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
+37
View File
@@ -5,6 +5,7 @@ import { useRouter } from "next/navigation";
import {
updatePaymentStatus,
updateAcceptedTotal,
setPaymentPaidAt,
} from "@/app/admin/clients/[id]/actions";
import { setPaymentPlan } from "@/app/admin/projects/project-actions";
import { Button } from "@/components/ui/button";
@@ -27,6 +28,16 @@ const statusLabels: Record<string, string> = {
saldato: "Saldato",
};
// paid_at (Date | string | null, serializzato sul confine RSC) → "YYYY-MM" per <input type="month">
function toMonthValue(paidAt: Date | string | null | undefined): string {
if (!paidAt) {
const now = new Date();
return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}`;
}
const d = paidAt instanceof Date ? paidAt : new Date(paidAt);
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}`;
}
type PlanMode = "single" | "two" | "three";
const planOptions: { mode: PlanMode; label: string; description: string }[] = [
@@ -90,6 +101,17 @@ export function PaymentsTab({
}
}
async function handlePaidMonthUpdate(paymentId: string, monthStr: string) {
if (!monthStr) return;
setStatusLoading(paymentId);
try {
await setPaymentPaidAt(paymentId, clientId, monthStr);
router.refresh();
} finally {
setStatusLoading(null);
}
}
return (
<div className="space-y-6 max-w-md">
{/* Totale preventivo */}
@@ -240,6 +262,21 @@ export function PaymentsTab({
<span className="text-xs text-[#71717a]">...</span>
)}
</div>
{p.status === "saldato" && (
<div className="flex items-center gap-2 mt-2">
<Label htmlFor={`paid-${p.id}`} className="text-xs text-[#71717a] shrink-0">
Incassato nel mese
</Label>
<input
id={`paid-${p.id}`}
type="month"
defaultValue={toMonthValue(p.paid_at)}
disabled={statusLoading === p.id}
onChange={(e) => handlePaidMonthUpdate(p.id, e.target.value)}
className="text-sm border border-gray-200 rounded px-2 py-1 bg-white"
/>
</div>
)}
</div>
);
})}