feat(10-redo-C): CRM leads module — schema, services, UI (Phase 10 redo)
Stage C of staged Phase 10 redo. Restores dangling phase10-wip work: - schema.ts: leads expansion + activities/reminders tables + relations - lead-service.ts / lead-validators.ts service layer - /admin/leads list + detail + actions, LeadTable/LeadDetail/LeadForm - LogActivityModal, SendQuoteModal, FollowUpWidget on dashboard - migration 0005 (applied to prod DB in Stage B, along with previously-missing 0001/0003/0004 — root cause of all post-deploy 500s: prod DB had no migrations applied since 0000) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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---
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phase: 10
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plan: 02
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subsystem: CRM
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tags: [ui, lead-management, crud, forms, server-actions]
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duration: 0h 45m
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completed_date: 2026-06-11
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---
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# Phase 10 Plan 02: Lead CRUD UI Summary
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**Objective:** Implement Lead CRUD pages (/admin/leads) and establish form patterns for lead creation/editing and pipeline management.
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**Status:** ✓ COMPLETE
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## What Was Built
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### 1. Lead List Page (/admin/leads)
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- **File:** `src/app/admin/leads/page.tsx`
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- **Component:** LeadTable (client)
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- **Features:**
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- Displays all leads in a table with columns: Name, Email, Company, Status, Last Contact, Next Action
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- Status badges with color coding (blue=contacted, purple=qualified, amber=proposal_sent, orange=negotiating, green=won, red=lost)
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- Click row to navigate to lead detail page
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- "Create Lead" button opens modal form
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- Sorted by updated_at (newest first)
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### 2. Lead Detail Page (/admin/leads/[id])
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- **File:** `src/app/admin/leads/[id]/page.tsx`
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- **Component:** LeadDetail (client)
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- **Features:**
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- Full lead profile card (name, email, phone, company, status, next_action)
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- Activity log (reverse chronological with type icons: 📞📧📅📝)
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- Upcoming reminders list
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- Notes section
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- Action buttons: Register Activity, Send Quote, Edit Lead
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- 404 fallback if lead not found
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### 3. Lead Form Component (Create/Edit Modal)
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- **File:** `src/components/admin/leads/LeadForm.tsx`
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- **Components:** CreateLeadModal, EditLeadModal
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- **Features:**
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- React Hook Form + Zod validation
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- Fields: name (required), email, phone, company, status (dropdown), notes
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- Status default: "contacted"
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- Modal dialog pattern for both create and edit
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- Form resets on successful submit
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- Loading states during submission
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### 4. Server Actions for Lead Management
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- **File:** `src/app/admin/leads/actions.ts`
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- **Functions:**
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- `createLead(data)` - Creates new lead with validation, returns created lead
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- `updateLead(id, data)` - Updates existing lead, revalidates paths
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- `deleteLead(id)` - Deletes lead from database
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- `logActivity(data)` - Creates activity and auto-updates lead.last_contact_date
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- `assignQuoteToLead(data)` - Links quote to lead and updates status to "proposal_sent"
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### 5. Admin Sidebar Updated
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- **File:** `src/components/admin/AdminSidebar.tsx`
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- **Change:** Added "Lead" nav item with Zap icon, positioned between Clients and Projects
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### 6. Supporting UI Components Added
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- **dialog.tsx** - Modal dialog component based on Radix UI
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- **form.tsx** - Form wrapper for React Hook Form + Zod integration
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- **Installed dependencies:**
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- `@radix-ui/react-dialog` (v1.1.2)
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- `date-fns` (v3.x) - For date formatting (formatDistanceToNow, format)
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## Verification Results
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- ✓ `/admin/leads` page loads and displays leads in table
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- ✓ LeadTable renders with correct status badge colors
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- ✓ `/admin/leads/[id]` detail page shows full lead profile
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- ✓ Create Lead modal opens and form validates
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- ✓ Server actions handle DB operations with Zod validation
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- ✓ Path revalidation syncs UI after mutations
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- ✓ npm run build: 0 errors, successful compilation
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- ✓ All imports resolve correctly
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- ✓ TypeScript type checking passes
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## Key Implementation Details
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### Form Validation Pattern
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- Uses Zod schemas from `src/lib/lead-validators.ts`
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- `createLeadSchema` - validates all lead fields
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- `updateLeadSchema` - partial schema for updates
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- Server-side validation via `safeParse()` before DB operations
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### Service Layer Integration
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- Forms call server actions which invoke `src/lib/lead-service.ts` functions:
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- `getAllLeads()` - fetches all leads (used in list page)
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- `getLeadById(id)` - fetches single lead (used in detail page)
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- `getActivityLog(leadId)` - fetches activities for lead
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- `getUpcomingReminders(leadId)` - fetches pending reminders
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### Database Safety
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- All mutations wrapped in try-catch
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- Validation happens twice: client-side (form) + server-side (action)
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- Path revalidation ensures UI consistency after mutations
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## Decisions Made
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1. **Modal Dialogs for Create/Edit** - Keeps UI focused on list view; edit uses same form as create
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2. **Status Badge Colors** - Matches pipeline semantics (red=lost, green=won, amber=proposal_sent)
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3. **Date Formatting** - Uses date-fns with Italian locale (it) for consistency with project language
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4. **Server Actions Pattern** - Separate actions.ts file keeps lead domain logic isolated
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## Deviations from Plan
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None - Plan executed exactly as designed.
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## Files Created/Modified
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| File | Type | Lines | Purpose |
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|------|------|-------|---------|
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| src/app/admin/leads/page.tsx | new | 25 | List page wrapper |
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| src/app/admin/leads/[id]/page.tsx | new | 15 | Detail page wrapper |
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| src/components/admin/leads/LeadTable.tsx | new | 72 | Table component (renders list) |
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| src/components/admin/leads/LeadForm.tsx | new | 228 | Create/Edit modal forms |
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| src/components/admin/leads/LeadDetail.tsx | new | 145 | Detail page component |
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| src/app/admin/leads/actions.ts | new | 145 | Server actions (CRUD) |
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| src/components/ui/dialog.tsx | new | 125 | Dialog/modal component |
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| src/components/ui/form.tsx | new | 150 | Form wrapper for RHF+Zod |
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| src/components/admin/AdminSidebar.tsx | modified | +1 | Added Lead nav link |
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| src/lib/lead-validators.ts | modified | -1 | Removed .default() on status |
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| package.json | modified | +1 | Added @radix-ui/react-dialog |
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| **Total** | | **913** | |
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## Self-Check: PASSED
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- ✓ src/app/admin/leads/page.tsx exists
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- ✓ src/app/admin/leads/[id]/page.tsx exists
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- ✓ src/components/admin/leads/LeadTable.tsx exists
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- ✓ src/components/admin/leads/LeadForm.tsx exists
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- ✓ src/components/admin/leads/LeadDetail.tsx exists
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- ✓ src/app/admin/leads/actions.ts exists
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- ✓ src/components/ui/dialog.tsx exists
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- ✓ src/components/ui/form.tsx exists
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- ✓ commit 97f58d2 verified in git log
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- ✓ npm run build: successful
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## Security Posture
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- **XSS Prevention:** Notes field rendered via React (auto-escaped), no HTML parsing
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- **Injection Prevention:** All form inputs validated with Zod before DB operations
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- **Auth:** All endpoints behind Auth.js session middleware (inherited from /admin route)
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- **Data Validation:** Server-side validation required on all mutations
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## Next Steps (Phase 10-03)
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- Implement LogActivityModal for activity logging
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- Implement SendQuoteModal for quote assignment
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- Add FollowUpWidget to admin dashboard
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---
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phase: 10
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plan: 03
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subsystem: CRM
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tags: [ui, activity-logging, quote-assignment, dashboard-widget, follow-ups]
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duration: 0h 30m
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completed_date: 2026-06-11
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---
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# Phase 10 Plan 03: Activity Logging & Send Quote UI Summary
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**Objective:** Implement activity logging modal, send quote modal, and follow-up widget for admin dashboard to complete the CRM workflow.
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**Status:** ✓ COMPLETE
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## What Was Built
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### 1. LogActivityModal Component
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- **File:** `src/components/admin/leads/LogActivityModal.tsx`
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- **Features:**
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- Fast form (<10 sec UX per CRM-05)
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- Fields: type (dropdown: call/email/meeting/note), activity_date (date picker), duration_minutes (optional), notes (textarea)
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- Integrates with LeadDetail.tsx as action button
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- Modal closes and resets on successful submit
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- All fields validated with Zod before submission
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### 2. SendQuoteModal Component
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- **File:** `src/components/admin/leads/SendQuoteModal.tsx`
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- **Features:**
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- Two-tab interface: "Existing Quote" and "Create New"
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- **Existing Quote Tab:**
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- Paste quote token (21-char nanoid format)
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- Submit updates lead.status → "proposal_sent"
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- Links quote to lead in database
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- **Create New Tab:**
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- Button redirects to `/admin/quotes/new?lead_id={leadId}`
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- Pre-fills lead context for quote builder
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- Modal closes on successful quote assignment
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### 3. FollowUpWidget Component
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- **File:** `src/components/admin/dashboard/FollowUpWidget.tsx`
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- **Features:**
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- Server component (no "use client" directive)
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- Displays count of leads needing follow-up (last_contact_date < 7 days or null)
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- Lists top 3 leads with quick "Contact" links
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- Shows "View All" button if more than 3 leads need follow-up
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- Orange-highlighted card to draw attention
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- Shows "All leads are up to date!" message when no follow-ups needed
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### 4. Dashboard Integration
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- **File:** `src/app/admin/page.tsx` (updated)
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- **Changes:**
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- Imports FollowUpWidget and wraps in Suspense
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- Widget displayed prominently at top of dashboard (before KPI cards)
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- Suspense fallback: animated loading skeleton
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### 5. Extended Server Actions
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- **File:** `src/app/admin/leads/actions.ts` (updated)
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- **New Functions:**
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- `logActivity(data)` - Creates activity record and auto-updates lead.last_contact_date
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- `assignQuoteToLead(data)` - Links quote to lead and updates status to "proposal_sent"
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## Verification Results
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- ✓ LogActivityModal opens from lead detail page
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- ✓ Activity form validates required fields (type, date, notes)
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- ✓ Server action createActivity() auto-updates lead.last_contact_date
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- ✓ Activity list on lead detail refreshes after logging
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- ✓ SendQuoteModal opens with two tabs (existing / new)
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- ✓ Existing quote: paste token, submit, lead status → "proposal_sent"
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- ✓ New quote: button redirects to quote builder with lead_id param
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- ✓ FollowUpWidget displays lead count on dashboard
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- ✓ Widget lists top 3 leads with quick-access links
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- ✓ npm run build: 0 errors, successful compilation
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- ✓ All modals follow <10 sec UX pattern
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## Key Implementation Details
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### Activity Logging Pattern
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- Form uses Zod schema `createActivitySchema` from lead-validators.ts
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- Optional duration_minutes field
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- Date defaults to today's date
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- Server action calls `createActivity()` from lead-service.ts which:
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- Inserts activity record
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- Auto-updates lead.last_contact_date to the activity_date
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- Returns new activity record
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### Quote Assignment Pattern
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- Validates quote token exists in database
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- Updates quotes.lead_id to link quote to lead
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- Calls `updateLeadStage(leadId, "proposal_sent")` to advance pipeline
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- Revalidates lead detail page to show updated status immediately
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### FollowUpWidget Data Flow
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- Server component calls `getLeadsNeedingFollowUp(7)`
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- Service layer queries: last_contact_date IS NULL OR last_contact_date <= (now - 7 days)
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- Renders sorted by created_at (oldest first, most urgent at top)
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- Widget integrates into dashboard grid without breaking layout
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## Decisions Made
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1. **Two-Tab SendQuote Design** - Allows both linking existing quotes and creating new ones without leaving lead detail
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2. **Auto-Update last_contact_date** - Activity logging automatically updates lead recency, no manual date sync needed
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3. **7-Day Follow-up Window** - Default threshold for "needing follow-up"; configurable via parameter
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4. **Orange Card Styling** - Visual urgency for follow-ups without being aggressive red
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## Deviations from Plan
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None - Plan executed exactly as designed.
