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
+19
View File
@@ -289,6 +289,25 @@ export async function updatePaymentStatus(paymentId: string, id: string, status:
revalidatePath(path); revalidatePath(path);
} }
// Imposta il mese in cui un pagamento è stato incassato (formato "YYYY-MM").
// Mappa al primo giorno del mese (mezzogiorno UTC per evitare drift di fuso) e
// porta lo stato a "saldato" così l'incasso viene attribuito a quel mese nelle analytics.
export async function setPaymentPaidAt(paymentId: string, id: string, monthStr: string) {
await requireAdmin();
const m = /^(\d{4})-(\d{2})$/.exec(monthStr);
if (!m) throw new Error("Mese non valido");
const year = parseInt(m[1], 10);
const month = parseInt(m[2], 10);
if (month < 1 || month > 12) throw new Error("Mese non valido");
const paid_at = new Date(Date.UTC(year, month - 1, 1, 12, 0, 0));
await db
.update(payments)
.set({ paid_at, status: "saldato" })
.where(eq(payments.id, paymentId));
const { path } = await resolveEntity(id);
revalidatePath(path);
}
// Rescales payment amounts when the total changes. // Rescales payment amounts when the total changes.
// If the payment has a `percent` field, use it (new plan rows). // If the payment has a `percent` field, use it (new plan rows).
// Legacy rows (percent null) fall back to equal split across all rows. // Legacy rows (percent null) fall back to equal split across all rows.
+26 -5
View File
@@ -130,19 +130,40 @@ export default async function ClientDetailPage({
Offerte Attive ({activeOffers.length}) Offerte Attive ({activeOffers.length})
</p> </p>
<div className="bg-white rounded-xl border border-[#e5e7eb] divide-y divide-[#e5e7eb]"> <div className="bg-white rounded-xl border border-[#e5e7eb] divide-y divide-[#e5e7eb]">
{activeOffers.map((offer) => ( {activeOffers.map((offer) => {
const categoryLabel =
offer.category ??
(offer.offer_type === "retainer"
? "Retainer"
: offer.offer_type === "una_tantum"
? "Una tantum"
: null);
return (
<div key={offer.offer_id} className="flex items-center justify-between px-4 py-3"> <div key={offer.offer_id} className="flex items-center justify-between px-4 py-3">
<div> <div className="min-w-0">
<div className="flex flex-wrap items-center gap-2">
<p className="text-sm font-medium text-[#1a1a1a]">{offer.public_name}</p> <p className="text-sm font-medium text-[#1a1a1a]">{offer.public_name}</p>
<p className="text-xs text-[#71717a]">{offer.project_name}</p> {categoryLabel && (
<span className="inline-flex items-center rounded-full bg-[#1A463C]/10 px-2 py-0.5 text-[11px] font-semibold text-[#1A463C]">
{categoryLabel}
</span>
)}
{offer.tier_letter && (
<span className="inline-flex items-center rounded-full border border-[#e5e7eb] px-2 py-0.5 text-[11px] font-semibold text-[#71717a]">
Tier {offer.tier_letter}
</span>
)}
</div>
<p className="text-xs text-[#71717a] mt-0.5">{offer.project_name}</p>
</div> </div>
{offer.accepted_total && ( {offer.accepted_total && (
<span className="text-sm font-mono text-[#1a1a1a]"> <span className="text-sm font-mono text-[#1a1a1a] shrink-0">
&euro;{parseFloat(offer.accepted_total).toLocaleString("it-IT", { minimumFractionDigits: 2 })} &euro;{parseFloat(offer.accepted_total).toLocaleString("it-IT", { minimumFractionDigits: 2 })}
</span> </span>
)} )}
</div> </div>
))} );
})}
</div> </div>
</div> </div>
)} )}
+32 -103
View File
@@ -8,38 +8,12 @@ import {
getTimeByClient, getTimeByClient,
getTotalTrackedHours, getTotalTrackedHours,
} from "@/lib/analytics-queries"; } from "@/lib/analytics-queries";
import { getRevenueForecast12Months } from "@/lib/forecast-queries";
import { YearSelector, MonthlyChart } from "@/components/admin/YearSelector"; import { YearSelector, MonthlyChart } from "@/components/admin/YearSelector";
