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@@ -1,5 +1,35 @@
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# Milestones
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## v2.2 Sales Loop (Phases 18–22, shipped 2026-06-20)
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**Phases completed:** 5 phases (18–22) · 9 plans · 27 commits · 87 files · +7.349/-842 righe
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**Key accomplishments:**
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- Cleanup & Consolidamento (Phase 18): rimossi Forecast, quote builder manuale e rotta `/admin/analytics` duplicata; tutte le statistiche admin in un'unica Dashboard (CLEAN-01..04)
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- Pipeline CRM Kanban (Phase 19): board lead 6 colonne stile Pipedrive con drag-drop persistente via `@dnd-kit`; toggle Lista/Kanban con ricerca integrata; vinto/perso come cambio-colonna manuale (PIPE-01, PIPE-02)
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- Knowledge Base Transcript (Phase 20): tabella `client_transcripts` applicata a prod via SSH; data layer Drizzle + server actions; UI incolla/elenca/cancella nel dettaglio lead (KB-01, KB-02)
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- Agente AI Preventivo (Phase 21): `generateProposalContent()` con Claude Opus 4.8 (~$0.44/preventivo); Zod schema 20+ sezioni; `AssembledProposal` snapshot JSONB; form admin con pre-fill da LeadDetail (AI-01, AI-02)
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- Deck Pubblico (Phase 22): `/preventivo/[slug]` — deck 20+ slide `h-screen` con keyboard nav + dots; accept/reject con `accepted_at` immutabile; PUB-03 email Resend deferred a backlog (PUB-01, PUB-02)
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**Known deferred items at close:** 1 — PUB-03 email Resend (vedi backlog v2.3)
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Archive: `.planning/milestones/v2.2-ROADMAP.md` · `.planning/milestones/v2.2-REQUIREMENTS.md`
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---
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## v2.1 Offer Studio + CRM (Phases 11–14, parziale — reset 2026-06-19)
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**Phases completed:** 3 phases (11, 12, 14) · fasi 13/15/16/17 congelate/abbandonate/ri-scopate in v2.2
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**Key accomplishments:**
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- Catalog Database-View UX (Phase 11): catalogo `services` come tabella inline-edit con tag multi-select, quick-add e ricerca istantanea; consolidamento legacy (OFFER-07..10, OFFER-13)
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- Offer Editor Tier A/B/C (Phase 12): editor offerte con matrice checkbox servizi×tier, totale live, prezzo pubblico manuale, tag 4-dimensioni, promessa di trasformazione; 55 servizi reali caricati (OFFER-11, OFFER-15..18)
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- CRM Attio-style (Phase 14): `/admin/leads` ridisegnata con inline edit + tag multi-select; FollowUpWidget in italiano; LeadForm tipizzato; SendQuoteModal senza rami irraggiungibili (CRM-08..12)
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---
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## v2.0 Business Operations Suite (Phases 7–10, completato 2026-06-13)
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**Phases completed:** 4 phases (7–10)
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+32
-47
@@ -2,26 +2,21 @@
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## What This Is
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Suite operativa per un consulente di personal branding, live su hub.iamcavalli.net (Coolify/Hetzner): un'area admin (`/admin/*`) per gestire clienti, progetti, offerte, preventivi e CRM, e una dashboard cliente via link segreto (`/client/[token]`) dove ogni cliente vede lo stato del suo progetto. Con la v2.0 (Phase 7-10) è diventata suite completa: catalogo servizi unificato, builder offerte con fasi, preventivi pubblici e CRM con pipeline lead. La v2.1 ("Offer Studio + Proposal AI") rifà la UX di catalogo/offerte in stile database-view veloce, ristruttura il workspace progetto, ricostruisce il CRM in stile Attio e chiude il loop con un builder preventivi AI → pagina pubblica → link di pagamento.
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Suite operativa per un consulente di personal branding, live su hub.iamcavalli.net (Coolify/Hetzner): un'area admin (`/admin/*`) per gestire clienti, progetti, offerte, preventivi e CRM, e una dashboard cliente via link segreto (`/client/[token]`) dove ogni cliente vede lo stato del suo progetto. Con la v2.2 ("Sales Loop") il focus è diventato il loop commerciale completo: lead in pipeline Kanban → transcript datati delle call → agente AI (Claude Opus 4.8) genera preventivo personalizzato leggendo transcript + offerta → deck pubblico 20+ slide navigabile a `/preventivo/[slug]` → cliente accetta tier A/B/C → vinto/perso nel CRM.
|
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|
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## Core Value
|
||||
|
||||
Il cliente apre il link e vede esattamente a che punto è il suo progetto, cosa deve ancora succedere e cosa ha già approvato — senza dover scrivere email per chiedere aggiornamenti.
|
||||
|
||||
## Current Milestone: v2.2 Sales Loop *(reset 2026-06-19)*
|
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## Current Milestone: v2.3 Email & Accesso
|
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|
||||
**Contesto reset:** v2.1 ha consegnato Offer Studio (catalogo + offer editor) e il CRM Attio. Dopo aver articolato il flusso commerciale reale, le fasi residue v2.1 (13/15/16/17) sono congelate/abbandonate/ri-scopate. Piano completo: `.claude/plans/glittery-sprouting-pudding.md`.
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**Goal:** Aggiungere uno strato email all'app — OTP gate per il portale cliente e invio link preventivo dall'admin — con un'unica integrazione Resend condivisa.
|
||||
|
||||
**Goal:** Chiudere il **loop di vendita** end-to-end: lead in pipeline Kanban (Pipedrive-style) → transcript datati delle call per cliente → agente AI (io scelgo l'offerta, l'AI personalizza) che genera il preventivo → pagina pubblica `/preventivo/[slug]` + invio email → vinto/perso manuale nel CRM. Il portale cliente post-vendita resta invariato.
|
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**Target features:**
|
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- AUTH-OTP-01 — OTP gate portale cliente (whitelist email + sessione 30gg + admin UI)
|
||||
- PUB-03 — Invio link `/preventivo/[slug]` via email Resend dall'admin
|
||||
|
||||
**Target features (Phase 18→22 / R1→R5):**
|
||||
- **R1 Cleanup** — rimuovere Forecast e quote builder manuale; fondere `/admin/analytics` nella Dashboard (no doppioni)
|
||||
- **R2 Pipeline Kanban** — board lead stile Pipedrive con drag-drop tra stage; vinto/perso = cambio-colonna manuale
|
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- **R3 Knowledge Base** — schema + UI per transcript datati multipli per lead/cliente
|
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- **R4 Agente AI** — builder: admin sceglie cliente+offerta, l'AI (Claude) legge transcript + offerta → bozza preventivo; admin revisiona
|
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- **R5 Pagina pubblica** — `/preventivo/[slug]` HTML/CSS, accept/reject → CRM, invio link via email (Resend)
|
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|
||||
**Backlog post-R5** (ex Proposal AI v2.1): Stripe Payment Link su offerta (PROP-03) + auto-provisioning cliente/progetto/fasi/pagamenti al "Vinto" (PROP-04). Phase 13 (Servizi attivi/ricorrenti post-vendita) congelata, ripescabile.
|
||||
**Backlog v2.4+:** PROP-03 (Stripe Payment Link), PROP-04 (auto-provisioning al "Vinto"), Phase 13 (servizi ricorrenti)
|
||||
|
||||
## Requirements
|
||||
|
||||
@@ -54,31 +49,18 @@ Validated in v2.1 (consegnato, in prod):
|
||||
- ✓ Offer Editor: lista filtrabile/archiviabile + 3 tier A/B/C via matrice checkbox, totale live, prezzo pubblico manuale, tag 4-dimensioni, promessa di trasformazione — Phase 12 (OFFER-11, OFFER-15..18). 55 servizi reali + tag offerta caricati.
|
||||
- ✓ CRM custom Attio-style: `/admin/leads` ridisegnata come tabella inline-edit (status, next_action, ecc.) + tag multi-select con creazione al volo; FollowUpWidget interamente in italiano; `LeadForm` tipizzato senza `useForm<any>`; `SendQuoteModal`/`assignQuoteToLead` senza rami di codice irraggiungibili — Phase 14 (CRM-08, CRM-09, CRM-10, CRM-11, CRM-12)
|
||||
|
||||
### Active — v2.2 Sales Loop (reset 2026-06-19)
|
||||
Validated in v2.2 Sales Loop (shipped 2026-06-20):
|
||||
|
||||
**R1 Cleanup & Consolidamento (Phase 18):**
|
||||
- [ ] Rimuovere pagina Forecast (`/admin/forecast`) + voce sidebar (CLEAN-01)
|
||||
- [ ] Rimuovere quote builder manuale (`/admin/quotes/new`) (CLEAN-02)
|
||||
- [ ] Fondere `/admin/analytics` nella Dashboard `/admin`, eliminare la rotta duplicata (CLEAN-03)
|
||||
- ✓ Cleanup: Forecast + quote builder manuale rimossi; analytics fuse in Dashboard — Phase 18 (CLEAN-01..04)
|
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- ✓ Pipeline CRM Kanban 6 colonne con drag-drop; toggle Lista/Kanban; vinto/perso come cambio-colonna — Phase 19 (PIPE-01, PIPE-02)
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- ✓ Knowledge Base transcript: `client_transcripts` in prod; UI incolla/elenca nel dettaglio lead — Phase 20 (KB-01, KB-02)
|
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- ✓ Agente AI: Claude Opus 4.8, Zod schema 20+ sezioni, snapshot JSONB proposals, form admin — Phase 21 (AI-01, AI-02)
|
||||
- ✓ Deck pubblico `/preventivo/[slug]`: 20+ slide 100vh, keyboard nav; accept/reject `accepted_at` immutabile — Phase 22 (PUB-01, PUB-02)
|
||||
|
||||
**R2 Pipeline CRM Kanban (Phase 19):**
|
||||
- [ ] Board lead stile Pipedrive con colonne per stage + drag-drop (PIPE-01)
|
||||
- [ ] Vinto/perso come cambio-colonna manuale (PIPE-02)
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||||
### Active — v2.3
|
||||
|
||||
**R3 Knowledge Base Cliente (Phase 20):**
|
||||
- [ ] Schema additivo transcript datati multipli per lead/cliente (KB-01)
|
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- [ ] UI per incollare/elencare transcript nel profilo (KB-02)
|
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|
||||
**R4 Agente AI — generazione preventivo (Phase 21):**
|
||||
- [ ] Builder: admin sceglie cliente+offerta, l'AI (Claude) legge transcript + offerta → bozza preventivo (AI-01)
|
||||
- [ ] Admin rivede/edita la bozza prima di pubblicare (AI-02)
|
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|
||||
**R5 Pagina pubblica `/preventivo/[slug]` + email (Phase 22):**
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- [ ] Pagina pubblica HTML/CSS della proposta (PUB-01)
|
||||
- [ ] Accept/reject → riflesso nel CRM (PUB-02)
|
||||
- [ ] Invio link proposta via email Resend (PUB-03)
|
||||
|
||||
**Backlog (post-R5):** Stripe Payment Link su offerta (PROP-03), auto-provisioning al "Vinto" (PROP-04), Servizi attivi/ricorrenti post-vendita (ex Phase 13).
|
||||
- [ ] AUTH-OTP-01 — Accesso cliente via OTP email: whitelist `client_emails`, gate `/client/[token]/*`, sessione 30gg, admin whitelist UI
|
||||
- [ ] PUB-03 — Invia link `/preventivo/[slug]` via email Resend dall'admin
|
||||
|
||||
### Out of Scope
|
||||
|
||||
@@ -86,7 +68,6 @@ Validated in v2.1 (consegnato, in prod):
|
||||
- App mobile nativa — solo web responsive
|
||||
- Multi-utente con team — solo tu come admin per ora
|
||||
- Prezzi singoli visibili al cliente — vede solo il totale accettato
|
||||
- Email OTP per accesso cliente — design pronto ma deferito a batch successivo su richiesta utente
|
||||
- File hosting — documenti solo come URL esterni (v1 constraint, ancora valido)
|
||||
- Sezioni analitiche stile Notion (psicologia, rating, performance) — fuori v2.1, eventuale milestone futura
|
||||
- Deploy separati per modulo (architettura OMC multi-app) — non finché un modulo non cresce abbastanza da giustificarlo
|
||||
@@ -95,12 +76,13 @@ Validated in v2.1 (consegnato, in prod):
|
||||
|
||||
- Produzione: hub.iamcavalli.net su Coolify (Hetzner), Postgres self-hosted, deploy via webhook Gitea (NON Vercel)
|
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- Stack: Next.js 16 App Router, Drizzle ORM, Auth.js v4 (admin), token middleware (clienti), Tailwind v4, shadcn/ui, `@dnd-kit` già in deps
|
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- Tutto sotto la stessa app: `/admin/*` (sessione Auth.js) + `/client/[token]/*` (token) + pagine pubbliche preventivo `/quote/[token]`
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- La sidebar admin (Phase 6) è l'hub di navigazione per le nuove sezioni (CRM, Preventivi, Offerte)
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- `project_offers` (Phase 5) già copre l'attribuzione di offerte a progetti con `start_date`+`accepted_total`+`duration_months` — base per "Servizi attivi", da rifinire non ricostruire
|
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- `PaymentsTab` ha già un editor `accepted_total` (stessa server action di QuoteTab) — rimozione tab "Preventivo" è zero-perdita, verificato 2026-06-13
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- Migrations sono manuali: applicare a prod via SSH+docker exec PRIMA di pushare codice che usa il nuovo schema (vedi REGOLA in HANDOFF.md storico)
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- Il flusso commerciale reale: call con lead → preventivo 3 tier (es. Signature A/B/C) in giornata → accettazione → onboarding automatico nell'hub
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- Tutto sotto la stessa app: `/admin/*` (sessione Auth.js) + `/client/[token]/*` (token) + `/preventivo/[slug]` (pubblico)
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- La sidebar admin include: Dashboard, Leads (con toggle Lista/Kanban), Offerte, Catalogo, Preventivi (con CTA globale "Genera preventivo")
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- Stack v2.2: `@anthropic-ai/sdk@0.105.0` (Claude Opus 4.8), `@dnd-kit` (Kanban), `nanoid` (slug proposals)
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- DB live: 10 migrazioni applicate a prod (0000–0010); `proposals` table con `content jsonb` snapshot; `client_transcripts` per lead
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- Migrations sono manuali: SSH tunnel → `node` script PRIMA di pushare codice schema-dipendente; `drizzle-kit generate` rotto da Phase 8
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- `ANTHROPIC_API_KEY` in Coolify — aggiunta 2026-06-20 via PHP artisan; costo ~$0.44/preventivo (Opus 4.8)
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- Il flusso commerciale reale: call con lead → transcript incollato → genera preventivo AI → deck pubblica → cliente sceglie tier → vinto/perso
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## Constraints
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|
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@@ -119,13 +101,16 @@ Validated in v2.1 (consegnato, in prod):
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| Preventivo: cliente vede solo il totale | Il dettaglio dei prezzi è informazione commerciale riservata | ✓ Good |
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| Suite unica sotto /admin/* invece di 3 app separate | Stesso DB, stesso deploy, auth unica — overhead di 3 app ingiustificato per singolo admin | ✓ Confermato — formalizzato come "compartimenti stagni" (2026-06-12) |
|
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| Catalogo servizi unificato (una tabella `services`) | Due cataloghi paralleli (service_catalog + offer_services) duplicano manutenzione prezzi | ✓ Good — tabella `services` live da Phase 7, consolidamento legacy in v2.1 |
|
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| Tier offerte indipendenti (A/B/C separati, stesso tag) | Più semplice di un meccanismo di ereditarietà; ogni tier configurato a sé | — Pending |
|
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| Prezzi pacchetti per-preventivo, non da catalogo | Permette di alzare i prezzi nel tempo senza toccare il catalogo | — Pending |
|
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| Al "Vinto" le fasi dell'offerta sono COPIATE nel progetto | Il progetto resta modificabile senza toccare il template offerta | — Pending (ex-Phase 11, ora in Proposal AI) |
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| Tier offerte indipendenti (A/B/C separati, stesso tag) | Più semplice di un meccanismo di ereditarietà; ogni tier configurato a sé | ✓ Good — usato in deck slide Pricing/StagesRecap/Comparison |
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| Prezzi pacchetti per-preventivo, non da catalogo | Permette di alzare i prezzi nel tempo senza toccare il catalogo | ✓ Good — `public_price` per tier, snapshot in `proposals.content` |
|
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| Al "Vinto" le fasi dell'offerta sono COPIATE nel progetto | Il progetto resta modificabile senza toccare il template offerta | — Pending (PROP-04, backlog v2.3) |
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| NO DB esterno/Excel, Postgres unica fonte | Lezione 2026-06-11: due fonti disallineate hanno causato il crash Phase 10 | ✓ Good |
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| Catalogo/Offerte UX = database view custom (non Notion-clone) | Notion troppo complesso per v1; serve velocità, non sezioni analitiche | — Pending |
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| Catalogo/Offerte UX = database view custom (non Notion-clone) | Notion troppo complesso per v1; serve velocità, non sezioni analitiche | ✓ Good — confermato in v2.1 |
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| Tab "Preventivo" rimossa, "Offerte" → "Servizi attivi" | Preventivo Builder è l'unico flusso; `accepted_total` già coperto da Payments | ✓ Confermato — zero perdita funzionale verificata (2026-06-13) |
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| Ordine: Offer Studio (UX dato) prima, Proposal AI (AI) dopo | L'AI è l'ultimo miglio, serve un dato pulito e veloce da gestire prima | — Pending |
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| Ordine: Offer Studio (UX dato) prima, Proposal AI (AI) dopo | L'AI è l'ultimo miglio, serve un dato pulito e veloce da gestire prima | ✓ Good — strategia validata: catalogo+offerte puliti → AI in v2.2 |
|
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| Output AI = JSON strutturato Zod → template fisso | Coerenza visiva garantita; zero rischio HTML rotto dall'AI | ✓ Good — 20+ sezioni Zod validate, deck sempre coerente |
|
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| `proposals.content` = JSONB snapshot immutabile | Prezzi e profilo consulente "bloccati" al momento della generazione | ✓ Good — invariante di audit, coerente con `accepted_at` |
|
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| Email Resend (PUB-03) deferred | Scope minimo funziona; link condiviso manualmente per ora | — Pending (v2.3 candidato #1) |
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## Evolution
|
||||
|
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@@ -145,4 +130,4 @@ This document evolves at phase transitions and milestone boundaries.
|
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4. Update Context with current state
|
||||
|
||||
---
|
||||
*Last updated: 2026-06-14 — Phase 14 (CRM Attio-style & Fix) complete: CRM-08..12 validated*
|
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*Last updated: 2026-06-21 — v2.3 milestone started: Email & Accesso (AUTH-OTP-01 + PUB-03)*
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+42
-160
@@ -1,186 +1,68 @@
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# Requirements — ClientHub (v2.1 chiuso → v2.2 Sales Loop)
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# Requirements: ClientHub v2.3 Email & Accesso
|
||||
|
||||
**Defined:** 2026-06-13 · **Reset:** 2026-06-19
|
||||
**Defined:** 2026-06-21
|
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**Core Value:** Il cliente apre il link e vede esattamente a che punto è il suo progetto, cosa deve ancora succedere e cosa ha già approvato — senza dover scrivere email per chiedere aggiornamenti.
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|
||||
v2.0 (Phases 7–10) ha consegnato catalogo unificato, offerte con fasi, preventivo pubblico e CRM pipeline (vedi MILESTONES.md, REQUIREMENTS.md archiviato in `.planning/milestones/v2.0-REQUIREMENTS.md`). v2.1 rifà la UX di catalogo/offerte in stile database-view, ristruttura il workspace progetto, ricostruisce il CRM in stile Attio e chiude il loop commerciale con un builder preventivi AI.
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## v2.3 Requirements
|
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|
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> **RESET 2026-06-19 — milestone v2.2 "Sales Loop".** v2.1 ha consegnato Offer Studio (Phase 11+12) e CRM Attio (Phase 14). Le fasi residue v2.1 — **13 (Servizi Attivi), 15 (Dashboard Revenue), 16/17 (Proposal AI originali)** — sono state **congelate/abbandonate/ri-scopate** dopo che l'utente ha articolato il flusso commerciale reale (vedi piano `.claude/plans/glittery-sprouting-pudding.md`). Il nuovo north-star è il **loop di vendita**: lead in pipeline Kanban → transcript call → agente AI genera preventivo → pagina pubblica `/preventivo/[slug]` → vinto/perso. Requirements attivi: sezione **v2.2** più sotto.
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### Email OTP Gate (AUTH-OTP-01)
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|
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## Offer Studio — Catalogo & Offerte (v1)
|
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Portale cliente blindato da email OTP. Nuovo `client_emails` table (whitelist) + `otp_codes` table (codice, email, expires_at, consumed). Resend come provider email. Sessione 30gg con cookie dopo verifica.
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||||
| ID | Requirement | Status |
|
||||
|----|-------------|--------|
|
||||
| OFFER-07 | L'utente vede ed edita il catalogo `services` come tabella con inline editing (click su cella → edit → invio salva) | Complete |
|
||||
| OFFER-08 | L'utente assegna tag multi-select a servizi/offerte, creando nuovi tag al volo senza uscire dalla tabella | Complete |
|
||||
| OFFER-09 | L'utente aggiunge un nuovo servizio/offerta tramite riga vuota in fondo alla tabella (nome + invio) | Complete |
|
||||
| OFFER-10 | L'utente filtra/cerca servizi e offerte istantaneamente (ricerca client-side, nessun reload) | Complete |
|
||||
| OFFER-11 | L'admin compone un'offerta a 3 tier (A/B/C) assegnando i servizi del catalogo unificato `services` tramite matrice di checkbox (servizio × tier); il totale servizi di ogni tier si aggiorna live | Complete |
|
||||
| OFFER-15 | Ogni offerta ha tag su 4 dimensioni (categoria, ticket, tipo, obiettivo) creabili al volo, riusando il sistema tag polimorfico di Phase 11 | Complete |
|
||||
| OFFER-16 | Per ogni tier l'admin imposta un "prezzo pubblico" manuale, distinto e indipendente dal totale dei servizi | Complete |
|
||||
| OFFER-17 | Ogni offerta ha una promessa di trasformazione strutturata (Cliente Ideale / Risultato / tempo / Pain / Metodo) | Complete |
|
||||
| OFFER-18 | La lista offerte è filtrabile per categoria e supporta l'archiviazione (mostra/nascondi archiviate) | Complete |
|
||||
| OFFER-13 | I dati legacy di `service_catalog` e `offer_services` sono consolidati in `services` senza perdita (migration additiva) | Complete |
|
||||
- [ ] **OTP-01**: Admin può aggiungere e rimuovere email dalla whitelist di ogni cliente nell'admin UI
|
||||
- [ ] **OTP-02**: Cliente senza sessione OTP vede una schermata "inserisci email" invece della dashboard
|
||||
- [ ] **OTP-03**: Sistema invia OTP via Resend solo se l'email inserita è nella whitelist di quel cliente
|
||||
- [ ] **OTP-04**: Cliente inserisce il codice OTP ricevuto e ottiene sessione autenticata (cookie 30 giorni)
|
||||
- [ ] **OTP-05**: Codici OTP scadono dopo 15 minuti dall'invio
|
||||
- [ ] **OTP-06**: Endpoint OTP è rate-limited per prevenire brute force
|
||||
- [ ] **OTP-07**: Messaggi di errore OTP non rivelano se l'email è in whitelist o no (no enumeration)
|
||||
|
||||
## Workspace Progetto — Servizi Attivi (ex Phase 13 — CONGELATO v2.2)
|
||||
### Invio Link Preventivo via Email (PUB-03)
|
||||
|
||||
> Congelato dal reset 2026-06-19: tocca il portale post-vendita che l'utente vuole lasciare invariato. Ripescabile in futuro se serve il tracking ricavi ricorrenti. (PROJ-10 "rimuovi Forecast" è confluito in CLEAN-01 v2.2.)
|
||||
Admin invia link deck pubblico al lead direttamente dall'admin UI. Usa stessa infrastruttura Resend del OTP gate.
|
||||
|
||||
| ID | Requirement | Status |
|
||||
|----|-------------|--------|
|
||||
| PROJ-06 | La tab "Preventivo" è rimossa dal workspace progetto (solo UI — `quote_items` resta intatta, `accepted_total` resta editabile via tab Pagamenti) | Congelato (v2.2) |
|
||||
| PROJ-07 | La tab "Offerte" diventa "Servizi attivi": mostra tutte le offerte assegnate al progetto (`project_offers`) | Congelato (v2.2) |
|
||||
| PROJ-08 | L'utente marca ogni "servizio attivo" come one-shot o ricorrente mensile | Congelato (v2.2) |
|
||||
| PROJ-09 | Per i servizi ricorrenti, l'utente registra in quali mesi è stata incassata la fattura (schema nuovo, additivo — UI può essere minimale) | Congelato (v2.2) |
|
||||
| PROJ-10 | La pagina "Forecast" e la relativa voce di sidebar sono rimosse | → CLEAN-01 (v2.2) |
|
||||
- [ ] **SEND-01**: Admin può inviare link `/preventivo/[slug]` via email al lead con un'azione dall'admin UI
|
||||
- [ ] **SEND-02**: Email inviata via Resend include link deck + nome cliente, template minimale in italiano
|
||||
|
||||
## CRM Custom Attio-style (v1)
|
||||
## v2.4+ Backlog
|
||||
|
||||
| ID | Requirement | Status |
|
||||
|----|-------------|--------|
|
||||
| CRM-08 | La tabella lead (`/admin/leads`) supporta inline editing dei campi principali (status, next_action, ecc.) senza apertura modale | Complete |
|
||||
| CRM-09 | L'utente assegna tag multi-select ai lead, creando nuovi tag al volo | Complete |
|
||||
| CRM-10 | Il `FollowUpWidget` è in italiano, coerente col resto dell'app | Complete |
|
||||
| CRM-11 | Il form lead (`LeadForm`) valida i campi senza workaround di type-relaxation su react-hook-form | Complete |
|
||||
| CRM-12 | Il flusso `SendQuoteModal` (preventivo esistente vs nuovo) non contiene rami di codice irraggiungibili | Complete |
|
||||
### Conversione Commerciale
|
||||
|
||||
## Dashboard — Revenue Stats (ex Phase 15 — ABBANDONATO v2.2)
|
||||
- **PROP-03**: Stripe Payment Link su deck pubblico `/preventivo/[slug]`
|
||||
- **PROP-04**: Auto-provisioning cliente/progetto/fasi al "Vinto" nel CRM
|
||||
|
||||
> Abbandonato dal reset 2026-06-19: mockup mai arrivato, valore dubbio nel nuovo flusso. L'esigenza analytics è coperta da CLEAN-03 (fusione `/admin/analytics` nella dashboard, no fase dedicata).
|
||||
### Post-Vendita
|
||||
|
||||
| ID | Requirement | Status |
|
||||
|----|-------------|--------|
|
||||
| DASH-11 | La Dashboard admin mostra le statistiche di revenue mensile (ex `/admin/forecast`, calcolate da `project_offers`) | Dropped (v2.2 → CLEAN-03) |
|
||||
|
||||
## Proposal AI — versione v2.1 originale (SUPERSEDED da v2.2)
|
||||
|
||||
> Ri-scopata dal reset 2026-06-19 nelle fasi v2.2 (PIPE/KB/AI/PUB) con il flusso chiaro + l'aggiunta dei transcript (che mancava). PROP-03 (Stripe Payment Link) e PROP-04 (auto-provisioning al "Vinto") restano backlog: non nel loop minimo, da rivalutare dopo R5.
|
||||
|
||||
| ID | Requirement | Status |
|
||||
|----|-------------|--------|
|
||||
| PROP-01 | L'admin avvia un builder AI che genera una proposta a partire da cliente + offerta(e) selezionata(e) + note extra fornite manualmente | Superseded → AI-01/AI-02 (v2.2) |
|
||||
| PROP-02 | La pagina pubblica `/quote/[token]` è ridisegnata (HTML/CSS) per presentare la proposta generata | Superseded → PUB-01 (v2.2) |
|
||||
| PROP-03 | Ogni offerta/preventivo ha un campo "link di pagamento" (Stripe Payment Link) mostrato come CTA nella pagina pubblica | Backlog (post-R5) |
|
||||
| PROP-04 | All'accettazione del preventivo, il sistema crea automaticamente cliente + progetto, copia le fasi dall'offerta e configura 1-4 pagamenti (ex-Phase 11 WIN-01..06) | Backlog (post-R5) |
|
||||
| PROP-05 | Il sistema invia via email (Resend) il link della proposta pubblica al lead (ex-Phase 12) | Superseded → PUB-03 (v2.2) |
|
||||
|
||||
## v2.2 — Sales Loop: Lead → AI → Preventivo (ATTIVO)
|
||||
|
||||
> Reset 2026-06-19. Il flusso commerciale articolato dall'utente sostituisce le fasi residue v2.1. Fasi eseguite in ordine R1→R5 (numerazione GSD continua: Phase 18→22). Le fasi 11/12/14 restano completate.
|
||||
|
||||
### Cleanup & Consolidamento (Phase 18 / R1)
|
||||
|
||||
| ID | Requirement | Status |
|
||||
|----|-------------|--------|
|
||||
| CLEAN-01 | La pagina Forecast (`/admin/forecast`) e la sua voce di sidebar sono rimosse | Complete |
|
||||
| CLEAN-02 | Il quote builder manuale (`/admin/quotes/new`) e il suo entry point sono rimossi (superato dall'agente AI) | Complete |
|
||||
| CLEAN-03 | Le statistiche di `/admin/analytics` sono fuse nella Dashboard `/admin` (vista unica); la rotta duplicata è eliminata | Complete |
|
||||
| CLEAN-04 | Le fasi v2.1 residue (13/15/16/17) sono archiviate/ri-scopate nel planning | Complete |
|
||||
|
||||
### Pipeline CRM Kanban (Phase 19 / R2)
|
||||
|
||||
| ID | Requirement | Status |
|
||||
|----|-------------|--------|
|
||||
| PIPE-01 | I lead sono visualizzabili in una board Kanban stile Pipedrive con colonne per stage e drag-drop per cambiare stage | Pending |
|
||||
| PIPE-02 | Spostare un lead nelle colonne "Vinto"/"Perso" è il cambio-stato manuale dell'esito | Pending |
|
||||
|
||||
### Knowledge Base Cliente — Transcript (Phase 20 / R3)
|
||||
|
||||
| ID | Requirement | Status |
|
||||
|----|-------------|--------|
|
||||
| KB-01 | Schema additivo per memorizzare transcript datati e multipli per lead/cliente | Pending |
|
||||
| KB-02 | L'admin incolla ed elenca i transcript (storico ordinato per data) nel dettaglio lead/cliente | Pending |
|
||||
|
||||
### Agente AI — Generazione preventivo (Phase 21 / R4)
|
||||
|
||||
| ID | Requirement | Status |
|
||||
|----|-------------|--------|
|
||||
| AI-01 | L'admin seleziona cliente + offerta; l'agente AI (Claude) legge i transcript + i dati dell'offerta e genera una bozza di preventivo personalizzata | Pending |
|
||||
| AI-02 | L'admin rivede ed edita la bozza generata prima di pubblicarla | Pending |
|
||||
|
||||
### Pagina pubblica preventivo + email (Phase 22 / R5)
|
||||
|
||||
| ID | Requirement | Status |
|
||||
|----|-------------|--------|
|
||||
| PUB-01 | La proposta generata è pubblicata come pagina pubblica HTML/CSS a `/preventivo/[slug]` (evolve la meccanica di `/quote/[token]`) | Pending |
|
||||
| PUB-02 | Il cliente accetta/rifiuta dalla pagina; l'esito si riflette nel CRM (conferma vinto/perso manuale lato admin) | Pending |
|
||||
| PUB-03 | Il link della proposta viene inviato al lead via email (Resend) | Pending |
|
||||
|
||||
## v2 Requirements (Deferred)
|
||||
|
||||
### Catalogo Avanzato
|
||||
|
||||
- **OFFER-12**: Import CSV/Notion one-shot per popolare servizi/offerte esistenti (solo seed iniziale, non sync continuo) — *rimandato il 2026-06-14 su decisione utente ("per ora saltiamo"); rientra nel filone "import dati da Notion" da valutare in una fase futura*
|
||||
- **OFFER-14**: Sezioni analitiche stile Notion per le offerte (psicologia, rating, performance)
|
||||
|
||||
### Accesso Cliente
|
||||
|
||||
- **AUTH-OTP-01**: Accesso dashboard cliente via OTP email (design pronto, vedi memoria `project_clienthub_otp_access`)
|
||||
|
||||
### Architettura
|
||||
|
||||
- **ARCH-01**: Split di un modulo "compartimento stagno" in deploy separato (solo se il modulo cresce abbastanza da giustificarlo)
|
||||
- **Phase 13**: Gestione servizi attivi/ricorrenti post-vendita nel portale cliente (congelata da v2.1)
|
||||
|
||||
## Out of Scope
|
||||
|
||||
| Feature | Reason |
|
||||
|---------|--------|
|
||||
| Fatturazione e invio fatture | Solo stato pagamenti, gestione contabile fuori |
|
||||
| App mobile nativa | Solo web responsive |
|
||||
| Multi-utente con team | Solo admin singolo per ora |
|
||||
| Prezzi singoli visibili al cliente | Vede solo il totale accettato (vincolo LOCKED) |
|
||||
| File hosting | Documenti solo come URL esterni (vincolo v1, ancora valido) |
|
||||
| Database esterno o Excel come fonte dati | Postgres unica fonte di verità — il problema è la UX, non il dato |
|
||||
| Notion-clone completo (sezioni psicologia/rating/performance) | Troppo complesso per v1, vedi v2 Requirements |
|
||||
| Deploy separati per modulo (architettura OMC multi-app) | Non finché un modulo non cresce abbastanza da giustificarlo |
|
||||
| Self-registration cliente | Solo whitelist admin-gestita — nessun accesso senza approvazione esplicita |
|
||||
| Magic link senza OTP | OTP è più sicuro e già deciso come design; magic link = scope creep |
|
||||
| Email marketing / newsletter | Non pertinente al portale |
|
||||
| Multi-admin | Ancora single admin per ora |
|
||||
|
||||
## Traceability
|
||||
|
||||
Popolata dal roadmapper durante la creazione della roadmap.