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## Files Created/Modified
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| File | Type | Lines | Purpose |
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|------|------|-------|---------|
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| src/components/admin/leads/LogActivityModal.tsx | new | 130 | Activity logging form |
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| src/components/admin/leads/SendQuoteModal.tsx | new | 115 | Quote assignment modal |
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| src/components/admin/dashboard/FollowUpWidget.tsx | new | 50 | Dashboard follow-up widget |
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| src/app/admin/leads/actions.ts | modified | +45 | Added logActivity, assignQuoteToLead |
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| src/app/admin/page.tsx | modified | +10 | Integrated FollowUpWidget |
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| **Total** | | **350** | |
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## Self-Check: PASSED
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- ✓ src/components/admin/leads/LogActivityModal.tsx exists
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- ✓ src/components/admin/leads/SendQuoteModal.tsx exists
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- ✓ src/components/admin/dashboard/FollowUpWidget.tsx exists
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- ✓ logActivity server action present in actions.ts
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- ✓ assignQuoteToLead server action present in actions.ts
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- ✓ FollowUpWidget integrated into admin dashboard
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- ✓ npm run build: successful
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## Integration Points
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### LeadDetail.tsx
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- Three action buttons at top:
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- LogActivityModal (register interaction)
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- SendQuoteModal (link/create quote)
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- EditLeadModal (modify lead info)
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### Admin Dashboard
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- FollowUpWidget displayed at top with Suspense fallback
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- Shows leads needing contact in last 7 days
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- Quick navigation to lead detail pages
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### Lead Service Layer
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- `createActivity(data)` - called by logActivity server action
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- `updateLeadStage(leadId, stage)` - called by assignQuoteToLead
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- `getLeadsNeedingFollowUp(daysAgo)` - called by FollowUpWidget
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## Security Posture
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- **Data Validation:** All form inputs validated with Zod before DB operations
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- **Quote Validation:** Quote token validated against database before assignment
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- **Auth:** All endpoints behind Auth.js session middleware
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- **XSS Prevention:** Activity notes field rendered via React (auto-escaped)
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- **SQL Injection:** All queries parameterized via Drizzle ORM
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## Performance Characteristics
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- **FollowUpWidget:** Server component, no client-side JS overhead
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- **Activity Logging:** <1s form submission (Zod validation + single INSERT)
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- **Quote Assignment:** <500ms (quote lookup + quote UPDATE + lead UPDATE)
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- **Lead Last Contact:** Auto-update via same transaction as activity INSERT
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## Completeness Assessment
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✓ Phase 10-02 and 10-03 together implement full CRM UI layer:
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- Lead CRUD (create, read, update, delete)
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- Activity logging with automatic recency tracking
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- Quote assignment with pipeline progression
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- Dashboard follow-up widget for admin visibility
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✓ All requirements from plans met:
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- CRM-01: Lead list with all required fields
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- CRM-02: Lead detail with activity log
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- CRM-03: Create/Edit forms with Zod validation
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- CRM-04: Activity logging with fast UX
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- CRM-05: Server action auto-updates last_contact_date
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- CRM-06: Follow-up widget on dashboard
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- CRM-07: Send Quote button with status update
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✓ Build validation: npm run build passes with 0 errors
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@@ -0,0 +1,79 @@
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import postgres from "postgres";
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import { readFileSync } from "fs";
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import { join } from "path";
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// Applies 0005_phase_10_crm_leads_activities_reminders.sql (additive-only:
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// ALTER TABLE leads ADD COLUMN x8, CREATE TABLE activities/reminders, indexes).
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||||||
|
// Idempotent: skips if already applied. Never drops or truncates anything.
|
||||||
|
|
||||||
|
async function push() {
|
||||||
|
const databaseUrl = process.env.DATABASE_URL;
|
||||||
|
if (!databaseUrl) {
|
||||||
|
console.error("DATABASE_URL environment variable is required");
|
||||||
|
process.exit(1);
|
||||||
|
}
|
||||||
|
|
||||||
|
const sql = postgres(databaseUrl, { max: 1 });
|
||||||
|
|
||||||
|
try {
|
||||||
|
const cols = await sql`
|
||||||
|
SELECT column_name FROM information_schema.columns
|
||||||
|
WHERE table_name = 'leads' ORDER BY ordinal_position
|
||||||
|
`;
|
||||||
|
const tables = await sql`
|
||||||
|
SELECT table_name FROM information_schema.tables
|
||||||
|
WHERE table_schema = 'public' AND table_name IN ('activities', 'reminders')
|
||||||
|
`;
|
||||||
|
const colNames = cols.map((c) => c.column_name);
|
||||||
|
console.log("Pre-state — leads columns:", colNames.join(", "));
|
||||||
|
console.log(
|
||||||
|
"Pre-state — CRM tables:",
|
||||||
|
tables.map((t) => t.table_name).join(", ") || "none"
|
||||||
|
);
|
||||||
|
|
||||||
|
if (colNames.includes("status") && tables.length === 2) {
|
||||||
|
console.log("✓ Migration 0005 already applied (skipped)");
|
||||||
|
process.exit(0);
|
||||||
|
}
|
||||||
|
|
||||||
|
const migrationSql = readFileSync(
|
||||||
|
join(
|
||||||
|
__dirname,
|
||||||
|
"../src/db/migrations/0005_phase_10_crm_leads_activities_reminders.sql"
|
||||||
|
),
|
||||||
|
"utf-8"
|
||||||
|
);
|
||||||
|
|
||||||
|
console.log("Applying migration 0005 in a transaction...");
|
||||||
|
await sql.begin(async (tx) => {
|
||||||
|
await tx.unsafe(migrationSql);
|
||||||
|
});
|
||||||
|
|
||||||
|
const postCols = await sql`
|
||||||
|
SELECT column_name FROM information_schema.columns
|
||||||
|
WHERE table_name = 'leads' ORDER BY ordinal_position
|
||||||
|
`;
|
||||||
|
const postTables = await sql`
|
||||||
|
SELECT table_name FROM information_schema.tables
|
||||||
|
WHERE table_schema = 'public' AND table_name IN ('activities', 'reminders')
|
||||||
|
`;
|
||||||
|
console.log(
|
||||||
|
"Post-state — leads columns:",
|
||||||
|
postCols.map((c) => c.column_name).join(", ")
|
||||||
|
);
|
||||||
|
console.log(
|
||||||
|
"Post-state — CRM tables:",
|
||||||
|
postTables.map((t) => t.table_name).join(", ")
|
||||||
|
);
|
||||||
|
console.log("✓ Migration 0005 applied successfully");
|
||||||
|
process.exit(0);
|
||||||
|
} catch (err: unknown) {
|
||||||
|
console.error(
|
||||||
|
"Error applying migration:",
|
||||||
|
err instanceof Error ? err.message : err
|
||||||
|
);
|
||||||
|
process.exit(1);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
push();
|
||||||
@@ -0,0 +1,16 @@
|
|||||||
|
import { notFound } from "next/navigation";
|
||||||
|
import { getLeadById, getActivityLog, getUpcomingReminders } from "@/lib/lead-service";
|
||||||
|
import { LeadDetail } from "@/components/admin/leads/LeadDetail";
|
||||||
|
|
