- 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>
291 lines
11 KiB
TypeScript
291 lines
11 KiB
TypeScript
'use client';
|
|
|
|
import { useEffect, useState } from 'react';
|
|
import Link from 'next/link';
|
|
import { useAuth } from '@/lib/hooks/useAuth';
|
|
import {
|
|
MessageSquare, Mail, Users, Zap, CheckCircle2, ArrowUpRight,
|
|
Settings, Sparkles, Rocket
|
|
} from 'lucide-react';
|
|
|
|
interface SetupStatus {
|
|
smsConfigured: boolean;
|
|
emailConfigured: boolean;
|
|
contactsImported: boolean;
|
|
campaignsSetup: boolean;
|
|
}
|
|
|
|
export default function SetupPage() {
|
|
const { user } = useAuth();
|
|
const [progress, setProgress] = useState<SetupStatus>({
|
|
smsConfigured: false,
|
|
emailConfigured: false,
|
|
contactsImported: false,
|
|
campaignsSetup: false,
|
|
});
|
|
const [loading, setLoading] = useState(true);
|
|
|
|
useEffect(() => {
|
|
fetch('/api/v1/onboarding/status')
|
|
.then(res => res.json())
|
|
.then(data => {
|
|
if (data.setupStatus) {
|
|
setProgress(data.setupStatus);
|
|
}
|
|
})
|
|
.catch(() => {})
|
|
.finally(() => setLoading(false));
|
|
}, []);
|
|
|
|
const steps = [
|
|
{
|
|
key: 'smsConfigured',
|
|
label: 'Configure SMS',
|
|
description: 'Set up two-way texting with A2P registration to communicate with your contacts via SMS.',
|
|
done: progress.smsConfigured,
|
|
href: '/settings/sms',
|
|
icon: MessageSquare,
|
|
color: 'purple'
|
|
},
|
|
{
|
|
key: 'emailConfigured',
|
|
label: 'Set up Email',
|
|
description: 'Connect your email account and configure domain authentication for better deliverability.',
|
|
done: progress.emailConfigured,
|
|
href: '/settings/email',
|
|
icon: Mail,
|
|
color: 'orange'
|
|
},
|
|
{
|
|
key: 'contactsImported',
|
|
label: 'Import Contacts',
|
|
description: 'Bring in your existing database of contacts to start managing relationships.',
|
|
done: progress.contactsImported,
|
|
href: '/contacts',
|
|
icon: Users,
|
|
color: 'blue'
|
|
},
|
|
{
|
|
key: 'campaignsSetup',
|
|
label: 'Create Campaigns',
|
|
description: 'Set up automated follow-up campaigns to nurture your leads and stay top of mind.',
|
|
done: progress.campaignsSetup,
|
|
href: '/automations',
|
|
icon: Zap,
|
|
color: 'emerald'
|
|
},
|
|
];
|
|
|
|
const completedCount = steps.filter(s => s.done).length;
|
|
const progressPercent = (completedCount / steps.length) * 100;
|
|
const isComplete = progressPercent === 100;
|
|
|
|
const colorClasses: Record<string, { bg: string; icon: string; border: string }> = {
|
|
purple: { bg: 'bg-purple-100', icon: 'text-purple-600', border: 'border-purple-200' },
|
|
orange: { bg: 'bg-orange-100', icon: 'text-orange-600', border: 'border-orange-200' },
|
|
blue: { bg: 'bg-blue-100', icon: 'text-blue-600', border: 'border-blue-200' },
|
|
emerald: { bg: 'bg-emerald-100', icon: 'text-emerald-600', border: 'border-emerald-200' },
|
|
};
|
|
|
|
return (
|
|
<div className="space-y-8 pb-8 max-w-4xl mx-auto">
|
|
{/* Header */}
|
|
<div className="clay-card-subtle p-6 border border-border/50">
|
|