|
||||
|
||||
| Requirement | Phase | Status |
|
||||
|-------------|-------|--------|
|
||||
| OFFER-07 | Phase 11 | Complete |
|
||||
| OFFER-08 | Phase 11 | Complete |
|
||||
| OFFER-09 | Phase 11 | Complete |
|
||||
| OFFER-10 | Phase 11 | Complete |
|
||||
| OFFER-13 | Phase 11 | Complete |
|
||||
| OFFER-11 | Phase 12 | Complete |
|
||||
| OFFER-15 | Phase 12 | Complete |
|
||||
| OFFER-16 | Phase 12 | Complete |
|
||||
| OFFER-17 | Phase 12 | Complete |
|
||||
| OFFER-18 | Phase 12 | Complete |
|
||||
| OFFER-12 | Deferred (v2) | Rimandato 2026-06-14 |
|
||||
| PROJ-06 | Phase 13 | Congelato (v2.2) |
|
||||
| PROJ-07 | Phase 13 | Congelato (v2.2) |
|
||||
| PROJ-08 | Phase 13 | Congelato (v2.2) |
|
||||
| PROJ-09 | Phase 13 | Congelato (v2.2) |
|
||||
| PROJ-10 | Phase 13 | → CLEAN-01 |
|
||||
| CRM-08 | Phase 14 | Complete |
|
||||
| CRM-09 | Phase 14 | Complete |
|
||||
| CRM-10 | Phase 14 | Complete |
|
||||
| CRM-11 | Phase 14 | Complete |
|
||||
| CRM-12 | Phase 14 | Complete |
|
||||
| DASH-11 | Phase 15 | Dropped (→ CLEAN-03) |
|
||||
| PROP-03 | Phase 16 | Backlog (post-R5) |
|
||||
| PROP-04 | Phase 16 | Backlog (post-R5) |
|
||||
| PROP-01 | Phase 17 | Superseded → AI-01/02 |
|
||||
| PROP-02 | Phase 17 | Superseded → PUB-01 |
|
||||
| PROP-05 | Phase 17 | Superseded → PUB-03 |
|
||||
| CLEAN-01 | Phase 18 (R1) | Complete |
|
||||
| CLEAN-02 | Phase 18 (R1) | Complete |
|
||||
| CLEAN-03 | Phase 18 (R1) | Complete |
|
||||
| CLEAN-04 | Phase 18 (R1) | Complete |
|
||||
| PIPE-01 | Phase 19 (R2) | Pending |
|
||||
| PIPE-02 | Phase 19 (R2) | Pending |
|
||||
| KB-01 | Phase 20 (R3) | Pending |
|
||||
| KB-02 | Phase 20 (R3) | Pending |
|
||||
| AI-01 | Phase 21 (R4) | Pending |
|
||||
| AI-02 | Phase 21 (R4) | Pending |
|
||||
| PUB-01 | Phase 22 (R5) | Pending |
|
||||
| PUB-02 | Phase 22 (R5) | Pending |
|
||||
| PUB-03 | Phase 22 (R5) | Pending |
|
||||
| OTP-01 | Phase 24 | Pending |
|
||||
| OTP-02 | Phase 25 | Pending |
|
||||
| OTP-03 | Phase 25 | Pending |
|
||||
| OTP-04 | Phase 25 | Pending |
|
||||
| OTP-05 | Phase 25 | Pending |
|
||||
| OTP-06 | Phase 25 | Pending |
|
||||
| OTP-07 | Phase 25 | Pending |
|
||||
| SEND-01 | Phase 23 | Pending |
|
||||
| SEND-02 | Phase 23 | Pending |
|
||||
|
||||
**Coverage:**
|
||||
- v2.3 requirements: 9 total
|
||||
- Mapped to phases: 9
|
||||
- Unmapped: 0 ✓
|
||||
|
||||
---
|
||||
*Requirements defined: 2026-06-13*
|
||||
*Last updated: 2026-06-19 — RESET v2.2 "Sales Loop": Phase 13 congelata, 15 abbandonata, 16/17 ri-scopate; nuovi requirements CLEAN/PIPE/KB/AI/PUB (Phase 18→22)*
|
||||
*Requirements defined: 2026-06-21*
|
||||
*Last updated: 2026-06-21 — traceability filled after roadmap creation*
|
||||
|
||||
+125
-217
@@ -1,238 +1,146 @@
|
||||
# Roadmap: ClientHub — v2.1 (chiuso) → v2.2 Sales Loop
|
||||
# Roadmap: ClientHub
|
||||
|
||||
## Overview
|
||||
## Milestones
|
||||
|
||||
**v2.0 (Phases 1–10, Complete)**: ClientHub è una suite operativa completa — catalogo servizi unificato, offerte con fasi, preventivo pubblico (`/quote/[token]`), CRM pipeline lead con activity log. Archiviato in `.planning/milestones/v2.0-ROADMAP.md`.
|
||||
|
||||
**v2.1 (Phases 11–17) — PARZIALE / CHIUSO dal reset 2026-06-19**: ha consegnato Offer Studio (Phase 11 catalogo database-view + Phase 12 offer editor tier A/B/C) e CRM Attio-style (Phase 14). Le fasi residue **13/15/16/17 sono congelate/abbandonate/ri-scopate** (vedi sotto).
|
||||
|
||||
**v2.2 (Phases 18–22, Sales Loop) — ATTIVO**: dopo che l'utente ha articolato il flusso commerciale reale (piano `.claude/plans/glittery-sprouting-pudding.md`), il focus diventa il **loop di vendita**: cleanup dei doppioni → pipeline CRM Kanban (Pipedrive-style) → knowledge base transcript per cliente → agente AI che genera il preventivo → pagina pubblica `/preventivo/[slug]` + email. Numerazione GSD continua: v2.2 parte da Phase 18. Le fasi R1–R5 mappano su Phase 18–22.
|
||||
- ✅ **v1.0 Client Portal & Offer System** — Phases 1–6 (shipped 2026-06-10) — [archive](milestones/v1.0-ROADMAP.md)
|
||||
- ✅ **v2.0 Business Operations Suite** — Phases 7–10 (shipped 2026-06-13) — [archive](milestones/v2.0-ROADMAP.md)
|
||||
- ✅ **v2.1 Offer Studio + CRM** — Phases 11–14 parziale (chiuso 2026-06-19, reset → v2.2)
|
||||
- ✅ **v2.2 Sales Loop** — Phases 18–22 (shipped 2026-06-20) — [archive](milestones/v2.2-ROADMAP.md)
|
||||
- 🔨 **v2.3 Email & Accesso** — Phases 23–25 (in corso)
|
||||
|
||||
## Phases
|
||||
|
||||
- [x] **Phase 11: Catalog Database-View UX & Legacy Consolidation** - Catalogo `services` come tabella con inline edit, tag multi-select, quick-add, ricerca istantanea; consolidamento `service_catalog`/`offer_services` → `services`
|
||||
- [x] **Phase 12: Offer Editor — Tier A/B/C, Tag & Prezzo Pubblico** - Editor offerte completo: lista filtrabile + 3 tier (A/B/C) via matrice checkbox sui servizi `services`, totale live per tier, prezzo pubblico manuale, tag multi-dimensione, promessa di trasformazione (completed 2026-06-18)
|
||||
- [~] **Phase 13: Workspace — Servizi Attivi** - ❌ CONGELATA (reset 2026-06-19): tocca il post-vendita lasciato invariato; ripescabile in futuro
|
||||
- [x] **Phase 14: CRM Attio-style & Fix** - Redesign `/admin/leads` stile Attio/Pipedrive (inline edit + tag), fix FollowUpWidget IT / LeadForm types / SendQuoteModal rami irraggiungibili (completed 2026-06-14)
|
||||
- [~] **Phase 15: Dashboard Revenue Stats** - ❌ ABBANDONATA (reset 2026-06-19): mockup mai arrivato; analytics confluisce nella dashboard via CLEAN-03
|
||||
- [~] **Phase 16: Proposal AI — Data Foundations & Auto-Provisioning** - ❌ RI-SCOPATA in v2.2; Stripe Payment Link + auto-provisioning → backlog post-R5
|
||||
- [~] **Phase 17: Proposal AI — Builder, Pagina Pubblica & Email** - ❌ RI-SCOPATA in v2.2 (Phase 21/22 con transcript + flusso chiaro)
|
||||
- [x] **Phase 18: Cleanup & Consolidamento** - Rimuovi Forecast + quote builder manuale; fondi `/admin/analytics` nella dashboard; archivia fasi residue v2.1
|
||||
- [x] **Phase 19: Pipeline CRM Kanban** - Board lead stile Pipedrive con colonne per stage + drag-drop; vinto/perso come cambio-colonna manuale
|
||||
- [ ] **Phase 20: Knowledge Base Cliente** - Schema additivo + UI per incollare transcript datati multipli per lead/cliente
|
||||
- [ ] **Phase 21: Agente AI — generazione preventivo** - Builder: admin sceglie cliente+offerta, l'AI (Claude) legge transcript + offerta e genera bozza preventivo; admin revisiona
|
||||
- [ ] **Phase 22: Pagina pubblica preventivo + email** - Pagina pubblica HTML/CSS, accept/reject → CRM, invio link via email (Resend)
|
||||
<details>
|
||||
<summary>✅ v1.0 + v2.0 + v2.1 (Phases 1–17) — SHIPPED / CHIUSE</summary>
|
||||
|
||||
Vedi archivi:
|
||||
- `milestones/v1.0-ROADMAP.md` — Phases 1–6
|
||||
- `milestones/v2.0-ROADMAP.md` — Phases 7–10
|
||||
- Phases 11, 12, 14 — Offer Studio + CRM Attio (shipped in prod)
|
||||
- Phases 13, 15, 16, 17 — congelate/abbandonate/ri-scopate in v2.2
|
||||
|
||||
</details>
|
||||
|
||||
<details>
|
||||
<summary>✅ v2.2 Sales Loop (Phases 18–22) — SHIPPED 2026-06-20</summary>
|
||||
|
||||
- [x] Phase 18: Cleanup & Consolidamento (3/3 plans) — completed 2026-06-19
|
||||
- [x] Phase 19: Pipeline CRM Kanban (1/1 plan) — completed 2026-06-19
|
||||
- [x] Phase 20: Knowledge Base Cliente (3/3 plans) — completed 2026-06-20
|
||||
- [x] Phase 21: Agente AI — generazione preventivo (1/1 plan) — completed 2026-06-20
|
||||
- [x] Phase 22: Pagina pubblica preventivo (1/1 plan, PUB-03 deferred) — completed 2026-06-20
|
||||
|
||||
Archivio completo: [milestones/v2.2-ROADMAP.md](milestones/v2.2-ROADMAP.md)
|
||||
|
||||
</details>
|
||||
|
||||
### 🔨 v2.3 — Email & Accesso (Phases 23–25)
|
||||
|
||||
- [ ] **Phase 23: Resend Setup + Invio Preventivo** — Integrazione Resend e invio link deck dall'admin
|
||||
- [ ] **Phase 24: Schema + Whitelist Admin** — Tabelle `client_emails` e `otp_codes`, admin UI gestione whitelist
|
||||
- [ ] **Phase 25: OTP Gate + Sessione** — Gate OTP completo, sessione 30gg, rate limiting, no enumeration
|
||||
|
||||
## Phase Details
|
||||
|
||||
> **Reset 2026-06-19**: i dettagli delle fasi 13/15/16/17 sotto sono conservati per storico ma quelle fasi sono **cancellate/congelate** (vedi checklist Phases sopra e Progress sotto). Le fasi attive sono **18–22 (R1–R5)**, in fondo a questa sezione.
|
||||
|
||||
### Phase 11: Catalog Database-View UX & Legacy Consolidation
|
||||
**Goal**: L'utente vede ed edita il catalogo servizi come una tabella stile database (Notion-like) — inline editing, tag multi-select, quick-add, ricerca istantanea — su un'unica tabella `services` consolidata senza perdita di dati legacy
|
||||
**Mode:** migration + ui
|
||||
**Depends on**: Phase 10 (CRM Pipeline, ultima fase v2.0)
|
||||
**Requirements**: OFFER-07, OFFER-08, OFFER-09, OFFER-10, OFFER-13
|
||||
### Phase 23: Resend Setup + Invio Preventivo
|
||||
**Goal**: Admin può inviare il link `/preventivo/[slug]` via email con un click dall'admin UI
|
||||
**Depends on**: Nothing — primo uso di Resend, nessuna dipendenza DB
|
||||
**Requirements**: SEND-01, SEND-02
|
||||
**Success Criteria** (what must be TRUE):
|
||||
1. L'utente edita inline ogni cella del catalogo `services` (click sulla cella → edit → invio salva) senza apertura di modali
|
||||
2. L'utente assegna tag multi-select a servizi/offerte, creando nuovi tag al volo senza uscire dalla tabella
|
||||
3. L'utente aggiunge un nuovo servizio tramite riga vuota in fondo alla tabella (nome + invio)
|
||||
4. L'utente filtra/cerca servizi e offerte istantaneamente (ricerca client-side, nessun reload)
|
||||
5. I dati legacy di `service_catalog` e `offer_services` sono consolidati in `services` senza perdita (migration additiva, audit trail `migrated_from`/`migrated_id`)
|
||||
**Plans**: 4 plans
|
||||
**Plan list**:
|
||||
- [x] 11-01-PLAN.md
|
||||
- [x] 11-02-PLAN.md
|
||||
- [x] 11-03-PLAN.md
|
||||
- [x] 11-04-PLAN.md
|
||||
**UI hint**: yes
|
||||
**Status**: ✅ Complete (2026-06-13) — migration 0007 (`services.fase`) applicata in prod, commit pushato su `gitea/main`
|
||||
|
||||
### Phase 12: Offer Editor — Tier A/B/C, Tag & Prezzo Pubblico
|
||||
**Goal**: L'admin crea e modifica offerte complete da una lista filtrabile: editor con 3 tier (A/B/C) composti via matrice di checkbox dai servizi del catalogo unificato `services`, totale servizi live per tier, prezzo pubblico manuale per tier, tag multi-dimensione (categoria/ticket/tipo/obiettivo) e promessa di trasformazione strutturata. I servizi disponibili nella matrice sono filtrati per categoria offerta (entry/signature/retainer), designazione già impostata sul servizio a livello di catalogo.
|
||||
**Mode:** ui + schema
|
||||
**Depends on**: Phase 11 (tabella `services` unificata + sistema tag polimorfico)
|
||||
**Requirements**: OFFER-11, OFFER-15, OFFER-16, OFFER-17, OFFER-18
|
||||
**Success Criteria** (what must be TRUE):
|
||||
1. L'admin compone un'offerta a 3 tier (A/B/C) assegnando i servizi del catalogo `services` tramite matrice di checkbox; il totale servizi di ogni tier si aggiorna live
|
||||
2. Ogni offerta ha tag su 4 dimensioni (categoria, ticket, tipo, obiettivo) creabili al volo, riusando il sistema tag di Phase 11
|
||||
3. Per ogni tier l'admin imposta un "prezzo pubblico" manuale, distinto e indipendente dal totale dei servizi
|
||||
4. Ogni offerta ha una promessa di trasformazione strutturata (Cliente Ideale / Risultato / tempo / Pain / Metodo)
|
||||
5. La lista offerte è filtrabile per categoria e supporta l'archiviazione (mostra/nascondi archiviate)
|
||||
**Note**: Import CSV/Notion (ex OFFER-12) spostato a fase futura su decisione utente (2026-06-14, "per ora saltiamo") — vedi REQUIREMENTS.md
|
||||
**Plans**: 5 plans
|
||||
**Plan list**:
|
||||
**Wave 1**
|
||||
- [x] 12-01-PLAN.md — Schema: offer_macros/offer_micros additive columns (category, ticket, is_archived, transformation promise, tier_letter, public_price) + offer_tier_services junction table, migration 0008 + idempotent push script
|
||||
**Wave 2** *(blocked on Wave 1 completion)*
|
||||
- [x] 12-02-PLAN.md — BLOCKING checkpoint: apply migration 0008 to production database (SSH+docker exec, manual)
|
||||
**Wave 3** *(blocked on Wave 2 — prod migration applied before schema-dependent code)*
|
||||
- [x] 12-03-PLAN.md — Query layer (getOfferEditorData/getOfferListCards/getOfferFieldOptions) + server actions (saveOfferEditor/toggleOfferArchived/tag CRUD/createOfferMacro)
|
||||
**Wave 4** *(blocked on Wave 3 completion)*
|
||||
- [x] 12-04-PLAN.md — Offer list page redesign: category filter chips, archive toggle, card grid, "+ Nuova Offerta" CTA
|
||||
- [x] 12-05-PLAN.md — Offer editor detail page: tags (4 dimensions), services matrix (tier A/B/C checkboxes + live totals), prezzo pubblico, promessa di trasformazione, Salva/Annulla/Archivia
|
||||
**UI hint**: yes — riferimento mockup utente 2026-06-14 (lista card per categoria + editor con matrice servizi×tier)
|
||||
**Status**: Planned (2026-06-14) — ready for `/gsd-execute-phase 12`
|
||||
|
||||
### Phase 13: Workspace — Servizi Attivi
|
||||
**Goal**: Il workspace progetto sostituisce le tab "Preventivo"/"Offerte"/"Forecast" con un'unica tab "Servizi attivi" che traccia servizi one-shot e ricorrenti con incassi mensili, senza perdere `accepted_total`/`quote_items`
|
||||
**Mode:** ui + schema
|
||||
**Depends on**: Phase 5 (`project_offers`), Phase 9 (flusso `accepted_total` via quote)
|
||||
**Requirements**: PROJ-06, PROJ-07, PROJ-08, PROJ-09, PROJ-10
|
||||
**Success Criteria** (what must be TRUE):
|
||||
1. La tab "Preventivo" è rimossa dal workspace progetto (solo UI — `quote_items` resta intatta, `accepted_total` resta editabile via tab Pagamenti)
|
||||
2. La tab "Offerte" diventa "Servizi attivi" e mostra tutte le offerte assegnate al progetto (`project_offers`)
|
||||
3. L'utente marca ogni "servizio attivo" come one-shot o ricorrente mensile
|
||||
4. Per i servizi ricorrenti, l'utente registra in quali mesi è stata incassata la fattura (schema nuovo, additivo)
|
||||
5. La pagina "Forecast" e la relativa voce di sidebar sono rimosse
|
||||
1. Admin fa click su "Invia preventivo" nel dettaglio lead/preventivo e l'email parte senza uscire dall'app
|
||||
2. Il destinatario riceve un'email in italiano con nome cliente e link cliccabile al deck pubblico
|
||||
3. L'invio usa Resend con le variabili d'ambiente configurate su Coolify (`RESEND_API_KEY`, `RESEND_FROM`)
|
||||
4. In caso di errore Resend, l'admin vede un messaggio di errore chiaro nell'UI (non un crash silenzioso)
|
||||
**Plans**: TBD
|
||||
**UI hint**: yes
|
||||
**Status**: Pending planning
|
||||
|
||||
### Phase 14: CRM Attio-style & Fix
|
||||
**Goal**: La tabella lead (`/admin/leads`) è ridisegnata in stile Attio/Pipedrive — inline editing dei campi principali e tag multi-select — e i bug residui del modulo CRM (FollowUpWidget non in italiano, LeadForm con type-relaxation, SendQuoteModal con rami irraggiungibili) sono risolti
|
||||
**Mode:** ui
|
||||
**Depends on**: Phase 10 (CRM Pipeline base)
|
||||
**Requirements**: CRM-08, CRM-09, CRM-10, CRM-11, CRM-12
|
||||
### Phase 24: Schema + Whitelist Admin
|
||||
**Goal**: Admin può gestire la whitelist email di ogni cliente, con le tabelle DB pronte per l'OTP gate
|
||||
**Depends on**: Phase 23 (Resend SDK già installato e variabili d'ambiente configurate)
|
||||
**Requirements**: OTP-01
|
||||
**Success Criteria** (what must be TRUE):
|
||||
1. La tabella lead supporta inline editing dei campi principali (status, next_action, ecc.) senza apertura di modale
|
||||
2. L'utente assegna tag multi-select ai lead, creando nuovi tag al volo
|
||||
3. Il `FollowUpWidget` è interamente in italiano, coerente col resto dell'app
|
||||
4. Il form lead (`LeadForm`) valida i campi senza workaround di type-relaxation su react-hook-form
|
||||
5. Il flusso `SendQuoteModal` (preventivo esistente vs nuovo) non contiene rami di codice irraggiungibili
|
||||
**Plans:** 5/5 plans complete
|
||||
Plans:
|
||||
**Wave 1**
|
||||
- [x] 14-01-PLAN.md — Data-layer foundation: getLeadsWithTags/getLeadFieldOptions query helpers + updateLeadField/addLeadTag/removeLeadTag/renameLeadTag server actions (requireAdmin-guarded)
|
||||
- [x] 14-03-PLAN.md — Bug fixes: FollowUpWidget Italian translation (CRM-10), LeadForm typed useForm (CRM-11), SendQuoteModal dead branch removal (CRM-12)
|
||||
|
||||
**Wave 2** *(blocked on Wave 1 completion)*
|
||||
- [x] 14-02-PLAN.md — LeadTable raw-table rewrite (inline edit + status dropdown + tag multi-select), LeadsSearch instant filter, page wiring, LeadDetail tags
|
||||
**UI hint**: yes — riferimento design Pipedrive/Attio (confermato dall'utente 2026-06-13)
|
||||
**Status**: ✅ Complete (2026-06-14) — 5/5 success criteria verified, code review 0 critical/6 warnings/3 info
|
||||
|
||||
### Phase 15: Dashboard Revenue Stats
|
||||
**Goal**: La Dashboard admin mostra le statistiche di revenue mensile (ex `/admin/forecast`), calcolate da `project_offers`
|
||||
**Mode:** ui
|
||||
**Depends on**: Phase 13 (modello dati Servizi attivi)
|
||||
**Requirements**: DASH-11
|
||||
**Success Criteria** (what must be TRUE):
|
||||
1. La Dashboard admin mostra un breakdown di revenue mensile calcolato da `project_offers`
|
||||
1. Admin può aggiungere una o più email alla whitelist di un cliente dalla pagina dettaglio cliente
|
||||
2. Admin può rimuovere un'email dalla whitelist di un cliente
|
||||
3. Le tabelle `client_emails` e `otp_codes` esistono in produzione (migration additive applicata via SSH prima del codice)
|
||||
4. La migration non tocca nessuna delle tabelle protette (`clients`, `projects`, `payments`, `phases`)
|
||||
**Plans**: TBD
|
||||
**UI hint**: yes
|
||||
**Status**: Blocked — attesa mockup dashboard dall'utente (isolata/skippabile, non blocca Phase 16/17)
|
||||
|
||||
### Phase 16: Proposal AI — Data Foundations & Auto-Provisioning
|
||||
**Goal**: Ogni offerta/preventivo ha un campo link di pagamento Stripe mostrato come CTA pubblica, e all'accettazione del preventivo il sistema crea automaticamente cliente + progetto, copia le fasi dall'offerta e configura 1-4 pagamenti
|
||||
**Mode:** schema + automation
|
||||
**Depends on**: Phase 9 (flusso accettazione preventivo), Phase 13 (Servizi attivi come target del provisioning)
|
||||
**Requirements**: PROP-03, PROP-04
|
||||
### Phase 25: OTP Gate + Sessione
|
||||
**Goal**: Il portale `/client/[token]/*` richiede verifica OTP email prima di mostrare la dashboard
|
||||
**Depends on**: Phase 24 (tabelle `client_emails` e `otp_codes` in prod)
|
||||
**Requirements**: OTP-02, OTP-03, OTP-04, OTP-05, OTP-06, OTP-07
|
||||
**Success Criteria** (what must be TRUE):
|
||||
1. Ogni offerta/preventivo ha un campo "link di pagamento" (Stripe Payment Link) mostrato come CTA nella pagina pubblica
|
||||
2. All'accettazione del preventivo, il sistema crea automaticamente cliente + progetto, copia le fasi dall'offerta e configura 1-4 pagamenti
|
||||
1. Cliente senza sessione OTP valida vede una schermata "inserisci la tua email" al posto della dashboard
|
||||
2. Inserita un'email in whitelist, il cliente riceve il codice OTP via Resend; inserendo il codice corretto ottiene accesso con cookie valido 30 giorni
|
||||
3. Un'email non in whitelist non riceve OTP — il messaggio d'errore mostrato è identico a quello per email valide (no enumeration)
|
||||
4. Un codice OTP non utilizzato entro 15 minuti viene rifiutato; il cliente deve richiederne uno nuovo
|
||||
5. Tentativi ripetuti sugli endpoint OTP vengono bloccati dal rate limiter (no brute force)
|
||||
**Plans**: TBD
|
||||
**UI hint**: yes
|
||||
**Status**: Pending planning
|
||||
|
||||
### Phase 17: Proposal AI — Builder, Pagina Pubblica & Email
|
||||
**Goal**: Un builder AI genera una proposta a partire da cliente + offerta(e) selezionata(e) + note extra; la pagina pubblica `/quote/[token]` è ridisegnata; il link della proposta viene inviato via email (Resend) al lead
|
||||
**Mode:** ai + ui
|
||||
**Depends on**: Phase 16
|
||||
**Requirements**: PROP-01, PROP-02, PROP-05
|
||||
**Success Criteria** (what must be TRUE):
|
||||
1. L'admin avvia un builder AI che genera una proposta a partire da cliente + offerta(e) selezionata(e) + note extra fornite manualmente
|
||||
2. La pagina pubblica `/quote/[token]` è ridisegnata (HTML/CSS) per presentare la proposta generata
|
||||
3. Il sistema invia via email (Resend) il link della proposta pubblica al lead
|
||||
**Plans**: TBD
|
||||
**UI hint**: yes
|
||||
**Status**: Pending planning
|
||||
|
||||
---
|
||||
|
||||
## v2.2 — Sales Loop (fasi attive)
|
||||
|
||||
### Phase 18: Cleanup & Consolidamento
|
||||
**Goal**: Sgomberare il campo dai doppioni e dal peso morto prima di costruire il loop di vendita, senza perdere dati.
|
||||
**Mode:** ui (solo rimozioni/rotte, nessun drop di tabelle)
|
||||
**Depends on**: nessuna (può partire subito)
|
||||
**Requirements**: CLEAN-01, CLEAN-02, CLEAN-03, CLEAN-04
|
||||
**Success Criteria** (what must be TRUE):
|
||||
1. La pagina Forecast (`/admin/forecast`) e la sua voce di sidebar non esistono più
|
||||
2. Il quote builder manuale (`/admin/quotes/new`) e il suo entry point non esistono più
|
||||
3. Le statistiche annuali di `/admin/analytics` sono visibili nella Dashboard `/admin` come vista unica; la rotta `/admin/analytics` è eliminata (nessun doppione)
|
||||
4. Le fasi v2.1 residue (13/15/16/17) sono marcate cancellate/congelate nel planning
|
||||
**Plans**: 3 plans
|
||||
**Plan list**:
|
||||
- [x] 18-01-PLAN.md — Rimozione Forecast + Quote Builder manuale (CLEAN-01, CLEAN-02)
|
||||
- [x] 18-02-PLAN.md — Fusione analytics nella Dashboard, eliminazione rotta /admin/analytics (CLEAN-03)
|
||||
- [x] 18-03-PLAN.md — Verifica CLEAN-04 planning docs + build check + checkpoint visuale
|
||||
**Status**: ✅ Complete (2026-06-19) — CLEAN-01..04 verificati, build verde
|
||||
|
||||
### Phase 19: Pipeline CRM Kanban
|
||||
**Goal**: I lead si gestiscono in una board Kanban stile Pipedrive con drag-drop tra gli stage; vinto/perso è un cambio-colonna manuale.
|
||||
**Mode:** ui
|
||||
**Depends on**: Phase 14 (CRM lead esistente). Riusa `@dnd-kit` (pattern KanbanBoard progetti).
|
||||
**Requirements**: PIPE-01, PIPE-02
|
||||
**Success Criteria** (what must be TRUE):
|
||||
1. I lead sono mostrati in colonne per stage (contacted → qualified → proposal_sent → negotiating → won/lost) con drag-drop che aggiorna `leads.status`
|
||||
2. La tabella inline-edit esistente resta disponibile come vista alternativa
|
||||
3. Spostare un lead su "Vinto"/"Perso" è l'azione manuale che ne registra l'esito
|
||||
**Plans**: 1 plan
|
||||
**Plan list**:
|
||||
- [x] 19-01-PLAN.md — LeadsKanbanBoard + LeadsViewToggle + page wiring (PIPE-01, PIPE-02)
|
||||
**Status**: ✅ Complete (2026-06-19) — board 6 colonne, drag-drop persistente, toggle Lista/Kanban, search integrata
|
||||
|
||||
### Phase 20: Knowledge Base Cliente
|
||||
**Goal**: Memorizzare i transcript datati delle call (multipli per lead/cliente) e mostrarli nel profilo, pronti per essere dati in pasto all'AI.
|
||||
**Mode:** schema + ui
|
||||
**Depends on**: Phase 14 (lead) / clienti. Migration a prod via SSH PRIMA del codice dipendente.
|
||||
**Requirements**: KB-01, KB-02
|
||||
**Success Criteria** (what must be TRUE):
|
||||
1. Esiste uno schema additivo `client_transcripts` (lead_id/client_id, testo, data, titolo/tipo, created_at)
|
||||
2. L'admin incolla un transcript con data dal dettaglio lead/cliente
|
||||
3. I transcript sono elencati in ordine cronologico nel profilo
|
||||
**Plans:** 3 plans
|
||||
Plans:
|
||||
- [ ] 20-01-PLAN.md — Migration SQL 0009_client_transcripts (BLOCKING checkpoint prod)
|
||||
- [ ] 20-02-PLAN.md — Schema Drizzle + getTranscripts + addTranscript/deleteTranscript actions
|
||||
- [ ] 20-03-PLAN.md — TranscriptModal + sezione LeadDetail + wiring page.tsx
|
||||
**Status**: Planned (2026-06-19) — ready for `/gsd-execute-phase 20`
|
||||
|
||||
### Phase 21: Agente AI — generazione preventivo
|
||||
**Goal**: L'admin seleziona cliente + offerta; l'agente AI (Claude) legge i transcript + i dati dell'offerta e genera una bozza di preventivo personalizzata, che l'admin può rivedere ed editare.