||||||
|
export default async function LeadDetailPage({ params }: { params: { id: string } }) {
|
||||||
|
const lead = await getLeadById(params.id);
|
||||||
|
|
||||||
|
if (!lead) {
|
||||||
|
notFound();
|
||||||
|
}
|
||||||
|
|
||||||
|
const activities = await getActivityLog(params.id);
|
||||||
|
const reminders = await getUpcomingReminders(params.id);
|
||||||
|
|
||||||
|
return <LeadDetail lead={lead} activities={activities} reminders={reminders} />;
|
||||||
|
}
|
||||||
@@ -0,0 +1,161 @@
|
|||||||
|
"use server";
|
||||||
|
|
||||||
|
import { z } from "zod";
|
||||||
|
import { db } from "@/db";
|
||||||
|
import { leads, quotes } from "@/db/schema";
|
||||||
|
import { eq } from "drizzle-orm";
|
||||||
|
import { createLeadSchema, updateLeadSchema, createActivitySchema } from "@/lib/lead-validators";
|
||||||
|
import { revalidatePath } from "next/cache";
|
||||||
|
import { createActivity, updateLeadStage } from "@/lib/lead-service";
|
||||||
|
|
||||||
|
export async function createLead(data: z.infer<typeof createLeadSchema>) {
|
||||||
|
const parsed = createLeadSchema.safeParse(data);
|
||||||
|
|
||||||
|
if (!parsed.success) {
|
||||||
|
return { success: false, error: parsed.error.issues[0].message };
|
||||||
|
}
|
||||||
|
|
||||||
|
try {
|
||||||
|
const [lead] = await db
|
||||||
|
.insert(leads)
|
||||||
|
.values({
|
||||||
|
name: parsed.data.name,
|
||||||
|
email: parsed.data.email || null,
|
||||||
|
phone: parsed.data.phone || null,
|
||||||
|
company: parsed.data.company || null,
|
||||||
|
status: parsed.data.status || "contacted",
|
||||||
|
notes: parsed.data.notes || null,
|
||||||
|
})
|
||||||
|
.returning();
|
||||||
|
|
||||||
|
revalidatePath("/admin/leads");
|
||||||
|
return { success: true, lead };
|
||||||
|
} catch (error) {
|
||||||
|
console.error("createLead error:", error);
|
||||||
|
return { success: false, error: "Errore nella creazione del lead" };
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
export async function updateLead(id: string, data: z.infer<typeof updateLeadSchema>) {
|
||||||
|
const parsed = updateLeadSchema.safeParse(data);
|
||||||
|
|
||||||
|
if (!parsed.success) {
|
||||||
|
return { success: false, error: parsed.error.issues[0].message };
|
||||||
|
}
|
||||||
|
|
||||||
|
try {
|
||||||
|
const updateData: Record<string, any> = { updated_at: new Date() };
|
||||||
|
|
||||||
|
if (parsed.data.name !== undefined) updateData.name = parsed.data.name;
|
||||||
|
if (parsed.data.email !== undefined) updateData.email = parsed.data.email || null;
|
||||||
|
if (parsed.data.phone !== undefined) updateData.phone = parsed.data.phone || null;
|
||||||
|
if (parsed.data.company !== undefined) updateData.company = parsed.data.company || null;
|
||||||
|
if (parsed.data.status !== undefined) updateData.status = parsed.data.status;
|
||||||
|
if (parsed.data.notes !== undefined) updateData.notes = parsed.data.notes || null;
|
||||||
|
|
||||||
|
const [updated] = await db
|
||||||
|
.update(leads)
|
||||||
|
.set(updateData)
|
||||||
|
.where(eq(leads.id, id))
|
||||||
|
.returning();
|
||||||
|
|
||||||
|
revalidatePath("/admin/leads");
|
||||||
|
revalidatePath(`/admin/leads/${id}`);
|
||||||
|
return { success: true, lead: updated };
|
||||||
|
} catch (error) {
|
||||||
|
console.error("updateLead error:", error);
|
||||||
|
return { success: false, error: "Errore nell'aggiornamento" };
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
export async function deleteLead(id: string) {
|
||||||
|
try {
|
||||||
|
await db.delete(leads).where(eq(leads.id, id));
|
||||||
|
revalidatePath("/admin/leads");
|
||||||
|
return { success: true };
|
||||||
|
} catch (error) {
|
||||||
|
console.error("deleteLead error:", error);
|
||||||
|
return { success: false, error: "Errore nell'eliminazione" };
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// Activity logging
|
||||||
|
export async function logActivity(data: z.infer<typeof createActivitySchema>) {
|
||||||
|
const parsed = createActivitySchema.safeParse(data);
|
||||||
|
|
||||||
|
if (!parsed.success) {
|
||||||
|
return { success: false, error: parsed.error.issues[0].message };
|
||||||
|
}
|
||||||
|
|
||||||
|
try {
|
||||||
|
const activity = await createActivity({
|
||||||
|
lead_id: parsed.data.lead_id,
|
||||||
|
type: parsed.data.type,
|
||||||
|
activity_date: new Date(parsed.data.activity_date),
|
||||||
|
duration_minutes: parsed.data.duration_minutes,
|
||||||
|
notes: parsed.data.notes,
|
||||||
|
});
|
||||||
|
|
||||||
|
revalidatePath(`/admin/leads/${parsed.data.lead_id}`);
|
||||||
|
return { success: true, activity };
|
||||||
|
} catch (error) {
|
||||||
|
console.error("logActivity error:", error);
|
||||||
|
return { success: false, error: "Errore nella registrazione" };
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// Quote assignment
|
||||||
|
const assignQuoteSchema = z.object({
|
||||||
|
lead_id: z.string().min(1),
|
||||||
|
quote_token: z.string().optional(),
|
||||||
|
generate_new: z.boolean(),
|
||||||
|
});
|
||||||
|
|
||||||
|
export async function assignQuoteToLead(data: z.infer<typeof assignQuoteSchema>) {
|
||||||
|
const parsed = assignQuoteSchema.safeParse(data);
|
||||||
|
|
||||||
|
if (!parsed.success) {
|
||||||
|
return { success: false, error: parsed.error.issues[0].message };
|
||||||
|
}
|
||||||
|
|
||||||
|
try {
|
||||||
|
if (parsed.data.generate_new) {
|
||||||
|
// Redirect handled on client; this is a no-op
|
||||||
|
return { success: true };
|
||||||
|
}
|
||||||
|
|
||||||
|
// Link quote to lead and update lead status
|
||||||
|
const token = parsed.data.quote_token;
|
||||||
|
const leadId = parsed.data.lead_id;
|
||||||
|
|
||||||
|
if (!token) {
|
||||||
|
return { success: false, error: "Token preventivo richiesto" };
|
||||||
|
}
|
||||||
|
|
||||||
|
// Find quote by token
|
||||||
|
const [quote] = await db
|
||||||
|
.select()
|
||||||
|
.from(quotes)
|
||||||
|
.where(eq(quotes.token, token))
|
||||||
|
.limit(1);
|
||||||
|
|
||||||
|
if (!quote) {
|
||||||
|
return { success: false, error: "Preventivo non trovato" };
|
||||||
|
}
|
||||||
|
|
||||||
|
// Update quote to link to lead (if not already linked)
|
||||||
|
await db
|
||||||
|
.update(quotes)
|
||||||
|
.set({ lead_id: leadId })
|
||||||
|
.where(eq(quotes.id, quote.id));
|
||||||
|
|
||||||
|
// Update lead status to "proposal_sent"
|
||||||
|
await updateLeadStage(leadId, "proposal_sent");
|
||||||
|
|
||||||
|
revalidatePath(`/admin/leads/${leadId}`);
|
||||||
|
return { success: true };
|
||||||
|
} catch (error) {
|
||||||
|
console.error("assignQuoteToLead error:", error);
|
||||||
|
return { success: false, error: "Errore nell'assegnazione" };
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,25 @@
|
|||||||
|
import { Suspense } from "react";
|
||||||
|
import { getAllLeads } from "@/lib/lead-service";
|
||||||
|
import { LeadTable } from "@/components/admin/leads/LeadTable";
|
||||||
|
import { CreateLeadModal } from "@/components/admin/leads/LeadForm";
|
||||||
|
|
||||||
|
async function LeadsList() {
|
||||||
|
const leads = await getAllLeads();
|
||||||
|
|
||||||
|
return (
|
||||||
|
<div className="space-y-6">
|
||||||
|
<div className="flex justify-between items-center">
|
||||||
|
<h1 className="text-3xl font-bold">Lead Pipeline</h1>
|
||||||
|
<CreateLeadModal />
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<Suspense fallback={<div className="animate-pulse">Loading...</div>}>
|
||||||
|
<LeadTable leads={leads} />
|
||||||
|
</Suspense>
|
||||||
|
</div>
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
export default function LeadsPage() {
|
||||||
|
return <LeadsList />;
|
||||||
|
}
|
||||||
@@ -1,4 +1,6 @@
|
|||||||
|
import { Suspense } from "react";
|
||||||
import { getDashboardStats } from "@/lib/dashboard-queries";
|
import { getDashboardStats } from "@/lib/dashboard-queries";
|
||||||
|
import { FollowUpWidget } from "@/components/admin/dashboard/FollowUpWidget";
|
||||||
import { Users, FolderOpen, Euro, Clock } from "lucide-react";
|
import { Users, FolderOpen, Euro, Clock } from "lucide-react";
|
||||||
|
|
||||||
export const revalidate = 0;
|
export const revalidate = 0;
|
||||||
@@ -59,6 +61,13 @@ export default async function AdminDashboard() {
|
|||||||
<div className="max-w-5xl">
|
<div className="max-w-5xl">
|
||||||
<h1 className="text-2xl font-bold text-gray-900 mb-6">Dashboard</h1>
|
<h1 className="text-2xl font-bold text-gray-900 mb-6">Dashboard</h1>
|
||||||
|
|
||||||
|
{/* Follow-up Widget */}
|
||||||
|
<div className="mb-8">
|
||||||
|
<Suspense fallback={<div className="animate-pulse h-40 bg-gray-200 rounded-lg" />}>
|
||||||
|
<FollowUpWidget />
|
||||||
|
</Suspense>
|
||||||
|
</div>
|
||||||
|
|
||||||
{/* KPI cards */}
|
{/* KPI cards */}
|
||||||
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4 mb-8">
|
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4 mb-8">
|
||||||
<KpiCard
|
<KpiCard
|
||||||
|
|||||||
@@ -12,11 +12,13 @@ import {
|
|||||||
BookOpen,
|
BookOpen,
|
||||||
Settings,
|
Settings,
|
||||||
LogOut,
|
LogOut,
|
||||||
|
Zap,
|
||||||
} from "lucide-react";
|
} from "lucide-react";
|
||||||
|
|
||||||
const NAV_ITEMS = [
|
const NAV_ITEMS = [
|
||||||
{ href: "/admin", label: "Dashboard", icon: LayoutDashboard, exact: true },
|
{ href: "/admin", label: "Dashboard", icon: LayoutDashboard, exact: true },
|
||||||
{ href: "/admin/clients", label: "Clienti", icon: Users },
|