<div className="flex items-center gap-4">
|
|
<div className={`w-14 h-14 rounded-2xl flex items-center justify-center ${
|
|
isComplete ? 'bg-emerald-100' : 'bg-primary/10'
|
|
}`}>
|
|
{isComplete ? (
|
|
<CheckCircle2 className="w-7 h-7 text-emerald-600" />
|
|
) : (
|
|
<Settings className="w-7 h-7 text-primary" />
|
|
)}
|
|
</div>
|
|
<div>
|
|
<h1 className="text-3xl font-bold text-foreground">
|
|
{isComplete ? 'Setup Complete!' : 'Setup Your Account'}
|
|
</h1>
|
|
<p className="text-slate-500 text-lg mt-1">
|
|
{isComplete
|
|
? `Great job${user?.firstName ? `, ${user.firstName}` : ''}! You're ready to make the most of CRESync.`
|
|
: `Complete these steps to unlock all features${user?.firstName ? `, ${user.firstName}` : ''}.`}
|
|
</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
{/* Progress Overview */}
|
|
<div className="clay-card p-6 border border-border/50">
|
|
<div className="flex flex-col md:flex-row md:items-center md:justify-between gap-4 mb-6">
|
|
<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 ? (
|
|
<Sparkles className="w-5 h-5 text-emerald-600" />
|
|
) : (
|
|
<Rocket className="w-5 h-5 text-primary" />
|
|
)}
|
|
</div>
|
|
<div>
|
|
<h2 className="text-xl font-bold text-foreground">Progress Overview</h2>
|
|
<p className="text-sm text-slate-500">
|
|
{completedCount} of {steps.length} steps completed
|
|
</p>
|
|
</div>
|
|
</div>
|
|
<div className={`flex items-center gap-2 px-4 py-2 rounded-full font-bold ${
|
|
isComplete
|
|
? 'bg-emerald-100 text-emerald-700'
|
|
: 'bg-primary/10 text-primary'
|
|
}`}>
|
|
<span className="text-2xl">{Math.round(progressPercent)}%</span>
|
|
<span className="text-sm font-medium">complete</span>
|
|
</div>
|
|
</div>
|
|
|
|
{/* Progress Bar */}
|
|
<div className="p-4 rounded-xl bg-slate-50 border border-slate-200">
|
|
<div className="h-4 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 className="flex justify-between mt-3">
|
|
{steps.map((step, index) => (
|
|
<div
|
|
key={step.key}
|
|
className={`flex items-center gap-1.5 ${
|
|
step.done ? 'text-emerald-600' : 'text-slate-400'
|
|
}`}
|
|
>
|
|
{step.done ? (
|
|
<CheckCircle2 className="w-4 h-4" />
|
|
) : (
|
|
<span className="w-4 h-4 rounded-full border-2 border-current" />
|
|
)}
|
|
<span className="text-xs font-medium hidden sm:inline">{step.label.split(' ')[0]}</span>
|
|
</div>
|
|
))}
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
{/* Setup Steps */}
|
|
<div className="space-y-4">
|
|
<div className="clay-card-subtle p-5 border border-border/50">
|
|
<h2 className="text-xl font-bold text-foreground">Setup Steps</h2>
|
|
<p className="text-sm text-slate-500 mt-1">Complete each step to get the most out of CRESync</p>
|
|
</div>
|
|
|
|
{loading ? (
|
|
<div className="space-y-4">
|
|
{[1, 2, 3, 4].map((i) => (
|
|
<div key={i} className="clay-card p-6 border border-border/50">
|
|
<div className="flex items-start gap-4">
|
|
<div className="w-14 h-14 rounded-xl bg-slate-200 animate-pulse" />
|
|
<div className="flex-1 space-y-2">
|
|