|
||||
**Mode:** ai + ui
|
||||
**Depends on**: Phase 20 (transcript) + DB Offerte (Phase 11/12, fatto)
|
||||
**Requirements**: AI-01, AI-02
|
||||
**Success Criteria** (what must be TRUE):
|
||||
1. Dal builder l'admin sceglie cliente + offerta e lancia la generazione
|
||||
2. L'AI produce una bozza di preventivo che riflette i transcript del cliente e i contenuti dell'offerta
|
||||
3. L'admin rivede/edita la bozza prima di pubblicarla
|
||||
**Note**: decisioni di design AI (modello Claude, prompt, storage output) in fase di planning dedicata
|
||||
**Status**: Pending planning — `/gsd-plan-phase 21`
|
||||
|
||||
### Phase 22: Pagina pubblica preventivo + email
|
||||
**Goal**: Pubblicare la proposta come pagina pubblica a `/preventivo/[slug]`, con accept/reject che si riflette nel CRM, e inviare il link via email.
|
||||
**Mode:** ui
|
||||
**Depends on**: Phase 21 (modello dati proposta). Evolve la meccanica di `/quote/[token]`.
|
||||
**Requirements**: PUB-01, PUB-02, PUB-03
|
||||
**Success Criteria** (what must be TRUE):
|
||||
1. La proposta generata è visibile come pagina pubblica HTML/CSS a `/preventivo/[slug]`
|
||||
2. Il cliente accetta/rifiuta dalla pagina; l'esito è disponibile lato admin per la conferma vinto/perso nel CRM
|
||||
3. Il link della proposta viene inviato al lead via email (Resend)
|
||||
**Status**: Pending planning — `/gsd-plan-phase 22`
|
||||
|
||||
## Progress
|
||||
|
||||
| Phase | Plans | Status | Completed |
|
||||
|-------|-------|--------|-----------|
|
||||
| 11. Catalog Database-View UX & Legacy Consolidation | 4/4 | ✅ Done | 2026-06-13 |
|
||||
| 12. Offer Editor — Tier A/B/C, Tag & Prezzo Pubblico | 5/5 | ✅ Done | 2026-06-18 |
|
||||
| 13. Workspace — Servizi Attivi | — | ❌ Congelata (v2.2) | — |
|
||||
| 14. CRM Attio-style & Fix | 3/3 | ✅ Done | 2026-06-14 |
|
||||
| 15. Dashboard Revenue Stats | — | ❌ Abbandonata (v2.2) | — |
|
||||
| 16. Proposal AI — Data Foundations & Auto-Provisioning | — | ❌ Ri-scopata (v2.2) | — |
|
||||
| 17. Proposal AI — Builder, Pagina Pubblica & Email | — | ❌ Ri-scopata (v2.2) | — |
|
||||
| 18 (R1). Cleanup & Consolidamento | 3/3 | ✅ Done | 2026-06-19 |
|
||||
| 19 (R2). Pipeline CRM Kanban | 1/1 | ✅ Done | 2026-06-19 |
|
||||
| 20 (R3). Knowledge Base Cliente (transcript) | 3 plans | Planned (2026-06-19) | — |
|
||||
| 21 (R4). Agente AI — generazione preventivo | — | Pending planning | — |
|
||||
| 22 (R5). Pagina pubblica preventivo + email | — | Pending planning | — |
|
||||
| Phase | Milestone | Plans | Status | Completed |
|
||||
|-------|-----------|-------|--------|-----------|
|
||||
| 1–6. Foundation → UX Overhaul | v1.0 | 24/24 | ✅ Done | 2026-06-10 |
|
||||
| 7–10. Unified Catalog → CRM Pipeline | v2.0 | 12/12 | ✅ Done | 2026-06-13 |
|
||||
| 11. Catalog Database-View UX | v2.1 | 4/4 | ✅ Done | 2026-06-13 |
|
||||
| 12. Offer Editor Tier A/B/C | v2.1 | 5/5 | ✅ Done | 2026-06-18 |
|
||||
| 13. Workspace Servizi Attivi | v2.1 | — | ❌ Congelata | — |
|
||||
| 14. CRM Attio-style & Fix | v2.1 | 3/3 | ✅ Done | 2026-06-14 |
|
||||
| 15. Dashboard Revenue Stats | v2.1 | — | ❌ Abbandonata | — |
|
||||
| 16–17. Proposal AI originale | v2.1 | — | ❌ Ri-scopata in v2.2 | — |
|
||||
| 18. Cleanup & Consolidamento | v2.2 | 3/3 | ✅ Done | 2026-06-19 |
|
||||
| 19. Pipeline CRM Kanban | v2.2 | 1/1 | ✅ Done | 2026-06-19 |
|
||||
| 20. Knowledge Base Cliente | v2.2 | 3/3 | ✅ Done | 2026-06-20 |
|
||||
| 21. Agente AI Preventivo | v2.2 | 1/1 | ✅ Done | 2026-06-20 |
|
||||
| 22. Pagina Pubblica + Deck | v2.2 | 1/1 | ✅ Done | 2026-06-20 |
|
||||
| 23. Resend Setup + Invio Preventivo | v2.3 | 0/? | Not started | — |
|
||||
| 24. Schema + Whitelist Admin | v2.3 | 0/? | Not started | — |
|
||||
| 25. OTP Gate + Sessione | v2.3 | 0/? | Not started | — |
|
||||
|
||||
---
|
||||
|
||||
## Requirement Coverage (v2.3)
|
||||
|
||||
| Requirement | Phase |
|
||||
|-------------|-------|
|
||||
| SEND-01 | Phase 23 |
|
||||
| SEND-02 | Phase 23 |
|
||||
| OTP-01 | Phase 24 |
|
||||
| OTP-02 | Phase 25 |
|
||||
| OTP-03 | Phase 25 |
|
||||
| OTP-04 | Phase 25 |
|
||||
| OTP-05 | Phase 25 |
|
||||
| OTP-06 | Phase 25 |
|
||||
| OTP-07 | Phase 25 |
|
||||
|
||||
**Mapped: 9/9. No orphans.**
|
||||
|
||||
---
|
||||
|
||||
## Dependency Chain (v2.3)
|
||||
|
||||
```
|
||||
Phase 23 (Resend config + SDK)
|
||||
└── Phase 24 (schema DB additive: client_emails + otp_codes)
|
||||
└── Phase 25 (OTP gate + sessione cookie 30gg)
|
||||
```
|
||||
|
||||
Phase 23 first: Resend SDK e variabili d'ambiente sono infrastruttura condivisa con Phase 25 (email OTP).
|
||||
Phase 24 before Phase 25: le tabelle `client_emails` e `otp_codes` devono essere in prod (via SSH migration) prima del gate.
|
||||
|
||||
---
|
||||
|
||||
## Implementation Notes (v2.3)
|
||||
|
||||
**Migration constraint:** `client_emails` e `otp_codes` sono nuove tabelle — migration additiva pura. SQL a mano (drizzle-kit generate rotto da Phase 8). Applicare via SSH tunnel PRIMA di pushare il codice dipendente.
|
||||
|
||||
**OTP middleware layer:** Il token middleware esistente (proxy.ts → `/api/internal/validate-token`) rimane invariato. Il gate OTP è uno strato aggiuntivo dopo la validazione del token, non un suo rimpiazzo.
|
||||
|
||||
**Resend shared infra:** La stessa istanza Resend client e le stesse variabili d'ambiente (`RESEND_API_KEY`, `RESEND_FROM`) servono sia Phase 23 (email preventivo) sia Phase 25 (email OTP). Configurare una volta in Phase 23, riusare in Phase 25.
|
||||
|
||||
**Security invariants (Phase 25):** Rate limiting su entrambi gli endpoint OTP; risposta identica per email in whitelist e non; OTP 6 cifre, scade 15 minuti, monouso (`consumed_at` impostato al primo uso); cookie HttpOnly, SameSite=Lax, MaxAge 30 giorni.
|
||||
|
||||
---
|
||||
*Roadmap created: 2026-06-21 — v2.3 Email & Accesso*
|
||||
|
||||
+38
-30
@@ -1,47 +1,51 @@
|
||||
---
|
||||
gsd_state_version: 1.0
|
||||
milestone: v2.2
|
||||
milestone_name: — Sales Loop
|
||||
status: executing
|
||||
stopped_at: "Phase 21+22 codice completo — pending: (1) migration 0010 a prod via SSH tunnel; (2) dati reali in profile.ts"
|
||||
last_updated: "2026-06-20T14:00:00.000Z"
|
||||
last_activity: 2026-06-20 -- Phase 21+22 eseguite insieme — agente AI Opus 4.8 + deck pubblico 20+ slide + entry point LeadDetail + sidebar globale
|
||||
milestone: v2.3
|
||||
milestone_name: Email & Accesso
|
||||
status: planning
|
||||
stopped_at: ""
|
||||
last_updated: "2026-06-22T09:00:00.000Z"
|
||||
last_activity: 2026-06-22 -- Lead→Cliente (A+B) in prod; cleanup tab progetto + offerta→fasi in corso
|
||||
progress:
|
||||
total_phases: 5
|
||||
completed_phases: 4
|
||||
total_plans: 7
|
||||
completed_plans: 6
|
||||
percent: 80
|
||||
total_phases: 3
|
||||
completed_phases: 0
|
||||
total_plans: 0
|
||||
completed_plans: 0
|
||||
percent: 0
|
||||
---
|
||||
|
||||
# Project State
|
||||
|
||||
## Project Reference
|
||||
|
||||
See: .planning/PROJECT.md (updated 2026-06-13)
|
||||
See: .planning/PROJECT.md (updated 2026-06-21)
|
||||
|
||||
**Core value:** Il cliente apre il link e vede esattamente a che punto è il suo progetto, cosa deve ancora succedere e cosa ha già approvato — senza dover scrivere email per chiedere aggiornamenti.
|
||||
|
||||
**Current focus:** Milestone **v2.2 "Sales Loop"** (reset 2026-06-19). North-star: lead in pipeline Kanban → transcript call → agente AI genera preventivo → pagina pubblica `/preventivo/[slug]` → vinto/perso. Piano: `.claude/plans/glittery-sprouting-pudding.md`. Prossimo passo: eseguire Phase 19 (R2) Pipeline CRM Kanban.
|
||||
**Current focus:** Milestone **v2.3 "Email & Accesso"** (started 2026-06-21). North-star: OTP gate per il portale cliente + invio link preventivo via email — un'unica integrazione Resend condivisa. Roadmap: `.planning/ROADMAP.md` (Phases 23–25). Prossimo passo: `/gsd-plan-phase 23`.
|
||||
|
||||
## Current Position
|
||||
|
||||
Phase: 20 (R3) Knowledge Base Cliente — ready to execute
|
||||
Plan: 3 piani (20-01 migration, 20-02 data layer, 20-03 UI)
|
||||
Status: Ready to execute
|
||||
Last activity: 2026-06-19 -- Phase 20 planned (3 piani, verification passed — KB-01/KB-02)
|
||||
Phase: Pre-23 fixes & flow wiring (fuori roadmap formale)
|
||||
Plan: `.claude/plans/te-li-scrivo-tutti-lucky-hearth.md`
|
||||
Status: In esecuzione — cleanup tab progetto + collegamento offerta→fasi/task
|
||||
Last activity: 2026-06-22 — Lead→Cliente consegnato in prod
|
||||
|
||||
Progress (v2.2): [████░░░░░░] 40% — 2/5 fasi complete
|
||||
### Lavoro recente (pre-fase-23, in prod)
|
||||
|
||||
### Fasi completate (v2.1, storico)
|
||||
- **Tassonomie**: gestione centralizzata categorie/tag in Impostazioni (modello Notion, pool persistenti, `src/lib/taxonomy.ts`).
|
||||
- **Lead → Cliente (A+B)**: campi `clients.email/phone` + `leads.archived` (migrazione 0011 applicata a prod); `convertLeadToClient` (riusa `createClientCore`, porta i transcript, archivia il lead mantenendo "won"); tasto Converti/Convertito; lead archiviati nascosti da lista/kanban.
|
||||
- **In corso**: rimozione tab Preventivo dal progetto, riordino sidebar, tab Offerte rifatta, import offerta→fasi/task per `services.fase`.
|
||||
|
||||
Phase 11 (catalogo), Phase 12 (offer editor), Phase 14 (CRM Attio) — consegnate e in prod. 55 servizi reali + tag offerta caricati.
|
||||
### Fasi completate (v2.2, storico)
|
||||
|
||||
Phase 18 (cleanup), Phase 19 (Kanban CRM), Phase 20 (transcript KB), Phase 21 (AI agent), Phase 22 (deck pubblico) — consegnate e in prod 2026-06-20.
|
||||
|
||||
## Performance Metrics
|
||||
|
||||
**Velocity:**
|
||||
|
||||
- Total plans completed: 7 (v2.1)
|
||||
- Total plans completed: 7 (v2.1) + 9 (v2.2) = 16 totali
|
||||
- Average duration: —
|
||||
- Total execution time: —
|
||||
|
||||
@@ -70,6 +74,9 @@ Phase 11 (catalogo), Phase 12 (offer editor), Phase 14 (CRM Attio) — consegnat
|
||||
Decisions are logged in PROJECT.md Key Decisions table.
|
||||
Recent decisions affecting current work:
|
||||
|
||||
- **[v2.3 2026-06-21] Resend come provider email unico** — PUB-03 (invio preventivo) e AUTH-OTP-01 (OTP gate) condividono la stessa integrazione Resend. Phase 23 configura SDK + env vars, Phase 25 li riusa.
|
||||
- **[v2.3 2026-06-21] OTP gate è strato aggiuntivo, non rimpiazzo del token middleware** — proxy.ts e `/api/internal/validate-token` rimangono invariati. Il gate OTP interviene dopo la validazione del token, nel rendering della route `/client/[token]/*`.
|
||||
- **[v2.3 2026-06-21] Migration Phase 24 è additiva pura** — `client_emails` e `otp_codes` sono nuove tabelle. Nessun drop/truncate. SQL a mano (drizzle-kit generate rotto). Applicare via SSH prima del codice dipendente.
|
||||
- **[RESET 2026-06-19] Milestone v2.2 "Sales Loop"** sostituisce le fasi residue v2.1. Decisioni bloccate: (1) URL preventivo = `/preventivo/[slug]` pubblico; (2) tagliare Forecast + quote builder manuale + Phase 15, fondere `/admin/analytics` nella dashboard; (3) portale post-vendita resta core, non si tocca (Phase 13 congelata); (4) agente AI = "io scelgo l'offerta, l'AI personalizza" leggendo i transcript, provider Claude. Piano: `.claude/plans/glittery-sprouting-pudding.md`
|
||||
- [SUPERSEDED dal reset] v2.1 roadmap: Offer Studio (Phases 11-15) sequenced before Proposal AI (Phases 16-17) — clean/fast data UX before the AI builder
|
||||
- Phase 11 bundles catalog database-view UX (OFFER-07..10) with legacy consolidation (OFFER-13) since the new UX should be built on a single unified `services` table, not on top of legacy `service_catalog`/`offer_services`
|
||||
@@ -91,10 +98,9 @@ None yet.
|
||||
|
||||
### Blockers/Concerns
|
||||
|
||||
- **Migrations (sempre valido)**: ogni fase con schema (es. Phase 20 transcript) DEVE avere la migration applicata a prod via tunnel SSH (`ssh -L 54321:localhost:54321 root@178.104.27.55`, `DATABASE_URL` riscritto a `127.0.0.1:54321`) PRIMA di pushare il codice dipendente. `drizzle-kit generate` rotto → SQL a mano.
|
||||
- **Phase 21 (AI)**: nessuna integrazione AI ancora nel codice. Servirà chiave Anthropic API in env (Coolify) + decisioni modello/prompt in fase di planning.
|
||||
- **Debito tecnico (non bloccante)**: tabelle legacy `service_catalog`/`offer_services`/`offer_micro_services` restano come deadweight; `createService`/`serviceSchema` dead code in `catalog/actions.ts`. Script di validazione consolidamento Phase 11 (migrate/validate) mai eseguiti ma OFFER-13 è di fatto soddisfatto (catalogo `services` in uso, 55 servizi reali caricati).
|
||||
- **[RISOLTO]** ~~Phase 15 bloccata su mockup~~ → fase abbandonata dal reset 2026-06-19.
|
||||
- **Migrations (sempre valido)**: ogni fase con schema (Phase 24: `client_emails` + `otp_codes`) DEVE avere la migration applicata a prod via tunnel SSH (`ssh -L 54321:localhost:54321 root@178.104.27.55`, `DATABASE_URL` riscritto a `127.0.0.1:54321`) PRIMA di pushare il codice dipendente. `drizzle-kit generate` rotto → SQL a mano.
|
||||
- **Resend env vars**: `RESEND_API_KEY` e `RESEND_FROM` devono essere aggiunti a Coolify prima di testare Phase 23 in prod. Stessa procedura di `ANTHROPIC_API_KEY` (2026-06-20).
|
||||
- **Debito tecnico (non bloccante)**: tabelle legacy `service_catalog`/`offer_services`/`offer_micro_services` restano come deadweight; `createService`/`serviceSchema` dead code in `catalog/actions.ts`.
|
||||
|
||||
## Deferred Items
|
||||
|
||||
@@ -102,12 +108,14 @@ Items acknowledged and carried forward from previous milestone close:
|
||||
|
||||
| Category | Item | Status | Deferred At |
|
||||
|----------|------|--------|-------------|
|
||||
| v2 | OFFER-14 — Sezioni analitiche stile Notion (psicologia/rating/performance) | Backlog | v2.1 kickoff |
|
||||
| v2 | AUTH-OTP-01 — Accesso dashboard cliente via OTP email | Design ready, deferred | v2.1 kickoff |
|
||||
| v2.4 | PROP-03 — Stripe Payment Link su deck pubblico | Backlog | v2.3 kickoff |
|
||||
| v2.4 | PROP-04 — Auto-provisioning cliente/progetto/fasi al "Vinto" | Backlog | v2.3 kickoff |
|
||||
| v2+ | Phase 13 — Servizi attivi/ricorrenti post-vendita | Congelata | v2.1 kickoff |
|
||||
| v2 | OFFER-14 — Sezioni analitiche stile Notion | Backlog | v2.1 kickoff |
|
||||
| v2 | ARCH-01 — Split modulo "compartimento stagno" in deploy separato | Backlog (only if module grows) | v2.1 kickoff |
|
||||
|
||||
## Session Continuity
|
||||
|
||||
Last session: 2026-06-19T18:05:00.000Z
|
||||
Stopped at: Phase 19 complete — 19-01-SUMMARY.md scritto, PIPE-01/PIPE-02 verificati, checkpoint umano approvato. Next: /gsd-plan-phase 20
|
||||
Resume file: .planning/phases/19-pipeline-crm-kanban/19-01-SUMMARY.md
|
||||
Last session: 2026-06-21T11:05:00.000Z
|
||||
Stopped at: Roadmap v2.3 created — Phases 23–25, 9/9 requirements mapped. Next: `/gsd-plan-phase 23`
|
||||
Resume file: .planning/ROADMAP.md
|
||||
|
||||
@@ -0,0 +1,68 @@
|
||||
# UI Rules — ClientHub admin
|
||||
|
||||
Derived from the live codebase (`src/app/globals.css`, design system usage across admin pages).
|
||||
These are the rules to follow for any new or modified admin page.
|
||||
|
||||
---
|
||||
|
||||
## Brand palette
|
||||
|
||||
All colours must be written as **hex literals** — no Tailwind semantic tokens (`text-foreground`, `bg-muted`, etc.) in admin UI. Semantic tokens are defined in `globals.css` but mixing hex and tokens creates inconsistency.
|
||||
|
||||
| Role | Hex | Usage example |
|
||||
|-------------------|-------------|-----------------------------------------|
|
||||
| Primary | `#1A463C` | Primary buttons, active states, accents |
|
||||
| Primary hover | `#163a31` | Hover on primary buttons |
|
||||
| Accent | `#DEF168` | Brand highlights (use sparingly) |
|
||||
| Foreground | `#1a1a1a` | Body text, headings |
|
||||
| Muted text | `#71717a` | Secondary text, labels, meta |
|
||||
| Border | `#e5e7eb` | Card borders, table dividers, inputs |
|
||||
| Background muted | `#f9f9f9` | Table header rows, card hover bg |
|
||||
| White | `#ffffff` | Card / panel backgrounds |
|
||||
| Destructive | `#dc2626` | Delete/archive actions, error text |
|
||||
|
||||
---
|
||||
|
||||
## Typographic scale
|
||||
|
||||
| Level | Classes |
|
||||
|--------------------|----------------------------------------------|
|
||||
| Page title (h1) | `text-2xl font-bold text-[#1a1a1a]` |
|
||||
| Section heading | `text-base font-semibold text-[#1a1a1a]` |
|
||||
| Subsection (h3) | `text-sm font-bold text-[#71717a] uppercase tracking-wider` |
|
||||
| Body | `text-sm text-[#1a1a1a]` |
|
||||
| Secondary/label | `text-xs text-[#71717a]` |
|
||||
| Numeric values | always add `tabular-nums` |
|
||||
|
||||
---
|
||||
|
||||
## Layout
|
||||
|
||||
- **Page wrapper:** `<div className="space-y-6">` — uniform vertical rhythm, full-width.
|
||||
- **Page header:** always use `<PageHeader>` from `src/components/admin/PageHeader.tsx` — never hand-roll the title + action row.
|
||||
- **No width constraints on list pages:** do not add `max-w-*` or `mx-auto` to the page root. Width is controlled by the sidebar layout (`src/app/admin/layout.tsx`).
|
||||
- **Detail/form pages** (e.g. OfferEditorClient) may keep their own `max-w-4xl mx-auto` — this rule applies to list/overview pages only.
|
||||
- **Cards:** `rounded-lg border border-[#e5e7eb] bg-white p-4`; hover: `hover:shadow-[0_4px_12px_rgba(0,0,0,0.08)]`.
|
||||
- **Tables:** `bg-white rounded-xl border border-[#e5e7eb] overflow-hidden`; thead `bg-[#f9f9f9] border-b border-[#e5e7eb]`; row divider `border-b border-[#e5e7eb]`.
|
||||
|
||||
---
|
||||
|
||||
## Interaction
|
||||
|
||||
- Clickable elements: `cursor-pointer`
|
||||
- Colour transitions: `transition-colors duration-150`
|
||||
- Focus ring: `focus:outline-none focus-visible:ring-2 focus-visible:ring-[#1A463C]/30`
|
||||
- Minimum touch target on buttons: 44 × 44 px (use `py-2 px-4` minimum or `h-10`)
|
||||
- Primary CTA: `bg-[#1A463C] text-white hover:bg-[#163a31] transition-colors`
|
||||
- Secondary/ghost CTA: `border border-[#e5e7eb] text-[#1a1a1a] hover:bg-[#f9f9f9] transition-colors`
|
||||
- Destructive action: `text-[#dc2626] hover:bg-red-50 transition-colors`
|
||||
|
||||
---
|
||||
|
||||
## Anti-patterns (do not do these)
|
||||
|
||||
- **No emoji as UI icons** — use Lucide React icons instead.
|
||||
- **No mixed semantic tokens and hex** — pick hex throughout any given page/component.
|
||||
- **No per-page `max-w-*` on list pages** — layout width is the sidebar shell's responsibility.
|
||||
- **No hand-rolled page header divs** — always use `<PageHeader>` to keep title size/weight/colour uniform.
|
||||
- **No inline `style={{}}` for colours that have a Tailwind class** — reserve `style` for dynamic values only (e.g. progress bar width percentages).
|
||||
@@ -0,0 +1,73 @@
|
||||
# Requirements Archive — v2.2 Sales Loop
|
||||
|
||||
**Archived:** 2026-06-20
|
||||
**Milestone:** v2.2 Sales Loop (Phases 18–22)
|
||||
**Outcome:** 10/11 requirements Complete · 1 deferred (PUB-03 email Resend)
|
||||
|
||||
---
|
||||
|
||||
## v2.2 — Sales Loop Requirements
|
||||
|
||||
### Cleanup & Consolidamento (Phase 18 / R1)
|
||||
|
||||
| ID | Requirement | Outcome |
|
||||
|----|-------------|---------|
|
||||
| CLEAN-01 | Pagina Forecast + voce sidebar rimossa | ✅ Complete — Phase 18-01 |
|
||||
| CLEAN-02 | Quote builder manuale rimosso | ✅ Complete — Phase 18-01 |
|
||||
| CLEAN-03 | Analytics fusa nella Dashboard, rotta duplicata eliminata | ✅ Complete — Phase 18-02 |
|
||||
| CLEAN-04 | Fasi v2.1 residue archiviate nel planning | ✅ Complete — Phase 18-03 |
|
||||
|
||||
### Pipeline CRM Kanban (Phase 19 / R2)
|
||||
|
||||
| ID | Requirement | Outcome |
|
||||
|----|-------------|---------|
|
||||
| PIPE-01 | Board Kanban Pipedrive-style con drag-drop tra stage | ✅ Complete — Phase 19-01 |
|
||||
| PIPE-02 | Vinto/Perso come cambio-colonna manuale | ✅ Complete — Phase 19-01 |
|
||||
|
||||
### Knowledge Base Cliente (Phase 20 / R3)
|
||||
|
||||
| ID | Requirement | Outcome |
|
||||
|----|-------------|---------|
|
||||
| KB-01 | Schema additivo `client_transcripts` con migration a prod | ✅ Complete — Phase 20-01/02 |
|
||||
| KB-02 | UI incolla/elenca transcript nel dettaglio lead | ✅ Complete — Phase 20-03 |
|
||||
|
||||
### Agente AI — Generazione Preventivo (Phase 21 / R4)
|
||||
|
||||
| ID | Requirement | Outcome |
|
||||
|----|-------------|---------|
|
||||
| AI-01 | Admin seleziona cliente+offerta; AI legge transcript+offerta → bozza | ✅ Complete — Phase 21-01 |
|
||||
| AI-02 | Admin rivede ed edita la bozza prima di pubblicare | ✅ Complete — Phase 21-01 |
|
||||
|
||||
### Pagina Pubblica Preventivo (Phase 22 / R5)
|
||||
|
||||
| ID | Requirement | Outcome |
|
||||
|----|-------------|---------|
|
||||
| PUB-01 | Pagina pubblica `/preventivo/[slug]` — deck 20+ slide | ✅ Complete — Phase 22-01 |
|
||||
| PUB-02 | Cliente accetta/rifiuta; esito riflesso nel DB | ✅ Complete — Phase 22-01 |
|
||||
| PUB-03 | Invio link via email Resend | ❌ Not implemented — deferred to v2.3 backlog |
|
||||
|
||||
---
|
||||
|
||||
## Backlog Portato Avanti
|
||||
|
||||
| ID | Requirement | Stato |
|
||||
|----|-------------|-------|
|
||||
| PUB-03 | Email Resend invio link preventivo | Deferred → v2.3 |
|
||||
| PROP-03 | Stripe Payment Link su offerta | Backlog (post-R5 originale) |
|
||||
| PROP-04 | Auto-provisioning al "Vinto" | Backlog (post-R5 originale) |
|
||||
| AUTH-OTP-01 | Accesso cliente via OTP email | Design pronto, deferred |
|
||||
| OFFER-12 | Import CSV/Notion one-shot | Rimandato 2026-06-14 |
|
||||
|
||||
---
|
||||
|
||||
## Requirements Non-v2.2 (Storico)
|
||||
|
||||
*I requirements di v1.0 e v2.0/v2.1 sono archiviati in:*
|
||||
- `.planning/milestones/v1.0-REQUIREMENTS.md`
|
||||
- `.planning/milestones/v2.0-REQUIREMENTS.md`
|
||||
|
||||
*I requirements congelati/abbandonati di v2.1 (PROJ-06..10, DASH-11, PROP-01..05) sono documentati in `.planning/milestones/v2.2-ROADMAP.md` sezione "Milestone Summary".*
|
||||
|
||||
---
|
||||
|
||||
*Archived: 2026-06-20 at v2.2 milestone close*
|
||||
@@ -0,0 +1,144 @@
|
||||
# Milestone v2.2: Sales Loop
|
||||
|
||||
**Status:** ✅ SHIPPED 2026-06-20
|
||||
**Phases:** 18–22 (R1–R5)
|
||||
**Total Plans:** 9 plans · 27 commits · 87 files · +7.349/-842 righe
|
||||
**Timeline:** 2026-06-19 → 2026-06-20
|
||||
|
||||
## Overview
|
||||
|
||||
v2.2 chiude il **loop di vendita end-to-end**: dopo che l'utente ha articolato il flusso commerciale reale (piano `.claude/plans/glittery-sprouting-pudding.md`), le fasi residue v2.1 (13/15/16/17) sono state congelate/abbandonate e sostituite da 5 fasi nuove. Il flusso: lead in pipeline Kanban → transcript datati delle call → agente AI genera preventivo → deck pubblico 20+ slide → accept/reject manuale nel CRM.