import { Users, FolderOpen, Euro, Clock } from "lucide-react"; import { ForecastChart } from "@/components/admin/ForecastChart";
export const revalidate = 0; export const revalidate = 0;
function KpiCard({
label,
value,
sub,
icon: Icon,
color,
}: {
label: string;
value: string | number;
sub?: string;
icon: React.ElementType;
color: string;
}) {
return (
<div className="bg-white rounded-xl border border-gray-200 p-5 flex items-start gap-4">
<div className={`p-2 rounded-lg ${color}`}>
<Icon size={20} strokeWidth={1.8} className="text-white" />
</div>
<div>
<p className="text-xs text-gray-500 font-medium uppercase tracking-wide">{label}</p>
<p className="text-2xl font-bold text-gray-900 mt-0.5">{value}</p>
{sub && <p className="text-xs text-gray-400 mt-0.5">{sub}</p>}
</div>
</div>
);
}
function MetricCard({ function MetricCard({
label, label,
value, value,
@@ -78,22 +52,6 @@ function MetricCard({
); );
} }
const ACTIVITY_ICONS: Record<string, string> = {
nuovo_cliente: "👤",
nuovo_progetto: "📁",
deliverable_approvato: "✅",
timer_stoppato: "⏱",
};
function fmt(ts: Date) {
return new Intl.DateTimeFormat("it-IT", {
day: "2-digit",
month: "short",
hour: "2-digit",
minute: "2-digit",
}).format(new Date(ts));
}
function fmtEur(n: number) { function fmtEur(n: number) {
return n.toLocaleString("it-IT", { return n.toLocaleString("it-IT", {
style: "currency", style: "currency",
@@ -117,14 +75,15 @@ export default async function AdminDashboard({
const { year: yearParam } = await searchParams; const { year: yearParam } = await searchParams;
const year = parseInt(yearParam ?? "") || new Date().getFullYear(); const year = parseInt(yearParam ?? "") || new Date().getFullYear();
const { kpi, activity } = await getDashboardStats(); const { kpi } = await getDashboardStats();
const [data, monthly, availableYears, timeByClient, totalHours] = await Promise.all([ const [data, monthly, availableYears, timeByClient, totalHours, forecast] = await Promise.all([
getAnalyticsByYear(year), getAnalyticsByYear(year),
getMonthlyCollected(year), getMonthlyCollected(year),
getAvailableYears(), getAvailableYears(),
getTimeByClient(year), getTimeByClient(year),
getTotalTrackedHours(year), getTotalTrackedHours(year),
getRevenueForecast12Months(),
]); ]);
const collectedPct = const collectedPct =
@@ -143,63 +102,8 @@ export default async function AdminDashboard({
</Suspense> </Suspense>
</div> </div>
{/* KPI cards */} {/* ── SEZIONE STATISTICHE ── */}
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4 mb-8"> <div className="space-y-10">
<KpiCard
label="Clienti attivi"
value={kpi.clientiAttivi}
icon={Users}
color="bg-[#1A463C]"
/>
<KpiCard
label="Revenue totale"
value={fmtEur(parseFloat(kpi.revenueTotale))}
sub="progetti non archiviati"
icon={Euro}
color="bg-emerald-600"
/>
<KpiCard
label="Progetti in corso"
value={kpi.progettiInCorso}
icon={FolderOpen}
color="bg-blue-600"
/>
<KpiCard
label="Pagamenti in sospeso"
value={fmtEur(parseFloat(kpi.pagamentiInSospeso))}
sub="da_saldare + inviata"
icon={Clock}
color="bg-amber-500"
/>
</div>
{/* Activity feed */}
<div className="bg-white rounded-xl border border-gray-200">
<div className="px-5 py-4 border-b border-gray-100">
<h2 className="text-sm font-semibold text-gray-700">Attività recente</h2>
</div>
{activity.length === 0 ? (
<p className="px-5 py-8 text-sm text-gray-400 text-center">Nessuna attività recente</p>
) : (
<ul className="divide-y divide-gray-50">
{activity.map((item, i) => (
<li key={i} className="px-5 py-3 flex items-center justify-between gap-4">
<div className="flex items-center gap-3">
<span className="text-base">{ACTIVITY_ICONS[item.type]}</span>
<div>
<p className="text-sm font-medium text-gray-800">{item.label}</p>
