cre-sync/app/(app)/setup/page.tsx
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

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>
);
}