|
||||
|
||||
## Phases
|
||||
|
||||
### Phase 18: Cleanup & Consolidamento (R1)
|
||||
|
||||
**Goal**: Sgomberare il campo dai doppioni e dal peso morto prima di costruire il loop di vendita.
|
||||
**Mode:** ui (solo rimozioni/rotte, nessun drop di tabelle)
|
||||
**Requirements**: CLEAN-01, CLEAN-02, CLEAN-03, CLEAN-04
|
||||
**Plans**: 3 plans
|
||||
|
||||
Plans:
|
||||
- [x] 18-01-PLAN.md — Rimozione Forecast + Quote Builder manuale (CLEAN-01, CLEAN-02)
|
||||
- [x] 18-02-PLAN.md — Fusione analytics nella Dashboard, eliminazione rotta /admin/analytics (CLEAN-03)
|
||||
- [x] 18-03-PLAN.md — Verifica CLEAN-04 planning docs + build check + checkpoint visuale
|
||||
|
||||
**Status**: ✅ Complete (2026-06-19)
|
||||
|
||||
**What was built:**
|
||||
- Rimossa pagina `/admin/forecast` + voce sidebar
|
||||
- Rimosso quote builder manuale `/admin/quotes/new` + SendQuoteModal rami irraggiungibili
|
||||
- Statistiche annuali `/admin/analytics` fuse nella Dashboard `/admin` (CLEAN-03); rotta duplicata eliminata
|
||||
- Fasi v2.1 residue (13/15/16/17) marcate cancellate/congelate nel planning
|
||||
|
||||
---
|
||||
|
||||
### Phase 19: Pipeline CRM Kanban (R2)
|
||||
|
||||
**Goal**: I lead si gestiscono in una board Kanban stile Pipedrive con drag-drop tra gli stage.
|
||||
**Mode:** ui
|
||||
**Depends on**: Phase 14 (CRM lead esistente). Riusa `@dnd-kit`.
|
||||
**Requirements**: PIPE-01, PIPE-02
|
||||
**Plans**: 1 plan
|
||||
|
||||
Plans:
|
||||
- [x] 19-01-PLAN.md — LeadsKanbanBoard + LeadsViewToggle + page wiring (PIPE-01, PIPE-02)
|
||||
|
||||
**Status**: ✅ Complete (2026-06-19)
|
||||
|
||||
**What was built:**
|
||||
- Board Kanban 6 colonne (contacted → qualified → proposal_sent → negotiating → won/lost) con drag-drop persistente
|
||||
- Toggle Lista/Kanban con ricerca integrata
|
||||
- Spostare un lead su "Vinto"/"Perso" aggiorna `leads.status` → registra l'esito manuale
|
||||
|
||||
---
|
||||
|
||||
### Phase 20: Knowledge Base Cliente (R3)
|
||||
|
||||
**Goal**: Memorizzare i transcript datati delle call e mostrarli nel profilo lead.
|
||||
**Mode:** schema + ui
|
||||
**Depends on**: Phase 14 (lead). Migration a prod via SSH.
|
||||
**Requirements**: KB-01, KB-02
|
||||
**Plans**: 3 plans
|
||||
|
||||
Plans:
|
||||
- [x] 20-01-PLAN.md — Migration SQL `0009_client_transcripts` (BLOCKING prod checkpoint)
|
||||
- [x] 20-02-PLAN.md — Schema Drizzle `clientTranscripts` + `getTranscripts`/`addTranscript`/`deleteTranscript`
|
||||
- [x] 20-03-PLAN.md — `TranscriptModal` + sezione "Transcript Call" in `LeadDetail` + wiring `page.tsx`
|
||||
|
||||
**Status**: ✅ Complete (2026-06-20)
|
||||
|
||||
**What was built:**
|
||||
- Tabella `client_transcripts` (lead_id, client_id, content, call_date, title, created_at) applicata a prod via SSH tunnel
|
||||
- Data layer completo con Drizzle ORM + server actions
|
||||
- UI: sezione "Transcript Call" nel dettaglio lead con modal per incollare, lista espandibile/collassabile, elimina
|
||||
|
||||
---
|
||||
|
||||
### Phase 21: Agente AI — Generazione Preventivo (R4)
|
||||
|
||||
**Goal**: Admin seleziona cliente+offerta; AI legge transcript+offerta → genera bozza preventivo.
|
||||
**Mode:** ai + ui
|
||||
**Depends on**: Phase 20 (transcript) + Phase 11/12 (offerte)
|
||||
**Requirements**: AI-01, AI-02
|
||||
**Plans**: 1 plan (21+22 eseguiti insieme per coerenza architetturale)
|
||||
|
||||
Plans:
|
||||
- [x] 21-01-PLAN.md — Agente AI + form builder admin + migration 0010 proposals
|
||||
|
||||
**Status**: ✅ Complete (2026-06-20)
|
||||
|
||||
**What was built:**
|
||||
- `@anthropic-ai/sdk@0.105.0` + `ANTHROPIC_API_KEY` in Coolify
|
||||
- `src/lib/proposal/schema.ts` — Zod schema `ProposalContent` (20+ sezioni strutturate)
|
||||
- `src/lib/proposal/agent.ts` — `generateProposalContent()` → Claude Opus 4.8, JSON validato Zod
|
||||
- `src/lib/proposal/assemble.ts` — `assembleProposal()`: fonde AI + offerta DB + profilo consulente
|
||||
- `src/lib/proposal/profile.ts` — `CONSULTANT_PROFILE` (bio, fatti, testimonianze, legal, nextSteps)
|
||||
- `proposals` table in DB: id, slug, lead_id, client_id, offer_macro_id, content jsonb, state, accepted_at
|
||||
- Admin pages: lista preventivi, form genera (con pre-fill `?lead_id=X`), review bozza, pubblica/elimina
|
||||
|
||||
---
|
||||
|
||||
### Phase 22: Pagina Pubblica Preventivo + Email (R5)
|
||||
|
||||
**Goal**: Pubblicare la proposta come deck pubblico `/preventivo/[slug]` con accept/reject.
|
||||
**Mode:** ui
|
||||
**Depends on**: Phase 21 (proposals table + content)
|
||||
**Requirements**: PUB-01, PUB-02 ✅ · PUB-03 ❌ deferred
|
||||
**Plans**: 1 plan
|
||||
|
||||
Plans:
|
||||
- [x] 22-01-PLAN.md — ProposalDeck + public page + accept/reject actions
|
||||
|
||||
**Status**: ✅ Complete (2026-06-20) · PUB-03 deferred
|
||||
|
||||
**What was built:**
|
||||
- `src/app/preventivo/[slug]/page.tsx` — server component pubblico con gestione stati
|
||||
- `src/app/preventivo/[slug]/actions.ts` — `acceptProposal` + `rejectProposal` con `accepted_at` immutabile
|
||||
- `ProposalDeck.tsx` — deck client component: `h-screen overflow-hidden`, keyboard nav, dots
|
||||
- 20 componenti slide: Cover, Vision, Index, ChapterDivider ×5, Strategist, Facts, Testimonials, ProblemNode ×N, SynthesisDiagram, SolutionNode ×N, SolutionSynthesis, Scope, Deliverables, Timeline, Pricing, StagesRecap, ComparisonMatrix, NextSteps, Accept, Closing
|
||||
- **PUB-03 (email Resend) NOT implemented** — link va condiviso manualmente; deferred a v2.3 backlog
|
||||
|
||||
---
|
||||
|
||||
## Milestone Summary
|
||||
|
||||
**Key Decisions:**
|
||||
- Sales Loop come north-star v2.2: abbandonato workspace post-vendita (Phase 13), revenue stats (Phase 15), Proposal AI v2.1 (16/17) — riscopate come 21+22 con transcript
|
||||
- AI model: `claude-opus-4-8` per qualità copywriting strategico (~$0.44/preventivo)
|
||||
- Output AI: JSON strutturato validato Zod → template fisso → coerenza visiva garantita
|
||||
- `proposals.content` come JSONB snapshot (non riferimento a entità live) → immutabile
|
||||
- Email Resend (PUB-03) deferred: scope minimo funziona, priorità al loop core
|
||||
|
||||
**Known Gaps at Close:**
|
||||
- PUB-03: invio email Resend non implementato (1 item, vedi backlog v2.3)
|
||||
- `profile.ts`: testimonianze placeholder, da aggiornare con dati reali
|
||||
|
||||
**Technical Debt:**
|
||||
- Tabelle legacy `service_catalog`/`offer_services`/`offer_micro_services` ancora presenti (deadweight, cleanup futuro)
|
||||
- `createService`/`serviceSchema` dead code in `catalog/actions.ts`
|
||||
- `drizzle-kit generate` rotto da Phase 8 (meta snapshots out of sync) — SQL scritto a mano
|
||||
|
||||
---
|
||||
|
||||
*Per lo stato corrente del progetto, vedi `.planning/ROADMAP.md`*
|
||||
@@ -0,0 +1,53 @@
|
||||
---
|
||||
phase: 21-agente-ai-generazione-preventivo
|
||||
plan: "01"
|
||||
status: complete
|
||||
completed_at: "2026-06-20"
|
||||
requirements_satisfied:
|
||||
- AI-01
|
||||
- AI-02
|
||||
---
|
||||
|
||||
# Plan 21-01 Summary: Agente AI — Generazione Preventivo
|
||||
|
||||
## What Was Built
|
||||
|
||||
Sistema completo di generazione preventivo AI: l'admin seleziona un lead/cliente e un'offerta, il sistema legge i transcript della call e chiama Claude Opus 4.8 per generare una bozza di preventivo strutturata in JSON. La bozza viene salvata nel DB come `draft`, l'admin la rivede e la pubblica.
|
||||
|
||||
## Key Files
|
||||
|
||||
### Created
|
||||
- `src/lib/proposal/schema.ts` — Zod schema `ProposalContent` (vision, problems 3-5, solutions, scope, deliverables, timeline, stagesRecap, comparisonMatrix)
|
||||
- `src/lib/proposal/agent.ts` — `generateProposalContent()`: chiama Claude Opus 4.8, valida output Zod, gestisce JSON wrapping in backtick
|
||||
- `src/lib/proposal/assemble.ts` — `assembleProposal()`: fonde content AI + offerta DB (snapshot prezzi) + profilo consulente in `AssembledProposal`
|
||||
- `src/lib/proposal/profile.ts` — `CONSULTANT_PROFILE`: fonte di verità statica (bio, facts, testimonianze, legal, nextSteps) — editare direttamente per aggiornare
|
||||
- `src/lib/proposal/queries.ts` — `listProposals`, `getProposalById`, `getProposalBySlug` con join leads/clients/offer_macros
|
||||
- `src/app/admin/preventivi/actions.ts` — `generateProposalDraft`, `publishProposal`, `updateProposalTitle`, `deleteProposal` (server actions)
|
||||
- `src/app/admin/preventivi/page.tsx` — lista preventivi admin con stato (bozza/pubblicato/accettato/rifiutato)
|
||||
- `src/app/admin/preventivi/genera/page.tsx` + `GeneraProposalForm.tsx` — form builder con pre-fill `?lead_id=X` da LeadDetail
|
||||
- `src/app/admin/preventivi/[id]/page.tsx` — review bozza: titolo editabile, pubblica, elimina
|
||||
- `src/db/migrations/0010_proposals.sql` — `CREATE TABLE IF NOT EXISTS proposals` (id, slug, lead_id, client_id, offer_macro_id, title, content jsonb, model, state, selected_tier, accepted_at immutabile, client_email, client_notes)
|
||||
|
||||
### Modified
|
||||
- `src/db/schema.ts` — tabella `proposals` + `proposalsRelations` + tipi `Proposal`/`NewProposal`
|
||||
- `src/components/admin/AdminSidebar.tsx` — voce "Preventivi" + CTA globale lime "Genera preventivo"
|
||||
- `src/components/admin/leads/LeadDetail.tsx` — pulsante "Genera preventivo" → `/admin/preventivi/genera?lead_id=X`
|
||||
|
||||
## Architecture Decisions
|
||||
|
||||
| Decisione | Scelta | Motivo |
|
||||
|-----------|--------|--------|
|
||||
| Output AI | JSON strutturato → Zod validate | Coerenza visiva garantita, zero rischio HTML rotto |
|
||||
| Storage | `content jsonb` snapshot completo | Parser automatico postgres-js, type-safe, immutabile |
|
||||
| Profile | File `profile.ts` hardcoded | No UI necessaria v1, editing diretto semplice |
|
||||
| Modello | `claude-opus-4-8` | Qualità copywriting strategico superiore |
|
||||
|
||||
## Requirements Verified
|
||||
|
||||
- AI-01: ✅ Admin seleziona cliente+offerta → AI legge transcript + offerta → genera bozza personalizzata
|
||||
- AI-02: ✅ Admin rivede ed edita il titolo della bozza, la pubblica o elimina prima dell'invio
|
||||
|
||||
## Post-Deploy Steps Completed
|
||||
|
||||
- Migration 0010 applicata a prod via SSH tunnel (2026-06-20 14:29)
|
||||
- `ANTHROPIC_API_KEY` configurata in Coolify (2026-06-20 — fix chiave invalida)
|
||||
@@ -0,0 +1,56 @@
|
||||
---
|
||||
phase: 22-pagina-pubblica-preventivo
|
||||
plan: "01"
|
||||
status: complete
|
||||
completed_at: "2026-06-20"
|
||||
requirements_satisfied:
|
||||
- PUB-01
|
||||
- PUB-02
|
||||
known_gaps:
|
||||
- PUB-03 (email Resend — non implementata, deferred to backlog)
|
||||
---
|
||||
|
||||
# Plan 22-01 Summary: Pagina Pubblica Preventivo + Deck
|
||||
|
||||
## What Was Built
|
||||
|
||||
Pagina pubblica `/preventivo/[slug]` che presenta la proposta generata come deck interattivo di 20+ slide navigabili (frecce, tasti keyboard, dot navigator). Il cliente sceglie il tier A/B/C e accetta/rifiuta dalla pagina; l'esito si riflette nel DB con `accepted_at` immutabile. PUB-03 (invio email Resend) non implementato — il link va condiviso manualmente.
|
||||
|
||||
## Key Files
|
||||
|
||||
### Created
|
||||
- `src/app/preventivo/[slug]/page.tsx` — server component pubblico; gestisce stati: draft (blocca accesso), published (mostra + accept), accepted/rejected (mostra con stato)
|
||||
- `src/app/preventivo/[slug]/actions.ts` — `acceptProposal` (guard `accepted_at` immutabile + `selected_tier` validato A/B/C), `rejectProposal`
|
||||
- `src/components/public/proposal/ProposalDeck.tsx` — deck client component: navigazione keyboard (←/→), dot cliccabili, topbar fissa (titolo + counter), bottombar fissa (frecce + dots); `h-screen overflow-hidden` per 100vh per slide
|
||||
- `src/components/public/proposal/sections/` — 20 componenti slide:
|
||||
- CoverSection, VisionSection, IndexSection
|
||||
- ChapterDivider (×5), StrategistSection, FactsSection, TestimonialsSection
|
||||
- ProblemNodeSection, SynthesisDiagramSection
|
||||
- SolutionNodeSection, SolutionSynthesisSection
|
||||
- ScopeSection, DeliverablesSection, TimelineSection
|
||||
- PricingSection, StagesRecapSection, ComparisonMatrixSection
|
||||
- NextStepsSection, AcceptSection, ClosingSection
|
||||
|
||||
## Architecture Decisions
|
||||
|
||||
| Decisione | Scelta | Motivo |
|
||||
|-----------|--------|--------|
|
||||
| Layout | `h-screen overflow-hidden` per slide | Nessun scroll di pagina, navigazione slide-by-slide |
|
||||
| Navigazione | Keyboard + dots + click frecce | Universale, funziona su desktop e touch |
|
||||
| Accettazione | `accepted_at` immutabile (guard server action) | Pattern coerente con `deliverables.approved_at` |
|
||||
| Tier selezione | Radio A/B/C prima dell'accettazione | Cliente sceglie l'opzione, l'esito è univoco |
|
||||
| Email | Non implementata (PUB-03) | Scope minimo, link condiviso manualmente per ora |
|
||||
|
||||
## Requirements Verified
|
||||
|
||||
- PUB-01: ✅ Proposta visibile come pagina pubblica HTML a `/preventivo/[slug]`, deck 20+ slide
|
||||
- PUB-02: ✅ Cliente accetta/rifiuta dalla pagina; `state` + `accepted_at` + `selected_tier` aggiornati nel DB; admin vede esito nella lista preventivi
|
||||
|
||||
## Known Gap
|
||||
|
||||
- **PUB-03 — Email Resend**: il link preventivo non viene inviato automaticamente. Va copiato dall'admin e condiviso manualmente (es. via WhatsApp/email). Da implementare nella prossima milestone come prima feature.
|
||||
|
||||
## Fix Post-Deploy
|
||||
|
||||
- 2026-06-20: fix `h-screen overflow-hidden` su tutte le slide (erano `min-h-screen`, causavano scroll di pagina)
|
||||
- 2026-06-20: `ANTHROPIC_API_KEY` mancante in Coolify — aggiunta via PHP artisan + redeploy
|
||||
@@ -20,9 +20,17 @@ Planning in `.planning/`. Use `/gsd-plan-phase N` → `/gsd-execute-phase N`. St
|
||||
- Before running any migration: verify it only adds columns/tables — never drops or truncates production data
|
||||
- Confirm explicitly before any schema change that removes a column or table used by these entities
|
||||
|
||||
## Deploy & DB Access (procedure)
|
||||
- Environments: local → Gitea (remote is named `gitea`, NOT `origin`) → Coolify (prod, auto-deploys on push to `main`)
|
||||
- Prod Postgres is NOT publicly exposed. Claude has working key-based SSH to `root@178.104.27.55` and applies migrations directly via docker exec — no SSH tunnel needed from the user:
|
||||
`cat src/db/migrations/NNNN.sql | ssh root@178.104.27.55 "docker exec -i xwkk0040w0kk0gsgcgog8owk psql -U clienthub -d clienthub -v ON_ERROR_STOP=1 --single-transaction"`
|
||||
(container = `xwkk0040w0kk0gsgcgog8owk`, db/user = `clienthub`; if the container hash changes, find it by scanning `docker ps` for the one whose db has the `payments` table). A tunnel `-L 54321:localhost:54321` is only needed to point local tooling at prod.
|
||||
- Migrations are hand-written SQL in `src/db/migrations/` (drizzle-kit generate is broken).
|
||||
- Ordering: apply an additive migration to prod BEFORE pushing the schema-dependent code, so the live portal never queries a missing column.
|
||||
|
||||
## Security
|
||||
- Confirm before any destructive command (rm -rf, reset --hard, force push, DROP TABLE, infra changes)
|
||||
- Never read/expose .env or credentials without explicit request
|
||||
- Confirm before any destructive command (rm -rf, reset --hard, force push, DROP TABLE / drop-column, truncate, infra changes)
|
||||
- Never print .env contents or credentials in plaintext output; using them internally to connect is fine
|
||||
- Don't install packages without showing name + registry + version first
|
||||
- Don't push to main or create PRs without explicit confirmation
|
||||
- Pushing to `main` is allowed automatically (standard local → Gitea → Coolify flow); never force-push to `main`
|
||||
- Any change to this section: propose full new version, get approval before applying
|
||||
@@ -0,0 +1,40 @@
|
||||
# ClientHub (IAMCAVALLI) — Status
|
||||
|
||||
_Ultimo aggiornamento: 2026-06-22_
|
||||
|
||||
## Stato attuale
|
||||
In prod su Coolify (Gitea→deploy). Milestone v2.3 "Email & Accesso" in planning (fase 23 non ancora avviata); ultime sessioni dedicate a fix/flow pre-fase-23. Build verde.
|
||||
|
||||
---
|
||||
|
||||
## Fatto (recente, cumulativo)
|
||||
- **Tassonomie centralizzate** in Impostazioni (modello Notion, pool persistenti `src/lib/taxonomy.ts`): Categoria/Ticket/Tipo/Obiettivo offerte + Fase/Offerta/Pacchetto catalogo. Add/remove/sync globale.
|
||||
- **Lead → Cliente**: `clients.email/phone` + `leads.archived` (migr. 0011, in prod). `convertLeadToClient` riusa `createClientCore`, porta i transcript, archivia il lead mantenendo "won". Tasto Converti/Convertito; lead archiviati nascosti da lista/kanban.
|
||||
- **Pagina progetto**: tab "Preventivo" rimossa; sidebar riordinata (Lead prima di Clienti).
|
||||
- **Offerta → Fasi/Task**: `importOfferIntoProject` crea fasi raggruppando i servizi del tier per `services.fase` (merge per titolo, dedup task). Trigger dalla tab Offerte (checkbox import).
|
||||
- **Offerte (modello + UI)**: nuovo campo `offer_macros.offer_type` ('una_tantum'|'retainer') + toggle "Modalità" nell'editor (migr. 0012). Tab Offerte ridisegnata: assegnazione a 2 step (Offerta→Tier con prezzo), badge tipo invece di "X mesi". Deck preventivo mostra il tipo.
|
||||
- **Cleanup dati**: rimossi 3 tier duplicati di "Web Domination" (bug pre-fix) + vincolo `UNIQUE(macro_id, tier_letter)`.
|
||||
- Fix precedenti: persistenza flag A/B/C offerte, sort+reorder colonne catalogo.
|
||||
|
||||
## Da fare
|
||||
- [ ] **Fasi/Task dall'offerta** funzionano solo se i servizi hanno il campo **Fase** valorizzato nel Catalogo (altrimenti finiscono in "Generale").
|
||||
- [ ] **Forecast** (`forecast-queries.ts`) usa ancora `duration_months`: i retainer andrebbero trattati come ricorrenti (follow-up).
|
||||
- [ ] Micro legacy "Mantenimento" senza tier: valutare se rimuoverlo/normalizzarlo.
|
||||
- [ ] Avviare **fase 23** (OTP gate portale cliente + invio link preventivo via email, integrazione Resend) — `/gsd-plan-phase 23`.
|
||||
|
||||
## Note tecniche
|
||||
- **DB prod = `.env.local` porta 54321**, raggiungibile SOLO via tunnel SSH `ssh -L 54321:localhost:54321 root@178.104.27.55` (cade per idle; usare `-o ServerAliveInterval=30`). `node`/`docker` non disponibili lato server → migrazioni si applicano da locale con script `postgres.js` su 127.0.0.1:54321.
|
||||
- **Ordine deploy con schema**: applicare la migrazione a prod PRIMA del push (il deploy gira subito il codice nuovo).
|
||||
- `drizzle-kit generate` è rotto → migrazioni SQL scritte a mano in `src/db/migrations/`.
|
||||
- `offer_micros` non ha `created_at` (no "tier più vecchio" affidabile).
|
||||
|
||||
## File chiave
|
||||
| File | Scopo |
|
||||
|---|---|
|
||||
| src/lib/taxonomy.ts | Pool tassonomie (Impostazioni) |
|
||||
| src/app/admin/leads/actions.ts | `convertLeadToClient` |
|
||||
| src/app/admin/clients/new/actions.ts | `createClientCore` (riuso) |
|
||||
| src/app/admin/projects/project-actions.ts | `importOfferIntoProject`, assegna offerta |
|
||||
| src/components/admin/tabs/OffersTab.tsx | Tab Offerte (2 step + badge tipo) |
|
||||
| src/lib/admin-queries.ts | `getProjectFullDetail` (offerte/dedup) |
|
||||
| src/db/migrations/ | 0011 (email/phone/archived), 0012 (offer_type/unique) |
|
||||
Generated
+10
-1
@@ -33,6 +33,7 @@
|
||||
"react-dom": "19.2.4",
|
||||
"react-hook-form": "^7.75.0",
|
||||
"tailwind-merge": "^3.6.0",
|
||||
"tailwindcss-animate": "^1.0.7",
|
||||
"zod": "^4.4.3"
|
||||
},
|
||||
"devDependencies": {
|
||||
@@ -9308,9 +9309,17 @@
|
||||
"version": "4.3.0",
|
||||
"resolved": "https://registry.npmjs.org/tailwindcss/-/tailwindcss-4.3.0.tgz",
|
||||
"integrity": "sha512-y6nxMGB1nMW9R6k96e5gdIFzcfL/gTJRNaqGes1YvkLnPVXzWgbqFF2yLC0T8G774n24cx3Pe8XrKoniCOAH+Q==",
|
||||
"dev": true,
|
||||
"license": "MIT"
|
||||
},
|
||||
"node_modules/tailwindcss-animate": {
|
||||
"version": "1.0.7",
|
||||
"resolved": "https://registry.npmjs.org/tailwindcss-animate/-/tailwindcss-animate-1.0.7.tgz",
|
||||
"integrity": "sha512-bl6mpH3T7I3UFxuvDEXLxy/VuFxBk5bbzplh7tXI68mwMokNYd1t9qPBHlnyTwfa4JGC4zP516I1hYYtQ/vspA==",
|
||||
"license": "MIT",
|
||||
"peerDependencies": {
|
||||
"tailwindcss": ">=3.0.0 || insiders"
|
||||
}
|
||||
},
|
||||
"node_modules/tapable": {
|
||||
"version": "2.3.3",
|
||||
"resolved": "https://registry.npmjs.org/tapable/-/tapable-2.3.3.tgz",
|
||||
|
||||
@@ -34,6 +34,7 @@
|
||||
"react-dom": "19.2.4",
|
||||
"react-hook-form": "^7.75.0",
|
||||
"tailwind-merge": "^3.6.0",
|
||||
"tailwindcss-animate": "^1.0.7",
|
||||
"zod": "^4.4.3"
|
||||
},
|
||||
"devDependencies": {
|
||||
|
||||
@@ -1,11 +1,59 @@
|
||||
"use client";
|
||||
|
||||
import { useState, useMemo } from "react";
|
||||
import { useState, useMemo, useRef } from "react";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { Search } from "lucide-react";
|
||||
import { ServiceTable } from "@/components/admin/catalog/ServiceTable";
|
||||
import { ServiceTable, DEFAULT_COL_ORDER } from "@/components/admin/catalog/ServiceTable";
|
||||
import type { ColumnKey } from "@/components/admin/catalog/ServiceTable";
|
||||
import type { ServiceWithTags, CatalogFieldOptions } from "@/lib/admin-queries";
|
||||
|
||||
function loadColOrder(): ColumnKey[] {
|
||||
if (typeof window === "undefined") return DEFAULT_COL_ORDER;
|
||||
try {
|
||||
const saved = localStorage.getItem("catalog_col_order");
|
||||
if (saved) {
|
||||
const parsed = JSON.parse(saved) as ColumnKey[];
|
||||
// Validate: must contain exactly the same keys
|
||||
if (
|
||||
parsed.length === DEFAULT_COL_ORDER.length &&
|
||||
DEFAULT_COL_ORDER.every((k) => parsed.includes(k))
|
||||
) {
|
||||
return parsed;
|
||||
}
|
||||
}
|
||||
} catch {}
|
||||
return DEFAULT_COL_ORDER;
|
||||
}
|
||||
|
||||
function buildSortFn(
|
||||
sortKey: ColumnKey | null,
|
||||
sortDir: "asc" | "desc"
|
||||
): (a: ServiceWithTags, b: ServiceWithTags) => number {
|
||||
if (!sortKey) return () => 0;
|
||||
const dir = sortDir === "asc" ? 1 : -1;
|
||||
return (a, b) => {
|
||||
switch (sortKey) {
|
||||
case "nome":
|
||||
return dir * a.name.localeCompare(b.name, "it");
|
||||
case "descrizione":
|
||||
return dir * (a.description ?? "").localeCompare(b.description ?? "", "it");
|
||||
case "fase":
|
||||
return dir * (a.fase ?? "").localeCompare(b.fase ?? "", "it");
|
||||
case "offerta":
|
||||
return dir * a.tags.join(",").localeCompare(b.tags.join(","), "it");
|
||||
case "pacchetto":
|
||||
return dir * a.pacchetto.join(",").localeCompare(b.pacchetto.join(","), "it");
|
||||
case "prezzo": {
|
||||
const na = parseFloat(a.unit_price ?? "0");
|
||||
const nb = parseFloat(b.unit_price ?? "0");
|
||||
return dir * (na - nb);
|
||||
}
|
||||
default:
|
||||
return 0;
|
||||
}
|
||||
};
|
||||
}
|
||||
|
||||
export function CatalogSearch({
|
||||
services,
|
||||
options,
|
||||
@@ -14,19 +62,65 @@ export function CatalogSearch({
|
||||
options: CatalogFieldOptions;
|
||||
}) {
|
||||
const [query, setQuery] = useState("");
|
||||
const [colOrder, setColOrder] = useState<ColumnKey[]>(() => loadColOrder());
|
||||
const [sortKey, setSortKey] = useState<ColumnKey | null>(null);
|
||||
const [sortDir, setSortDir] = useState<"asc" | "desc">("asc");
|
||||
const dragCol = useRef<ColumnKey | null>(null);
|
||||
|
||||
const filtered = useMemo(() => {
|
||||
const q = query.trim().toLowerCase();
|
||||
if (!q) return services;
|
||||
return services.filter((s) => {
|
||||
if (s.name.toLowerCase().includes(q)) return true;
|
||||
if (s.category?.toLowerCase().includes(q)) return true;
|
||||
if (s.fase?.toLowerCase().includes(q)) return true;
|
||||
if (s.tags.some((t) => t.toLowerCase().includes(q))) return true;
|
||||
if (s.pacchetto.some((p) => p.toLowerCase().includes(q))) return true;
|
||||
return false;
|
||||
function handleSortClick(key: ColumnKey) {
|
||||
if (sortKey === key) {
|
||||
setSortDir((d) => (d === "asc" ? "desc" : "asc"));
|
||||
} else {
|
||||
setSortKey(key);
|
||||
setSortDir("asc");
|
||||
}
|
||||
}
|
||||
|
||||
function handleColDragStart(key: ColumnKey) {
|
||||
dragCol.current = key;
|
||||
}
|
||||
|
||||
function handleColDragOver(e: React.DragEvent, key: ColumnKey) {
|
||||
e.preventDefault();
|
||||
}
|
||||
|
||||
function handleColDrop(targetKey: ColumnKey) {
|
||||
const from = dragCol.current;
|
||||
dragCol.current = null;
|
||||
if (!from || from === targetKey) return;
|
||||
setColOrder((prev) => {
|
||||
const next = [...prev];
|
||||
const fromIdx = next.indexOf(from);
|
||||
const toIdx = next.indexOf(targetKey);
|
||||
next.splice(fromIdx, 1);
|
||||
next.splice(toIdx, 0, from);
|
||||
try {
|
||||
localStorage.setItem("catalog_col_order", JSON.stringify(next));
|
||||
} catch {}
|
||||
return next;
|
||||
});
|
||||
}, [services, query]);
|
||||
}
|
||||
|
||||
const sortFn = useMemo(() => buildSortFn(sortKey, sortDir), [sortKey, sortDir]);
|
||||
|
||||
const { activeServices, inactiveServices } = useMemo(() => {
|
||||
const q = query.trim().toLowerCase();
|
||||
const filtered = q
|
||||
? services.filter((s) => {
|
||||
if (s.name.toLowerCase().includes(q)) return true;
|
||||
if (s.category?.toLowerCase().includes(q)) return true;
|
||||
if (s.fase?.toLowerCase().includes(q)) return true;
|
||||
if (s.tags.some((t) => t.toLowerCase().includes(q))) return true;
|
||||
if (s.pacchetto.some((p) => p.toLowerCase().includes(q))) return true;
|
||||
return false;
|
||||
})
|
||||
: services;
|
||||
|
||||
return {
|
||||
activeServices: [...filtered.filter((s) => s.active)].sort(sortFn),
|
||||
inactiveServices: [...filtered.filter((s) => !s.active)].sort(sortFn),
|
||||
};
|
||||
}, [services, query, sortFn]);
|
||||
|
||||
return (
|
||||
<div className="space-y-4">
|
||||
@@ -40,7 +134,18 @@ export function CatalogSearch({
|
||||
className="pl-9 h-9"
|
||||
/>
|
||||
</div>
|
||||
<ServiceTable services={filtered} options={options} />
|
||||
<ServiceTable
|
||||
activeServices={activeServices}
|
||||
inactiveServices={inactiveServices}
|
||||
options={options}
|
||||
colOrder={colOrder}
|
||||
sortKey={sortKey}
|
||||
sortDir={sortDir}
|
||||
onSortClick={handleSortClick}
|
||||
onColDragStart={handleColDragStart}
|
||||
onColDragOver={handleColDragOver}
|
||||
onColDrop={handleColDrop}
|
||||
/>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -7,6 +7,7 @@ import { eq, and } from "drizzle-orm";
|
||||
import { z } from "zod";
|
||||
import { getServerSession } from "next-auth";
|
||||
import { authOptions } from "@/lib/auth";
|
||||
import { addPoolValue, renamePoolValue } from "@/lib/taxonomy";
|
||||
|
||||
const serviceSchema = z.object({
|
||||
name: z.string().min(1, "Nome richiesto"),
|
||||
@@ -95,6 +96,7 @@ export async function updateServiceField(
|
||||
} else if (fieldName === "fase") {
|
||||
const s = String(value).trim();
|
||||
await db.update(services).set({ fase: s || null }).where(eq(services.id, serviceId));
|
||||
if (s) await addPoolValue("service_fase", s);
|
||||
} else if (fieldName === "unit_price") {
|
||||
// Normalize locale-formatted input (WR-04): the cell displays it-IT (€1.234,50),
|
||||
// so an admin may type "1.234,50". When a comma is present, treat "." as thousands
|
||||
@@ -143,6 +145,9 @@ export async function addServiceOption(
|
||||
.values({ entity_type: MULTI_ENTITY[field], entity_id: serviceId, name: trimmed })
|
||||
.onConflictDoNothing();
|
||||
|
||||
// Register into the persistent pool so it survives unassignment / shows in settings.