<p className="text-xs text-gray-500">{item.detail}</p>
</div>
</div>
<span className="text-xs text-gray-400 shrink-0">{fmt(item.timestamp)}</span>
</li>
))}
</ul>
)}
</div>
{/* ── SEZIONE STATISTICHE ANNUALI ── */}
<div className="mt-10 space-y-10">
<div className="flex items-center justify-between"> <div className="flex items-center justify-between">
<div> <div>
<h2 className="text-xl font-bold text-gray-900">Statistiche</h2> <h2 className="text-xl font-bold text-gray-900">Statistiche</h2>
@@ -208,6 +112,31 @@ export default async function AdminDashboard({
<YearSelector currentYear={year} availableYears={availableYears} /> <YearSelector currentYear={year} availableYears={availableYears} />
</div> </div>
{/* Panoramica corrente (non per-anno) */}
<div className="space-y-4">
<h3 className="text-sm font-bold text-[#71717a] uppercase tracking-wider">Panoramica</h3>
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4">
<MetricCard label="Clienti attivi" value={String(kpi.clientiAttivi)} sub="Totale corrente" />
<MetricCard
label="Progetti in corso"
value={String(kpi.progettiInCorso)}
sub="Non archiviati"
/>
</div>
</div>
{/* Previsione incassi */}
<div className="space-y-4">
<h3 className="text-sm font-bold text-[#71717a] uppercase tracking-wider">
Previsione incassi (12 mesi)
</h3>
<ForecastChart data={forecast} />
<p className="text-xs text-[#a1a1aa] italic">
Stima dalle offerte attive: i retainer contribuiscono il canone mensile, le una-tantum
ripartite sulla durata.
</p>
</div>
{/* Sezione economica */} {/* Sezione economica */}
<div className="space-y-4"> <div className="space-y-4">
<h3 className="text-sm font-bold text-[#71717a] uppercase tracking-wider">Fatturato</h3> <h3 className="text-sm font-bold text-[#71717a] uppercase tracking-wider">Fatturato</h3>
+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>
);
}
@@ -1,46 +1,96 @@
import { getLeadsNeedingFollowUp } from "@/lib/lead-service"; 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"; import Link from "next/link";
const MAX_ROWS = 4;
function initials(name: string): string {
const parts = name.trim().split(/\s+/).filter(Boolean);
if (parts.length === 0) return "?";
if (parts.length === 1) return parts[0].slice(0, 2).toUpperCase();
return (parts[0][0] + parts[parts.length - 1][0]).toUpperCase();
}
function relativeDays(date: Date | string | null | undefined): string | null {
if (!date) return "Mai contattato";
const d = date instanceof Date ? date : new Date(date);
const diffMs = Date.now() - d.getTime();
const days = Math.floor(diffMs / (1000 * 60 * 60 * 24));
if (days <= 0) return "Contattato oggi";
if (days === 1) return "Contattato ieri";
return `Contattato ${days} giorni fa`;
}
export async function FollowUpWidget() { export async function FollowUpWidget() {
const leadsNeedingFollowUp = await getLeadsNeedingFollowUp(7); const leads = await getLeadsNeedingFollowUp(7);
if (leads.length === 0) {
return (
<div className="bg-white rounded-xl border border-[#e5e7eb] px-5 py-4">
<div className="flex items-center gap-2">
<h2 className="text-sm font-bold text-[#1a1a1a]">Follow-up</h2>
</div>
<p className="text-sm text-[#71717a] mt-2">Tutti i lead sono aggiornati </p>
</div>
);
}
const visible = leads.slice(0, MAX_ROWS);
return ( return (
<Card className="border-orange-200 bg-orange-50"> <div className="bg-white rounded-xl border border-[#e5e7eb] overflow-hidden">
<CardHeader> {/* Header */}
<CardTitle className="flex items-center gap-2"> <div className="flex items-center justify-between px-5 py-3.5 border-b border-[#f4f4f5]">
<AlertCircle className="h-5 w-5 text-orange-600" /> <div className="flex items-center gap-2.5">
Richiedi Follow-up <h2 className="text-sm font-bold text-[#1a1a1a]">Follow-up</h2>