<div className="h-5 w-1/3 bg-slate-200 rounded animate-pulse" />
|
|
<div className="h-4 w-2/3 bg-slate-200 rounded animate-pulse" />
|
|
</div>
|
|
</div>
|
|
</div>
|
|
))}
|
|
</div>
|
|
) : (
|
|
<div className="space-y-4">
|
|
{steps.map((step, index) => {
|
|
const StepIcon = step.icon;
|
|
const colors = colorClasses[step.color];
|
|
|
|
return (
|
|
<div
|
|
key={step.key}
|
|
className={`clay-card p-6 border transition-all ${
|
|
step.done
|
|
? 'border-emerald-200 bg-emerald-50/50'
|
|
: 'border-border/50 hover:border-primary/30'
|
|
}`}
|
|
>
|
|
<div className="flex flex-col sm:flex-row sm:items-center gap-4">
|
|
{/* Step Number & Icon */}
|
|
<div className="flex items-center gap-3">
|
|
<div className={`w-10 h-10 rounded-full flex items-center justify-center font-bold text-lg ${
|
|
step.done
|
|
? 'bg-emerald-500 text-white'
|
|
: 'bg-slate-100 text-slate-500 border-2 border-slate-300'
|
|
}`}>
|
|
{step.done ? (
|
|
<CheckCircle2 className="w-5 h-5" />
|
|
) : (
|
|
index + 1
|
|
)}
|
|
</div>
|
|
<div className={`w-14 h-14 rounded-xl flex items-center justify-center ${
|
|
step.done ? 'bg-emerald-100' : colors.bg
|
|
}`}>
|
|
<StepIcon className={`w-7 h-7 ${step.done ? 'text-emerald-600' : colors.icon}`} />
|
|
</div>
|
|
</div>
|
|
|
|
{/* Content */}
|
|
<div className="flex-1 min-w-0">
|
|
<h3 className={`text-lg font-bold ${step.done ? 'text-emerald-700' : 'text-foreground'}`}>
|
|
{step.label}
|
|
</h3>
|
|
<p className="text-slate-500 mt-1">{step.description}</p>
|
|
</div>
|
|
|
|
{/* Action */}
|
|
<div className="flex-shrink-0">
|
|
{step.done ? (
|
|
<span className="inline-flex items-center gap-1.5 px-4 py-2 rounded-lg bg-emerald-100 text-emerald-700 font-semibold text-sm">
|
|
<CheckCircle2 className="w-4 h-4" />
|
|
Completed
|
|
</span>
|
|
) : (
|
|
<Link
|
|
href={step.href}
|
|
className="inline-flex items-center gap-2 px-5 py-2.5 rounded-lg bg-primary text-white font-semibold text-sm hover:bg-primary/90 transition-colors"
|
|
>
|
|
Get Started
|
|
<ArrowUpRight className="w-4 h-4" />
|
|
</Link>
|
|
)}
|
|
</div>
|
|
</div>
|
|
</div>
|
|
);
|
|
})}
|
|
</div>
|
|
)}
|
|
</div>
|
|
|
|
{/* Completion Message */}
|
|
{isComplete && (
|
|
<div className="clay-card p-8 border border-emerald-200 bg-gradient-to-br from-emerald-50 to-teal-50 text-center">
|
|
<div className="w-20 h-20 mx-auto mb-4 rounded-full bg-emerald-100 flex items-center justify-center">
|
|
<Sparkles className="w-10 h-10 text-emerald-600" />
|
|
</div>
|
|
<h2 className="text-2xl font-bold text-emerald-800 mb-2">You're All Set!</h2>
|
|
<p className="text-emerald-700 mb-6 max-w-md mx-auto">
|
|
Your account is fully configured. Start managing your contacts, running campaigns, and closing more deals.
|
|
</p>
|
|
<Link
|
|
href="/dashboard"
|
|
className="inline-flex items-center gap-2 px-6 py-3 rounded-xl bg-emerald-600 text-white font-semibold hover:bg-emerald-700 transition-colors"
|
|
>
|
|
Go to Dashboard
|
|
<ArrowUpRight className="w-5 h-5" />
|
|
</Link>
|
|
</div>
|
|
)}
|
|
</div>
|
|
);
|
|
}
|