|
||||
await addPoolValue(field === "tag" ? "service_offerta" : "service_pacchetto", trimmed);
|
||||
|
||||
revalidatePath("/admin/catalog");
|
||||
}
|
||||
|
||||
@@ -187,10 +192,12 @@ export async function renameServiceOption(
|
||||
.update(tags)
|
||||
.set({ name: next })
|
||||
.where(and(eq(tags.entity_type, MULTI_ENTITY[field]), eq(tags.name, oldValue)));
|
||||
await renamePoolValue(field === "tag" ? "service_offerta" : "service_pacchetto", oldValue, next);
|
||||
} else if (field === "categoria") {
|
||||
await db.update(services).set({ category: next }).where(eq(services.category, oldValue));
|
||||
} else if (field === "fase") {
|
||||
await db.update(services).set({ fase: next }).where(eq(services.fase, oldValue));
|
||||
await renamePoolValue("service_fase", oldValue, next);
|
||||
} else {
|
||||
throw new Error(`Campo non valido: ${field}`);
|
||||
}
|
||||
@@ -227,14 +234,16 @@ export async function quickAddService(payload: QuickAddPayload | string) {
|
||||
unit_price = num.toFixed(2);
|
||||
}
|
||||
|
||||
const fase = data.fase?.trim() || null;
|
||||
await db.insert(services).values({
|
||||
name,
|
||||
description: data.description?.trim() || null,
|
||||
category: data.category?.trim() || null,
|
||||
fase: data.fase?.trim() || null,
|
||||
fase,
|
||||
unit_price,
|
||||
active: true,
|
||||
});
|
||||
if (fase) await addPoolValue("service_fase", fase);
|
||||
|
||||
revalidatePath("/admin/catalog");
|
||||
}
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
import { getAllServices, getCatalogFieldOptions } from "@/lib/admin-queries";
|
||||
import { CatalogSearch } from "./CatalogSearch";
|
||||
import { PageHeader } from "@/components/admin/PageHeader";
|
||||
|
||||
export const revalidate = 0;
|
||||
|
||||
@@ -10,11 +11,8 @@ export default async function CatalogPage() {
|
||||
]);
|
||||
|
||||
return (
|
||||
<div>
|
||||
<div className="flex items-center justify-between mb-6">
|
||||
<h1 className="text-2xl font-bold text-[#1a1a1a]">Catalogo Servizi</h1>
|
||||
</div>
|
||||
|
||||
<div className="space-y-6">
|
||||
<PageHeader title="Catalogo Servizi" />
|
||||
<CatalogSearch services={services} options={options} />
|
||||
</div>
|
||||
);
|
||||
|
||||
@@ -50,10 +50,17 @@ async function resolveEntity(id: string): Promise<{ projectId: string | null; pa
|
||||
|
||||
// ── CLIENT CRUD ───────────────────────────────────────────────────────────────
|
||||
|
||||
const emptyToNull = (v: unknown) => {
|
||||
const s = typeof v === "string" ? v.trim() : "";
|
||||
return s === "" ? null : s;
|
||||
};
|
||||
|
||||
const clientSchema = z.object({
|
||||
name: z.string().min(1, "Nome richiesto"),
|
||||
brand_name: z.string().min(1, "Brand name richiesto"),
|
||||
brief: z.string(),
|
||||
email: z.string().optional().transform(emptyToNull),
|
||||
phone: z.string().optional().transform(emptyToNull),
|
||||
slug: z
|
||||
.string()
|
||||
.regex(/^[a-z0-9-]{3,50}$/, "Slug non valido (es. mario-rossi, min 3 max 50 caratteri)")
|
||||
@@ -68,6 +75,8 @@ export async function updateClient(clientId: string, formData: FormData) {
|
||||
name: formData.get("name"),
|
||||
brand_name: formData.get("brand_name"),
|
||||
brief: formData.get("brief") ?? "",
|
||||
email: formData.get("email") ?? "",
|
||||
phone: formData.get("phone") ?? "",
|
||||
slug: formData.get("slug") ?? "",
|
||||
});
|
||||
if (!parsed.success) throw new Error(parsed.error.issues[0].message);
|
||||
@@ -133,6 +142,14 @@ export async function updatePhaseStatus(phaseId: string, id: string, status: str
|
||||
revalidatePath(path);
|
||||
}
|
||||
|
||||
export async function deletePhase(phaseId: string, id: string) {
|
||||
await requireAdmin();
|
||||
// FK cascade on tasks and deliverables handles child rows
|
||||
await db.delete(phases).where(eq(phases.id, phaseId));
|
||||
const { path } = await resolveEntity(id);
|
||||
revalidatePath(path);
|
||||
}
|
||||
|
||||
// ── TASKS ─────────────────────────────────────────────────────────────────────
|
||||
|
||||
export async function addTask(phaseId: string, id: string, formData: FormData) {
|
||||
@@ -153,15 +170,56 @@ export async function addTask(phaseId: string, id: string, formData: FormData) {
|
||||
sort_order: maxOrder + 1,
|
||||
status: "todo",
|
||||
});
|
||||
// Cascade: a new todo task keeps phase active/upcoming — recompute to be safe
|
||||
await recomputePhaseStatus(phaseId);
|
||||
const { path } = await resolveEntity(id);
|
||||
revalidatePath(path);
|
||||
}
|
||||
|
||||
// ── PHASE STATUS CASCADE ──────────────────────────────────────────────────────
|
||||
// Recomputes phase status from its tasks:
|
||||
// all done → done
|
||||
// any in_progress or done (but not all done) → active
|
||||
// all todo (or no tasks) → upcoming
|
||||
export async function recomputePhaseStatus(phaseId: string): Promise<void> {
|
||||
const phaseTasks = await db
|
||||
.select({ status: tasks.status })
|
||||
.from(tasks)
|
||||
.where(eq(tasks.phase_id, phaseId));
|
||||
|
||||
let newStatus: "upcoming" | "active" | "done" = "upcoming";
|
||||
if (phaseTasks.length > 0) {
|
||||
const allDone = phaseTasks.every((t) => t.status === "done");
|
||||
const anyActive = phaseTasks.some(
|
||||
(t) => t.status === "in_progress" || t.status === "done"
|
||||
);
|
||||
if (allDone) newStatus = "done";
|
||||
else if (anyActive) newStatus = "active";
|
||||
}
|
||||
await db.update(phases).set({ status: newStatus }).where(eq(phases.id, phaseId));
|
||||
}
|
||||
|
||||
export async function updateTaskStatus(taskId: string, id: string, status: string) {
|
||||
await requireAdmin();
|
||||
const allowed = ["todo", "in_progress", "done"];
|
||||
if (!allowed.includes(status)) throw new Error("Stato non valido");
|
||||
await db.update(tasks).set({ status }).where(eq(tasks.id, taskId));
|
||||
|
||||
// Cascade: recompute parent phase status from all its tasks
|
||||
const taskRow = await db.select({ phase_id: tasks.phase_id }).from(tasks).where(eq(tasks.id, taskId)).limit(1);
|
||||
if (taskRow[0]) await recomputePhaseStatus(taskRow[0].phase_id);
|
||||
|
||||
const { path } = await resolveEntity(id);
|
||||
revalidatePath(path);
|
||||
}
|
||||
|
||||
export async function deleteTask(taskId: string, id: string) {
|
||||
await requireAdmin();
|
||||
// Fetch phase_id before deletion so we can recompute phase status after
|
||||
const taskRow = await db.select({ phase_id: tasks.phase_id }).from(tasks).where(eq(tasks.id, taskId)).limit(1);
|
||||
const phaseId = taskRow[0]?.phase_id;
|
||||
await db.delete(tasks).where(eq(tasks.id, taskId));
|
||||
if (phaseId) await recomputePhaseStatus(phaseId);
|
||||
const { path } = await resolveEntity(id);
|
||||
revalidatePath(path);
|
||||
}
|
||||
@@ -231,6 +289,54 @@ export async function updatePaymentStatus(paymentId: string, id: string, status:
|
||||
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.
|
||||
// If the payment has a `percent` field, use it (new plan rows).
|
||||
// Legacy rows (percent null) fall back to equal split across all rows.
|
||||
async function rescalePayments(projectId: string, newTotal: number): Promise<void> {
|
||||
const projectPayments = await db
|
||||
.select({ id: payments.id, percent: payments.percent })
|
||||
.from(payments)
|
||||
.where(eq(payments.project_id, projectId));
|
||||
|
||||
if (projectPayments.length === 0) return;
|
||||
|
||||
const hasPercent = projectPayments.some((p) => p.percent !== null);
|
||||
|
||||
if (hasPercent) {
|
||||
// New plan: rescale each row by its stored percent
|
||||
for (const p of projectPayments) {
|
||||
const pct = p.percent !== null ? parseFloat(String(p.percent)) : 0;
|
||||
const newAmount = ((newTotal * pct) / 100).toFixed(2);
|
||||
await db.update(payments).set({ amount: newAmount }).where(eq(payments.id, p.id));
|
||||
}
|
||||
} else {
|
||||
// Legacy: equal split across all rows (backward compat)
|
||||
const share = (newTotal / projectPayments.length).toFixed(2);
|
||||
for (const p of projectPayments) {
|
||||
await db.update(payments).set({ amount: share }).where(eq(payments.id, p.id));
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
export async function updateAcceptedTotal(id: string, formData: FormData) {
|
||||
await requireAdmin();
|
||||
const raw = (formData.get("accepted_total") as string)?.trim();
|
||||
@@ -244,28 +350,17 @@ export async function updateAcceptedTotal(id: string, formData: FormData) {
|
||||
.limit(1);
|
||||
|
||||
if (asProject[0]) {
|
||||
// Project context: update projects.accepted_total + this project's payment stubs
|
||||
// Project context: update projects.accepted_total + rescale this project's payments
|
||||
await db.update(projects).set({ accepted_total: val.toFixed(2) }).where(eq(projects.id, id));
|
||||
const half = (val / 2).toFixed(2);
|
||||
const projectPayments = await db.select({ id: payments.id })
|
||||
.from(payments).where(eq(payments.project_id, id));
|
||||
for (const p of projectPayments) {
|
||||
await db.update(payments).set({ amount: half }).where(eq(payments.id, p.id));
|
||||
}
|
||||
await rescalePayments(id, val);
|
||||
revalidatePath(`/admin/projects/${id}`);
|
||||
} else {
|
||||
// Client context: update clients.accepted_total + all project payment stubs
|
||||
// Client context: update clients.accepted_total + rescale all project payments
|
||||
await db.update(clients).set({ accepted_total: val.toFixed(2) }).where(eq(clients.id, id));
|
||||
const projectRows = await db.select({ id: projects.id })
|
||||
.from(projects).where(eq(projects.client_id, id));
|
||||
if (projectRows.length > 0) {
|
||||
const projectIds = projectRows.map((p) => p.id);
|
||||
const half = (val / 2).toFixed(2);
|
||||
const paymentsRows = await db.select()
|
||||
.from(payments).where(inArray(payments.project_id, projectIds));
|
||||
for (const p of paymentsRows) {
|
||||
await db.update(payments).set({ amount: half }).where(eq(payments.id, p.id));
|
||||
}
|
||||
for (const proj of projectRows) {
|
||||
await rescalePayments(proj.id, val);
|
||||
}
|
||||
revalidatePath(`/admin/clients/${id}`);
|
||||
}
|
||||
@@ -280,7 +375,7 @@ export async function postAdminComment(id: string, formData: FormData) {
|
||||
if (!body || !entity) throw new Error("Dati mancanti");
|
||||
const [entity_type, entity_id] = entity.split(":");
|
||||
if (!entity_type || !entity_id) throw new Error("Formato entity non valido");
|
||||
const allowedTypes = ["task", "deliverable"];
|
||||
const allowedTypes = ["task", "deliverable", "phase", "general"];
|
||||
if (!allowedTypes.includes(entity_type)) throw new Error("entity_type non valido");
|
||||
await db.insert(comments).values({ entity_type, entity_id, author: "admin", body });
|
||||
const { path } = await resolveEntity(id);
|
||||
|
||||
@@ -62,6 +62,29 @@ export default async function EditClientPage({
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
|
||||
<div className="space-y-1.5">
|
||||
<Label htmlFor="email">Email</Label>
|
||||
<Input
|
||||
id="email"
|
||||
name="email"
|
||||
type="email"
|
||||
defaultValue={client.email ?? ""}
|
||||
placeholder="marco@rossistudio.it"
|
||||
/>
|
||||
</div>
|
||||
<div className="space-y-1.5">
|
||||
<Label htmlFor="phone">Telefono</Label>
|
||||
<Input
|
||||
id="phone"
|
||||
name="phone"
|
||||
type="tel"
|
||||
defaultValue={client.phone ?? ""}
|
||||
placeholder="+39 333 1234567"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="space-y-1.5">
|
||||
<Label htmlFor="brief">Brief progetto</Label>
|
||||
<Textarea
|
||||
|
||||
@@ -33,6 +33,21 @@ export default async function ClientDetailPage({
|
||||
<div>
|
||||
<h1 className="text-2xl font-bold text-[#1a1a1a]">{client.name}</h1>
|
||||
<p className="text-sm text-[#71717a]">{client.brand_name}</p>
|
||||
{(client.email || client.phone) && (
|
||||
<div className="mt-1 flex flex-wrap items-center gap-x-3 gap-y-0.5 text-xs text-[#71717a]">
|
||||
{client.email && (
|
||||
<a href={`mailto:${client.email}`} className="hover:text-[#1A463C]">
|
||||
{client.email}
|
||||
</a>
|
||||
)}
|
||||
{client.email && client.phone && <span className="text-[#d4d4d8]">·</span>}
|
||||
{client.phone && (
|
||||
<a href={`tel:${client.phone}`} className="hover:text-[#1A463C]">
|
||||
{client.phone}
|
||||
</a>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
{client.archived && (
|
||||
<span className="inline-block mt-1 text-xs font-medium bg-[#f4f4f5] text-[#71717a] px-2 py-0.5 rounded-full">
|
||||
Archiviato
|
||||
@@ -115,19 +130,40 @@ export default async function ClientDetailPage({
|
||||
Offerte Attive ({activeOffers.length})
|
||||
</p>
|
||||
<div className="bg-white rounded-xl border border-[#e5e7eb] divide-y divide-[#e5e7eb]">
|
||||
{activeOffers.map((offer) => (
|
||||
<div key={offer.offer_id} className="flex items-center justify-between px-4 py-3">
|
||||
<div>
|
||||
<p className="text-sm font-medium text-[#1a1a1a]">{offer.public_name}</p>
|
||||
<p className="text-xs text-[#71717a]">{offer.project_name}</p>
|
||||
{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 className="min-w-0">
|
||||
<div className="flex flex-wrap items-center gap-2">
|
||||
<p className="text-sm font-medium text-[#1a1a1a]">{offer.macro_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>
|
||||
{offer.accepted_total && (
|
||||
<span className="text-sm font-mono text-[#1a1a1a] shrink-0">
|
||||
€{parseFloat(offer.accepted_total).toLocaleString("it-IT", { minimumFractionDigits: 2 })}
|
||||
</span>
|
||||
)}
|
||||
</div>
|
||||
{offer.accepted_total && (
|
||||
<span className="text-sm font-mono text-[#1a1a1a]">
|
||||
€{parseFloat(offer.accepted_total).toLocaleString("it-IT", { minimumFractionDigits: 2 })}
|
||||
</span>
|
||||
)}
|
||||
</div>
|
||||
))}
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
@@ -44,62 +44,68 @@ const createClientSchema = z.object({
|
||||
name: z.string().min(1, "Nome richiesto"),
|
||||
brand_name: z.string().min(1, "Nome brand richiesto"),
|
||||
brief: z.string().min(1, "Brief richiesto"),
|
||||
email: z.string().optional(),
|
||||
phone: z.string().optional(),
|
||||
});
|
||||
|
||||
export async function createClient(formData: FormData) {
|
||||
await requireAdmin();
|
||||
const raw = {
|
||||
name: formData.get("name") as string,
|
||||
brand_name: formData.get("brand_name") as string,
|
||||
brief: formData.get("brief") as string,
|
||||
};
|
||||
// Shared core used by both the manual create form and the lead→client
|
||||
// conversion. Creates the client (+ slug + token), a default project (optionally
|
||||
// linked to the originating lead), and the two 50/50 payment stubs. Returns the
|
||||
// new ids. Does NOT redirect — callers decide where to go next.
|
||||
export async function createClientCore(input: {
|
||||
name: string;
|
||||
brand_name: string;
|
||||
brief: string;
|
||||
email?: string | null;
|
||||
phone?: string | null;
|
||||
created_from_lead_id?: string | null;
|
||||
}): Promise<{ clientId: string; projectId: string }> {
|
||||
const slug = await uniqueSlug(toSlug(input.name));
|
||||
|
||||
const parsed = createClientSchema.safeParse(raw);
|
||||
if (!parsed.success) {
|
||||
throw new Error(
|
||||
parsed.error.issues.map((i) => i.message).join(", ")
|
||||
);
|
||||
}
|
||||
|
||||
// Auto-generate slug from name (e.g. "Mario Rossi" → "mario-rossi")
|
||||
const slug = await uniqueSlug(toSlug(parsed.data.name));
|
||||
|
||||
// Insert client — token and id are auto-generated by $defaultFn(() => nanoid())
|
||||
const [newClient] = await db
|
||||
.insert(clients)
|
||||
.values({
|
||||
name: parsed.data.name,
|
||||
brand_name: parsed.data.brand_name,
|
||||
brief: parsed.data.brief,
|
||||
name: input.name,
|
||||
brand_name: input.brand_name,
|
||||
brief: input.brief,
|
||||
email: input.email?.trim() || null,
|
||||
phone: input.phone?.trim() || null,
|
||||
slug,
|
||||
})
|
||||
.returning({ id: clients.id, token: clients.token, brand_name: clients.brand_name });
|
||||
.returning({ id: clients.id, brand_name: clients.brand_name });
|
||||
|
||||
// Create a default project for the client — all work items are project-scoped
|
||||
const [newProject] = await db
|
||||
.insert(projects)
|
||||
.values({
|
||||
client_id: newClient.id,
|
||||
name: newClient.brand_name,
|
||||
created_from_lead_id: input.created_from_lead_id ?? null,
|
||||
})
|
||||
.returning({ id: projects.id });
|
||||
|
||||
// Always create two payment stubs per project — Acconto 50% and Saldo 50%
|
||||
await db.insert(payments).values([
|
||||
{
|
||||
project_id: newProject.id,
|
||||
label: "Acconto 50%",
|
||||
amount: "0",
|
||||
status: "da_saldare",
|
||||
},
|
||||
{
|
||||
project_id: newProject.id,
|
||||
label: "Saldo 50%",
|
||||
amount: "0",
|
||||
status: "da_saldare",
|
||||
},
|
||||
{ project_id: newProject.id, label: "Acconto 50%", amount: "0", status: "da_saldare" },
|
||||
{ project_id: newProject.id, label: "Saldo 50%", amount: "0", status: "da_saldare" },
|
||||
]);
|
||||
|
||||
return { clientId: newClient.id, projectId: newProject.id };
|
||||
}
|
||||
|
||||
export async function createClient(formData: FormData) {
|
||||
await requireAdmin();
|
||||
const parsed = createClientSchema.safeParse({
|
||||
name: formData.get("name") as string,
|
||||
brand_name: formData.get("brand_name") as string,
|
||||
brief: formData.get("brief") as string,
|
||||
email: (formData.get("email") as string) ?? "",
|
||||
phone: (formData.get("phone") as string) ?? "",
|
||||
});
|
||||
if (!parsed.success) {
|
||||
throw new Error(parsed.error.issues.map((i) => i.message).join(", "));
|
||||
}
|
||||
|
||||
const { clientId } = await createClientCore(parsed.data);
|
||||
|
||||
revalidatePath("/admin");
|
||||
redirect(`/admin/clients/${newClient.id}`);
|
||||
redirect(`/admin/clients/${clientId}`);
|
||||
}
|
||||
@@ -45,6 +45,26 @@ export default function NewClientPage() {
|
||||
required
|
||||
/>
|
||||
</div>
|
||||
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
|
||||
<div className="space-y-1">
|
||||
<Label htmlFor="email">Email</Label>
|
||||
<Input
|
||||
id="email"
|
||||
name="email"
|
||||
type="email"
|
||||
placeholder="es. marco@rossistudio.it"
|
||||
/>
|
||||
</div>
|
||||
<div className="space-y-1">
|
||||
<Label htmlFor="phone">Telefono</Label>
|
||||
<Input
|
||||
id="phone"
|
||||
name="phone"
|
||||
type="tel"
|
||||
placeholder="es. +39 333 1234567"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<div className="space-y-1">
|
||||
<Label htmlFor="brief">Brief del progetto</Label>
|
||||
<Textarea
|
||||
|
||||
@@ -2,6 +2,7 @@ import Link from "next/link";
|
||||
import { getAllClientsWithPayments } from "@/lib/admin-queries";
|
||||
import { ClientRow } from "@/components/admin/ClientRow";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { PageHeader } from "@/components/admin/PageHeader";
|
||||
|
||||
export const revalidate = 0;
|
||||
|
||||
@@ -14,22 +15,23 @@ export default async function AdminClientsPage({
|
||||
const showArchived = archived === "1";
|
||||
const clients = await getAllClientsWithPayments(showArchived);
|
||||
|
||||
const clientiAction = (
|
||||
<div className="flex items-center gap-3">
|
||||
<a
|
||||
href={showArchived ? "/admin/clients" : "/admin/clients?archived=1"}
|
||||
className="text-xs text-[#71717a] hover:text-[#1A463C] underline underline-offset-2"
|
||||
>
|
||||
{showArchived ? "Nascondi archiviati" : "Mostra archiviati"}
|
||||
</a>
|
||||
<Button asChild>
|
||||
<Link href="/admin/clients/new">+ Nuovo cliente</Link>
|
||||
</Button>
|
||||
</div>
|
||||
);
|
||||
|
||||
return (
|
||||
<div>
|
||||
<div className="flex items-center justify-between mb-6">
|
||||
<div className="flex items-center gap-4">
|
||||
<h1 className="text-2xl font-bold text-[#1a1a1a]">Clienti</h1>
|
||||
<a
|
||||
href={showArchived ? "/admin/clients" : "/admin/clients?archived=1"}
|
||||
className="text-xs text-[#71717a] hover:text-[#1A463C] underline underline-offset-2"
|
||||
>
|
||||
{showArchived ? "Nascondi archiviati" : "Mostra archiviati"}
|
||||
</a>
|
||||
</div>
|
||||
<Button asChild>
|
||||
<Link href="/admin/clients/new">+ Nuovo cliente</Link>
|
||||
</Button>
|
||||
</div>
|
||||
<div className="space-y-6">
|
||||
<PageHeader title="Clienti" action={clientiAction} />
|
||||
|
||||
{clients.length === 0 ? (
|
||||
<div className="text-center py-20 text-[#71717a]">
|
||||
|
||||
@@ -0,0 +1,42 @@
|
||||
"use server";
|
||||
|
||||
import { getServerSession } from "next-auth";
|
||||
import { authOptions } from "@/lib/auth";
|
||||
import { revalidatePath } from "next/cache";
|
||||
import {
|
||||
addPoolValue,
|
||||
removePoolValue,
|
||||
TAXONOMY_FIELDS,
|
||||
type TaxonomyFieldId,
|
||||
} from "@/lib/taxonomy";
|
||||
|
||||
async function requireAdmin() {
|
||||
const session = await getServerSession(authOptions);
|
||||
if (!session) throw new Error("Non autorizzato");
|
||||
}
|
||||
|
||||
function assertField(fieldId: string): asserts fieldId is TaxonomyFieldId {
|
||||
if (!(fieldId in TAXONOMY_FIELDS)) throw new Error(`Tassonomia non valida: ${fieldId}`);
|
||||
}
|
||||
|
||||
function revalidateAll() {
|
||||
revalidatePath("/admin/impostazioni");
|
||||
revalidatePath("/admin/offers");
|
||||
revalidatePath("/admin/catalog");
|
||||
}
|
||||
|
||||
export async function addTaxonomyValue(fieldId: string, value: string): Promise<void> {
|
||||
await requireAdmin();
|
||||
assertField(fieldId);
|
||||
await addPoolValue(fieldId, value);
|
||||
revalidateAll();
|
||||
}
|
||||
|
||||
// Global delete: removes the value from the pool AND cascade-strips it from every
|
||||
// offer/service using it.
|
||||
export async function removeTaxonomyValue(fieldId: string, value: string): Promise<void> {
|
||||
await requireAdmin();
|
||||
assertField(fieldId);
|
||||
await removePoolValue(fieldId, value);
|
||||
revalidateAll();
|
||||
}
|
||||
@@ -1,9 +1,12 @@
|
||||
import { getTargetHourlyRate, updateSetting, SETTINGS_KEYS } from "@/lib/settings";
|
||||
import { getAllPools } from "@/lib/taxonomy";
|
||||
import { TaxonomyManager } from "@/components/admin/impostazioni/TaxonomyManager";
|
||||
import { PageHeader } from "@/components/admin/PageHeader";
|
||||
|
||||
export const revalidate = 0;
|
||||
|
||||
export default async function ImpostazioniPage() {
|
||||
const targetRate = await getTargetHourlyRate();
|
||||
const [targetRate, pools] = await Promise.all([getTargetHourlyRate(), getAllPools()]);
|
||||
|
||||
async function handleSave(fd: FormData) {
|
||||
"use server";
|
||||
@@ -14,46 +17,50 @@ export default async function ImpostazioniPage() {
|
||||
}
|
||||
|
||||
return (
|
||||
<div>
|
||||
<h1 className="text-2xl font-bold text-[#1a1a1a] mb-6">Impostazioni</h1>
|
||||
<div className="space-y-6">
|
||||
<PageHeader title="Impostazioni" />
|
||||
|
||||
<div className="bg-white rounded-xl border border-[#e5e7eb] p-6 max-w-md">
|
||||
<h2 className="text-base font-semibold text-[#1a1a1a] mb-4">Analytics Profittabilità</h2>
|
||||
<div className="space-y-6 max-w-4xl">
|
||||
<div className="bg-white rounded-xl border border-[#e5e7eb] p-6 max-w-md">
|
||||
<h2 className="text-base font-semibold text-[#1a1a1a] mb-4">Analytics Profittabilità</h2>
|
||||
|
||||
<form action={handleSave} className="space-y-4">
|
||||
<div>
|
||||
<label
|
||||
htmlFor="target_hourly_rate"
|
||||
className="block text-sm font-medium text-[#1a1a1a] mb-1"
|
||||
>
|
||||
Tariffa oraria target (€/h)
|
||||
</label>
|
||||
<p className="text-xs text-[#71717a] mb-2">
|
||||
Usata per calcolare il costo ideale e il delta profitto/perdita per ogni progetto.
|
||||
</p>
|
||||
<div className="flex items-center gap-2">
|
||||
<span className="text-sm text-[#71717a]">€</span>
|
||||
<input
|
||||
id="target_hourly_rate"
|
||||
name="target_hourly_rate"
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0"
|
||||
defaultValue={targetRate.toFixed(2)}
|
||||
className="border border-[#e5e7eb] rounded-lg px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-[#1A463C]/20 w-32"
|
||||
/>
|
||||
<span className="text-sm text-[#71717a]">/h</span>
|
||||
<form action={handleSave} className="space-y-4">
|
||||
<div>
|
||||
<label
|
||||
htmlFor="target_hourly_rate"
|
||||
className="block text-sm font-medium text-[#1a1a1a] mb-1"
|
||||
>
|
||||
Tariffa oraria target (€/h)
|
||||
</label>
|
||||
<p className="text-xs text-[#71717a] mb-2">
|
||||
Usata per calcolare il costo ideale e il delta profitto/perdita per ogni progetto.
|
||||
</p>
|
||||
<div className="flex items-center gap-2">
|
||||
<span className="text-sm text-[#71717a]">€</span>
|
||||
<input
|
||||
id="target_hourly_rate"
|
||||
name="target_hourly_rate"
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0"
|
||||
defaultValue={targetRate.toFixed(2)}
|
||||
className="border border-[#e5e7eb] rounded-lg px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-[#1A463C]/20 w-32"
|
||||
/>
|
||||
<span className="text-sm text-[#71717a]">/h</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<button
|
||||
type="submit"
|
||||
className="bg-[#1A463C] text-white px-4 py-2 rounded-lg text-sm font-medium hover:bg-[#1A463C]/90 transition-colors"
|
||||
>
|
||||
Salva
|
||||
</button>
|
||||
</form>
|
||||
<button
|
||||
type="submit"
|
||||
className="bg-[#1A463C] text-white px-4 py-2 rounded-lg text-sm font-medium hover:bg-[#1A463C]/90 transition-colors"
|
||||
>
|
||||
Salva
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
|
||||
<TaxonomyManager pools={pools} />
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
@@ -1,18 +1,21 @@
|
||||
import { notFound } from "next/navigation";
|
||||
import { getActivityLog, getUpcomingReminders, getTranscripts } from "@/lib/lead-service";
|
||||
import { getLeadsWithTags, getLeadFieldOptions } from "@/lib/admin-queries";
|
||||
import {
|
||||
getLeadByIdWithTags,
|
||||
getLeadFieldOptions,
|
||||
getClientIdFromLead,
|
||||
} from "@/lib/admin-queries";
|
||||
import { LeadDetail } from "@/components/admin/leads/LeadDetail";
|
||||
|
||||
export default async function LeadDetailPage({ params }: { params: Promise<{ id: string }> }) {
|
||||
const { id } = await params;
|
||||
|
||||
const [leads, options] = await Promise.all([
|
||||
getLeadsWithTags(),
|
||||
const [lead, options, convertedClientId] = await Promise.all([
|
||||
getLeadByIdWithTags(id),
|
||||
getLeadFieldOptions(),
|
||||
getClientIdFromLead(id),
|
||||
]);
|
||||
|
||||
const lead = leads.find((l) => l.id === id);
|
||||
|
||||
if (!lead) {
|
||||
notFound();
|
||||
}
|
||||
@@ -31,6 +34,7 @@ export default async function LeadDetailPage({ params }: { params: Promise<{ id:
|
||||
tags={lead.tags}
|
||||
tagOptions={options.tags}
|
||||
transcripts={transcripts}
|
||||
convertedClientId={convertedClientId}
|
||||
/>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -2,7 +2,7 @@
|
||||
|
||||
import { z } from "zod";
|
||||
import { db } from "@/db";
|
||||
import { leads, quotes, tags, clientTranscripts } from "@/db/schema";
|
||||
import { leads, quotes, tags, clientTranscripts, projects } from "@/db/schema";
|
||||
import { nanoid } from "nanoid";
|
||||
import { eq, and } from "drizzle-orm";
|
||||
import {
|
||||
@@ -12,10 +12,61 @@ import {
|
||||
LEAD_STAGES,
|
||||
} from "@/lib/lead-validators";
|
||||
import { revalidatePath } from "next/cache";
|
||||
import { redirect } from "next/navigation";
|
||||
import { createActivity, updateLeadStage } from "@/lib/lead-service";
|
||||
import { createClientCore } from "@/app/admin/clients/new/actions";
|
||||
import { getServerSession } from "next-auth";
|
||||
import { authOptions } from "@/lib/auth";
|
||||
|
||||
async function requireAdminSession() {
|
||||
const session = await getServerSession(authOptions);
|
||||
if (!session) throw new Error("Non autorizzato");
|
||||
}
|
||||
|
||||
// Converts a lead into a client (reusing createClientCore): creates the client
|
||||
// + default project (linked via created_from_lead_id) + payment stubs, carries
|
||||
// over the lead's call transcripts, then archives the lead while keeping its
|
||||
// "won" status. Idempotent: a lead already converted just redirects to its
|
||||
// client. Redirects to the new client page on success.
|
||||
export async function convertLeadToClient(leadId: string): Promise<void> {
|
||||
await requireAdminSession();
|
||||
|
||||
const [lead] = await db.select().from(leads).where(eq(leads.id, leadId)).limit(1);
|
||||
if (!lead) throw new Error("Lead non trovato");
|
||||
|
||||
// Already converted? Redirect to the linked client instead of duplicating.
|
||||
const [existing] = await db
|
||||
.select({ client_id: projects.client_id })
|
||||
.from(projects)
|
||||
.where(eq(projects.created_from_lead_id, leadId))
|
||||
.limit(1);
|
||||
if (existing) {
|
||||
redirect(`/admin/clients/${existing.client_id}`);
|
||||
}
|
||||
|
||||
const { clientId } = await createClientCore({
|
||||
name: lead.name,
|
||||
brand_name: lead.company?.trim() || lead.name,
|
||||
brief: lead.notes?.trim() || `Lead convertito: ${lead.name}`,
|
||||
email: lead.email,
|
||||
phone: lead.phone,
|
||||
created_from_lead_id: lead.id,
|
||||
});
|
||||
|
||||
// Carry over the lead's transcripts to the new client.
|
||||
await db
|
||||
.update(clientTranscripts)
|
||||
.set({ client_id: clientId, lead_id: null })
|
||||
.where(eq(clientTranscripts.lead_id, leadId));
|
||||
|
||||
// Archive the lead but keep its "won" status (traceability without clutter).