</CardTitle> <span className="inline-flex items-center justify-center min-w-[20px] h-5 px-1.5 rounded-full bg-[#1A463C] text-white text-[11px] font-bold">
</CardHeader> {leads.length}
<CardContent className="space-y-4"> </span>
{leadsNeedingFollowUp.length > 0 ? ( </div>
<> <Link
<p className="text-lg font-bold text-orange-900"> href="/admin/leads"
{leadsNeedingFollowUp.length} lead da contattare className="text-xs font-medium text-[#71717a] hover:text-[#1A463C] transition-colors"
>
Vedi tutti
</Link>
</div>
{/* Lead rows */}
<ul className="divide-y divide-[#f4f4f5]">
{visible.map((lead) => (
<li key={lead.id}>
<Link
href={`/admin/leads/${lead.id}`}
className="flex items-center gap-3 px-5 py-3 hover:bg-[#f9f9f9] transition-colors group"
>
<span className="flex h-9 w-9 shrink-0 items-center justify-center rounded-full bg-[#1A463C]/10 text-[#1A463C] text-xs font-bold">
{initials(lead.name)}
</span>
<div className="min-w-0 flex-1">
<p className="text-sm font-semibold text-[#1a1a1a] truncate">{lead.name}</p>
<p className="text-xs text-[#71717a] truncate">
{lead.next_action
? lead.next_action
: [lead.company, relativeDays(lead.last_contact_date)]
.filter(Boolean)
.join(" · ")}
</p> </p>
<ul className="space-y-2 text-sm"> </div>
{leadsNeedingFollowUp.slice(0, 3).map((lead) => ( <span className="text-xs font-medium text-[#71717a] group-hover:text-[#1A463C] transition-colors shrink-0">
<li key={lead.id} className="flex justify-between items-center"> Contatta
<span>{lead.name}</span> </span>
<Button variant="ghost" size="sm" asChild> </Link>
<Link href={`/admin/leads/${lead.id}`}>Contatta</Link>
</Button>
</li> </li>
))} ))}
</ul> </ul>
{leadsNeedingFollowUp.length > 3 && (
<Button variant="outline" className="w-full" asChild> {leads.length > MAX_ROWS && (
<Link href="/admin/leads">Vedi Tutto ({leadsNeedingFollowUp.length})</Link> <Link
</Button> href="/admin/leads"
className="block px-5 py-2.5 text-center text-xs font-medium text-[#71717a] hover:text-[#1A463C] border-t border-[#f4f4f5] transition-colors"
>
Vedi tutti i {leads.length} lead
</Link>
)} )}
</> </div>
) : (
<p className="text-gray-600 text-sm">Tutti i lead sono aggiornati!</p>
)}
</CardContent>
</Card>
); );
} }
+37
View File
@@ -5,6 +5,7 @@ import { useRouter } from "next/navigation";
import { import {
updatePaymentStatus, updatePaymentStatus,
updateAcceptedTotal, updateAcceptedTotal,
setPaymentPaidAt,
} from "@/app/admin/clients/[id]/actions"; } from "@/app/admin/clients/[id]/actions";
import { setPaymentPlan } from "@/app/admin/projects/project-actions"; import { setPaymentPlan } from "@/app/admin/projects/project-actions";
import { Button } from "@/components/ui/button"; import { Button } from "@/components/ui/button";
@@ -27,6 +28,16 @@ const statusLabels: Record<string, string> = {
saldato: "Saldato", saldato: "Saldato",
}; };
// paid_at (Date | string | null, serializzato sul confine RSC) → "YYYY-MM" per <input type="month">
function toMonthValue(paidAt: Date | string | null | undefined): string {
if (!paidAt) {
const now = new Date();
return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}`;
}
const d = paidAt instanceof Date ? paidAt : new Date(paidAt);
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}`;
}
type PlanMode = "single" | "two" | "three"; type PlanMode = "single" | "two" | "three";
const planOptions: { mode: PlanMode; label: string; description: string }[] = [ const planOptions: { mode: PlanMode; label: string; description: string }[] = [
@@ -90,6 +101,17 @@ export function PaymentsTab({
} }
} }
async function handlePaidMonthUpdate(paymentId: string, monthStr: string) {
if (!monthStr) return;
setStatusLoading(paymentId);
try {
await setPaymentPaidAt(paymentId, clientId, monthStr);
