feat: offer badges, unified dashboard, income forecast, Pipedrive-style follow-up

- Client detail: category + tier badges on active offers
- Dashboard: remove top KPI cards + recent activity; fold current KPIs into
  bottom MetricCard style; add 12-month income forecast chart
- Forecast query: branch by offer_type (retainer = monthly fee, una_tantum =
  spread over duration), filter archived projects
- Payments: set the month a payment was collected (paid_at) from PaymentsTab
- Redesign FollowUpWidget in clean Pipedrive style (brand green, no orange)

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
2026-06-25 22:28:12 +02:00
parent fc766ca1ee
commit ae355c33a6
9 changed files with 296 additions and 245 deletions
+61
View File
@@ -0,0 +1,61 @@
import type { ForecastMonth } from "@/lib/forecast-queries";
function fmtEur(n: number) {
return n.toLocaleString("it-IT", {
style: "currency",
currency: "EUR",
minimumFractionDigits: 0,
maximumFractionDigits: 0,
});
}
export function ForecastChart({ data }: { data: ForecastMonth[] }) {
const max = Math.max(...data.map((d) => d.total), 1);
// index 0 = mese corrente, index 1 = mese prossimo (evidenziato)
const nextMonth = data[1];
return (
<div className="bg-white rounded-xl border border-[#e5e7eb] p-6 space-y-5">
{nextMonth && (
<div className="flex items-baseline justify-between">
<div>
<p className="text-xs font-bold uppercase tracking-wider text-[#71717a]">
Previsto il mese prossimo
</p>
<p className="text-xs text-[#a1a1aa] mt-0.5 capitalize">{nextMonth.label}</p>
</div>
<p className="text-2xl font-bold tracking-tight text-[#1A463C]">
{fmtEur(nextMonth.total)}
</p>
</div>
)}
<div className="flex items-end gap-2 h-44 border-t border-[#f4f4f5] pt-4">
{data.map((m, i) => {
const pct = Math.round((m.total / max) * 100);
const isNext = i === 1;
return (
<div key={`${m.year}-${m.month}`} className="flex-1 flex flex-col items-center gap-1">
<div className="w-full flex flex-col justify-end" style={{ height: "120px" }}>
<div
className={`w-full rounded-t-md transition-all ${
isNext ? "bg-[#1A463C]" : "bg-[#1A463C]/35"
}`}
style={{ height: `${pct}%`, minHeight: m.total > 0 ? "4px" : "0" }}
title={`${m.label}: ${m.total.toLocaleString("it-IT", { style: "currency", currency: "EUR", minimumFractionDigits: 2 })}`}
/>
</div>
<span
className={`text-[10px] capitalize ${
isNext ? "font-bold text-[#1A463C]" : "text-[#71717a]"
}`}
>
{m.label.split(" ")[0]}
</span>
</div>
);
})}
</div>
</div>
);
}