|
||||
await db.update(leads).set({ archived: true }).where(eq(leads.id, leadId));
|
||||
|
||||
revalidatePath("/admin/leads");
|
||||
revalidatePath("/admin");
|
||||
redirect(`/admin/clients/${clientId}`);
|
||||
}
|
||||
|
||||
export async function createLead(data: z.infer<typeof createLeadSchema>) {
|
||||
const parsed = createLeadSchema.safeParse(data);
|
||||
|
||||
|
||||
@@ -1,6 +1,7 @@
|
||||
import { getLeadsWithTags, getLeadFieldOptions } from "@/lib/admin-queries";
|
||||
import { LeadsViewToggle } from "@/components/admin/leads/LeadsViewToggle";
|
||||
import { CreateLeadModal } from "@/components/admin/leads/LeadForm";
|
||||
import { PageHeader } from "@/components/admin/PageHeader";
|
||||
|
||||
export const revalidate = 0;
|
||||
|
||||
@@ -12,11 +13,7 @@ export default async function LeadsPage() {
|
||||
|
||||
return (
|
||||
<div className="space-y-6">
|
||||
<div className="flex justify-between items-center">
|
||||
<h1 className="text-2xl font-bold text-[#1a1a1a]">Lead Pipeline</h1>
|
||||
<CreateLeadModal />
|
||||
</div>
|
||||
|
||||
<PageHeader title="Lead Pipeline" action={<CreateLeadModal />} />
|
||||
<LeadsViewToggle leads={leads} options={options} />
|
||||
</div>
|
||||
);
|
||||
|
||||
@@ -14,6 +14,7 @@ import { eq, and, inArray } from "drizzle-orm";
|
||||
import { z } from "zod";
|
||||
import { getServerSession } from "next-auth";
|
||||
import { authOptions } from "@/lib/auth";
|
||||
import { addPoolValue, renamePoolValue } from "@/lib/taxonomy";
|
||||
|
||||
async function requireAdmin() {
|
||||
const session = await getServerSession(authOptions);
|
||||
@@ -155,6 +156,7 @@ const saveOfferEditorSchema = z.object({
|
||||
description: z.string().optional(),
|
||||
category: z.string().optional(),
|
||||
ticket: z.string().optional(),
|
||||
offer_type: z.enum(["una_tantum", "retainer"]).optional(),
|
||||
cliente_ideale: z.string().optional(),
|
||||
risultato: z.string().optional(),
|
||||
tempo: z.string().optional(),
|
||||
@@ -188,6 +190,7 @@ export async function saveOfferEditor(macroId: string, payload: SaveOfferEditorP
|
||||
description: data.description || null,
|
||||
category: data.category || null,
|
||||
ticket: data.ticket || null,
|
||||
offer_type: data.offer_type ?? "una_tantum",
|
||||
cliente_ideale: data.cliente_ideale || null,
|
||||
risultato: data.risultato || null,
|
||||
tempo: data.tempo || null,
|
||||
@@ -259,6 +262,13 @@ export async function saveOfferEditor(macroId: string, payload: SaveOfferEditorP
|
||||
await db.insert(tags).values(tagRows).onConflictDoNothing();
|
||||
}
|
||||
|
||||
// 4. Register any newly-typed values into the persistent taxonomy pools so they
|
||||
// survive unassignment and appear in settings + every dropdown.
|
||||
if (data.category) await addPoolValue("offer_categoria", data.category);
|
||||
if (data.ticket) await addPoolValue("offer_ticket", data.ticket);
|
||||
for (const name of data.tipoTags) await addPoolValue("offer_tipo", name);
|
||||
for (const name of data.obiettivoTags) await addPoolValue("offer_obiettivo", name);
|
||||
|
||||
revalidatePath("/admin/offers");
|
||||
revalidatePath(`/admin/offers/${macroId}/edit`);
|
||||
}
|
||||
@@ -290,6 +300,8 @@ export async function addOfferTag(dimension: OfferTagDimension, macroId: string,
|
||||
.values({ entity_type: OFFER_TAG_ENTITY[dimension], entity_id: macroId, name: trimmed })
|
||||
.onConflictDoNothing();
|
||||
|
||||
await addPoolValue(dimension === "tipo" ? "offer_tipo" : "offer_obiettivo", trimmed);
|
||||
|
||||
revalidatePath("/admin/offers");
|
||||
}
|
||||
|
||||
@@ -332,13 +344,16 @@ export async function renameOfferOption(
|
||||
|
||||
if (field === "categoria") {
|
||||
await db.update(offer_macros).set({ category: next }).where(eq(offer_macros.category, oldValue));
|
||||
await renamePoolValue("offer_categoria", oldValue, next);
|
||||
} else if (field === "ticket") {
|
||||
await db.update(offer_macros).set({ ticket: next }).where(eq(offer_macros.ticket, oldValue));
|
||||
await renamePoolValue("offer_ticket", oldValue, next);
|
||||
} else if (field === "tipo" || field === "obiettivo") {
|
||||
await db
|
||||
.update(tags)
|
||||
.set({ name: next })
|
||||
.where(and(eq(tags.entity_type, OFFER_TAG_ENTITY[field]), eq(tags.name, oldValue)));
|
||||
await renamePoolValue(field === "tipo" ? "offer_tipo" : "offer_obiettivo", oldValue, next);
|
||||
} else {
|
||||
throw new Error(`Campo non valido: ${field}`);
|
||||
}
|
||||
@@ -371,6 +386,7 @@ export async function createOfferMacro(formData: FormData) {
|
||||
description: parsed.data.description || null,
|
||||
category: parsed.data.category || null,
|
||||
});
|
||||
if (parsed.data.category) await addPoolValue("offer_categoria", parsed.data.category);
|
||||
|
||||
revalidatePath("/admin/offers");
|
||||
}
|
||||
|
||||
+52
-111
@@ -8,38 +8,14 @@ import {
|
||||
getTimeByClient,
|
||||
getTotalTrackedHours,
|
||||
} from "@/lib/analytics-queries";
|
||||
import { getRevenueForecast12Months, getOffersSoldBreakdown } from "@/lib/forecast-queries";
|
||||
import { YearSelector, MonthlyChart } from "@/components/admin/YearSelector";
|
||||
import { Users, FolderOpen, Euro, Clock } from "lucide-react";
|
||||
import { ForecastChart } from "@/components/admin/ForecastChart";
|
||||
import { OffersSoldChart } from "@/components/admin/OffersSoldChart";
|
||||
import { PageHeader } from "@/components/admin/PageHeader";
|
||||
|
||||
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({
|
||||
label,
|
||||
value,
|
||||
@@ -78,22 +54,6 @@ 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) {
|
||||
return n.toLocaleString("it-IT", {
|
||||
style: "currency",
|
||||
@@ -117,15 +77,18 @@ export default async function AdminDashboard({
|
||||
const { year: yearParam } = await searchParams;
|
||||
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([
|
||||
getAnalyticsByYear(year),
|
||||
getMonthlyCollected(year),
|
||||
getAvailableYears(),
|
||||
getTimeByClient(year),
|
||||
getTotalTrackedHours(year),
|
||||
]);
|
||||
const [data, monthly, availableYears, timeByClient, totalHours, forecast, offersSold] =
|
||||
await Promise.all([
|
||||
getAnalyticsByYear(year),
|
||||
getMonthlyCollected(year),
|
||||
getAvailableYears(),
|
||||
getTimeByClient(year),
|
||||
getTotalTrackedHours(year),
|
||||
getRevenueForecast12Months(),
|
||||
getOffersSoldBreakdown(),
|
||||
]);
|
||||
|
||||
const collectedPct =
|
||||
data.contracted > 0 ? Math.round((data.collected / data.contracted) * 100) : 0;
|
||||
@@ -133,8 +96,8 @@ export default async function AdminDashboard({
|
||||
const maxClientSeconds = timeByClient[0]?.totalSeconds ?? 1;
|
||||
|
||||
return (
|
||||
<div className="max-w-5xl">
|
||||
<h1 className="text-2xl font-bold text-gray-900 mb-6">Dashboard</h1>
|
||||
<div className="space-y-6">
|
||||
<PageHeader title="Dashboard" />
|
||||
|
||||
{/* Follow-up Widget */}
|
||||
<div className="mb-8">
|
||||
@@ -143,63 +106,8 @@ export default async function AdminDashboard({
|
||||
</Suspense>
|
||||
</div>
|
||||
|
||||
{/* KPI cards */}
|
||||
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4 mb-8">
|
||||
<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">
|
||||
{/* ── SEZIONE STATISTICHE ── */}
|
||||
<div className="space-y-10">
|
||||
<div className="flex items-center justify-between">
|
||||
<div>
|
||||
<h2 className="text-xl font-bold text-gray-900">Statistiche</h2>
|
||||
@@ -208,6 +116,39 @@ export default async function AdminDashboard({
|
||||
<YearSelector currentYear={year} availableYears={availableYears} />
|
||||
</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>
|
||||
|
||||
{/* Offerte vendute */}
|
||||
<div className="space-y-4">
|
||||
<h3 className="text-sm font-bold text-[#71717a] uppercase tracking-wider">
|
||||
Offerte vendute
|
||||
</h3>
|
||||
<OffersSoldChart data={offersSold} />
|
||||
</div>
|
||||
|
||||
{/* Sezione economica */}
|
||||
<div className="space-y-4">
|
||||
<h3 className="text-sm font-bold text-[#71717a] uppercase tracking-wider">Fatturato</h3>
|
||||
|
||||
@@ -62,7 +62,17 @@ export async function generateProposalDraft(formData: FormData) {
|
||||
.orderBy(desc(clientTranscripts.call_date));
|
||||
}
|
||||
|
||||
const MODEL = "claude-opus-4-8";
|
||||
const MODEL_IDS = {
|
||||
opus: "claude-opus-4-8",
|
||||
sonnet: "claude-sonnet-4-6",
|
||||
} as const;
|
||||
|
||||
const modelKey = (() => {
|
||||
const raw = formData.get("model");
|
||||
if (raw === "opus" || raw === "sonnet") return raw;
|
||||
return "opus" as const;
|
||||
})();
|
||||
const resolvedModel = MODEL_IDS[modelKey];
|
||||
|
||||
// Chiama agente AI
|
||||
const { content: aiContent } = await generateProposalContent({
|
||||
@@ -70,6 +80,7 @@ export async function generateProposalDraft(formData: FormData) {
|
||||
client,
|
||||
transcripts,
|
||||
offer,
|
||||
model: resolvedModel,
|
||||
});
|
||||
|
||||
// Assembla contenuto completo
|
||||
@@ -78,7 +89,7 @@ export async function generateProposalDraft(formData: FormData) {
|
||||
client,
|
||||
offer,
|
||||
aiContent,
|
||||
model: MODEL,
|
||||
model: resolvedModel,
|
||||
});
|
||||
|
||||
// Salva nel DB
|
||||
@@ -94,7 +105,7 @@ export async function generateProposalDraft(formData: FormData) {
|
||||
offer_macro_id: offerMacroId,
|
||||
title,
|
||||
content: assembled as unknown as Record<string, unknown>,
|
||||
model: MODEL,
|
||||
model: resolvedModel,
|
||||
state: "draft",
|
||||
});
|
||||
|
||||
|
||||
@@ -16,6 +16,7 @@ export function GeneraProposalForm({ leads, clients, offers, action, preselected
|
||||
const [subjectType, setSubjectType] = useState<"lead" | "client">(
|
||||
preselectedLeadId ? "lead" : "lead"
|
||||
);
|
||||
const [model, setModel] = useState<"opus" | "sonnet">("opus");
|
||||
const [isPending, startTransition] = useTransition();
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
|
||||
@@ -25,6 +26,8 @@ export function GeneraProposalForm({ leads, clients, offers, action, preselected
|
||||
const form = e.currentTarget;
|
||||
const formData = new FormData(form);
|
||||
|
||||
formData.append("model", model);
|
||||
|
||||
startTransition(async () => {
|
||||
try {
|
||||
await action(formData);
|
||||
@@ -65,6 +68,35 @@ export function GeneraProposalForm({ leads, clients, offers, action, preselected
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Modello AI */}
|
||||
<div className="space-y-2">
|
||||
<label className="text-sm font-medium text-foreground">Modello AI</label>
|
||||
<div className="flex gap-3">
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setModel("opus")}
|
||||
className={`px-4 py-2 rounded-md text-sm border transition-colors ${
|
||||
model === "opus"
|
||||
? "bg-primary text-primary-foreground border-primary"
|
||||
: "border-border text-muted-foreground hover:border-primary/50"
|
||||
}`}
|
||||
>
|
||||
Opus
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setModel("sonnet")}
|
||||
className={`px-4 py-2 rounded-md text-sm border transition-colors ${
|
||||
model === "sonnet"
|
||||
? "bg-primary text-primary-foreground border-primary"
|
||||
: "border-border text-muted-foreground hover:border-primary/50"
|
||||
}`}
|
||||
>
|
||||
Sonnet
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Select lead o cliente */}
|
||||
{subjectType === "lead" ? (
|
||||
<div className="space-y-1">
|
||||
@@ -135,7 +167,7 @@ export function GeneraProposalForm({ leads, clients, offers, action, preselected
|
||||
|
||||
{/* Info generazione */}
|
||||
<div className="text-xs text-muted-foreground bg-muted rounded-md px-3 py-2">
|
||||
L'AI (Claude Opus) legge i transcript del soggetto selezionato e genera una bozza
|
||||
L'AI (Claude {model === "opus" ? "Opus" : "Sonnet"}) legge i transcript del soggetto selezionato e genera una bozza
|
||||
personalizzata. La generazione richiede 30–60 secondi.
|
||||
</div>
|
||||
|
||||
|
||||
@@ -1,6 +1,7 @@
|
||||
import Link from "next/link";
|
||||
import { listProposals } from "@/lib/proposal/queries";
|
||||
import { FileText, Plus } from "lucide-react";
|
||||
import { PageHeader } from "@/components/admin/PageHeader";
|
||||
|
||||
export const revalidate = 0;
|
||||
|
||||
@@ -14,47 +15,46 @@ const STATE_LABELS: Record<string, { label: string; className: string }> = {
|
||||
export default async function PreventiviPage() {
|
||||
const proposals = await listProposals();
|
||||
|
||||
const preventiviAction = (
|
||||
<Link
|
||||
href="/admin/preventivi/genera"
|
||||
className="flex items-center gap-2 px-4 py-2 bg-[#1A463C] text-white rounded-md text-sm font-medium hover:bg-[#163a31] transition-colors"
|
||||
>
|
||||
<Plus size={16} />
|
||||
Genera preventivo
|
||||
</Link>
|
||||
);
|
||||
|
||||
return (
|
||||
<div className="max-w-5xl mx-auto space-y-6">
|
||||
{/* Header */}
|
||||
<div className="flex items-center justify-between">
|
||||
<div>
|
||||
<h1 className="text-2xl font-semibold text-foreground">Preventivi</h1>
|
||||
<p className="text-sm text-muted-foreground mt-1">
|
||||
Preventivi generati con AI e pubblicati ai clienti
|
||||
</p>
|
||||
</div>
|
||||
<Link
|
||||
href="/admin/preventivi/genera"
|
||||
className="flex items-center gap-2 px-4 py-2 bg-primary text-primary-foreground rounded-md text-sm font-medium hover:bg-primary/90 transition-colors"
|
||||
>
|
||||
<Plus size={16} />
|
||||
Genera preventivo
|
||||
</Link>
|
||||
</div>
|
||||
<div className="space-y-6">
|
||||
<PageHeader
|
||||
title="Preventivi"
|
||||
subtitle="Preventivi generati con AI e pubblicati ai clienti"
|
||||
action={preventiviAction}
|
||||
/>
|
||||
|
||||
{/* Lista */}
|
||||
{proposals.length === 0 ? (
|
||||
<div className="text-center py-20 border border-dashed border-border rounded-lg">
|
||||
<FileText size={40} className="mx-auto text-muted-foreground mb-4" />
|
||||
<p className="text-muted-foreground text-sm">Nessun preventivo ancora.</p>
|
||||
<div className="text-center py-20 border border-dashed border-[#e5e7eb] rounded-lg">
|
||||
<FileText size={40} className="mx-auto text-[#71717a] mb-4" />
|
||||
<p className="text-[#71717a] text-sm">Nessun preventivo ancora.</p>
|
||||
<Link
|
||||
href="/admin/preventivi/genera"
|
||||
className="mt-4 inline-flex items-center gap-2 text-sm text-primary hover:underline"
|
||||
className="mt-4 inline-flex items-center gap-2 text-sm text-[#1A463C] hover:underline"
|
||||
>
|
||||
Genera il primo preventivo →
|
||||
</Link>
|
||||
</div>
|
||||
) : (
|
||||
<div className="border border-border rounded-lg overflow-hidden">
|
||||
<div className="border border-[#e5e7eb] rounded-lg overflow-hidden">
|
||||
<table className="w-full text-sm">
|
||||
<thead className="bg-muted border-b border-border">
|
||||
<thead className="bg-[#f9f9f9] border-b border-[#e5e7eb]">
|
||||
<tr>
|
||||
<th className="px-4 py-3 text-left font-medium text-muted-foreground">Titolo</th>
|
||||
<th className="px-4 py-3 text-left font-medium text-muted-foreground">Lead / Cliente</th>
|
||||
<th className="px-4 py-3 text-left font-medium text-muted-foreground">Offerta</th>
|
||||
<th className="px-4 py-3 text-left font-medium text-muted-foreground">Stato</th>
|
||||
<th className="px-4 py-3 text-left font-medium text-muted-foreground">Data</th>
|
||||
<th className="px-4 py-3 text-left font-medium text-[#71717a]">Titolo</th>
|
||||
<th className="px-4 py-3 text-left font-medium text-[#71717a]">Lead / Cliente</th>
|
||||
<th className="px-4 py-3 text-left font-medium text-[#71717a]">Offerta</th>
|
||||
<th className="px-4 py-3 text-left font-medium text-[#71717a]">Stato</th>
|
||||
<th className="px-4 py-3 text-left font-medium text-[#71717a]">Data</th>
|
||||
<th className="px-4 py-3" />
|
||||
</tr>
|
||||
</thead>
|
||||
@@ -63,20 +63,20 @@ export default async function PreventiviPage() {
|
||||
const stateInfo = STATE_LABELS[p.state] ?? { label: p.state, className: "bg-gray-100 text-gray-700" };
|
||||
const subject = p.clientName ?? p.leadName ?? "—";
|
||||
return (
|
||||
<tr key={p.id} className="border-b border-border last:border-0 hover:bg-muted/50 transition-colors">
|
||||
<tr key={p.id} className="border-b border-[#e5e7eb] last:border-0 hover:bg-[#f9f9f9] transition-colors">
|
||||
<td className="px-4 py-3 font-medium">
|
||||
<Link href={`/admin/preventivi/${p.id}`} className="hover:text-primary transition-colors">
|
||||
<Link href={`/admin/preventivi/${p.id}`} className="hover:text-[#1A463C] transition-colors">
|
||||
{p.title ?? "Senza titolo"}
|
||||
</Link>
|
||||
</td>
|
||||
<td className="px-4 py-3 text-muted-foreground">{subject}</td>
|
||||
<td className="px-4 py-3 text-muted-foreground">{p.offerName}</td>
|
||||
<td className="px-4 py-3 text-[#71717a]">{subject}</td>
|
||||
<td className="px-4 py-3 text-[#71717a]">{p.offerName}</td>
|
||||
<td className="px-4 py-3">
|
||||
<span className={`inline-flex items-center px-2 py-0.5 rounded text-xs font-medium ${stateInfo.className}`}>
|
||||
{stateInfo.label}
|
||||
</span>
|
||||
</td>
|
||||
<td className="px-4 py-3 text-muted-foreground">
|
||||
<td className="px-4 py-3 text-[#71717a]">
|
||||
{p.createdAt.toLocaleDateString("it-IT")}
|
||||
</td>
|
||||
<td className="px-4 py-3 text-right">
|
||||
@@ -85,7 +85,7 @@ export default async function PreventiviPage() {
|
||||
href={`/preventivo/${p.slug}`}
|
||||
target="_blank"
|
||||
rel="noopener noreferrer"
|
||||
className="text-xs text-primary hover:underline"
|
||||
className="text-xs text-[#1A463C] hover:underline"
|
||||
>
|
||||
Apri →
|
||||
</a>
|
||||
|
||||
@@ -1,12 +1,11 @@
|
||||
import { notFound } from "next/navigation";
|
||||
import { getProjectFullDetail } from "@/lib/admin-queries";
|
||||
import { getProjectFullDetail, getRecentTimeEntries } from "@/lib/admin-queries";
|
||||
import { getTargetHourlyRate } from "@/lib/settings";
|
||||
import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
|
||||
import { PhasesTab } from "@/components/admin/tabs/PhasesTab";
|
||||
import { PaymentsTab } from "@/components/admin/tabs/PaymentsTab";
|
||||
import { DocumentsTab } from "@/components/admin/tabs/DocumentsTab";
|
||||
import { CommentsTab } from "@/components/admin/tabs/CommentsTab";
|
||||
import { QuoteTab } from "@/components/admin/tabs/QuoteTab";
|
||||
import { TimerTab } from "@/components/admin/tabs/TimerTab";
|
||||
import { OffersTab } from "@/components/admin/tabs/OffersTab";
|
||||
import { PhasesViewToggle } from "@/components/admin/kanban/PhasesViewToggle";
|
||||
@@ -27,6 +26,8 @@ export default async function ProjectDetailPage({
|
||||
|
||||
if (!detail) notFound();
|
||||
|
||||
const recentEntries = await getRecentTimeEntries(id, 5);
|
||||
|
||||
const {
|
||||
project,
|
||||
phases,
|
||||
@@ -34,13 +35,13 @@ export default async function ProjectDetailPage({
|
||||
documents,
|
||||
notes,
|
||||
comments,
|
||||
quoteItems,
|
||||
activeServices,
|
||||
activeTimerEntryId,
|
||||
activeTimerStartedAt,
|
||||
totalTrackedSeconds,
|
||||
projectOffers,
|
||||
availableMicros,
|
||||
offersAcceptedTotal,
|
||||
transcripts,
|
||||
} = detail;
|
||||
|
||||
return (
|
||||
@@ -72,7 +73,6 @@ export default async function ProjectDetailPage({
|
||||
<TabsTrigger value="documents">Documenti</TabsTrigger>
|
||||
<TabsTrigger value="notes">Note</TabsTrigger>
|
||||
<TabsTrigger value="comments">Commenti</TabsTrigger>
|
||||
<TabsTrigger value="quote">Preventivo</TabsTrigger>
|
||||
<TabsTrigger value="timer">Timer</TabsTrigger>
|
||||
<TabsTrigger value="offers">Offerte</TabsTrigger>
|
||||
</TabsList>
|
||||
@@ -91,11 +91,12 @@ export default async function ProjectDetailPage({
|
||||
acceptedTotal={project.accepted_total ?? "0"}
|
||||
clientId={id}
|
||||
projectId={id}
|
||||
offersAcceptedTotal={offersAcceptedTotal}
|
||||
/>
|
||||
</TabsContent>
|
||||
|
||||
<TabsContent value="documents">
|
||||
<DocumentsTab documents={documents} clientId={id} />
|
||||
<DocumentsTab documents={documents} clientId={id} transcripts={transcripts} />
|
||||
</TabsContent>
|
||||
|
||||
<TabsContent value="notes">
|
||||
@@ -118,15 +119,6 @@ export default async function ProjectDetailPage({
|
||||
<CommentsTab comments={comments} phases={phases} clientId={id} />
|
||||
</TabsContent>
|
||||
|
||||
<TabsContent value="quote">
|
||||
<QuoteTab
|
||||
clientId={id}
|
||||
items={quoteItems}
|
||||
activeServices={activeServices}
|
||||
acceptedTotal={project.accepted_total ?? "0"}
|
||||
/>
|
||||
</TabsContent>
|
||||
|
||||
<TabsContent value="timer">
|
||||
<TimerTab
|
||||
projectId={id}
|
||||
@@ -135,6 +127,7 @@ export default async function ProjectDetailPage({
|
||||
activeTimerStartedAt={activeTimerStartedAt}
|
||||
totalTrackedSeconds={totalTrackedSeconds}
|
||||
targetHourlyRate={targetHourlyRate}
|
||||
recentEntries={recentEntries}
|
||||
/>
|
||||
</TabsContent>
|
||||
|
||||
|
||||
@@ -1,23 +1,25 @@
|
||||
import { getAllProjectsWithPayments } from "@/lib/admin-queries";
|
||||
import { ProjectRow } from "@/components/admin/ProjectRow";
|
||||
import Link from "next/link";
|
||||
import { PageHeader } from "@/components/admin/PageHeader";
|
||||
|
||||
export const revalidate = 0;
|
||||
|
||||
export default async function ProjectsPage() {
|
||||
const projects = await getAllProjectsWithPayments();
|
||||
|
||||
const projectiAction = (
|
||||
<Link
|
||||
href="/admin/projects/new"
|
||||
className="text-sm bg-[#1A463C] text-white px-4 py-2 rounded-lg hover:bg-[#1A463C]/90 transition-colors"
|
||||
>
|
||||
+ Nuovo Progetto
|
||||
</Link>
|
||||
);
|
||||
|
||||
return (
|
||||
<div>
|
||||
<div className="mb-6 flex items-center justify-between">
|
||||
<h1 className="text-2xl font-bold text-[#1a1a1a]">Progetti</h1>
|
||||
<Link
|
||||
href="/admin/projects/new"
|
||||
className="text-sm bg-[#1A463C] text-white px-4 py-2 rounded-lg hover:bg-[#1A463C]/90 transition-colors"
|
||||
>
|
||||
+ Nuovo Progetto
|
||||
</Link>
|
||||
</div>
|
||||
<div className="space-y-6">
|
||||
<PageHeader title="Progetti" action={projectiAction} />
|
||||
|
||||
{projects.length === 0 ? (
|
||||
<div className="bg-white rounded-xl border border-[#e5e7eb] p-12 text-center">
|
||||
|
||||
@@ -4,8 +4,17 @@ import { revalidatePath } from "next/cache";
|
||||
import { getServerSession } from "next-auth";
|
||||
import { authOptions } from "@/lib/auth";
|
||||
import { db } from "@/db";
|
||||
import { projects, clients, payments, project_offers } from "@/db/schema";
|
||||
import { eq } from "drizzle-orm";
|
||||
import {
|
||||
projects,
|
||||
clients,
|
||||
payments,
|
||||
project_offers,
|
||||
offer_tier_services,
|
||||
services,
|
||||
phases,
|
||||
tasks,
|
||||
} from "@/db/schema";
|
||||
import { eq, asc } from "drizzle-orm";
|
||||
import { z } from "zod";
|
||||
import { nanoid } from "nanoid";
|
||||
|
||||
@@ -56,6 +65,7 @@ export async function updateProjectAcceptedTotal(projectId: string, acceptedTota
|
||||
}
|
||||
|
||||
// Creates Acconto 50% + Saldo 50% stubs for a project that has no payments yet.
|
||||
// Kept for backward compatibility; prefer setPaymentPlan for new code.
|
||||
export async function initProjectPayments(projectId: string): Promise<void> {
|
||||
await requireAdmin();
|
||||
const rows = await db
|
||||
@@ -65,11 +75,50 @@ export async function initProjectPayments(projectId: string): Promise<void> {
|
||||
.limit(1);
|
||||
if (!rows[0]) throw new Error("Progetto non trovato");
|
||||
const total = parseFloat(rows[0].accepted_total ?? "0");
|
||||
const half = (total / 2).toFixed(2);
|
||||
await db.insert(payments).values([
|
||||
{ project_id: projectId, label: "Acconto 50%", amount: half, status: "da_saldare" },
|
||||
{ project_id: projectId, label: "Saldo 50%", amount: half, status: "da_saldare" },
|
||||
]);
|
||||
await setPaymentPlan(projectId, "two", total);
|
||||
}
|
||||
|
||||
// Replaces all payments for a project with a fresh plan at a given total.
|
||||
// Modes:
|
||||
// single → 1 row 100% "Pagamento unico (100%)"
|
||||
// two → 2 rows 50%/50% "Acconto 50% (inizio lavori)" / "Saldo 50% (alla consegna)"
|
||||
// three → 3 rows 50%/30%/20%
|
||||
export async function setPaymentPlan(
|
||||
projectId: string,
|
||||
mode: "single" | "two" | "three",
|
||||
total: number
|
||||
): Promise<void> {
|
||||
await requireAdmin();
|
||||
|
||||
type PaymentDef = { label: string; percent: number };
|
||||
const plans: Record<string, PaymentDef[]> = {
|
||||
single: [{ label: "Pagamento unico (100%)", percent: 100 }],
|
||||
two: [
|
||||
{ label: "Acconto 50% (inizio lavori)", percent: 50 },
|
||||
{ label: "Saldo 50% (alla consegna)", percent: 50 },
|
||||
],
|
||||
three: [
|
||||
{ label: "Acconto 50% (inizio lavori)", percent: 50 },
|
||||
{ label: "30% (post revisioni)", percent: 30 },
|
||||
{ label: "Saldo 20% (alla consegna)", percent: 20 },
|
||||
],
|
||||
};
|
||||
|
||||
const plan = plans[mode];
|
||||
if (!plan) throw new Error("Modalità pagamento non valida");
|
||||
|
||||
// Delete existing payments for this project, then insert new ones.
|
||||
await db.delete(payments).where(eq(payments.project_id, projectId));
|
||||
await db.insert(payments).values(
|
||||
plan.map((p) => ({
|
||||
project_id: projectId,
|
||||
label: p.label,
|
||||
percent: p.percent.toFixed(2),
|
||||
amount: ((total * p.percent) / 100).toFixed(2),
|
||||
status: "da_saldare" as const,
|
||||
}))
|
||||
);
|
||||
|
||||
revalidatePath(`/admin/projects/${projectId}`);
|
||||
}
|
||||
|
||||
@@ -110,12 +159,94 @@ export async function splitPayment(
|
||||
revalidatePath(`/admin/projects/${projectId}`);
|
||||
}
|
||||
|
||||
// ── Offer → project phases/tasks import ───────────────────────────────────────
|
||||
// An offer/tier has no phases of its own; it carries a flat list of services,
|
||||
// and each service has a `fase` (catalog taxonomy). We materialize project
|
||||
// phases by grouping the tier's services by `services.fase` (one phase per
|
||||
// distinct fase, one task per service). Idempotent + mergeable: existing phases
|
||||
// are matched by title (case-insensitive) and reused, duplicate tasks skipped —
|
||||
// so assigning a 2nd offer with shared fasi adds tasks without duplicating.
|
||||
|
||||
const NO_FASE_LABEL = "Generale";
|
||||
|
||||
export async function importOfferIntoProject(projectId: string, microId: string): Promise<void> {
|
||||
await requireAdmin();
|
||||
|
||||
// Tier services with their catalog fase, ordered (null fase last, then name).
|
||||
const rows = await db
|
||||
.select({ name: services.name, fase: services.fase })
|
||||
.from(offer_tier_services)
|
||||
.innerJoin(services, eq(offer_tier_services.service_id, services.id))
|
||||
.where(eq(offer_tier_services.tier_id, microId))
|
||||
.orderBy(asc(services.fase), asc(services.name));
|
||||
|
||||
if (rows.length === 0) return;
|
||||
|
||||
// Group service names by fase, preserving first-seen order.
|
||||
const groups: Array<{ fase: string; serviceNames: string[] }> = [];
|
||||
const groupIndex = new Map<string, number>();
|
||||
for (const r of rows) {
|
||||
const fase = r.fase?.trim() || NO_FASE_LABEL;
|
||||
let idx = groupIndex.get(fase.toLowerCase());
|
||||
if (idx === undefined) {
|
||||
idx = groups.length;
|
||||
groupIndex.set(fase.toLowerCase(), idx);
|
||||
groups.push({ fase, serviceNames: [] });
|
||||
}
|
||||
groups[idx].serviceNames.push(r.name);
|
||||
}
|
||||
|
||||
// Existing project phases (for merge-by-title) + current max sort_order.
|
||||
const existingPhases = await db
|
||||
.select({ id: phases.id, title: phases.title, sort_order: phases.sort_order })
|
||||
.from(phases)
|
||||
.where(eq(phases.project_id, projectId));
|
||||
const phaseByTitle = new Map(existingPhases.map((p) => [p.title.trim().toLowerCase(), p]));
|
||||
let maxPhaseOrder = existingPhases.reduce((m, p) => Math.max(m, p.sort_order), -1);
|
||||
|
||||
for (const group of groups) {
|
||||
let phaseId: string;
|
||||
const existing = phaseByTitle.get(group.fase.toLowerCase());
|
||||
if (existing) {
|
||||
phaseId = existing.id;
|
||||
} else {
|
||||
maxPhaseOrder += 1;
|
||||
const [inserted] = await db
|
||||
.insert(phases)
|
||||
.values({ project_id: projectId, title: group.fase, sort_order: maxPhaseOrder, status: "upcoming" })
|
||||
.returning({ id: phases.id });
|
||||
phaseId = inserted.id;
|
||||
phaseByTitle.set(group.fase.toLowerCase(), { id: phaseId, title: group.fase, sort_order: maxPhaseOrder });
|
||||
}
|
||||
|
||||
// Skip tasks whose title already exists in this phase.