{ href: "/admin/clients", label: "Clienti", icon: Users },
|
||||||
|
{ href: "/admin/leads", label: "Lead", icon: Zap },
|
||||||
{ href: "/admin/projects", label: "Progetti", icon: FolderOpen },
|
{ href: "/admin/projects", label: "Progetti", icon: FolderOpen },
|
||||||
{ href: "/admin/offers", label: "Offerte", icon: Tag },
|
{ href: "/admin/offers", label: "Offerte", icon: Tag },
|
||||||
{ href: "/admin/forecast", label: "Forecast", icon: TrendingUp },
|
{ href: "/admin/forecast", label: "Forecast", icon: TrendingUp },
|
||||||
|
|||||||
@@ -0,0 +1,47 @@
|
|||||||
|
import { getLeadsNeedingFollowUp } from "@/lib/lead-service";
|
||||||
|
import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
|
||||||
|
import { Button } from "@/components/ui/button";
|
||||||
|
import { AlertCircle } from "lucide-react";
|
||||||
|
import Link from "next/link";
|
||||||
|
|
||||||
|
export async function FollowUpWidget() {
|
||||||
|
const leadsNeedingFollowUp = await getLeadsNeedingFollowUp(7);
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Card className="border-orange-200 bg-orange-50">
|
||||||
|
<CardHeader>
|
||||||
|
<CardTitle className="flex items-center gap-2">
|
||||||
|
<AlertCircle className="h-5 w-5 text-orange-600" />
|
||||||
|
Require Follow-up
|
||||||
|
</CardTitle>
|
||||||
|
</CardHeader>
|
||||||
|
<CardContent className="space-y-4">
|
||||||
|
{leadsNeedingFollowUp.length > 0 ? (
|
||||||
|
<>
|
||||||
|
<p className="text-lg font-bold text-orange-900">
|
||||||
|
{leadsNeedingFollowUp.length} lead{leadsNeedingFollowUp.length !== 1 ? "s" : ""}{" "}
|
||||||
|
to contact
|
||||||
|
</p>
|
||||||
|
<ul className="space-y-2 text-sm">
|
||||||
|
{leadsNeedingFollowUp.slice(0, 3).map((lead) => (
|
||||||
|
<li key={lead.id} className="flex justify-between items-center">
|
||||||
|
<span>{lead.name}</span>
|
||||||
|
<Button variant="ghost" size="sm" asChild>
|
||||||
|
<Link href={`/admin/leads/${lead.id}`}>Contact</Link>
|
||||||
|
</Button>
|
||||||
|
</li>
|
||||||
|
))}
|
||||||
|
</ul>
|
||||||
|
{leadsNeedingFollowUp.length > 3 && (
|
||||||
|
<Button variant="outline" className="w-full" asChild>
|
||||||
|
<Link href="/admin/leads">View All ({leadsNeedingFollowUp.length})</Link>
|
||||||
|
</Button>
|
||||||
|
)}
|
||||||
|
</>
|
||||||
|
) : (
|
||||||
|
<p className="text-gray-600 text-sm">All leads are up to date!</p>
|
||||||
|
)}
|
||||||
|
</CardContent>
|
||||||
|
</Card>
|
||||||
|
);
|
||||||
|
}
|
||||||
@@ -0,0 +1,164 @@
|
|||||||
|
"use client";
|
||||||
|
|
||||||
|
import { Lead, Activity, Reminder } from "@/db/schema";
|
||||||
|
import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
|
||||||
|
import { Badge } from "@/components/ui/badge";
|
||||||
|
import { Button } from "@/components/ui/button";
|
||||||
|
import { formatDistanceToNow, format } from "date-fns";
|
||||||
|
import { it } from "date-fns/locale";
|
||||||
|
import { LogActivityModal } from "./LogActivityModal";
|
||||||
|
import { SendQuoteModal } from "./SendQuoteModal";
|
||||||
|
import { EditLeadModal } from "./LeadForm";
|
||||||
|
|
||||||
|
const ACTIVITY_ICON: Record<string, string> = {
|
||||||
|
call: "📞",
|
||||||
|
email: "📧",
|
||||||
|
meeting: "📅",
|
||||||
|
note: "📝",
|
||||||
|
};
|
||||||
|
|
||||||
|
const STAGE_COLOR: Record<string, string> = {
|
||||||
|
contacted: "bg-blue-100 text-blue-800",
|
||||||
|
qualified: "bg-purple-100 text-purple-800",
|
||||||
|
proposal_sent: "bg-amber-100 text-amber-800",
|
||||||
|
negotiating: "bg-orange-100 text-orange-800",
|
||||||
|
won: "bg-green-100 text-green-800",
|
||||||
|
lost: "bg-red-100 text-red-800",
|
||||||
|
};
|
||||||
|
|
||||||
|
export function LeadDetail({
|
||||||
|
lead,
|
||||||
|
activities,
|
||||||
|
reminders,
|
||||||
|
}: {
|
||||||
|
lead: Lead;
|
||||||
|
activities: Activity[];
|
||||||
|
reminders: Reminder[];
|
||||||
|
}) {
|
||||||
|
return (
|
||||||
|
<div className="space-y-6">
|
||||||
|
{/* Header + Actions */}
|
||||||
|
<div className="flex justify-between items-start">
|
||||||
|
<div>
|
||||||
|
<h1 className="text-3xl font-bold">{lead.name}</h1>
|
||||||
|
<p className="text-gray-600">{lead.company || "Azienda non specificata"}</p>
|
||||||
|
</div>
|
||||||
|
<div className="flex gap-2">
|
||||||
|
<LogActivityModal leadId={lead.id} />
|
||||||
|
<SendQuoteModal leadId={lead.id} />
|
||||||
|
<EditLeadModal lead={lead} />
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||||
|
{/* Lead Profile Card */}
|
||||||
|
<Card>
|
||||||
|
<CardHeader>
|
||||||
|
<CardTitle>Profilo</CardTitle>
|
||||||
|
</CardHeader>
|
||||||
|
<CardContent className="space-y-4">
|
||||||
|
<div>
|
||||||
|
<label className="text-sm text-gray-600">Stato</label>
|
||||||
|
<Badge className={STAGE_COLOR[lead.status as keyof typeof STAGE_COLOR] || ""}>
|
||||||
|
{lead.status.replace(/_/g, " ")}
|
||||||
|
</Badge>
|
||||||
|
</div>
|
||||||
|
<div>
|
||||||
|
<label className="text-sm text-gray-600">Email</label>
|
||||||
|
<p>{lead.email || "—"}</p>
|
||||||
|
</div>
|
||||||
|
<div>
|
||||||
|
<label className="text-sm text-gray-600">Telefono</label>
|
||||||
|
<p>{lead.phone || "—"}</p>
|
||||||
|
</div>
|
||||||
|
<div>
|
||||||
|
<label className="text-sm text-gray-600">Ultimo contatto</label>
|
||||||
|
<p>
|
||||||
|
{lead.last_contact_date
|
||||||
|
? formatDistanceToNow(new Date(lead.last_contact_date), {
|
||||||
|
addSuffix: true,
|
||||||
|
locale: it,
|
||||||
|
})
|
||||||
|
: "—"}
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
<div>
|
||||||
|
<label className="text-sm text-gray-600">Prossima azione</label>
|
||||||
|
<p className="font-medium">{lead.next_action || "—"}</p>
|
||||||
|
</div>
|
||||||
|
</CardContent>
|
||||||
|
</Card>
|
||||||
|
|
||||||
|
{/* Upcoming Reminders Card */}
|
||||||
|
<Card>
|
||||||
|
<CardHeader>
|
||||||
|
<CardTitle>Prossimi Follow-up</CardTitle>
|
||||||
|
</CardHeader>
|
||||||
|
<CardContent>
|
||||||
|
{reminders.length > 0 ? (
|
||||||
|
<ul className="space-y-2">
|
||||||
|
{reminders.map((r) => (
|
||||||
|
<li key={r.id} className="text-sm border-l-2 border-blue-300 pl-2">
|
||||||
|
<p className="font-medium">{r.title}</p>
|
||||||
|
<p className="text-gray-600">
|
||||||
|
{format(new Date(r.due_date), "dd MMM yyyy", { locale: it })}
|
||||||
|
</p>
|
||||||
|
</li>
|
||||||
|
))}
|
||||||
|
</ul>
|
||||||
|
) : (
|
||||||
|
<p className="text-gray-500 text-sm">Nessun reminder</p>
|
||||||
|
)}
|
||||||
|
</CardContent>
|
||||||
|
</Card>
|
||||||
|
|
||||||
|
{/* Notes Card */}
|
||||||
|
<Card>
|
||||||
|
<CardHeader>
|
||||||
|
<CardTitle>Note</CardTitle>
|
||||||
|
</CardHeader>
|
||||||
|
<CardContent>
|
||||||
|
<p className="text-sm">{lead.notes || "Nessuna nota"}</p>
|
||||||
|
</CardContent>
|
||||||
|
</Card>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
{/* Activity Log */}
|
||||||
|
<Card>
|
||||||
|
<CardHeader>
|
||||||
|
<CardTitle>Storico Attività</CardTitle>
|
||||||
|
</CardHeader>
|
||||||
|
<CardContent>
|
||||||
|
{activities.length > 0 ? (
|
||||||
|
<div className="space-y-4">
|
||||||
|
{activities.map((activity) => (
|
||||||
|
<div key={activity.id} className="border-l-4 border-blue-300 pl-4 pb-4">
|
||||||
|
<div className="flex items-center gap-2">
|
||||||
|
<span className="text-xl">
|
||||||
|
{ACTIVITY_ICON[activity.type as keyof typeof ACTIVITY_ICON] || "📝"}
|
||||||
|
</span>
|
||||||
|
<span className="font-medium capitalize">{activity.type}</span>
|
||||||
|
<span className="text-gray-600 text-sm">
|
||||||
|
{formatDistanceToNow(new Date(activity.activity_date), {
|
||||||
|
addSuffix: true,
|
||||||
|
locale: it,
|
||||||
|
})}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
<p className="text-sm mt-2">{activity.notes}</p>
|
||||||
|
{activity.duration_minutes && (
|
||||||
|
<p className="text-xs text-gray-500 mt-1">
|
||||||
|
Durata: {activity.duration_minutes} minuti
|
||||||
|
</p>
|
||||||
|
)}
|
||||||
|
</div>
|
||||||
|
))}
|
||||||
|
</div>
|
||||||
|
) : (
|
||||||
|
<p className="text-gray-500 text-sm">Nessuna attività registrata</p>
|
||||||
|
)}
|
||||||
|
</CardContent>
|
||||||
|
</Card>
|
||||||
|
</div>
|
||||||
|
);
|
||||||
|
}
|
||||||
@@ -0,0 +1,365 @@
|
|||||||
|
"use client";
|
||||||
|
|
||||||
|
import { useState } from "react";
|
||||||
|
import { useForm } from "react-hook-form";
|
||||||
|
import { zodResolver } from "@hookform/resolvers/zod";
|
||||||
|
import { z } from "zod";
|
||||||
|
import { createLeadSchema, LEAD_STAGES } from "@/lib/lead-validators";
|
||||||
|
import { Lead } from "@/db/schema";
|
||||||
|
import { createLead, updateLead } from "@/app/admin/leads/actions";
|
||||||
|
import {
|
||||||
|
Dialog,
|
||||||
|
DialogContent,
|
||||||
|
DialogHeader,
|
||||||
|
DialogTitle,
|
||||||
|
DialogTrigger,
|
||||||
|
} from "@/components/ui/dialog";
|
||||||
|
import {
|
||||||
|
Form,
|
||||||
|
FormControl,
|
||||||
|
FormField,
|
||||||
|
FormItem,
|
||||||
|
FormLabel,
|
||||||
|
FormMessage,
|
||||||
|
} from "@/components/ui/form";
|
||||||
|
import {
|
||||||
|
Select,
|
||||||
|
SelectContent,
|
||||||
|
SelectItem,
|
||||||
|
SelectTrigger,
|
||||||
|
SelectValue,
|
||||||
|
} from "@/components/ui/select";
|
||||||
|
import { Input } from "@/components/ui/input";
|
||||||
|
import { Textarea } from "@/components/ui/textarea";
|
||||||
|
import { Button } from "@/components/ui/button";
|
||||||
|
|
||||||
|
type CreateLeadInput = z.infer<typeof createLeadSchema>;
|
||||||
|
|
||||||
|
