BusyBee3333 4e6467ffb0 Add CRESync CRM application with Setup page
- 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>
2026-01-14 17:30:55 -05:00

619 lines
24 KiB
TypeScript

'use client';
import { useAuth } from '@/lib/hooks/useAuth';
import { useRealtimeContext } from '@/components/realtime/RealtimeProvider';
import { useEffect, useState } from 'react';
import Link from 'next/link';
import {
Users, MessageSquare, TrendingUp, DollarSign, Target, UserPlus,
Mail, CheckCircle2, Circle, Zap, Building2, ArrowUpRight, Clock,
Rocket, Activity, Sparkles, Settings, BarChart3, Wifi, WifiOff,
AlertCircle, PhoneCall, Megaphone, UserCheck
} from 'lucide-react';
interface DashboardStats {
totalContacts: number;
activeConversations: number;
openOpportunities: number;
pipelineValue: number;
}
export default function DashboardPage() {
const { user } = useAuth();
const { isConnected } = useRealtimeContext();
const [stats, setStats] = useState<DashboardStats>({
totalContacts: 0,
activeConversations: 0,
openOpportunities: 0,
pipelineValue: 0,
});
const [loading, setLoading] = useState(true);
useEffect(() => {
async function fetchStats() {
try {
const response = await fetch('/api/v1/dashboard/stats');
if (response.ok) {
const data = await response.json();
setStats(data);
}
} catch (error) {
console.error('Failed to fetch stats:', error);
} finally {
setLoading(false);
}
}
fetchStats();
}, []);
const quickActions = [
{ name: 'Add Contact', href: '/contacts', icon: UserPlus, description: 'Import or create new contacts' },
{ name: 'Send Message', href: '/conversations', icon: Mail, description: 'Start a conversation' },
{ name: 'View Pipeline', href: '/opportunities', icon: Target, description: 'Track your deals' },
{ name: 'Get Leads', href: '/leads', icon: TrendingUp, description: 'Find new opportunities' },
];
return (
<div className="space-y-12 pb-8">
{/* Header Section - Level 1 (subtle) since it's a page header, not main content */}
<div className="clay-card-subtle p-6 border border-border/50">
<div className="flex items-center justify-between flex-wrap gap-4">
<div>
<h1 className="text-3xl lg:text-4xl font-bold text-foreground mb-2">
Welcome back{user?.firstName && <span className="text-primary">, {user.firstName}</span>}
</h1>
<p className="text-slate-500 text-lg">Here&apos;s what&apos;s happening with your portfolio today</p>
</div>
<div className={`flex items-center gap-2 px-4 py-2 rounded-full border transition-all ${
isConnected
? 'bg-emerald-50 border-emerald-200'
: 'bg-amber-50 border-amber-200'
}`}>
{isConnected ? (
<>
<Wifi className="w-4 h-4 text-emerald-600" />
<span className="w-2 h-2 bg-emerald-500 rounded-full animate-pulse" />
<span className="text-sm font-semibold text-emerald-700">Connected</span>
</>
) : (
<>
<WifiOff className="w-4 h-4 text-amber-600" />
<span className="w-2 h-2 bg-amber-500 rounded-full animate-pulse" />
<span className="text-sm font-semibold text-amber-700">Connecting...</span>
</>
)}
</div>
</div>
</div>
{/* Stats Grid */}
<div>
{/* Section header - Level 1 (subtle) */}
<div className="clay-card-subtle p-5 border border-border/50 mb-6">
<div className="flex items-center gap-3">
<div className="w-11 h-11 rounded-xl bg-slate-100 flex items-center justify-center">
<BarChart3 className="w-5 h-5 text-slate-600" />
</div>
<div>
<h2 className="text-2xl font-bold text-foreground">Overview</h2>
<p className="text-sm text-slate-500">Your key metrics at a glance</p>
</div>
</div>
</div>