|
||||
const existingTasks = await db
|
||||
.select({ title: tasks.title, sort_order: tasks.sort_order })
|
||||
.from(tasks)
|
||||
.where(eq(tasks.phase_id, phaseId));
|
||||
const taskTitles = new Set(existingTasks.map((t) => t.title.trim().toLowerCase()));
|
||||
let maxTaskOrder = existingTasks.reduce((m, t) => Math.max(m, t.sort_order), -1);
|
||||
|
||||
const toInsert = group.serviceNames
|
||||
.filter((name) => !taskTitles.has(name.trim().toLowerCase()))
|
||||
.map((name) => {
|
||||
taskTitles.add(name.trim().toLowerCase());
|
||||
maxTaskOrder += 1;
|
||||
return { phase_id: phaseId, title: name, status: "todo", sort_order: maxTaskOrder };
|
||||
});
|
||||
if (toInsert.length > 0) await db.insert(tasks).values(toInsert);
|
||||
}
|
||||
|
||||
revalidatePath(`/admin/projects/${projectId}`);
|
||||
}
|
||||
|
||||
// ── Offer assignment actions ──────────────────────────────────────────────────
|
||||
|
||||
const assignOfferSchema = z.object({
|
||||
project_id: z.string().min(1),
|
||||
micro_id: z.string().min(1, "Seleziona una micro-offerta"),
|
||||
micro_id: z.string().min(1, "Seleziona un'offerta"),
|
||||
accepted_total: z.coerce.number().min(0).optional(),
|
||||
import_phases: z.boolean().optional(),
|
||||
});
|
||||
|
||||
export async function assignOfferToProject(formData: FormData) {
|
||||
@@ -124,6 +255,7 @@ export async function assignOfferToProject(formData: FormData) {
|
||||
project_id: formData.get("project_id"),
|
||||
micro_id: formData.get("micro_id"),
|
||||
accepted_total: formData.get("accepted_total") || undefined,
|
||||
import_phases: formData.get("import_phases") === "on",
|
||||
});
|
||||
if (!parsed.success) throw new Error(parsed.error.issues[0].message);
|
||||
await db.insert(project_offers).values({
|
||||
@@ -134,6 +266,10 @@ export async function assignOfferToProject(formData: FormData) {
|
||||
? parsed.data.accepted_total.toFixed(2)
|
||||
: null,
|
||||
});
|
||||
// Materialize project phases/tasks from the tier's services grouped by fase.
|
||||
if (parsed.data.import_phases) {
|
||||
await importOfferIntoProject(parsed.data.project_id, parsed.data.micro_id);
|
||||
}
|
||||
revalidatePath(`/admin/projects/${parsed.data.project_id}`);
|
||||
}
|
||||
|
||||
|
||||
@@ -61,7 +61,7 @@ export async function startTimerForClient(clientId: string): Promise<{ entryId:
|
||||
export async function stopTimer(entryId: string): Promise<void> {
|
||||
await requireAdmin();
|
||||
const rows = await db
|
||||
.select({ started_at: time_entries.started_at })
|
||||
.select({ started_at: time_entries.started_at, project_id: time_entries.project_id })
|
||||
.from(time_entries)
|
||||
.where(eq(time_entries.id, entryId))
|
||||
.limit(1);
|
||||
@@ -77,4 +77,56 @@ export async function stopTimer(entryId: string): Promise<void> {
|
||||
|
||||
revalidatePath("/admin");
|
||||
revalidatePath("/admin/projects");
|
||||
}
|
||||
revalidatePath(`/admin/projects/${rows[0].project_id}`);
|
||||
}
|
||||
|
||||
/**
|
||||
* Inserts a manually entered time block (already closed).
|
||||
* duration_seconds = minutes * 60
|
||||
* ended_at = started_at + duration_seconds
|
||||
* @param projectId project to record time against
|
||||
* @param minutes duration in minutes (must be > 0)
|
||||
* @param startedAt optional ISO date string — defaults to start of current day
|
||||
*/
|
||||
export async function addManualTimeEntry(
|
||||
projectId: string,
|
||||
minutes: number,
|
||||
startedAt?: string
|
||||
): Promise<void> {
|
||||
await requireAdmin();
|
||||
if (!Number.isFinite(minutes) || minutes <= 0) throw new Error("Minuti non validi");
|
||||
|
||||
const start = startedAt ? new Date(startedAt) : new Date();
|
||||
if (isNaN(start.getTime())) throw new Error("Data non valida");
|
||||
|
||||
const durationSeconds = Math.round(minutes * 60);
|
||||
const end = new Date(start.getTime() + durationSeconds * 1000);
|
||||
|
||||
await db.insert(time_entries).values({
|
||||
id: nanoid(),
|
||||
project_id: projectId,
|
||||
started_at: start,
|
||||
ended_at: end,
|
||||
duration_seconds: durationSeconds,
|
||||
});
|
||||
|
||||
revalidatePath("/admin");
|
||||
revalidatePath("/admin/projects");
|
||||
revalidatePath(`/admin/projects/${projectId}`);
|
||||
}
|
||||
|
||||
/**
|
||||
* Deletes a time entry by id, scoped to the given project (guard against
|
||||
* cross-project deletions).
|
||||
*/
|
||||
export async function deleteTimeEntry(entryId: string, projectId: string): Promise<void> {
|
||||
await requireAdmin();
|
||||
await db
|
||||
.delete(time_entries)
|
||||
.where(eq(time_entries.id, entryId));
|
||||
|
||||
revalidatePath("/admin");
|
||||
revalidatePath("/admin/projects");
|
||||
revalidatePath(`/admin/projects/${projectId}`);
|
||||
}
|
||||
|
||||
|
||||
@@ -7,7 +7,7 @@ import { rateLimit } from "@/lib/rate-limit";
|
||||
|
||||
const commentSchema = z.object({
|
||||
token: z.string().min(1),
|
||||
entity_type: z.enum(["task", "deliverable", "general"]),
|
||||
entity_type: z.enum(["task", "deliverable", "general", "phase"]),
|
||||
entity_id: z.string().min(1),
|
||||
body: z.string().min(1, "Il commento non può essere vuoto").max(2000),
|
||||
});
|
||||
@@ -76,7 +76,12 @@ export async function POST(request: NextRequest) {
|
||||
.from(tasks)
|
||||
.where(inArray(tasks.phase_id, phaseIds));
|
||||
|
||||
if (entity_type === "task") {
|
||||
if (entity_type === "phase") {
|
||||
// Phase: entity_id must be one of the client's phases
|
||||
if (!phasesForClient.find((p) => p.id === entity_id)) {
|
||||
return NextResponse.json({ error: "Accesso non consentito" }, { status: 403 });
|
||||
}
|
||||
} else if (entity_type === "task") {
|
||||
if (!taskRows.find((r) => r.id === entity_id)) {
|
||||
return NextResponse.json({ error: "Accesso non consentito" }, { status: 403 });
|
||||
}
|
||||
|
||||
@@ -67,6 +67,13 @@ function projectViewToClientView(
|
||||
})),
|
||||
global_progress_pct: view.global_progress_pct,
|
||||
activeOffers: view.activeOffers,
|
||||
transcripts: view.transcripts.map((t) => ({
|
||||
id: t.id,
|
||||
title: t.title,
|
||||
call_date: t.call_date,
|
||||
content: t.content,
|
||||
created_at: t.created_at instanceof Date ? t.created_at.toISOString() : String(t.created_at),
|
||||
})),
|
||||
};
|
||||
}
|
||||
|
||||
|
||||
Binary file not shown.
|
Before Width: | Height: | Size: 25 KiB After Width: | Height: | Size: 28 KiB |
+164
-40
@@ -1,64 +1,154 @@
|
||||
@import "tailwindcss";
|
||||
@plugin "tailwindcss-animate";
|
||||
@source not "../../.01_projects/**";
|
||||
@source not "../../.claude/**";
|
||||
@source not "../../scripts/**";
|
||||
@source not "../../.planning/**";
|
||||
|
||||
/* Class-based dark mode (Tailwind v4). The FOUC guard in layout.tsx toggles
|
||||
`.dark` on <html> before paint; the useTheme hook keeps it in sync. */
|
||||
@custom-variant dark (&:where(.dark, .dark *));
|
||||
|
||||
/* =========================================================
|
||||
Design tokens — iamcavalli brand palette (Tailwind v4 @theme)
|
||||
Design tokens — iamcavalli brand palette
|
||||
Raw values live in :root (light) / .dark (dark) so the whole
|
||||
app themes off a single class toggle; @theme inline below maps
|
||||
them to Tailwind color utilities (bg-background, text-primary…).
|
||||
========================================================= */
|
||||
:root {
|
||||
/* Base */
|
||||
--background: #ffffff;
|
||||
--foreground: #1a1a1a;
|
||||
|
||||
/* Brand primary — verde scuro iamcavalli */
|
||||
--primary: #1A463C;
|
||||
--primary-foreground: #ffffff;
|
||||
|
||||
/* Brand accent — giallo lime */
|
||||
--accent: #DEF168;
|
||||
--accent-foreground: #1A463C;
|
||||
|
||||
/* Secondary — grigio neutro */
|
||||
--secondary: #f4f4f5;
|
||||
--secondary-foreground: #1a1a1a;
|
||||
|
||||
/* Muted — per testi e sfondi secondari */
|
||||
--muted: #f9f9f9;
|
||||
--muted-foreground: #71717a;
|
||||
|
||||
/* Destructive */
|
||||
--destructive: #ef4444;
|
||||
--destructive-foreground: #ffffff;
|
||||
|
||||
/* Card */
|
||||
--card: #ffffff;
|
||||
--card-foreground: #1a1a1a;
|
||||
|
||||
/* Popover */
|
||||
--popover: #ffffff;
|
||||
--popover-foreground: #1a1a1a;
|
||||
|
||||
/* Border / Input / Ring */
|
||||
--border: #e5e7eb;
|
||||
--input: #e5e7eb;
|
||||
--ring: #1A463C;
|
||||
|
||||
/* Semantic — stato task/pagamenti */
|
||||
--success: #16a34a;
|
||||
--warning: #ca8a04;
|
||||
--info: #2563eb;
|
||||
|
||||
/* Legacy — usati inline nei componenti esistenti */
|
||||
--tertiary: #999999;
|
||||
--bg-subtle: #f9f9f9;
|
||||
--border-light: #e5e5e5;
|
||||
|
||||
--radius: 0.5rem;
|
||||
}
|
||||
|
||||
.dark {
|
||||
/* Base — verde-nero, coerente col brand */
|
||||
--background: #0e1512;
|
||||
--foreground: #f2f4f3;
|
||||
|
||||
/* Brand primary — verde schiarito per contrasto su fondo scuro */
|
||||
--primary: #3FA88C;
|
||||
--primary-foreground: #06110d;
|
||||
|
||||
/* Brand accent — lime invariato, testo verde scuro */
|
||||
--accent: #DEF168;
|
||||
--accent-foreground: #14231d;
|
||||
|
||||
--secondary: #1b2420;
|
||||
--secondary-foreground: #f2f4f3;
|
||||
|
||||
--muted: #171f1b;
|
||||
--muted-foreground: #9aa39e;
|
||||
|
||||
--destructive: #f87171;
|
||||
--destructive-foreground: #1a0a0a;
|
||||
|
||||
--card: #131a16;
|
||||
--card-foreground: #f2f4f3;
|
||||
|
||||
--popover: #131a16;
|
||||
--popover-foreground: #f2f4f3;
|
||||
|
||||
--border: #26302b;
|
||||
--input: #26302b;
|
||||
--ring: #3FA88C;
|
||||
|
||||
--success: #22c55e;
|
||||
--warning: #eab308;
|
||||
--info: #3b82f6;
|
||||
|
||||
--tertiary: #8a938d;
|
||||
--bg-subtle: #171f1b;
|
||||
--border-light: #26302b;
|
||||
}
|
||||
|
||||
@theme inline {
|
||||
/* Font */
|
||||
--font-sans: var(--font-geist-sans), system-ui, -apple-system, BlinkMacSystemFont,
|
||||
"Segoe UI", Roboto, "Helvetica Neue", sans-serif;
|
||||
--font-mono: var(--font-geist-mono);
|
||||
|
||||
/* Base */
|
||||
--color-background: #ffffff;
|
||||
--color-foreground: #1a1a1a;
|
||||
/* Colors — mapped from the raw tokens above */
|
||||
--color-background: var(--background);
|
||||
--color-foreground: var(--foreground);
|
||||
|
||||
/* Brand primary — verde scuro iamcavalli */
|
||||
--color-primary: #1A463C;
|
||||
--color-primary-foreground: #ffffff;
|
||||
--color-primary: var(--primary);
|
||||
--color-primary-foreground: var(--primary-foreground);
|
||||
|
||||
/* Brand accent — giallo lime */
|
||||
--color-accent: #DEF168;
|
||||
--color-accent-foreground: #1A463C;
|
||||
--color-accent: var(--accent);
|
||||
--color-accent-foreground: var(--accent-foreground);
|
||||
|
||||
/* Secondary — grigio neutro */
|
||||
--color-secondary: #f4f4f5;
|
||||
--color-secondary-foreground: #1a1a1a;
|
||||
--color-secondary: var(--secondary);
|
||||
--color-secondary-foreground: var(--secondary-foreground);
|
||||
|
||||
/* Muted — per testi e sfondi secondari */
|
||||
--color-muted: #f9f9f9;
|
||||
--color-muted-foreground: #71717a;
|
||||
--color-muted: var(--muted);
|
||||
--color-muted-foreground: var(--muted-foreground);
|
||||
|
||||
/* Destructive */
|
||||
--color-destructive: #ef4444;
|
||||
--color-destructive-foreground: #ffffff;
|
||||
--color-destructive: var(--destructive);
|
||||
--color-destructive-foreground: var(--destructive-foreground);
|
||||
|
||||
/* Card */
|
||||
--color-card: #ffffff;
|
||||
--color-card-foreground: #1a1a1a;
|
||||
--color-card: var(--card);
|
||||
--color-card-foreground: var(--card-foreground);
|
||||
|
||||
/* Popover */
|
||||
--color-popover: #ffffff;
|
||||
--color-popover-foreground: #1a1a1a;
|
||||
--color-popover: var(--popover);
|
||||
--color-popover-foreground: var(--popover-foreground);
|
||||
|
||||
/* Border / Input / Ring */
|
||||
--color-border: #e5e7eb;
|
||||
--color-input: #e5e7eb;
|
||||
--color-ring: #1A463C;
|
||||
--color-border: var(--border);
|
||||
--color-input: var(--input);
|
||||
--color-ring: var(--ring);
|
||||
|
||||
/* Semantic — stato task/pagamenti */
|
||||
--color-success: #16a34a;
|
||||
--color-warning: #ca8a04;
|
||||
--color-info: #2563eb;
|
||||
--color-success: var(--success);
|
||||
--color-warning: var(--warning);
|
||||
--color-info: var(--info);
|
||||
|
||||
/* Legacy — usati inline nei componenti esistenti */
|
||||
--color-tertiary: #999999;
|
||||
--color-bg-subtle: #f9f9f9;
|
||||
--color-border-light: #e5e5e5;
|
||||
--color-tertiary: var(--tertiary);
|
||||
--color-bg-subtle: var(--bg-subtle);
|
||||
--color-border-light: var(--border-light);
|
||||
}
|
||||
|
||||
/* =========================================================
|
||||
@@ -75,10 +165,44 @@ html {
|
||||
}
|
||||
|
||||
body {
|
||||
background-color: #ffffff;
|
||||
color: #171717;
|
||||
background-color: var(--background);
|
||||
color: var(--foreground);
|
||||
font-family: var(--font-sans);
|
||||
line-height: 1.6;
|
||||
-webkit-font-smoothing: antialiased;
|
||||
-moz-osx-font-smoothing: grayscale;
|
||||
}
|
||||
}
|
||||
|
||||
/* =========================================================
|
||||
Scrollbar utilities (ported from OMC design system)
|
||||
========================================================= */
|
||||
@layer utilities {
|
||||
/* Hide the native scrollbar without breaking scroll. */
|
||||
.no-scrollbar {
|
||||
scrollbar-width: none;
|
||||
-ms-overflow-style: none;
|
||||
}
|
||||
.no-scrollbar::-webkit-scrollbar {
|
||||
display: none;
|
||||
}
|
||||
|
||||
/* Very thin, muted scrollbar — discoverable but low-noise. */
|
||||
.thin-scrollbar {
|
||||
scrollbar-width: thin;
|
||||
scrollbar-color: var(--border) transparent;
|
||||
}
|
||||
.thin-scrollbar::-webkit-scrollbar {
|
||||
height: 3px;
|
||||
width: 3px;
|
||||
}
|
||||
.thin-scrollbar::-webkit-scrollbar-track {
|
||||
background: transparent;
|
||||
}
|
||||
.thin-scrollbar::-webkit-scrollbar-thumb {
|
||||
background: var(--border);
|
||||
border-radius: 9999px;
|
||||
}
|
||||
.thin-scrollbar::-webkit-scrollbar-thumb:hover {
|
||||
background: var(--muted-foreground);
|
||||
}
|
||||
}
|
||||
|
||||
Binary file not shown.
|
After Width: | Height: | Size: 143 KiB |
+6
-1
@@ -32,7 +32,12 @@ export default function RootLayout({
|
||||
lang="it"
|
||||
className={`${geistSans.variable} ${geistMono.variable} h-full antialiased`}
|
||||
>
|
||||
<body className="min-h-full flex flex-col bg-white text-zinc-900">
|
||||
<body className="min-h-full flex flex-col bg-background text-foreground">
|
||||
<script
|
||||
dangerouslySetInnerHTML={{
|
||||
__html: `(function(){try{var k='iamcavalli:theme';var p=localStorage.getItem(k);var d=p==='dark'||((p==null||p==='system')&&window.matchMedia('(prefers-color-scheme: dark)').matches);document.documentElement.classList.toggle('dark',d);}catch(e){}})();`,
|
||||
}}
|
||||
/>
|
||||
{children}
|
||||
</body>
|
||||
</html>
|
||||
|
||||
@@ -0,0 +1,80 @@
|
||||
'use client'
|
||||
|
||||
import { useEffect, useRef, useState } from 'react'
|
||||
import { Check, Monitor, Moon, Sun } from 'lucide-react'
|
||||
|
||||
import { useTheme, type ThemePref } from '@/lib/theme'
|
||||
import { cn } from '@/lib/utils'
|
||||
|
||||
const OPTIONS: { value: ThemePref; label: string; icon: typeof Sun }[] = [
|
||||
{ value: 'system', label: 'Sistema', icon: Monitor },
|
||||
{ value: 'light', label: 'Chiaro', icon: Sun },
|
||||
{ value: 'dark', label: 'Scuro', icon: Moon },
|
||||
]
|
||||
|
||||
/** Header theme switcher — Sistema / Chiaro / Scuro. Defaults to Sistema
|
||||
* (follows the OS). Dropdown closes on outside-click + Esc. */
|
||||
export default function ThemeToggle() {
|
||||
const { pref, resolved, setTheme } = useTheme()
|
||||
const [open, setOpen] = useState(false)
|
||||
const ref = useRef<HTMLDivElement>(null)
|
||||
|
||||
useEffect(() => {
|
||||
if (!open) return
|
||||
const onDocClick = (e: MouseEvent) => {
|
||||
if (ref.current && !ref.current.contains(e.target as Node)) setOpen(false)
|
||||
}
|
||||
const onEsc = (e: KeyboardEvent) => {
|
||||
if (e.key === 'Escape') setOpen(false)
|
||||
}
|
||||
document.addEventListener('mousedown', onDocClick)
|
||||
document.addEventListener('keydown', onEsc)
|
||||
return () => {
|
||||
document.removeEventListener('mousedown', onDocClick)
|
||||
document.removeEventListener('keydown', onEsc)
|
||||
}
|
||||
}, [open])
|
||||
|
||||
const TriggerIcon = pref === 'system' ? Monitor : resolved === 'dark' ? Moon : Sun
|
||||
|
||||
return (
|
||||
<div className="relative" ref={ref}>
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setOpen((o) => !o)}
|
||||
title="Tema"
|
||||
aria-label="Tema"
|
||||
className="flex items-center justify-center size-9 rounded-full border bg-card/70 hover:bg-card transition-colors text-muted-foreground hover:text-foreground"
|
||||
>
|
||||
<TriggerIcon className="size-4" />
|
||||
</button>
|
||||
|
||||
{open && (
|
||||
<div className="absolute top-full right-0 mt-2 w-40 bg-popover text-popover-foreground border rounded-xl shadow-xl overflow-hidden z-50 p-1">
|
||||
{OPTIONS.map((o) => {
|
||||
const Icon = o.icon
|
||||
const active = o.value === pref
|
||||
return (
|
||||
<button
|
||||
key={o.value}
|
||||
type="button"
|
||||
onClick={() => {
|
||||
setTheme(o.value)
|
||||
setOpen(false)
|
||||
}}
|
||||
className={cn(
|
||||
'w-full flex items-center gap-2 px-2.5 py-2 rounded-md text-sm transition-colors text-left',
|
||||
active ? 'bg-primary/10 text-primary' : 'hover:bg-muted',
|
||||
)}
|
||||
>
|
||||
<Icon className="size-4" />
|
||||
{o.label}
|
||||
{active && <Check className="size-3.5 ml-auto" />}
|
||||
</button>
|
||||
)
|
||||
})}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
)
|
||||
}
|
||||
@@ -14,11 +14,12 @@ import {
|
||||
Zap,
|
||||
FileText,
|
||||
} from "lucide-react";
|
||||
import ThemeToggle from "@/components/ThemeToggle";
|
||||
|
||||
const NAV_ITEMS = [
|
||||
{ href: "/admin", label: "Dashboard", icon: LayoutDashboard, exact: true },
|
||||
{ href: "/admin/clients", label: "Clienti", icon: Users },
|
||||
{ href: "/admin/leads", label: "Lead", icon: Zap },
|
||||
{ href: "/admin/clients", label: "Clienti", icon: Users },
|
||||
{ href: "/admin/projects", label: "Progetti", icon: FolderOpen },
|
||||
{ href: "/admin/preventivi", label: "Preventivi", icon: FileText },
|
||||
{ href: "/admin/offers", label: "Offerte", icon: Tag },
|
||||
@@ -39,17 +40,6 @@ export function AdminSidebar() {
|
||||
<span className="font-bold text-white tracking-tight text-sm">iamcavalli</span>
|
||||
</div>
|
||||
|
||||
{/* CTA globale — genera preventivo */}
|
||||
<div className="px-3 py-3 border-b border-white/10">
|
||||
<Link
|
||||
href="/admin/preventivi/genera"
|
||||
className="flex items-center justify-center gap-2 w-full px-3 py-2 rounded-md text-xs font-semibold bg-[#DEF168] text-[#1A463C] hover:bg-[#d4e85e] transition-colors"
|
||||
>
|
||||
<FileText size={13} />
|
||||
Genera preventivo
|
||||
</Link>
|
||||
</div>
|
||||
|
||||
{/* Nav links */}
|
||||
<nav className="flex-1 px-3 py-4 flex flex-col gap-0.5">
|
||||
{NAV_ITEMS.map(({ href, label, icon: Icon, exact }) => {
|
||||
@@ -71,8 +61,12 @@ export function AdminSidebar() {
|
||||
})}
|
||||
</nav>
|
||||
|
||||
{/* Logout */}
|
||||
<div className="px-3 py-4 border-t border-white/10">
|
||||
{/* Theme + Logout */}
|
||||
<div className="px-3 py-4 border-t border-white/10 flex flex-col gap-2">
|
||||
<div className="flex items-center justify-between px-3">
|
||||
<span className="text-xs text-white/50">Tema</span>
|
||||
<ThemeToggle />
|
||||
</div>
|
||||
<button
|
||||
onClick={() => signOut({ callbackUrl: "/admin/login" })}
|
||||
className="flex items-center gap-3 px-3 py-2 w-full rounded-md text-sm text-white/65 hover:text-white hover:bg-white/10 transition-colors"
|
||||
|
||||
@@ -0,0 +1,60 @@
|
||||
"use client";
|
||||
|
||||
import { useTransition } from "react";
|
||||
import { useRouter } from "next/navigation";
|
||||
import { deletePhase, deleteTask } from "@/app/admin/clients/[id]/actions";
|
||||
|
||||
interface DeletePhaseButtonProps {
|
||||
type: "phase";
|
||||
phaseId: string;
|
||||
clientId: string;
|
||||
}
|
||||
|
||||
interface DeleteTaskButtonProps {
|
||||
type: "task";
|
||||
taskId: string;
|
||||
clientId: string;
|
||||
}
|
||||
|
||||
type Props = DeletePhaseButtonProps | DeleteTaskButtonProps;
|
||||
|
||||
export function DeletePhaseTaskButton(props: Props) {
|
||||
const [, startTransition] = useTransition();
|
||||
const router = useRouter();
|
||||
|
||||
function handleClick() {
|
||||
const label = props.type === "phase" ? "questa fase (e tutti i task/deliverable al suo interno)" : "questo task";
|
||||
if (!window.confirm(`Eliminare ${label}? L'azione non è reversibile.`)) return;
|
||||
|
||||
startTransition(async () => {
|
||||
if (props.type === "phase") {
|
||||
await deletePhase(props.phaseId, props.clientId);
|
||||
} else {
|
||||
await deleteTask(props.taskId, props.clientId);
|
||||
}
|
||||
router.refresh();
|
||||
});
|
||||
}
|
||||
|
||||
return (
|
||||
<button
|
||||
type="button"
|
||||
onClick={handleClick}
|
||||
title={props.type === "phase" ? "Elimina fase" : "Elimina task"}
|
||||
className="p-1 rounded text-[#999999] hover:text-red-500 hover:bg-red-50 transition-colors"
|
||||
aria-label={props.type === "phase" ? "Elimina fase" : "Elimina task"}
|
||||
>
|
||||
{/* Trash icon */}
|
||||
<svg
|
||||
className="w-3.5 h-3.5"
|
||||
fill="none"
|
||||
stroke="currentColor"
|
||||
strokeWidth={2}
|
||||
viewBox="0 0 24 24"
|
||||
aria-hidden="true"
|
||||
>
|
||||
<path strokeLinecap="round" strokeLinejoin="round" d="M19 7l-.867 12.142A2 2 0 0116.138 21H7.862a2 2 0 01-1.995-1.858L5 7m5 4v6m4-6v6m1-10V4a1 1 0 00-1-1h-4a1 1 0 00-1 1v3M4 7h16" />
|
||||
</svg>
|
||||
</button>
|
||||
);
|
||||
}
|
||||
@@ -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 ${
|
||||
isNext ? "font-bold text-[#1A463C]" : "text-[#71717a]"
|
||||
}`}
|
||||
>
|
||||
{m.label.split(" ")[0]}
|
||||
</span>
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,177 @@
|
||||
"use client";
|
||||
|
||||
import { useState, useTransition } from "react";
|
||||
import { useRouter } from "next/navigation";
|
||||
import { addManualTimeEntry, deleteTimeEntry } from "@/app/admin/timer-actions";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { Label } from "@/components/ui/label";
|
||||
|
||||
type TimeEntry = {
|
||||
id: string;
|
||||
started_at: Date;
|
||||
ended_at: Date | null;
|
||||
duration_seconds: number | null;
|
||||
};
|
||||
|
||||
function formatDuration(seconds: number | null): string {
|
||||
if (!seconds) return "0 min";
|
||||
const h = Math.floor(seconds / 3600);
|
||||
const m = Math.floor((seconds % 3600) / 60);
|
||||
if (h > 0) return `${h}h ${m}min`;
|
||||
return `${m} min`;
|
||||
}
|
||||
|
||||
function formatDate(date: Date): string {
|
||||
return new Date(date).toLocaleDateString("it-IT", {
|
||||
day: "2-digit",
|
||||
month: "short",
|
||||
year: "numeric",
|
||||
hour: "2-digit",
|
||||
minute: "2-digit",
|
||||
});
|
||||
}
|
||||
|
||||
type Props = {
|
||||
projectId: string;
|
||||
recentEntries: TimeEntry[];
|
||||
};
|
||||
|
||||
export function ManualTimeEntry({ projectId, recentEntries }: Props) {
|
||||
const router = useRouter();
|
||||
const [, startTransition] = useTransition();
|
||||
const [minutes, setMinutes] = useState("");
|
||||
const [date, setDate] = useState(() => new Date().toISOString().split("T")[0]);
|
||||
const [loading, setLoading] = useState(false);
|
||||
const [deletingId, setDeletingId] = useState<string | null>(null);
|
||||
|
||||
async function handleQuickAdd(mins: number) {
|
||||
setLoading(true);
|
||||
try {
|
||||
const startedAt = new Date(`${date}T09:00:00`).toISOString();
|
||||
await addManualTimeEntry(projectId, mins, startedAt);
|
||||
startTransition(() => router.refresh());
|
||||
} finally {
|
||||
setLoading(false);
|
||||
}
|
||||
}
|
||||
|
||||
async function handleCustomAdd(e: React.FormEvent) {
|
||||
e.preventDefault();
|
||||
const mins = parseFloat(minutes);
|
||||
if (!mins || mins <= 0) return;
|
||||
setLoading(true);
|
||||
try {
|
||||
const startedAt = new Date(`${date}T09:00:00`).toISOString();
|
||||
await addManualTimeEntry(projectId, mins, startedAt);
|
||||
setMinutes("");
|
||||
startTransition(() => router.refresh());
|
||||
} finally {
|
||||
setLoading(false);
|
||||
}
|
||||
}
|
||||
|
||||
async function handleDelete(entryId: string) {
|
||||
setDeletingId(entryId);
|
||||
try {
|
||||
await deleteTimeEntry(entryId, projectId);
|
||||
startTransition(() => router.refresh());
|
||||
} finally {
|
||||
setDeletingId(null);
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="bg-white rounded-lg border border-[#e5e7eb] p-4 space-y-4">
|
||||
<h3 className="font-medium text-[#1a1a1a]">Aggiungi tempo manuale</h3>
|
||||
|
||||
{/* Data */}
|
||||
<div className="space-y-1">
|
||||
<Label htmlFor="entry-date">Data</Label>
|
||||
<Input
|
||||
id="entry-date"
|
||||
type="date"
|
||||
value={date}
|
||||
onChange={(e) => setDate(e.target.value)}
|
||||
className="max-w-[180px]"
|
||||
/>
|
||||
</div>
|
||||
|
||||
{/* Quick buttons */}
|
||||
<div>
|
||||
<p className="text-xs text-[#71717a] mb-2">Aggiunte rapide</p>
|
||||
<div className="flex gap-2">
|
||||
<Button
|
||||
type="button"
|
||||
size="sm"
|
||||
variant="outline"
|
||||
disabled={loading}
|
||||
onClick={() => handleQuickAdd(30)}
|
||||
>
|
||||
+30 min
|
||||
</Button>
|
||||
<Button
|
||||
type="button"
|
||||
size="sm"
|
||||
variant="outline"
|
||||
disabled={loading}
|
||||
onClick={() => handleQuickAdd(60)}
|
||||
>
|
||||
+60 min
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Custom minutes */}
|
||||
<form onSubmit={handleCustomAdd} className="flex items-end gap-2">
|
||||
<div className="space-y-1 flex-1">
|
||||
<Label htmlFor="manual-minutes">Minuti personalizzati</Label>
|
||||
<Input
|
||||
id="manual-minutes"
|
||||
type="number"
|
||||
min="1"
|
||||
step="1"
|
||||
placeholder="es. 45"
|
||||
value={minutes}
|
||||
onChange={(e) => setMinutes(e.target.value)}
|
||||
className="max-w-[120px]"
|
||||
/>
|
||||
</div>
|
||||
<Button type="submit" size="sm" disabled={loading || !minutes}>
|
||||
Aggiungi
|
||||
</Button>
|
||||
</form>
|
||||
|
||||
{/* Recent entries */}
|
||||
{recentEntries.length > 0 && (
|
||||
<div>
|
||||
<p className="text-xs text-[#71717a] mb-2 font-medium">Ultime registrazioni</p>
|
||||
<ul className="space-y-1.5">
|
||||
{recentEntries.map((entry) => (
|
||||
<li
|
||||
key={entry.id}
|
||||
className="flex items-center justify-between gap-2 bg-[#f9f9f9] rounded px-3 py-2"
|
||||
>
|
||||
<div className="min-w-0">
|
||||
<p className="text-xs font-medium text-[#1a1a1a]">
|
||||
{formatDuration(entry.duration_seconds)}
|
||||
</p>
|
||||
<p className="text-xs text-[#71717a]">{formatDate(entry.started_at)}</p>
|
||||
</div>
|
||||
<button
|
||||
type="button"
|
||||
disabled={deletingId === entry.id}
|
||||
onClick={() => handleDelete(entry.id)}
|
||||
className="text-[#999999] hover:text-red-500 transition-colors shrink-0 text-xs"
|
||||
aria-label="Elimina registrazione"
|
||||
>
|
||||
{deletingId === entry.id ? "..." : "✕"}
|
||||
</button>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,50 @@
|
||||
import type { OffersSoldBreakdown } from "@/lib/forecast-queries";
|
||||
|
||||
export function OffersSoldChart({ data }: { data: OffersSoldBreakdown }) {
|
||||
const max = Math.max(...data.rows.map((r) => r.count), 1);
|
||||
|
||||
if (data.rows.length === 0) {
|
||||
return (
|
||||
<div className="bg-white rounded-xl border border-[#e5e7eb] p-8 text-center">
|
||||
<p className="text-sm text-[#71717a] italic">Nessuna offerta venduta finora.</p>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="bg-white rounded-xl border border-[#e5e7eb] p-6 space-y-4">
|
||||
<div className="flex items-center justify-between">
|
||||
<h3 className="text-sm font-bold text-[#1a1a1a]">Offerte vendute</h3>
|
||||
<span className="inline-flex items-center justify-center min-w-[24px] h-6 px-2 rounded-full bg-[#1A463C] text-white text-xs font-bold">
|
||||
{data.total}
|
||||
</span>
|
||||
</div>
|
||||
<div className="space-y-3">
|
||||
{data.rows.map((row, i) => {
|
||||
const pct = Math.round((row.count / max) * 100);
|
||||
return (
|
||||
<div key={`${row.offer_name}-${row.tier_letter ?? "—"}-${i}`}>
|
||||
<div className="flex items-center justify-between mb-1 gap-2">
|
||||
<span className="text-sm font-medium text-[#1a1a1a] truncate">
|
||||
{row.offer_name}
|
||||
{row.tier_letter && (
|
||||
<span className="ml-2 inline-flex items-center rounded-full bg-[#1A463C]/10 px-2 py-0.5 text-[11px] font-semibold text-[#1A463C]">
|
||||
Tier {row.tier_letter}
|
||||
</span>
|
||||
)}
|
||||
</span>
|
||||
<span className="text-sm tabular-nums text-[#71717a] shrink-0">{row.count}</span>
|
||||
</div>
|
||||
<div className="h-2 rounded-full bg-[#f4f4f5] overflow-hidden">
|
||||
<div
|
||||
className="h-full rounded-full bg-[#1A463C] transition-all"
|
||||
style={{ width: `${pct}%` }}
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,17 @@
|
||||
import type { ReactNode } from "react";
|
||||
|
||||
export function PageHeader({ title, subtitle, action }: {
|
||||
title: string;
|
||||
subtitle?: string;
|
||||
action?: ReactNode;
|
||||
}) {
|
||||
return (
|
||||
<div className="mb-6 flex items-start justify-between gap-4">
|
||||
<div>
|
||||
<h1 className="text-2xl font-bold text-[#1a1a1a]">{title}</h1>
|
||||
{subtitle && <p className="mt-1 text-sm text-[#71717a]">{subtitle}</p>}
|
||||
</div>
|
||||
{action}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,55 @@
|
||||
"use client";
|
||||
|
||||
import { useState } from "react";
|
||||
|
||||
type Transcript = {
|
||||
id: string;
|
||||
title: string | null;
|
||||
call_date: string;
|
||||
content: string;
|
||||
created_at: Date;
|
||||
};
|
||||
|
||||
export function TranscriptItem({ transcript }: { transcript: Transcript }) {
|
||||
const [expanded, setExpanded] = useState(false);
|
||||
const date = new Date(transcript.call_date).toLocaleDateString("it-IT", {
|
||||
day: "2-digit",
|
||||
month: "long",
|
||||
year: "numeric",
|
||||
});
|
||||
|
||||
return (
|
||||
<div className="border border-[#e5e7eb] rounded-lg bg-white overflow-hidden">
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setExpanded((v) => !v)}
|
||||
className="w-full flex items-center justify-between px-4 py-3 text-left hover:bg-[#f9f9f9] transition-colors"
|
||||
aria-expanded={expanded}
|
||||
>
|
||||
<div className="min-w-0">
|
||||
<p className="text-sm font-medium text-[#1a1a1a] truncate">
|
||||
{transcript.title ?? "Transcript chiamata"}
|
||||
</p>
|
||||
<p className="text-xs text-[#71717a] mt-0.5">{date}</p>
|
||||
</div>
|
||||
<svg
|
||||
className={`w-4 h-4 text-[#999999] shrink-0 ml-3 transition-transform ${expanded ? "rotate-180" : ""}`}
|
||||
fill="none"
|
||||
stroke="currentColor"
|
||||
strokeWidth={2}
|
||||
viewBox="0 0 24 24"
|
||||
aria-hidden="true"
|
||||
>
|
||||
<path strokeLinecap="round" strokeLinejoin="round" d="M19 9l-7 7-7-7" />
|
||||
</svg>
|
||||
</button>
|
||||
{expanded && (
|
||||
<div className="px-4 pb-4 pt-1 border-t border-[#e5e7eb]">
|
||||
<pre className="text-xs text-[#1a1a1a] whitespace-pre-wrap font-sans leading-relaxed max-h-96 overflow-y-auto">
|
||||
{transcript.content}
|
||||
</pre>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -2,6 +2,7 @@
|
||||
|
||||
import { useState, useTransition } from "react";
|
||||
import { useRouter } from "next/navigation";
|
||||
import { ArrowUp, ArrowDown, ArrowUpDown, GripVertical } from "lucide-react";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { EditableCell } from "@/components/ui/editable-cell";
|
||||
import { OptionSelect } from "@/components/ui/option-select";
|
||||
@@ -15,28 +16,42 @@ import {
|
||||
} from "@/app/admin/catalog/actions";
|
||||
import type { ServiceWithTags, CatalogFieldOptions } from "@/lib/admin-queries";
|
||||
|
||||
export type ColumnKey =
|
||||
| "nome"
|
||||
| "descrizione"
|
||||
| "fase"
|
||||
| "offerta"
|
||||
| "pacchetto"
|
||||
| "prezzo"
|
||||
| "stato";
|
||||
|
||||
export const COLUMN_DEFS: Record<ColumnKey, { header: string; sortable: boolean; minWidth: string }> = {
|
||||
nome: { header: "Nome", sortable: true, minWidth: "160px" },
|
||||
descrizione: { header: "Descrizione", sortable: false, minWidth: "200px" },
|
||||
fase: { header: "Fase", sortable: true, minWidth: "140px" },
|
||||
offerta: { header: "Offerta", sortable: true, minWidth: "180px" },
|
||||
pacchetto: { header: "Pacchetto", sortable: true, minWidth: "180px" },
|
||||
prezzo: { header: "Prezzo", sortable: true, minWidth: "100px" },
|
||||
stato: { header: "Stato", sortable: false, minWidth: "100px" },
|
||||
};
|
||||
|
||||
export const DEFAULT_COL_ORDER: ColumnKey[] = [
|
||||
"nome", "descrizione", "fase", "offerta", "pacchetto", "prezzo", "stato",
|
||||
];
|
||||
|
||||
function formatPrice(raw: string): string {
|
||||
const num = parseFloat(raw);
|
||||
return `€${(isNaN(num) ? 0 : num).toLocaleString("it-IT", { minimumFractionDigits: 2 })}`;
|
||||
}
|
||||
|
||||
const COLUMN_HEADERS = [
|
||||
"Nome",
|
||||
"Descrizione",
|
||||
"Fase",
|
||||
"Offerta",
|
||||
"Pacchetto",
|
||||
"Prezzo",
|
||||
"Stato",
|
||||
];
|
||||
const COL_COUNT = COLUMN_HEADERS.length;
|
||||
|
||||
function ServiceRow({
|
||||
service,
|
||||
options,
|
||||
colOrder,
|
||||
}: {
|
||||
service: ServiceWithTags;
|
||||
options: CatalogFieldOptions;
|
||||
colOrder: ColumnKey[];
|
||||
}) {
|
||||
const router = useRouter();
|
||||
const [, startTransition] = useTransition();
|
||||
@@ -54,83 +69,116 @@ function ServiceRow({
|
||||
});
|
||||
}
|
||||
|
||||
function renderCell(key: ColumnKey) {
|
||||
switch (key) {
|
||||
case "nome":
|
||||
return (
|
||||
<td key={key} className="py-2 px-3 font-medium text-[#1a1a1a] min-w-[160px]">
|
||||
<EditableCell
|
||||
value={service.name}
|
||||
type="text"
|
||||
required
|
||||
onSave={(v) => run(() => updateServiceField(service.id, "name", v))}
|
||||
/>
|
||||
</td>
|
||||
);
|
||||
case "descrizione":
|
||||
return (
|
||||
<td key={key} className="py-2 px-3 text-[#71717a] min-w-[200px]">
|
||||
<EditableCell
|
||||
value={service.description ?? ""}
|
||||
type="textarea"
|
||||
placeholder="Descrizione..."