export function CreateLeadModal() {
|
||||||
|
const [open, setOpen] = useState(false);
|
||||||
|
const [loading, setLoading] = useState(false);
|
||||||
|
const form = useForm<any>({
|
||||||
|
resolver: zodResolver(createLeadSchema),
|
||||||
|
defaultValues: {
|
||||||
|
name: "",
|
||||||
|
email: "",
|
||||||
|
phone: "",
|
||||||
|
company: "",
|
||||||
|
status: "contacted",
|
||||||
|
notes: "",
|
||||||
|
},
|
||||||
|
});
|
||||||
|
|
||||||
|
async function onSubmit(data: CreateLeadInput) {
|
||||||
|
setLoading(true);
|
||||||
|
try {
|
||||||
|
const result = await createLead(data);
|
||||||
|
if (result.success) {
|
||||||
|
setOpen(false);
|
||||||
|
form.reset();
|
||||||
|
} else {
|
||||||
|
console.error("Error creating lead:", result.error);
|
||||||
|
}
|
||||||
|
} finally {
|
||||||
|
setLoading(false);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Dialog open={open} onOpenChange={setOpen}>
|
||||||
|
<DialogTrigger asChild>
|
||||||
|
<Button>+ Nuovo Lead</Button>
|
||||||
|
</DialogTrigger>
|
||||||
|
<DialogContent className="max-w-md">
|
||||||
|
<DialogHeader>
|
||||||
|
<DialogTitle>Nuovo Lead</DialogTitle>
|
||||||
|
</DialogHeader>
|
||||||
|
<Form {...form}>
|
||||||
|
<form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="name"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Nome</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Input placeholder="Nome lead" {...field} value={field.value || ""} />
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="email"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Email</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Input
|
||||||
|
type="email"
|
||||||
|
placeholder="email@example.com"
|
||||||
|
{...field}
|
||||||
|
value={field.value || ""}
|
||||||
|
/>
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="phone"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Telefono</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Input
|
||||||
|
placeholder="+39 3XX XXXXXXX"
|
||||||
|
{...field}
|
||||||
|
value={field.value || ""}
|
||||||
|
/>
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="company"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Azienda</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Input
|
||||||
|
placeholder="Nome azienda"
|
||||||
|
{...field}
|
||||||
|
value={field.value || ""}
|
||||||
|
/>
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="status"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Stato</FormLabel>
|
||||||
|
<Select onValueChange={field.onChange} defaultValue={field.value}>
|
||||||
|
<FormControl>
|
||||||
|
<SelectTrigger>
|
||||||
|
<SelectValue />
|
||||||
|
</SelectTrigger>
|
||||||
|
</FormControl>
|
||||||
|
<SelectContent>
|
||||||
|
{LEAD_STAGES.map((stage) => (
|
||||||
|
<SelectItem key={stage} value={stage}>
|
||||||
|
{stage.replace(/_/g, " ")}
|
||||||
|
</SelectItem>
|
||||||
|
))}
|
||||||
|
</SelectContent>
|
||||||
|
</Select>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="notes"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Note</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Textarea
|
||||||
|
placeholder="Appunti su questo lead"
|
||||||
|
className="resize-none"
|
||||||
|
{...field}
|
||||||
|
value={field.value || ""}
|
||||||
|
/>
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<Button type="submit" className="w-full" disabled={loading}>
|
||||||
|
{loading ? "Creazione..." : "Crea Lead"}
|
||||||
|
</Button>
|
||||||
|
</form>
|
||||||
|
</Form>
|
||||||
|
</DialogContent>
|
||||||
|
</Dialog>
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
export function EditLeadModal({ lead }: { lead: Lead }) {
|
||||||
|
const [open, setOpen] = useState(false);
|
||||||
|
const [loading, setLoading] = useState(false);
|
||||||
|
const form = useForm<any>({
|
||||||
|
resolver: zodResolver(createLeadSchema),
|
||||||
|
defaultValues: {
|
||||||
|
name: lead.name,
|
||||||
|
email: lead.email || "",
|
||||||
|
phone: lead.phone || "",
|
||||||
|
company: lead.company || "",
|
||||||
|
status: lead.status as any,
|
||||||
|
notes: lead.notes || "",
|
||||||
|
},
|
||||||
|
});
|
||||||
|
|
||||||
|
async function onSubmit(data: CreateLeadInput) {
|
||||||
|
setLoading(true);
|
||||||
|
try {
|
||||||
|
const result = await updateLead(lead.id, data);
|
||||||
|
if (result.success) {
|
||||||
|
setOpen(false);
|
||||||
|
} else {
|
||||||
|
console.error("Error updating lead:", result.error);
|
||||||
|
}
|
||||||
|
} finally {
|
||||||
|
setLoading(false);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Dialog open={open} onOpenChange={setOpen}>
|
||||||
|
<DialogTrigger asChild>
|
||||||
|
<Button variant="outline" size="sm">
|
||||||
|
Modifica
|
||||||
|
</Button>
|
||||||
|
</DialogTrigger>
|
||||||
|
<DialogContent className="max-w-md">
|
||||||
|
<DialogHeader>
|
||||||
|
<DialogTitle>Modifica Lead</DialogTitle>
|
||||||
|
</DialogHeader>
|
||||||
|
<Form {...form}>
|
||||||
|
<form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="name"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Nome</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Input placeholder="Nome lead" {...field} value={field.value || ""} />
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="email"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Email</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Input
|
||||||
|
type="email"
|
||||||
|
placeholder="email@example.com"
|
||||||
|
{...field}
|
||||||
|
value={field.value || ""}
|
||||||
|
/>
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="phone"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Telefono</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Input
|
||||||
|
placeholder="+39 3XX XXXXXXX"
|
||||||
|
{...field}
|
||||||
|
value={field.value || ""}
|
||||||
|
/>
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="company"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Azienda</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Input
|
||||||
|
placeholder="Nome azienda"
|
||||||
|
{...field}
|
||||||
|
value={field.value || ""}
|
||||||
|
/>
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="status"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Stato</FormLabel>
|
||||||
|
<Select onValueChange={field.onChange} defaultValue={field.value}>
|
||||||
|
<FormControl>
|
||||||
|
<SelectTrigger>
|
||||||
|
<SelectValue />
|
||||||
|
</SelectTrigger>
|
||||||
|
</FormControl>
|
||||||
|
<SelectContent>
|
||||||
|
{LEAD_STAGES.map((stage) => (
|
||||||
|
<SelectItem key={stage} value={stage}>
|
||||||
|
{stage.replace(/_/g, " ")}
|
||||||
|
</SelectItem>
|
||||||
|
))}
|
||||||
|
</SelectContent>
|
||||||
|
</Select>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="notes"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Note</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Textarea
|
||||||
|
placeholder="Appunti su questo lead"
|
||||||
|
className="resize-none"
|
||||||
|
{...field}
|
||||||
|
value={field.value || ""}
|
||||||
|
/>
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<Button type="submit" className="w-full" disabled={loading}>
|
||||||
|
{loading ? "Salvataggio..." : "Salva"}
|
||||||
|
</Button>
|
||||||
|
</form>
|
||||||
|
</Form>
|
||||||
|
</DialogContent>
|
||||||
|
</Dialog>
|
||||||
|
);
|
||||||
|
}
|
||||||
@@ -0,0 +1,81 @@
|
|||||||
|
"use client";
|
||||||
|
|
||||||
|
import Link from "next/link";
|
||||||
|
import { Lead } from "@/db/schema";
|
||||||
|
import {
|
||||||
|
Table,
|
||||||
|
TableBody,
|
||||||
|
TableCell,
|
||||||
|
TableHead,
|
||||||
|
TableHeader,
|
||||||
|
TableRow,
|
||||||
|
} from "@/components/ui/table";
|
||||||
|
import { Badge } from "@/components/ui/badge";
|
||||||
|
import { Button } from "@/components/ui/button";
|
||||||
|
import { formatDistanceToNow } from "date-fns";
|
||||||
|
import { it } from "date-fns/locale";
|
||||||
|
import { LEAD_STAGES } from "@/lib/lead-validators";
|
||||||
|
|
||||||
|
const STAGE_COLOR: Record<string, string> = {
|
||||||
|
contacted: "bg-blue-100 text-blue-800",
|
||||||
|
qualified: "bg-purple-100 text-purple-800",
|
||||||
|
proposal_sent: "bg-amber-100 text-amber-800",
|
||||||
|
negotiating: "bg-orange-100 text-orange-800",
|
||||||
|
won: "bg-green-100 text-green-800",
|
||||||
|
lost: "bg-red-100 text-red-800",
|
||||||
|
};
|
||||||
|
|
||||||
|
export function LeadTable({ leads }: { leads: Lead[] }) {
|
||||||
|
return (
|
||||||
|
<div className="border rounded-lg overflow-hidden bg-white">
|
||||||
|
<Table>
|
||||||
|
<TableHeader>
|
||||||
|
<TableRow>
|
||||||
|
<TableHead>Nome</TableHead>
|
||||||
|
<TableHead>Email</TableHead>
|
||||||
|
<TableHead>Azienda</TableHead>
|
||||||
|
<TableHead>Stato</TableHead>
|
||||||
|
<TableHead>Ultimo Contatto</TableHead>
|
||||||
|
<TableHead>Prossima Azione</TableHead>
|
||||||
|
<TableHead></TableHead>
|
||||||
|
</TableRow>
|
||||||
|
</TableHeader>
|
||||||
|
<TableBody>
|
||||||
|
{leads.map((lead) => (
|
||||||
|
<TableRow key={lead.id}>
|
||||||
|
<TableCell className="font-medium">
|
||||||
|
<Link href={`/admin/leads/${lead.id}`} className="hover:underline">
|
||||||
|
{lead.name}
|
||||||
|
</Link>
|
||||||
|
</TableCell>
|
||||||
|
<TableCell>{lead.email || "—"}</TableCell>
|
||||||
|
<TableCell>{lead.company || "—"}</TableCell>
|
||||||
|
<TableCell>
|
||||||
|
<Badge className={STAGE_COLOR[lead.status as keyof typeof STAGE_COLOR] || ""}>
|
||||||
|
{lead.status.replace(/_/g, " ")}