router.refresh();
} finally {
setStatusLoading(null);
}
}
return ( return (
<div className="space-y-6 max-w-md"> <div className="space-y-6 max-w-md">
{/* Totale preventivo */} {/* Totale preventivo */}
@@ -240,6 +262,21 @@ export function PaymentsTab({
<span className="text-xs text-[#71717a]">...</span> <span className="text-xs text-[#71717a]">...</span>
)} )}
</div> </div>
{p.status === "saldato" && (
<div className="flex items-center gap-2 mt-2">
<Label htmlFor={`paid-${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> </div>
); );
})} })}
+10
View File
@@ -836,6 +836,9 @@ export type ClientActiveOfferSummary = {
project_id: string; project_id: string;
project_name: string; project_name: string;
public_name: string; // offer_micros.public_name — NEVER internal_name public_name: string; // offer_micros.public_name — NEVER internal_name
tier_letter: string | null; // A | B | C
category: string | null; // Entry | Signature | Retainer (offer_macros.category)
offer_type: string; // una_tantum | retainer (fallback for category)
accepted_total: string | null; accepted_total: string | null;
}; };
@@ -856,10 +859,14 @@ export async function getClientActiveOffers(clientId: string): Promise<ClientAct
offer_id: project_offers.id, offer_id: project_offers.id,
project_id: project_offers.project_id, project_id: project_offers.project_id,
public_name: offer_micros.public_name, public_name: offer_micros.public_name,
tier_letter: offer_micros.tier_letter,
category: offer_macros.category,
offer_type: offer_macros.offer_type,
accepted_total: project_offers.accepted_total, accepted_total: project_offers.accepted_total,
}) })
.from(project_offers) .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))
.where(inArray(project_offers.project_id, projectIds)) .where(inArray(project_offers.project_id, projectIds))
.orderBy(asc(project_offers.created_at)); .orderBy(asc(project_offers.created_at));
@@ -868,6 +875,9 @@ export async function getClientActiveOffers(clientId: string): Promise<ClientAct
project_id: r.project_id, project_id: r.project_id,
project_name: projectNameMap.get(r.project_id) ?? "—", project_name: projectNameMap.get(r.project_id) ?? "—",
public_name: r.public_name, public_name: r.public_name,
tier_letter: r.tier_letter,
category: r.category,
offer_type: r.offer_type,
accepted_total: r.accepted_total ? String(r.accepted_total) : null, accepted_total: r.accepted_total ? String(r.accepted_total) : null,
})); }));
} }
+3 -86
View File
@@ -1,6 +1,6 @@
import { db } from "@/db"; import { db } from "@/db";
import { clients, projects, payments, deliverables, time_entries } from "@/db/schema"; import { clients, projects, payments } from "@/db/schema";
import { eq, and, isNotNull, isNull, desc, sum, count } from "drizzle-orm"; import { eq, sum, count } from "drizzle-orm";
export type KpiStats = { export type KpiStats = {
clientiAttivi: number; clientiAttivi: number;
@@ -9,16 +9,8 @@ export type KpiStats = {
progettiInCorso: number; // projects not archived progettiInCorso: number; // projects not archived
}; };
export type ActivityItem = {
type: "nuovo_cliente" | "nuovo_progetto" | "deliverable_approvato" | "timer_stoppato";
label: string;
detail: string;
timestamp: Date;
};
export type DashboardStats = { export type DashboardStats = {
kpi: KpiStats; kpi: KpiStats;
activity: ActivityItem[];
}; };
export async function getDashboardStats(): Promise<DashboardStats> { export async function getDashboardStats(): Promise<DashboardStats> {
@@ -59,80 +51,5 @@ export async function getDashboardStats(): Promise<DashboardStats> {
progettiInCorso: progettiRow?.count ?? 0, progettiInCorso: progettiRow?.count ?? 0,
}; };
// ── Activity feed ───────────────────────────────────────────────────────────── return { kpi };
