
|
|
</Link>
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{/* Footer link to Control Center for more insights */}
|
|
{recommendations.length > 0 && (
|
|
<div className="border-t border-slate-200 pt-3 mt-3">
|
|
<Link
|
|
href="/control-center"
|
|
className="text-xs text-primary hover:text-primary/80 font-medium flex items-center justify-center gap-1 transition-colors"
|
|
>
|
|
Get more insights with AI
|
|
<Sparkles className="w-3 h-3" />
|
|
</Link>
|
|
</div>
|
|
)}
|
|
</div>
|
|
);
|
|
}
|