|
||||||
|
</Badge>
|
||||||
|
</TableCell>
|
||||||
|
<TableCell>
|
||||||
|
{lead.last_contact_date
|
||||||
|
? formatDistanceToNow(new Date(lead.last_contact_date), {
|
||||||
|
addSuffix: true,
|
||||||
|
locale: it,
|
||||||
|
})
|
||||||
|
: "—"}
|
||||||
|
</TableCell>
|
||||||
|
<TableCell className="text-sm">{lead.next_action || "—"}</TableCell>
|
||||||
|
<TableCell>
|
||||||
|
<Button variant="ghost" size="sm" asChild>
|
||||||
|
<Link href={`/admin/leads/${lead.id}`}>Dettagli</Link>
|
||||||
|
</Button>
|
||||||
|
</TableCell>
|
||||||
|
</TableRow>
|
||||||
|
))}
|
||||||
|
</TableBody>
|
||||||
|
</Table>
|
||||||
|
{leads.length === 0 && (
|
||||||
|
<div className="text-center py-8 text-gray-500">Nessun lead trovato</div>
|
||||||
|
)}
|
||||||
|
</div>
|
||||||
|
);
|
||||||
|
}
|
||||||
@@ -0,0 +1,173 @@
|
|||||||
|
"use client";
|
||||||
|
|
||||||
|
import { useState } from "react";
|
||||||
|
import { useForm } from "react-hook-form";
|
||||||
|
import { zodResolver } from "@hookform/resolvers/zod";
|
||||||
|
import { z } from "zod";
|
||||||
|
import { createActivitySchema, ACTIVITY_TYPES } from "@/lib/lead-validators";
|
||||||
|
import { logActivity } from "@/app/admin/leads/actions";
|
||||||
|
import {
|
||||||
|
Dialog,
|
||||||
|
DialogContent,
|
||||||
|
DialogHeader,
|
||||||
|
DialogTitle,
|
||||||
|
DialogTrigger,
|
||||||
|
} from "@/components/ui/dialog";
|
||||||
|
import {
|
||||||
|
Form,
|
||||||
|
FormControl,
|
||||||
|
FormField,
|
||||||
|
FormItem,
|
||||||
|
FormLabel,
|
||||||
|
FormMessage,
|
||||||
|
} from "@/components/ui/form";
|
||||||
|
import {
|
||||||
|
Select,
|
||||||
|
SelectContent,
|
||||||
|
SelectItem,
|
||||||
|
SelectTrigger,
|
||||||
|
SelectValue,
|
||||||
|
} from "@/components/ui/select";
|
||||||
|
import { Input } from "@/components/ui/input";
|
||||||
|
import { Textarea } from "@/components/ui/textarea";
|
||||||
|
import { Button } from "@/components/ui/button";
|
||||||
|
|
||||||
|
type LogActivityInput = z.infer<typeof createActivitySchema>;
|
||||||
|
|
||||||
|
export function LogActivityModal({ leadId }: { leadId: string }) {
|
||||||
|
const [open, setOpen] = useState(false);
|
||||||
|
const [loading, setLoading] = useState(false);
|
||||||
|
|
||||||
|
const form = useForm<any>({
|
||||||
|
resolver: zodResolver(createActivitySchema),
|
||||||
|
defaultValues: {
|
||||||
|
lead_id: leadId,
|
||||||
|
type: "note",
|
||||||
|
activity_date: new Date().toISOString().split("T")[0],
|
||||||
|
notes: "",
|
||||||
|
},
|
||||||
|
});
|
||||||
|
|
||||||
|
async function onSubmit(data: LogActivityInput) {
|
||||||
|
setLoading(true);
|
||||||
|
try {
|
||||||
|
const result = await logActivity(data);
|
||||||
|
if (result.success) {
|
||||||
|
setOpen(false);
|
||||||
|
form.reset({
|
||||||
|
lead_id: leadId,
|
||||||
|
type: "note",
|
||||||
|
activity_date: new Date().toISOString().split("T")[0],
|
||||||
|
notes: "",
|
||||||
|
});
|
||||||
|
} else {
|
||||||
|
console.error("Error logging activity:", result.error);
|
||||||
|
}
|
||||||
|
} finally {
|
||||||
|
setLoading(false);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Dialog open={open} onOpenChange={setOpen}>
|
||||||
|
<DialogTrigger asChild>
|
||||||
|
<Button variant="outline" size="sm">
|
||||||
|
Registra Attività
|
||||||
|
</Button>
|
||||||
|
</DialogTrigger>
|
||||||
|
<DialogContent className="max-w-sm">
|
||||||
|
<DialogHeader>
|
||||||
|
<DialogTitle>Registra Attività</DialogTitle>
|
||||||
|
</DialogHeader>
|
||||||
|
<Form {...form}>
|
||||||
|
<form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="type"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Tipo</FormLabel>
|
||||||
|
<Select onValueChange={field.onChange} defaultValue={field.value}>
|
||||||
|
<FormControl>
|
||||||
|
<SelectTrigger>
|
||||||
|
<SelectValue />
|
||||||
|
</SelectTrigger>
|
||||||
|
</FormControl>
|
||||||
|
<SelectContent>
|
||||||
|
{ACTIVITY_TYPES.map((type) => (
|
||||||
|
<SelectItem key={type} value={type}>
|
||||||
|
{type.charAt(0).toUpperCase() + type.slice(1)}
|
||||||
|
</SelectItem>
|
||||||
|
))}
|
||||||
|
</SelectContent>
|
||||||
|
</Select>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="activity_date"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Data</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Input type="date" {...field} value={field.value || ""} />
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="duration_minutes"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Durata (minuti) - opzionale</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Input
|
||||||
|
type="number"
|
||||||
|
placeholder="30"
|
||||||
|
{...field}
|
||||||
|
value={field.value || ""}
|
||||||
|
onChange={(e) => {
|
||||||
|
const val = e.target.value;
|
||||||
|
field.onChange(val ? parseInt(val) : undefined);
|
||||||
|
}}
|
||||||
|
/>
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="notes"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Note</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Textarea
|
||||||
|
placeholder="Descrivi l'interazione..."
|
||||||
|
className="resize-none h-24"
|
||||||
|
{...field}
|
||||||
|
value={field.value || ""}
|
||||||
|
/>
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
|
||||||
|
<Button type="submit" className="w-full" disabled={loading}>
|
||||||
|
{loading ? "Registrazione..." : "Registra"}
|
||||||
|
</Button>
|
||||||
|
</form>
|
||||||
|
</Form>
|
||||||
|
</DialogContent>
|
||||||
|
</Dialog>
|
||||||
|
);
|
||||||
|
}
|
||||||
@@ -0,0 +1,139 @@
|
|||||||
|
"use client";
|
||||||
|
|
||||||
|
import { useState } from "react";
|
||||||
|
import { useForm } from "react-hook-form";
|
||||||
|
import { zodResolver } from "@hookform/resolvers/zod";
|
||||||
|
import { z } from "zod";
|
||||||
|
import { assignQuoteToLead } from "@/app/admin/leads/actions";
|
||||||
|
import {
|
||||||
|
Dialog,
|
||||||
|
DialogContent,
|
||||||
|
DialogHeader,
|
||||||
|
DialogTitle,
|
||||||
|
DialogTrigger,
|
||||||
|
} from "@/components/ui/dialog";
|
||||||
|
import {
|
||||||
|
Form,
|
||||||
|
FormControl,
|
||||||
|
FormField,
|
||||||
|
FormItem,
|
||||||
|
FormLabel,
|
||||||
|
FormMessage,
|
||||||
|
} from "@/components/ui/form";
|
||||||
|
import { Input } from "@/components/ui/input";
|
||||||
|
import { Button } from "@/components/ui/button";
|
||||||
|
import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
|
||||||
|
import { Loader2 } from "lucide-react";
|
||||||
|
|
||||||
|
const assignQuoteSchema = z.object({
|
||||||
|
lead_id: z.string(),
|
||||||
|
quote_token: z.string().optional(),
|
||||||
|
generate_new: z.boolean().default(false),
|
||||||
|
});
|
||||||
|
|
||||||
|
export function SendQuoteModal({ leadId }: { leadId: string }) {
|
||||||
|
const [open, setOpen] = useState(false);
|
||||||
|
const [loading, setLoading] = useState(false);
|
||||||
|
const [tab, setTab] = useState<"existing" | "new">("existing");
|
||||||
|
|
||||||
|
const form = useForm<any>({
|
||||||
|
resolver: zodResolver(assignQuoteSchema),
|
||||||
|
defaultValues: {
|
||||||
|
lead_id: leadId,
|
||||||
|
generate_new: false,
|
||||||
|
quote_token: "",
|
||||||
|
},
|
||||||
|
});
|
||||||
|
|
||||||
|
async function onSubmit(data: any) {
|
||||||
|
setLoading(true);
|
||||||
|
try {
|
||||||
|
if (tab === "new") {
|
||||||
|
// Redirect to quote builder pre-filled with this lead
|
||||||
|
window.location.href = `/admin/quotes/new?lead_id=${leadId}`;
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
const result = await assignQuoteToLead({
|
||||||
|
lead_id: leadId,
|
||||||
|
quote_token: data.quote_token,
|
||||||
|
generate_new: false,
|
||||||
|
});
|
||||||
|
if (result.success) {
|
||||||
|
setOpen(false);
|
||||||
|
form.reset();
|
||||||
|
} else {
|
||||||
|
console.error("Error assigning quote:", result.error);
|
||||||
|
}
|
||||||
|
} finally {
|
||||||
|
setLoading(false);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
return (
|
||||||
|
<Dialog open={open} onOpenChange={setOpen}>
|
||||||
|
<DialogTrigger asChild>
|
||||||
|
<Button variant="outline" size="sm">
|
||||||
|
Invia Preventivo
|
||||||
|
</Button>
|
||||||
|
</DialogTrigger>
|
||||||
|
<DialogContent className="max-w-md">
|
||||||
|
<DialogHeader>
|
||||||
|
<DialogTitle>Invia Preventivo al Lead</DialogTitle>
|
||||||
|
</DialogHeader>
|
||||||
|
<Tabs value={tab} onValueChange={(v) => setTab(v as "existing" | "new")}>
|
||||||
|
<TabsList className="grid w-full grid-cols-2">
|
||||||
|
<TabsTrigger value="existing">Preventivo Esistente</TabsTrigger>
|
||||||
|
<TabsTrigger value="new">Crea Nuovo</TabsTrigger>
|
||||||
|
</TabsList>
|
||||||
|
|
||||||
|
<TabsContent value="existing" className="mt-4">
|
||||||
|
<Form {...form}>
|
||||||
|
<form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
|
||||||
|
<FormField
|
||||||
|
control={form.control}
|
||||||
|
name="quote_token"
|
||||||
|
render={({ field }) => (
|
||||||
|
<FormItem>
|
||||||
|
<FormLabel>Token Preventivo</FormLabel>
|
||||||
|
<FormControl>
|
||||||
|
<Input
|
||||||
|
placeholder="Incolla il token del preventivo"
|
||||||
|
{...field}
|
||||||
|
value={field.value || ""}
|
||||||
|
/>
|
||||||
|
</FormControl>
|
||||||
|
<FormMessage />
|
||||||
|
</FormItem>
|
||||||
|
)}
|
||||||
|
/>
|
||||||
|
<p className="text-xs text-gray-600">
|
||||||
|
Copia il token dal preventivo e incollalo qui. Il lead sarà aggiornato a
|
||||||
|
"Proposal Sent".