<div className="grid grid-cols-1 sm:grid-cols-2 xl:grid-cols-4 gap-6">
<StatCard
title="Total Contacts"
value={stats.totalContacts}
icon={Users}
loading={loading}
trend={stats.totalContacts > 0 ? "+12%" : undefined}
trendUp
emptyMessage="No contacts yet"
emptyAction={{ label: "Import contacts", href: "/contacts" }}
/>
<StatCard
title="Active Conversations"
value={stats.activeConversations}
icon={MessageSquare}
loading={loading}
trend={stats.activeConversations > 0 ? "+5%" : undefined}
trendUp
emptyMessage="No active chats"
emptyAction={{ label: "Start a conversation", href: "/conversations" }}
/>
<StatCard
title="Open Opportunities"
value={stats.openOpportunities}
icon={Target}
loading={loading}
trend={stats.openOpportunities > 0 ? "+8%" : undefined}
trendUp
emptyMessage="No opportunities"
emptyAction={{ label: "Create opportunity", href: "/opportunities" }}
/>
<StatCard
title="Pipeline Value"
value={stats.pipelineValue}
icon={DollarSign}
loading={loading}
trend={stats.pipelineValue > 0 ? "+23%" : undefined}
trendUp
highlight
isCurrency
emptyMessage="No pipeline value"
emptyAction={{ label: "Add a deal", href: "/opportunities" }}
/>
</div>
</div>
{/* Quick Actions */}
<div>
{/* Section header - Level 1 (subtle) */}
<div className="clay-card-subtle p-5 border border-border/50 mb-6">
<div className="flex items-center gap-3">
<div className="w-11 h-11 rounded-xl bg-primary/10 flex items-center justify-center">
<Rocket className="w-5 h-5 text-primary" />
</div>
<div>
<h2 className="text-2xl font-bold text-foreground">Quick Actions</h2>
<p className="text-sm text-slate-500">Jump right into common tasks</p>
</div>
</div>
</div>
<div className="grid grid-cols-1 sm:grid-cols-2 xl:grid-cols-4 gap-6">
{quickActions.map((action) => {
const Icon = action.icon;
return (
<Link key={action.name} href={action.href}>
<div className="clay-card-interactive p-6 group border border-border/50 hover:border-primary/30 h-full">
<div className="flex items-start justify-between mb-4">
<div className="w-12 h-12 rounded-xl bg-primary/10 flex items-center justify-center group-hover:bg-primary/20 transition-colors">
<Icon className="w-6 h-6 text-primary" />
</div>
<ArrowUpRight className="w-5 h-5 text-muted-foreground opacity-0 group-hover:opacity-100 group-hover:text-primary transition-all" />
</div>
<h3 className="text-base font-bold text-foreground mb-2 group-hover:text-primary transition-colors">
{action.name}
</h3>
<p className="text-sm text-slate-500">{action.description}</p>
</div>
</Link>
);
})}
</div>
</div>
{/* Bottom Section */}
<div className="grid grid-cols-1 xl:grid-cols-2 gap-6">
<SetupProgress />
<RecommendedTasks />
</div>
</div>
);
}
function StatCard({
title,
value,
icon: Icon,
loading,
trend,
trendUp,
highlight,
isCurrency,
emptyMessage,
emptyAction
}: {
title: string;
value: string | number;
icon: React.ComponentType<{ className?: string }>;
loading: boolean;
trend?: string;
trendUp?: boolean;
highlight?: boolean;
isCurrency?: boolean;
emptyMessage?: string;
emptyAction?: { label: string; href: string };
}) {
const numericValue = typeof value === 'number' ? value : parseFloat(value) || 0;
const isEmpty = numericValue === 0;
const displayValue = isCurrency ? `$${numericValue.toLocaleString()}` : value;
return (
<div className={`clay-card p-6 border border-border/50 ${
highlight ? 'bg-gradient-to-br from-primary/5 to-primary/10 border-primary/20' : ''
}`}>
<div className="flex items-start justify-between mb-4">
<div className={`w-12 h-12 rounded-xl flex items-center justify-center ${