// Fetch recent events from multiple tables, merge and sort
const [recentClients, recentProjects, recentApprovals, recentTimers] = await Promise.all([
db
.select({ id: clients.id, name: clients.name, created_at: clients.created_at })
.from(clients)
.orderBy(desc(clients.created_at))
.limit(5),
db
.select({ id: projects.id, name: projects.name, created_at: projects.created_at })
.from(projects)
.orderBy(desc(projects.created_at))
.limit(5),
db
.select({ id: deliverables.id, title: deliverables.title, approved_at: deliverables.approved_at })
.from(deliverables)
.where(isNotNull(deliverables.approved_at))
.orderBy(desc(deliverables.approved_at))
.limit(5),
db
.select({
id: time_entries.id,
ended_at: time_entries.ended_at,
duration_seconds: time_entries.duration_seconds,
})
.from(time_entries)
.where(
and(
isNotNull(time_entries.ended_at),
isNotNull(time_entries.duration_seconds)
)
)
.orderBy(desc(time_entries.ended_at))
.limit(5),
]);
const activity: ActivityItem[] = [
...recentClients.map((c) => ({
type: "nuovo_cliente" as const,
label: "Nuovo cliente",
detail: c.name,
timestamp: c.created_at,
})),
...recentProjects.map((p) => ({
type: "nuovo_progetto" as const,
label: "Nuovo progetto",
detail: p.name,
timestamp: p.created_at,
})),
...recentApprovals
.filter((d): d is typeof d & { approved_at: Date } => d.approved_at !== null)
.map((d) => ({
type: "deliverable_approvato" as const,
label: "Deliverable approvato",
detail: d.title,
timestamp: d.approved_at,
})),
...recentTimers
.filter(
(t): t is typeof t & { ended_at: Date; duration_seconds: number } =>
t.ended_at !== null && t.duration_seconds !== null
)
.map((t) => ({
type: "timer_stoppato" as const,
label: "Timer stoppato",
detail: `${Math.round(t.duration_seconds / 60)} min`,
timestamp: t.ended_at,
})),
]
.sort((a, b) => b.timestamp.getTime() - a.timestamp.getTime())
.slice(0, 10);
return { kpi, activity };
} }
+13 -6
View File
@@ -1,5 +1,5 @@
import { db } from "@/db"; 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"; import { eq } from "drizzle-orm";
export type ForecastMonth = { export type ForecastMonth = {
@@ -10,15 +10,21 @@ export type ForecastMonth = {
}; };
export async function getRevenueForecast12Months(): Promise<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 const offers = await db
.select({ .select({
start_date: project_offers.start_date, start_date: project_offers.start_date,
duration_months: offer_micros.duration_months, duration_months: offer_micros.duration_months,
accepted_total: project_offers.accepted_total, accepted_total: project_offers.accepted_total,
offer_type: offer_macros.offer_type,
}) })
.from(project_offers) .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 // Build 12-month bucket array starting from current month
const now = new Date(); const now = new Date();
@@ -33,15 +39,16 @@ export async function getRevenueForecast12Months(): Promise<ForecastMonth[]> {
}); });
for (const offer of offers) { for (const offer of offers) {
// Skip offers with no accepted_total — they contribute 0 to forecast
if (!offer.accepted_total) continue; if (!offer.accepted_total) continue;
const total = parseFloat(String(offer.accepted_total)); const total = parseFloat(String(offer.accepted_total));
if (isNaN(total) || total <= 0) continue; 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); 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 offerMonth = new Date(start.getFullYear(), start.getMonth() + m, 1);
const bucket = buckets.find( const bucket = buckets.find(
(b) => b.year === offerMonth.getFullYear() && b.month === offerMonth.getMonth() + 1 (b) => b.year === offerMonth.getFullYear() && b.month === offerMonth.getMonth() + 1