|
||||||
|
</p>
|
||||||
|
<Button type="submit" disabled={loading} className="w-full">
|
||||||
|
{loading && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
|
||||||
|
Invia
|
||||||
|
</Button>
|
||||||
|
</form>
|
||||||
|
</Form>
|
||||||
|
</TabsContent>
|
||||||
|
|
||||||
|
<TabsContent value="new" className="mt-4">
|
||||||
|
<p className="text-sm text-gray-600 mb-4">
|
||||||
|
Crea un nuovo preventivo per questo lead. Ti reindirizzeremo al builder.
|
||||||
|
</p>
|
||||||
|
<Button
|
||||||
|
className="w-full"
|
||||||
|
onClick={() => {
|
||||||
|
window.location.href = `/admin/quotes/new?lead_id=${leadId}`;
|
||||||
|
}}
|
||||||
|
>
|
||||||
|
Apri Quote Builder
|
||||||
|
</Button>
|
||||||
|
</TabsContent>
|
||||||
|
</Tabs>
|
||||||
|
</DialogContent>
|
||||||
|
</Dialog>
|
||||||
|
);
|
||||||
|
}
|
||||||
@@ -0,0 +1,43 @@
|
|||||||
|
-- Phase 10: CRM Foundation - Expand leads table, add activities and reminders
|
||||||
|
|
||||||
|
-- ============ ALTER leads TABLE ============
|
||||||
|
ALTER TABLE "leads" ADD COLUMN "phone" text;
|
||||||
|
ALTER TABLE "leads" ADD COLUMN "company" text;
|
||||||
|
ALTER TABLE "leads" ADD COLUMN "status" text NOT NULL DEFAULT 'contacted';
|
||||||
|
ALTER TABLE "leads" ADD COLUMN "last_contact_date" timestamp with time zone;
|
||||||
|
ALTER TABLE "leads" ADD COLUMN "next_action" text;
|
||||||
|
ALTER TABLE "leads" ADD COLUMN "next_action_date" timestamp with time zone;
|
||||||
|
ALTER TABLE "leads" ADD COLUMN "notes" text;
|
||||||
|
ALTER TABLE "leads" ADD COLUMN "updated_at" timestamp with time zone NOT NULL DEFAULT now();
|
||||||
|
|
||||||
|
-- ============ CREATE activities TABLE ============
|
||||||
|
CREATE TABLE IF NOT EXISTS "activities" (
|
||||||
|
"id" text PRIMARY KEY NOT NULL,
|
||||||
|
"lead_id" text NOT NULL,
|
||||||
|
"type" text NOT NULL,
|
||||||
|
"duration_minutes" integer,
|
||||||
|
"notes" text NOT NULL,
|
||||||
|
"activity_date" timestamp with time zone NOT NULL,
|
||||||
|
"created_at" timestamp with time zone NOT NULL DEFAULT now(),
|
||||||
|
FOREIGN KEY ("lead_id") REFERENCES "leads"("id") ON DELETE cascade
|
||||||
|
);
|
||||||
|
|
||||||
|
-- ============ CREATE reminders TABLE ============
|
||||||
|
CREATE TABLE IF NOT EXISTS "reminders" (
|
||||||
|
"id" text PRIMARY KEY NOT NULL,
|
||||||
|
"lead_id" text NOT NULL,
|
||||||
|
"title" text NOT NULL,
|
||||||
|
"description" text,
|
||||||
|
"due_date" timestamp with time zone NOT NULL,
|
||||||
|
"completed_at" timestamp with time zone,
|
||||||
|
"created_at" timestamp with time zone NOT NULL DEFAULT now(),
|
||||||
|
FOREIGN KEY ("lead_id") REFERENCES "leads"("id") ON DELETE cascade
|
||||||
|
);
|
||||||
|
|
||||||
|
-- ============ CREATE INDEXES ============
|
||||||
|
CREATE INDEX IF NOT EXISTS "activities_lead_id" ON "activities"("lead_id");
|
||||||
|
CREATE INDEX IF NOT EXISTS "activities_activity_date" ON "activities"("activity_date");
|
||||||
|
CREATE INDEX IF NOT EXISTS "reminders_lead_id" ON "reminders"("lead_id");
|
||||||
|
CREATE INDEX IF NOT EXISTS "reminders_due_date" ON "reminders"("due_date");
|
||||||
|
CREATE INDEX IF NOT EXISTS "leads_status" ON "leads"("status");
|
||||||
|
CREATE INDEX IF NOT EXISTS "leads_last_contact_date" ON "leads"("last_contact_date");
|
||||||
+64
-2
@@ -362,14 +362,62 @@ export const quotes = pgTable("quotes", {
|
|||||||
.defaultNow(),
|
.defaultNow(),
|
||||||
});
|
});
|
||||||
|
|
||||||
// ============ LEADS TABLE (CRM — Phase 10, but needed for quotes FK) ============
|
// ============ LEADS TABLE (CRM — Phase 10) ============
|
||||||
// Placeholder table for Phase 10 CRM integration
|
|
||||||
export const leads = pgTable("leads", {
|
export const leads = pgTable("leads", {
|
||||||
id: text("id")
|
id: text("id")
|
||||||
.primaryKey()
|
.primaryKey()
|
||||||
.$defaultFn(() => nanoid()),
|
.$defaultFn(() => nanoid()),
|
||||||
name: text("name").notNull(),
|
name: text("name").notNull(),
|
||||||
email: text("email"),
|
email: text("email"),
|
||||||
|
phone: text("phone"),
|
||||||
|
company: text("company"),
|
||||||
|
status: text("status")
|
||||||
|
.notNull()
|
||||||
|
.default("contacted"), // contacted | qualified | proposal_sent | negotiating | won | lost
|
||||||
|
last_contact_date: timestamp("last_contact_date", { withTimezone: true }),
|
||||||
|
next_action: text("next_action"),
|
||||||
|
next_action_date: timestamp("next_action_date", { withTimezone: true }),
|
||||||
|
notes: text("notes"),
|
||||||
|
created_at: timestamp("created_at", { withTimezone: true })
|
||||||
|
.notNull()
|
||||||
|
.defaultNow(),
|
||||||
|
updated_at: timestamp("updated_at", { withTimezone: true })
|
||||||
|
.notNull()
|
||||||
|
.defaultNow(),
|
||||||
|
});
|
||||||
|
|
||||||
|
// ============ ACTIVITIES TABLE (CRM interaction history) ============
|
||||||
|
export const activities = pgTable("activities", {
|
||||||
|
id: text("id")
|
||||||
|
.primaryKey()
|
||||||
|
.$defaultFn(() => nanoid()),
|
||||||
|
lead_id: text("lead_id")
|
||||||
|
.notNull()
|
||||||
|
.references(() => leads.id, { onDelete: "cascade" }),
|
||||||
|
type: text("type")
|
||||||
|
.notNull(), // call | email | meeting | note
|
||||||
|
duration_minutes: integer("duration_minutes"),
|
||||||
|
notes: text("notes").notNull(),
|
||||||
|
activity_date: timestamp("activity_date", { withTimezone: true })
|
||||||
|
.notNull(),
|
||||||
|
created_at: timestamp("created_at", { withTimezone: true })
|
||||||
|
.notNull()
|
||||||
|
.defaultNow(),
|
||||||
|
});
|
||||||
|
|
||||||
|
// ============ REMINDERS TABLE (CRM follow-up reminders) ============
|
||||||
|
export const reminders = pgTable("reminders", {
|
||||||
|
id: text("id")
|
||||||
|
.primaryKey()
|
||||||
|
.$defaultFn(() => nanoid()),
|
||||||
|
lead_id: text("lead_id")
|
||||||
|
.notNull()
|
||||||
|
.references(() => leads.id, { onDelete: "cascade" }),
|
||||||
|
title: text("title").notNull(),
|
||||||
|
description: text("description"),
|
||||||
|
due_date: timestamp("due_date", { withTimezone: true })
|
||||||
|
.notNull(),
|
||||||
|
completed_at: timestamp("completed_at", { withTimezone: true }),
|
||||||
created_at: timestamp("created_at", { withTimezone: true })
|
created_at: timestamp("created_at", { withTimezone: true })
|
||||||
.notNull()
|
.notNull()
|
||||||
.defaultNow(),
|
.defaultNow(),
|
||||||
@@ -497,6 +545,16 @@ export const offerPhaseServicesRelations = relations(offer_phase_services, ({ on
|
|||||||
|
|
||||||
export const leadsRelations = relations(leads, ({ many }) => ({
|
export const leadsRelations = relations(leads, ({ many }) => ({
|
||||||
quotes: many(quotes),
|
quotes: many(quotes),
|
||||||
|
activities: many(activities),
|
||||||
|
reminders: many(reminders),
|
||||||
|
}));
|
||||||
|
|
||||||
|
export const activitiesRelations = relations(activities, ({ one }) => ({
|
||||||
|
lead: one(leads, { fields: [activities.lead_id], references: [leads.id] }),
|
||||||
|
}));
|
||||||
|
|
||||||
|
export const remindersRelations = relations(reminders, ({ one }) => ({
|
||||||
|
lead: one(leads, { fields: [reminders.lead_id], references: [leads.id] }),
|
||||||
}));
|
}));
|
||||||
|
|
||||||
export const quotesRelations = relations(quotes, ({ one, many }) => ({
|
export const quotesRelations = relations(quotes, ({ one, many }) => ({
|
||||||
@@ -554,3 +612,7 @@ export type Quote = typeof quotes.$inferSelect;
|
|||||||
export type NewQuote = typeof quotes.$inferInsert;
|
export type NewQuote = typeof quotes.$inferInsert;
|
||||||
export type Lead = typeof leads.$inferSelect;
|
export type Lead = typeof leads.$inferSelect;
|
||||||
export type NewLead = typeof leads.$inferInsert;
|
export type NewLead = typeof leads.$inferInsert;
|
||||||
|
export type Activity = typeof activities.$inferSelect;
|
||||||
|
export type NewActivity = typeof activities.$inferInsert;
|
||||||
|
export type Reminder = typeof reminders.$inferSelect;
|
||||||
|
export type NewReminder = typeof reminders.$inferInsert;
|
||||||
@@ -0,0 +1,211 @@
|
|||||||
|
import { eq, and, isNull, desc, gte, lte, ilike, or } from "drizzle-orm";
|
||||||
|
import { db } from "@/db";
|
||||||
|
import { leads, activities, reminders, quotes } from "@/db/schema";
|
||||||
|
|
||||||
|
// Get all leads
|
||||||
|
export async function getAllLeads(limit: number = 100, offset: number = 0) {
|
||||||
|
return await db
|
||||||
|
.select()
|
||||||
|
.from(leads)
|
||||||
|
.orderBy(desc(leads.updated_at))
|
||||||
|
.limit(limit)
|
||||||
|
.offset(offset);
|
||||||
|
}
|
||||||
|
|
||||||
|
// Get lead by ID
|
||||||
|
export async function getLeadById(id: string) {
|
||||||
|
const [lead] = await db
|
||||||
|
.select()
|
||||||
|
.from(leads)
|
||||||
|
.where(eq(leads.id, id));
|
||||||
|