highlight ? 'bg-primary/20' : 'bg-slate-100'
}`}>
<Icon className={`w-6 h-6 ${highlight ? 'text-primary' : 'text-slate-600'}`} />
</div>
{trend ? (
<span className={`text-xs font-bold px-2.5 py-1 rounded-full ${
trendUp
? 'bg-emerald-50 text-emerald-600 border border-emerald-200'
: 'bg-red-50 text-red-600 border border-red-200'
}`}>
{trend}
</span>
) : !loading && isEmpty ? (
<span className="text-xs font-medium px-2.5 py-1 rounded-full bg-slate-100 text-slate-500 border border-slate-200">
--
</span>
) : null}
</div>
<div>
{loading ? (
<div className="h-9 w-24 bg-slate-100 rounded-lg animate-pulse" />
) : isEmpty ? (
<div className="space-y-1.5">
<p className={`text-3xl font-bold ${highlight ? 'text-primary/40' : 'text-muted-foreground/50'}`}>
{isCurrency ? '$0' : '0'}
</p>
{emptyMessage && (
<p className="text-sm text-slate-500">{emptyMessage}</p>
)}
{emptyAction && (
<Link
href={emptyAction.href}
className="inline-flex items-center gap-1 text-sm font-medium text-primary hover:text-primary/80 transition-colors"
>
{emptyAction.label}
<ArrowUpRight className="w-3.5 h-3.5" />
</Link>
)}
</div>
) : (
<p className={`text-3xl font-bold ${highlight ? 'text-primary' : 'text-foreground'}`}>
{displayValue}
</p>
)}
<p className="text-slate-500 font-medium mt-2 text-sm">{title}</p>
</div>
</div>
);
}
function SetupProgress() {
const [progress, setProgress] = useState({
smsConfigured: false,
emailConfigured: false,
contactsImported: false,
campaignsSetup: false,
});
useEffect(() => {
fetch('/api/v1/onboarding/status')
.then(res => res.json())
.then(data => {
if (data.setupStatus) {
setProgress(data.setupStatus);
}
})
.catch(() => {});
}, []);
const steps = [
{ key: 'smsConfigured', label: 'Configure SMS', description: 'Set up two-way texting', done: progress.smsConfigured, href: '/settings/sms', icon: MessageSquare },
{ key: 'emailConfigured', label: 'Set up Email', description: 'Connect your email account', done: progress.emailConfigured, href: '/settings/email', icon: Mail },
{ key: 'contactsImported', label: 'Import Contacts', description: 'Bring in your database', done: progress.contactsImported, href: '/contacts', icon: Users },
{ key: 'campaignsSetup', label: 'Create Campaigns', description: 'Automate your follow-ups', done: progress.campaignsSetup, href: '/campaigns', icon: Zap },
];
const completedCount = steps.filter(s => s.done).length;
const progressPercent = (completedCount / steps.length) * 100;
const isComplete = progressPercent === 100;
return (
<div className="clay-card p-6 border border-border/50 h-full">
{/* Header */}
<div className="flex items-center justify-between mb-5 flex-wrap gap-3">
<div className="flex items-center gap-3">
<div className={`w-11 h-11 rounded-xl flex items-center justify-center ${
isComplete ? 'bg-emerald-100' : 'bg-primary/10'
}`}>
{isComplete ? (
<CheckCircle2 className="w-5 h-5 text-emerald-600" />
) : (
<Settings className="w-5 h-5 text-primary" />
)}
</div>
<div>
<h2 className="text-lg font-bold text-foreground">Setup Progress</h2>
<p className="text-sm text-slate-500">
{isComplete ? 'All set! You\'re ready to go' : 'Complete these steps to unlock all features'}
</p>
</div>
</div>
<div className={`flex items-center gap-1.5 px-3 py-1.5 rounded-full font-bold text-sm ${
isComplete
? 'bg-emerald-100 text-emerald-700'
: 'bg-primary/10 text-primary'
}`}>
<span>{completedCount}</span>
<span className="text-foreground/40 font-normal">/</span>
<span>{steps.length}</span>
