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
+13 -6
View File
@@ -1,5 +1,5 @@
import { db } from "@/db";
import { project_offers, offer_micros } from "@/db/schema";
import { project_offers, offer_micros, offer_macros, projects } from "@/db/schema";
import { eq } from "drizzle-orm";
export type ForecastMonth = {
@@ -10,15 +10,21 @@ export type ForecastMonth = {
};
export async function getRevenueForecast12Months(): Promise<ForecastMonth[]> {
// Load all project offers with micro duration info
// Active offers only (non-archived projects). offer_type drives the math:
// - retainer: accepted_total è il CANONE MENSILE → ogni mese coperto riceve l'intero importo
// - una_tantum: accepted_total è il prezzo TOTALE → spalmato su duration_months
const offers = await db
.select({
start_date: project_offers.start_date,
duration_months: offer_micros.duration_months,
accepted_total: project_offers.accepted_total,
offer_type: offer_macros.offer_type,
})
.from(project_offers)
.innerJoin(offer_micros, eq(project_offers.micro_id, offer_micros.id));
.innerJoin(offer_micros, eq(project_offers.micro_id, offer_micros.id))
.innerJoin(offer_macros, eq(offer_micros.macro_id, offer_macros.id))
.innerJoin(projects, eq(project_offers.project_id, projects.id))
.where(eq(projects.archived, false));
// Build 12-month bucket array starting from current month
const now = new Date();
@@ -33,15 +39,16 @@ export async function getRevenueForecast12Months(): Promise<ForecastMonth[]> {
});
for (const offer of offers) {
// Skip offers with no accepted_total — they contribute 0 to forecast
if (!offer.accepted_total) continue;
const total = parseFloat(String(offer.accepted_total));
if (isNaN(total) || total <= 0) continue;
const perMonth = total / offer.duration_months;
const months = offer.duration_months > 0 ? offer.duration_months : 1;
// Retainer: canone mensile pieno; una_tantum: prezzo totale ripartito sui mesi.
const perMonth = offer.offer_type === "retainer" ? total : total / months;
const start = new Date(offer.start_date);
for (let m = 0; m < offer.duration_months; m++) {
for (let m = 0; m < months; m++) {
const offerMonth = new Date(start.getFullYear(), start.getMonth() + m, 1);
const bucket = buckets.find(
(b) => b.year === offerMonth.getFullYear() && b.month === offerMonth.getMonth() + 1