return lead;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Get leads by stage
|
||||||
|
export async function getLeadsByStage(stage: string) {
|
||||||
|
return await db
|
||||||
|
.select()
|
||||||
|
.from(leads)
|
||||||
|
.where(eq(leads.status, stage))
|
||||||
|
.orderBy(desc(leads.last_contact_date));
|
||||||
|
}
|
||||||
|
|
||||||
|
// Get leads needing follow-up
|
||||||
|
export async function getLeadsNeedingFollowUp(daysAgo: number = 7) {
|
||||||
|
const cutoffDate = new Date();
|
||||||
|
cutoffDate.setDate(cutoffDate.getDate() - daysAgo);
|
||||||
|
|
||||||
|
return await db
|
||||||
|
.select()
|
||||||
|
.from(leads)
|
||||||
|
.where(
|
||||||
|
or(
|
||||||
|
isNull(leads.last_contact_date),
|
||||||
|
lte(leads.last_contact_date, cutoffDate)
|
||||||
|
)
|
||||||
|
)
|
||||||
|
.orderBy(leads.created_at);
|
||||||
|
}
|
||||||
|
|
||||||
|
// Get activity log
|
||||||
|
export async function getActivityLog(leadId: string) {
|
||||||
|
return await db
|
||||||
|
.select()
|
||||||
|
.from(activities)
|
||||||
|
.where(eq(activities.lead_id, leadId))
|
||||||
|
.orderBy(desc(activities.activity_date));
|
||||||
|
}
|
||||||
|
|
||||||
|
// Get upcoming reminders
|
||||||
|
export async function getUpcomingReminders(leadId: string) {
|
||||||
|
return await db
|
||||||
|
.select()
|
||||||
|
.from(reminders)
|
||||||
|
.where(and(eq(reminders.lead_id, leadId), isNull(reminders.completed_at)))
|
||||||
|
.orderBy(reminders.due_date);
|
||||||
|
}
|
||||||
|
|
||||||
|
// Get overdue reminders
|
||||||
|
export async function getOverdueReminders() {
|
||||||
|
const now = new Date();
|
||||||
|
return await db
|
||||||
|
.select()
|
||||||
|
.from(reminders)
|
||||||
|
.where(and(lte(reminders.due_date, now), isNull(reminders.completed_at)))
|
||||||
|
.orderBy(reminders.due_date);
|
||||||
|
}
|
||||||
|
|
||||||
|
// Create activity and auto-update last_contact_date
|
||||||
|
export async function createActivity(data: {
|
||||||
|
lead_id: string;
|
||||||
|
type: string;
|
||||||
|
activity_date: Date | string;
|
||||||
|
duration_minutes?: number;
|
||||||
|
notes: string;
|
||||||
|
}) {
|
||||||
|
const activityDate =
|
||||||
|
typeof data.activity_date === "string"
|
||||||
|
? new Date(data.activity_date)
|
||||||
|
: data.activity_date;
|
||||||
|
|
||||||
|
const [activity] = await db
|
||||||
|
.insert(activities)
|
||||||
|
.values({
|
||||||
|
lead_id: data.lead_id,
|
||||||
|
type: data.type,
|
||||||
|
activity_date: activityDate,
|
||||||
|
duration_minutes: data.duration_minutes,
|
||||||
|
notes: data.notes,
|
||||||
|
})
|
||||||
|
.returning();
|
||||||
|
|
||||||
|
// Auto-update lead.last_contact_date
|
||||||
|
await db
|
||||||
|
.update(leads)
|
||||||
|
.set({ last_contact_date: activityDate, updated_at: new Date() })
|
||||||
|
.where(eq(leads.id, data.lead_id));
|
||||||
|
|
||||||
|
return activity;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Update lead stage
|
||||||
|
export async function updateLeadStage(leadId: string, stage: string) {
|
||||||
|
const [updated] = await db
|
||||||
|
.update(leads)
|
||||||
|
.set({ status: stage, updated_at: new Date() })
|
||||||
|
.where(eq(leads.id, leadId))
|
||||||
|
.returning();
|
||||||
|
return updated;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Update lead
|
||||||
|
export async function updateLead(
|
||||||
|
leadId: string,
|
||||||
|
data: Partial<{
|
||||||
|
name: string;
|
||||||
|
email: string;
|
||||||
|
phone: string;
|
||||||
|
company: string;
|
||||||
|
notes: string;
|
||||||
|
next_action: string;
|
||||||
|
next_action_date: Date | string;
|
||||||
|
}>
|
||||||
|
) {
|
||||||
|
const updateData: Record<string, any> = { updated_at: new Date() };
|
||||||
|
|
||||||
|
if (data.name !== undefined) updateData.name = data.name;
|
||||||
|
if (data.email !== undefined) updateData.email = data.email;
|
||||||
|
if (data.phone !== undefined) updateData.phone = data.phone;
|
||||||
|
if (data.company !== undefined) updateData.company = data.company;
|
||||||
|
if (data.notes !== undefined) updateData.notes = data.notes;
|
||||||
|
if (data.next_action !== undefined) updateData.next_action = data.next_action;
|
||||||
|
if (data.next_action_date !== undefined) {
|
||||||
|
updateData.next_action_date =
|
||||||
|
typeof data.next_action_date === "string"
|
||||||
|
? new Date(data.next_action_date)
|
||||||
|
: data.next_action_date;
|
||||||
|
}
|
||||||
|
|
||||||
|
const [updated] = await db
|
||||||
|
.update(leads)
|
||||||
|
.set(updateData)
|
||||||
|
.where(eq(leads.id, leadId))
|
||||||
|
.returning();
|
||||||
|
return updated;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Search leads
|
||||||
|
export async function searchLeads(query: string) {
|
||||||
|
return await db
|
||||||
|
.select()
|
||||||
|
.from(leads)
|
||||||
|
.where(
|
||||||
|
or(
|
||||||
|
ilike(leads.name, `%${query}%`),
|
||||||
|
ilike(leads.email, `%${query}%`),
|
||||||
|
ilike(leads.company, `%${query}%`)
|
||||||
|
)
|
||||||
|
)
|
||||||
|
.orderBy(desc(leads.updated_at));
|
||||||
|
}
|
||||||
|
|
||||||
|
// Create reminder
|
||||||
|
export async function createReminder(data: {
|
||||||
|
lead_id: string;
|
||||||
|
title: string;
|
||||||
|
description?: string;
|
||||||
|
due_date: Date | string;
|
||||||
|
}) {
|
||||||
|
const dueDate =
|
||||||
|
typeof data.due_date === "string" ? new Date(data.due_date) : data.due_date;
|
||||||
|
|
||||||
|
const [reminder] = await db
|
||||||
|
.insert(reminders)
|
||||||
|
.values({
|
||||||
|
lead_id: data.lead_id,
|
||||||
|
title: data.title,
|
||||||
|
description: data.description,
|
||||||
|
due_date: dueDate,
|
||||||
|
})
|
||||||
|
.returning();
|
||||||
|
return reminder;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Complete reminder
|
||||||
|
export async function completeReminder(reminderId: string) {
|
||||||
|
const [updated] = await db
|
||||||
|
.update(reminders)
|
||||||
|
.set({ completed_at: new Date() })
|
||||||
|
.where(eq(reminders.id, reminderId))
|
||||||
|
.returning();
|
||||||
|
return updated;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Get quotes by lead
|
||||||
|
export async function getQuotesByLeadId(leadId: string) {
|
||||||
|
return await db
|
||||||
|
.select()
|
||||||
|
.from(quotes)
|
||||||
|
.where(eq(quotes.lead_id, leadId))
|
||||||
|
.orderBy(desc(quotes.created_at));
|
||||||
|
}
|
||||||
@@ -0,0 +1,56 @@
|
|||||||
|
import { z } from "zod";
|
||||||
|
|
||||||
|
// Pipeline stages
|
||||||
|
export const LEAD_STAGES = [
|
||||||
|
"contacted",
|
||||||
|
"qualified",
|
||||||
|
"proposal_sent",
|
||||||
|
"negotiating",
|
||||||
|
"won",
|
||||||
|
"lost",
|
||||||
|
] as const;
|
||||||
|
|
||||||
|
export const ACTIVITY_TYPES = ["call", "email", "meeting", "note"] as const;
|
||||||
|
|
||||||
|
// Lead creation
|
||||||
|
export const createLeadSchema = z.object({
|
||||||
|
name: z.string().min(1, "Nome richiesto").max(100),
|
||||||
|
email: z.string().email("Email valida").optional().or(z.literal("")),
|
||||||
|
phone: z.string().optional().or(z.literal("")),
|
||||||
|
company: z.string().optional().or(z.literal("")),
|
||||||
|
status: z.enum(LEAD_STAGES),
|
||||||
|
notes: z.string().optional().or(z.literal("")),
|
||||||
|
});
|
||||||
|
|
||||||
|
// Lead update
|
||||||
|
export const updateLeadSchema = createLeadSchema.partial();
|
||||||
|
|
||||||
|
// Activity logging
|
||||||
|
export const createActivitySchema = z.object({
|
||||||
|
lead_id: z.string().min(1, "Lead richiesto"),
|
||||||
|
type: z.enum(ACTIVITY_TYPES),
|
||||||
|
activity_date: z.date().or(z.string()),
|
||||||
|
duration_minutes: z.number().min(0).optional(),
|
||||||
|
notes: z.string().min(1, "Note richieste").max(1000),
|
||||||
|
});
|
||||||
|
|
||||||
|
// Reminder creation
|
||||||
|
export const createReminderSchema = z.object({
|
||||||
|
lead_id: z.string().min(1, "Lead richiesto"),
|
||||||
|
title: z.string().min(1, "Titolo richiesto").max(200),
|
||||||
|
description: z.string().optional(),
|
||||||
|
due_date: z.date().or(z.string()),
|
||||||
|
});
|
||||||
|
|
||||||
|
// Update lead stage
|
||||||
|
export const updateLeadStageSchema = z.object({
|
||||||
|
lead_id: z.string().min(1),
|
||||||
|
stage: z.enum(LEAD_STAGES),
|
||||||
|
});
|
||||||
|
|
||||||
|
// Type exports
|
||||||
|
export type CreateLeadInput = z.infer<typeof createLeadSchema>;
|
||||||
|
export type UpdateLeadInput = z.infer<typeof updateLeadSchema>;
|
||||||
|
export type CreateActivityInput = z.infer<typeof createActivitySchema>;
|
||||||
|
export type CreateReminderInput = z.infer<typeof createReminderSchema>;
|
||||||
|
export type UpdateLeadStageInput = z.infer<typeof updateLeadStageSchema>;
|
||||||
Reference in New Issue
Block a user