<span className="font-medium ml-0.5">complete</span>
</div>
</div>
{/* Progress Bar */}
<div className="mb-5 p-3 rounded-lg bg-slate-50 border border-slate-200">
<div className="flex justify-between items-center mb-2">
<span className="text-xs font-medium text-foreground">
{isComplete ? 'Setup Complete!' : `${completedCount} of ${steps.length} steps completed`}
</span>
<span className={`text-sm font-bold ${isComplete ? 'text-emerald-600' : 'text-primary'}`}>
{Math.round(progressPercent)}%
</span>
</div>
<div className="h-2.5 bg-slate-200 rounded-full overflow-hidden">
<div
className={`h-full rounded-full transition-all duration-700 ease-out ${
isComplete
? 'bg-gradient-to-r from-emerald-500 to-emerald-400'
: 'bg-gradient-to-r from-primary via-indigo-500 to-violet-500'
}`}
style={{ width: `${progressPercent}%` }}
/>
</div>
</div>
{/* Steps List */}
<div className="space-y-3">
{steps.map((step, index) => {
const StepIcon = step.icon;
return (
<div
key={step.key}
className={`flex items-center gap-3 p-3 rounded-lg transition-all ${
step.done
? 'bg-emerald-50 border border-emerald-200'
: 'bg-white border border-slate-200 hover:border-primary/30'
}`}
>
{/* Step Number/Check */}
<div className={`w-8 h-8 rounded-full flex items-center justify-center shrink-0 ${
step.done
? 'bg-emerald-500 text-white'
: 'bg-slate-100 text-slate-500 border border-slate-300'
}`}>
{step.done ? (
<CheckCircle2 className="w-4 h-4" />
) : (
<span className="font-bold text-xs">{index + 1}</span>
)}
</div>
{/* Step Icon */}
<div className={`w-8 h-8 rounded-lg flex items-center justify-center shrink-0 ${
step.done ? 'bg-emerald-100' : 'bg-slate-100'
}`}>
<StepIcon className={`w-4 h-4 ${step.done ? 'text-emerald-600' : 'text-slate-500'}`} />
</div>
{/* Step Content */}
<div className="flex-1 min-w-0">
<p className={`font-semibold text-sm ${step.done ? 'text-emerald-700' : 'text-foreground'}`}>
{step.label}
</p>
<p className="text-xs text-slate-500">{step.description}</p>
</div>
{/* Action Button */}
{step.done ? (
<span className="text-xs font-medium text-emerald-600 px-2 py-1 shrink-0">
Done
</span>
) : (
<Link
href={step.href}
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"
>
Start
<ArrowUpRight className="w-3 h-3" />
</Link>
)}
</div>
);
})}
</div>
</div>
);
}
interface Recommendation {
id: string;
type: 'follow_up' | 'stale_lead' | 'pipeline_stuck' | 'campaign_response' | 'no_response';
priority: 'high' | 'medium' | 'low';
title: string;
description: string;
actionLabel: string;
actionUrl: string;
contactId?: string;
contactName?: string;
daysOverdue?: number;
pipelineStage?: string;
}
function RecommendedTasks() {
const [recommendations, setRecommendations] = useState<Recommendation[]>([]);
const [loading, setLoading] = useState(true);
const [error, setError] = useState<string | null>(null);
useEffect(() => {
async function fetchRecommendations() {
try {
const response = await fetch('/api/v1/dashboard/recommendations');
if (response.ok) {
const data = await response.json();
setRecommendations(data.recommendations || []);
} else {
setError('Failed to load recommendations');
}
} catch (err) {
console.error('Failed to fetch recommendations:', err);
setError('Failed to load recommendations');
} finally {
setLoading(false);
}
}
fetchRecommendations();
}, []);
const getIconForType = (type: Recommendation['type']) => {
switch (type) {
case 'follow_up':
return UserCheck;
case 'no_response':
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>
);
}