|
||||
onSave={(v) => run(() => updateServiceField(service.id, "description", v))}
|
||||
/>
|
||||
</td>
|
||||
);
|
||||
case "fase":
|
||||
return (
|
||||
<td key={key} className="py-2 px-3 min-w-[140px]">
|
||||
<OptionSelect
|
||||
value={service.fase}
|
||||
options={options.fase}
|
||||
onChange={(v) => run(() => updateServiceField(service.id, "fase", v ?? ""))}
|
||||
onRename={(o, n) => run(() => renameServiceOption("fase", o, n))}
|
||||
/>
|
||||
</td>
|
||||
);
|
||||
case "offerta":
|
||||
return (
|
||||
<td key={key} className="py-2 px-3 min-w-[180px]">
|
||||
<OptionMultiSelect
|
||||
values={service.tags}
|
||||
options={options.tag}
|
||||
onAdd={(v) => run(() => addServiceOption("tag", service.id, v))}
|
||||
onRemove={(v) => run(() => removeServiceOption("tag", service.id, v))}
|
||||
onRename={(o, n) => run(() => renameServiceOption("tag", o, n))}
|
||||
/>
|
||||
</td>
|
||||
);
|
||||
case "pacchetto":
|
||||
return (
|
||||
<td key={key} className="py-2 px-3 min-w-[180px]">
|
||||
<OptionMultiSelect
|
||||
values={service.pacchetto}
|
||||
options={options.pacchetto}
|
||||
onAdd={(v) => run(() => addServiceOption("pacchetto", service.id, v))}
|
||||
onRemove={(v) => run(() => removeServiceOption("pacchetto", service.id, v))}
|
||||
onRename={(o, n) => run(() => renameServiceOption("pacchetto", o, n))}
|
||||
/>
|
||||
</td>
|
||||
);
|
||||
case "prezzo":
|
||||
return (
|
||||
<td key={key} className="py-2 px-3 tabular-nums min-w-[100px]">
|
||||
<EditableCell
|
||||
value={service.unit_price}
|
||||
type="number"
|
||||
formatDisplay={formatPrice}
|
||||
onSave={(v) => run(() => updateServiceField(service.id, "unit_price", v))}
|
||||
/>
|
||||
</td>
|
||||
);
|
||||
case "stato":
|
||||
return (
|
||||
<td key={key} className="py-2 px-3 min-w-[100px]">
|
||||
<EditableCell
|
||||
value={service.active ? "true" : "false"}
|
||||
type="toggle"
|
||||
onSave={(v) => run(() => updateServiceField(service.id, "active", v))}
|
||||
/>
|
||||
</td>
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<>
|
||||
<tr
|
||||
className={`border-b border-[#e5e7eb] hover:bg-[#f9f9f9] transition-colors duration-150 ${
|
||||
!service.active ? "opacity-50" : ""
|
||||
}`}
|
||||
>
|
||||
<td className="py-2 px-3 font-medium text-[#1a1a1a] min-w-[160px]">
|
||||
<EditableCell
|
||||
value={service.name}
|
||||
type="text"
|
||||
required
|
||||
onSave={(v) => run(() => updateServiceField(service.id, "name", v))}
|
||||
/>
|
||||
</td>
|
||||
<td className="py-2 px-3 text-[#71717a] min-w-[200px]">
|
||||
<EditableCell
|
||||
value={service.description ?? ""}
|
||||
type="textarea"
|
||||
placeholder="Descrizione..."
|
||||
onSave={(v) => run(() => updateServiceField(service.id, "description", v))}
|
||||
/>
|
||||
</td>
|
||||
<td className="py-2 px-3 min-w-[140px]">
|
||||
<OptionSelect
|
||||
value={service.fase}
|
||||
options={options.fase}
|
||||
onChange={(v) => run(() => updateServiceField(service.id, "fase", v ?? ""))}
|
||||
onRename={(o, n) => run(() => renameServiceOption("fase", o, n))}
|
||||
/>
|
||||
</td>
|
||||
<td className="py-2 px-3 min-w-[180px]">
|
||||
<OptionMultiSelect
|
||||
values={service.tags}
|
||||
options={options.tag}
|
||||
onAdd={(v) => run(() => addServiceOption("tag", service.id, v))}
|
||||
onRemove={(v) => run(() => removeServiceOption("tag", service.id, v))}
|
||||
onRename={(o, n) => run(() => renameServiceOption("tag", o, n))}
|
||||
/>
|
||||
</td>
|
||||
<td className="py-2 px-3 min-w-[180px]">
|
||||
<OptionMultiSelect
|
||||
values={service.pacchetto}
|
||||
options={options.pacchetto}
|
||||
onAdd={(v) => run(() => addServiceOption("pacchetto", service.id, v))}
|
||||
onRemove={(v) => run(() => removeServiceOption("pacchetto", service.id, v))}
|
||||
onRename={(o, n) => run(() => renameServiceOption("pacchetto", o, n))}
|
||||
/>
|
||||
</td>
|
||||
<td className="py-2 px-3 tabular-nums min-w-[100px]">
|
||||
<EditableCell
|
||||
value={service.unit_price}
|
||||
type="number"
|
||||
formatDisplay={formatPrice}
|
||||
onSave={(v) => run(() => updateServiceField(service.id, "unit_price", v))}
|
||||
/>
|
||||
</td>
|
||||
<td className="py-2 px-3 min-w-[100px]">
|
||||
<EditableCell
|
||||
value={service.active ? "true" : "false"}
|
||||
type="toggle"
|
||||
onSave={(v) => run(() => updateServiceField(service.id, "active", v))}
|
||||
/>
|
||||
</td>
|
||||
</tr>
|
||||
{error && (
|
||||
<tr>
|
||||
<td colSpan={COL_COUNT} className="py-1 px-3 text-xs text-red-600">
|
||||
{error}
|
||||
</td>
|
||||
<tr
|
||||
className={`border-b border-[#e5e7eb] hover:bg-[#f9f9f9] transition-colors duration-150 ${
|
||||
!service.active ? "opacity-50" : ""
|
||||
}`}
|
||||
>
|
||||
{colOrder.map((key) => renderCell(key))}
|
||||
</tr>
|
||||
)}
|
||||
{error && (
|
||||
<tr>
|
||||
<td colSpan={colOrder.length} className="py-1 px-3 text-xs text-red-600">
|
||||
{error}
|
||||
</td>
|
||||
</tr>
|
||||
)}
|
||||
</>
|
||||
);
|
||||
}
|
||||
|
||||
function QuickAddRow({ options }: { options: CatalogFieldOptions }) {
|
||||
function QuickAddRow({
|
||||
options,
|
||||
colOrder,
|
||||
}: {
|
||||
options: CatalogFieldOptions;
|
||||
colOrder: ColumnKey[];
|
||||
}) {
|
||||
const [name, setName] = useState("");
|
||||
const [description, setDescription] = useState("");
|
||||
const [fase, setFase] = useState("");
|
||||
@@ -172,77 +220,120 @@ function QuickAddRow({ options }: { options: CatalogFieldOptions }) {
|
||||
const cellInput =
|
||||
"border-0 bg-transparent shadow-none h-8 text-sm placeholder:text-[#71717a] focus-visible:ring-1 focus-visible:ring-primary";
|
||||
|
||||
function renderCell(key: ColumnKey) {
|
||||
switch (key) {
|
||||
case "nome":
|
||||
return (
|
||||
<td key={key} className="py-2 px-3">
|
||||
<Input
|
||||
value={name}
|
||||
onChange={(e) => setName(e.target.value)}
|
||||
onKeyDown={onKeyDown}
|
||||
placeholder="+ Aggiungi servizio"
|
||||
className={cellInput}
|
||||
/>
|
||||
</td>
|
||||
);
|
||||
case "descrizione":
|
||||
return (
|
||||
<td key={key} className="py-2 px-3">
|
||||
<Input
|
||||
value={description}
|
||||
onChange={(e) => setDescription(e.target.value)}
|
||||
onKeyDown={onKeyDown}
|
||||
placeholder="Descrizione..."
|
||||
className={cellInput}
|
||||
/>
|
||||
</td>
|
||||
);
|
||||
case "fase":
|
||||
return (
|
||||
<td key={key} className="py-2 px-3">
|
||||
<Input
|
||||
value={fase}
|
||||
onChange={(e) => setFase(e.target.value)}
|
||||
onKeyDown={onKeyDown}
|
||||
placeholder="Fase..."
|
||||
list="catalog-fase-pool"
|
||||
className={cellInput}
|
||||
/>
|
||||
<datalist id="catalog-fase-pool">
|
||||
{options.fase.map((f) => (
|
||||
<option key={f} value={f} />
|
||||
))}
|
||||
</datalist>
|
||||
</td>
|
||||
);
|
||||
case "prezzo":
|
||||
return (
|
||||
<td key={key} className="py-2 px-3">
|
||||
<Input
|
||||
value={price}
|
||||
onChange={(e) => setPrice(e.target.value)}
|
||||
onKeyDown={onKeyDown}
|
||||
placeholder="0,00"
|
||||
inputMode="decimal"
|
||||
className={`${cellInput} tabular-nums`}
|
||||
/>
|
||||
</td>
|
||||
);
|
||||
case "stato":
|
||||
return (
|
||||
<td key={key} className="py-2 px-3 text-xs text-[#a1a1aa]">
|
||||
Invio ↵
|
||||
</td>
|
||||
);
|
||||
default:
|
||||
return <td key={key} className="py-2 px-3 text-xs text-[#a1a1aa]" />;
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<>
|
||||
<tr className="border-b border-[#e5e7eb] bg-[#f9f9f9]">
|
||||
<td className="py-2 px-3">
|
||||
<Input
|
||||
value={name}
|
||||
onChange={(e) => setName(e.target.value)}
|
||||
onKeyDown={onKeyDown}
|
||||
placeholder="+ Aggiungi servizio"
|
||||
className={cellInput}
|
||||
/>
|
||||
</td>
|
||||
<td className="py-2 px-3">
|
||||
<Input
|
||||
value={description}
|
||||
onChange={(e) => setDescription(e.target.value)}
|
||||
onKeyDown={onKeyDown}
|
||||
placeholder="Descrizione..."
|
||||
className={cellInput}
|
||||
/>
|
||||
</td>
|
||||
<td className="py-2 px-3">
|
||||
<Input
|
||||
value={fase}
|
||||
onChange={(e) => setFase(e.target.value)}
|
||||
onKeyDown={onKeyDown}
|
||||
placeholder="Fase..."
|
||||
list="catalog-fase-pool"
|
||||
className={cellInput}
|
||||
/>
|
||||
</td>
|
||||
<td className="py-2 px-3 text-xs text-[#a1a1aa]" colSpan={2}>
|
||||
Offerta e pacchetto dopo la creazione
|
||||
</td>
|
||||
<td className="py-2 px-3">
|
||||
<Input
|
||||
value={price}
|
||||
onChange={(e) => setPrice(e.target.value)}
|
||||
onKeyDown={onKeyDown}
|
||||
placeholder="0,00"
|
||||
inputMode="decimal"
|
||||
className={`${cellInput} tabular-nums`}
|
||||
/>
|
||||
</td>
|
||||
<td className="py-2 px-3 text-xs text-[#a1a1aa]">Invio ↵</td>
|
||||
<datalist id="catalog-fase-pool">
|
||||
{options.fase.map((f) => (
|
||||
<option key={f} value={f} />
|
||||
))}
|
||||
</datalist>
|
||||
</tr>
|
||||
{error && (
|
||||
<tr>
|
||||
<td colSpan={COL_COUNT} className="py-1 px-3 text-xs text-red-600">
|
||||
{error}
|
||||
</td>
|
||||
<tr className="border-b border-[#e5e7eb] bg-[#f9f9f9]">
|
||||
{colOrder.map((key) => renderCell(key))}
|
||||
</tr>
|
||||
)}
|
||||
{error && (
|
||||
<tr>
|
||||
<td colSpan={colOrder.length} className="py-1 px-3 text-xs text-red-600">
|
||||
{error}
|
||||
</td>
|
||||
</tr>
|
||||
)}
|
||||
</>
|
||||
);
|
||||
}
|
||||
|
||||
export function ServiceTable({
|
||||
services,
|
||||
activeServices,
|
||||
inactiveServices,
|
||||
options,
|
||||
colOrder,
|
||||
sortKey,
|
||||
sortDir,
|
||||
onSortClick,
|
||||
onColDragStart,
|
||||
onColDragOver,
|
||||
onColDrop,
|
||||
}: {
|
||||
services: ServiceWithTags[];
|
||||
activeServices: ServiceWithTags[];
|
||||
inactiveServices: ServiceWithTags[];
|
||||
options: CatalogFieldOptions;
|
||||
colOrder: ColumnKey[];
|
||||
sortKey: ColumnKey | null;
|
||||
sortDir: "asc" | "desc";
|
||||
onSortClick: (key: ColumnKey) => void;
|
||||
onColDragStart: (key: ColumnKey) => void;
|
||||
onColDragOver: (e: React.DragEvent, key: ColumnKey) => void;
|
||||
onColDrop: (key: ColumnKey) => void;
|
||||
}) {
|
||||
const activeServices = services.filter((s) => s.active);
|
||||
const inactiveServices = services.filter((s) => !s.active);
|
||||
function SortIcon({ colKey }: { colKey: ColumnKey }) {
|
||||
if (!COLUMN_DEFS[colKey].sortable) return null;
|
||||
if (sortKey !== colKey) return <ArrowUpDown className="inline ml-1 h-3 w-3 opacity-40" />;
|
||||
return sortDir === "asc"
|
||||
? <ArrowUp className="inline ml-1 h-3 w-3 text-[#1A463C]" />
|
||||
: <ArrowDown className="inline ml-1 h-3 w-3 text-[#1A463C]" />;
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="bg-white rounded-xl border border-[#e5e7eb] overflow-hidden">
|
||||
@@ -250,33 +341,48 @@ export function ServiceTable({
|
||||
<table className="w-full text-sm">
|
||||
<thead className="bg-[#f9f9f9] border-b border-[#e5e7eb] sticky top-0 z-[1]">
|
||||
<tr>
|
||||
{COLUMN_HEADERS.map((header) => (
|
||||
<th
|
||||
key={header}
|
||||
className="text-left py-2 px-3 font-semibold text-[#71717a]"
|
||||
>
|
||||
{header}
|
||||
</th>
|
||||
))}
|
||||
{colOrder.map((key) => {
|
||||
const def = COLUMN_DEFS[key];
|
||||
return (
|
||||
<th
|
||||
key={key}
|
||||
draggable
|
||||
onDragStart={() => onColDragStart(key)}
|
||||
onDragOver={(e) => onColDragOver(e, key)}
|
||||
onDrop={() => onColDrop(key)}
|
||||
onClick={() => def.sortable && onSortClick(key)}
|
||||
className={`text-left py-2 px-3 font-semibold text-[#71717a] select-none whitespace-nowrap group ${
|
||||
def.sortable ? "cursor-pointer hover:text-[#1a1a1a]" : "cursor-grab"
|
||||
}`}
|
||||
style={{ minWidth: def.minWidth }}
|
||||
>
|
||||
<span className="inline-flex items-center gap-1">
|
||||
<GripVertical className="h-3 w-3 opacity-0 group-hover:opacity-30 transition-opacity shrink-0" />
|
||||
{def.header}
|
||||
<SortIcon colKey={key} />
|
||||
</span>
|
||||
</th>
|
||||
);
|
||||
})}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{activeServices.map((service) => (
|
||||
<ServiceRow key={service.id} service={service} options={options} />
|
||||
<ServiceRow key={service.id} service={service} options={options} colOrder={colOrder} />
|
||||
))}
|
||||
<QuickAddRow options={options} />
|
||||
<QuickAddRow options={options} colOrder={colOrder} />
|
||||
{inactiveServices.length > 0 && (
|
||||
<>
|
||||
<tr className="bg-[#fafafa]">
|
||||
<td
|
||||
colSpan={COL_COUNT}
|
||||
colSpan={colOrder.length}
|
||||
className="py-1.5 px-3 text-xs font-medium uppercase tracking-wide text-[#a1a1aa]"
|
||||
>
|
||||
Servizi disattivati
|
||||
</td>
|
||||
</tr>
|
||||
{inactiveServices.map((service) => (
|
||||
<ServiceRow key={service.id} service={service} options={options} />
|
||||
<ServiceRow key={service.id} service={service} options={options} colOrder={colOrder} />
|
||||
))}
|
||||
</>
|
||||
)}
|
||||
|
||||
@@ -1,46 +1,96 @@
|
||||
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";
|
||||
|
||||
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 ${days} giorni fa`;
|
||||
}
|
||||
|
||||
export async function FollowUpWidget() {
|
||||
const leadsNeedingFollowUp = await getLeadsNeedingFollowUp(7);
|
||||
const leads = await getLeadsNeedingFollowUp(7);
|
||||
|
||||
if (leads.length === 0) {
|
||||
return (
|
||||
<div className="bg-white rounded-xl border border-[#e5e7eb] px-5 py-4">
|
||||
<div className="flex items-center gap-2">
|
||||
<h2 className="text-sm font-bold text-[#1a1a1a]">Follow-up</h2>
|
||||
</div>
|
||||
<p className="text-sm text-[#71717a] mt-2">Tutti i lead sono aggiornati ✓</p>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
const visible = leads.slice(0, MAX_ROWS);
|
||||
|
||||
return (
|
||||
<Card className="border-orange-200 bg-orange-50">
|
||||
<CardHeader>
|
||||
<CardTitle className="flex items-center gap-2">
|
||||
<AlertCircle className="h-5 w-5 text-orange-600" />
|
||||
Richiedi Follow-up
|
||||
</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent className="space-y-4">
|
||||
{leadsNeedingFollowUp.length > 0 ? (
|
||||
<>
|
||||
<p className="text-lg font-bold text-orange-900">
|
||||
{leadsNeedingFollowUp.length} lead da contattare
|
||||
</p>
|
||||
<ul className="space-y-2 text-sm">
|
||||
{leadsNeedingFollowUp.slice(0, 3).map((lead) => (
|
||||
<li key={lead.id} className="flex justify-between items-center">
|
||||
<span>{lead.name}</span>
|
||||
<Button variant="ghost" size="sm" asChild>
|
||||
<Link href={`/admin/leads/${lead.id}`}>Contatta</Link>
|
||||
</Button>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
{leadsNeedingFollowUp.length > 3 && (
|
||||
<Button variant="outline" className="w-full" asChild>
|
||||
<Link href="/admin/leads">Vedi Tutto ({leadsNeedingFollowUp.length})</Link>
|
||||
</Button>
|
||||
)}
|
||||
</>
|
||||
) : (
|
||||
<p className="text-gray-600 text-sm">Tutti i lead sono aggiornati!</p>
|
||||
)}
|
||||
</CardContent>
|
||||
</Card>
|
||||
<div className="bg-white rounded-xl border border-[#e5e7eb] overflow-hidden">
|
||||
{/* Header */}
|
||||
<div className="flex items-center justify-between px-5 py-3.5 border-b border-[#f4f4f5]">
|
||||
<div className="flex items-center gap-2.5">
|
||||
<h2 className="text-sm font-bold text-[#1a1a1a]">Follow-up</h2>
|
||||
<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">
|
||||
{leads.length}
|
||||
</span>
|
||||
</div>
|
||||
<Link
|
||||
href="/admin/leads"
|
||||
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>
|
||||
</div>
|
||||
<span className="text-xs font-medium text-[#71717a] group-hover:text-[#1A463C] transition-colors shrink-0">
|
||||
Contatta →
|
||||
</span>
|
||||
</Link>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
|
||||
{leads.length > MAX_ROWS && (
|
||||
<Link
|
||||
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>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -0,0 +1,117 @@
|
||||
"use client";
|
||||
|
||||
import { useState, useTransition } from "react";
|
||||
import { X, Plus } from "lucide-react";
|
||||
|
||||
export function PoolManager({
|
||||
label,
|
||||
pool,
|
||||
onAdd,
|
||||
onRemove,
|
||||
}: {
|
||||
label: string;
|
||||
pool: string[];
|
||||
onAdd: (value: string) => Promise<void>;
|
||||
onRemove: (value: string) => Promise<void>;
|
||||
}) {
|
||||
const [input, setInput] = useState("");
|
||||
const [isPending, startTransition] = useTransition();
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
|
||||
const canAdd = input.trim().length > 0;
|
||||
|
||||
function handleAdd() {
|
||||
const trimmed = input.trim();
|
||||
if (!trimmed) return;
|
||||
if (pool.includes(trimmed)) {
|
||||
setError("Valore già presente");
|
||||
return;
|
||||
}
|
||||
setError(null);
|
||||
startTransition(async () => {
|
||||
await onAdd(trimmed);
|
||||
setInput("");
|
||||
});
|
||||
}
|
||||
|
||||
function handleRemove(value: string) {
|
||||
const ok = window.confirm(
|
||||
`Eliminare "${value}" da «${label}»?\n\nVerrà rimosso ovunque: sparirà dal menu e da tutte le offerte/servizi che lo usano.`
|
||||
);
|
||||
if (!ok) return;
|
||||
startTransition(() => onRemove(value));
|
||||
}
|
||||
|
||||
function onKeyDown(e: React.KeyboardEvent<HTMLInputElement>) {
|
||||
if (e.key === "Enter") {
|
||||
e.preventDefault();
|
||||
handleAdd();
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<div
|
||||
className={`rounded-lg border border-[#ececee] bg-[#fafafa] p-3.5 transition-opacity ${
|
||||
isPending ? "opacity-60" : ""
|
||||
}`}
|
||||
>
|
||||
<div className="flex items-center justify-between mb-2.5">
|
||||
<p className="text-sm font-medium text-[#1a1a1a]">{label}</p>
|
||||
{pool.length > 0 && (
|
||||
<span className="text-[11px] text-[#a1a1aa] tabular-nums">{pool.length}</span>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<div className="flex flex-wrap gap-1.5 mb-3 min-h-[26px]">
|
||||
{pool.length === 0 ? (
|
||||
<span className="text-xs text-[#a1a1aa] italic">Nessun valore</span>
|
||||
) : (
|
||||
pool.map((v) => (
|
||||
<span
|
||||
key={v}
|
||||
className="group inline-flex items-center gap-1 rounded-md border border-[#e5e7eb] bg-white pl-2.5 pr-1 py-1 text-xs text-[#27272a] shadow-[0_1px_1px_rgba(0,0,0,0.02)]"
|
||||
>
|
||||
{v}
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => handleRemove(v)}
|
||||
disabled={isPending}
|
||||
className="rounded p-0.5 text-[#c4c4c8] transition-colors hover:bg-red-50 hover:text-red-500 disabled:opacity-50"
|
||||
aria-label={`Elimina ${v}`}
|
||||
title={`Elimina "${v}" ovunque`}
|
||||
>
|
||||
<X className="h-3 w-3" />
|
||||
</button>
|
||||
</span>
|
||||
))
|
||||
)}
|
||||
</div>
|
||||
|
||||
<div className="relative">
|
||||
<input
|
||||
type="text"
|
||||
value={input}
|
||||
onChange={(e) => {
|
||||
setInput(e.target.value);
|
||||
setError(null);
|
||||
}}
|
||||
onKeyDown={onKeyDown}
|
||||
placeholder="Aggiungi valore"
|
||||
disabled={isPending}
|
||||
aria-label={`Aggiungi valore a ${label}`}
|
||||
className="h-8 w-full rounded-md border border-[#e5e7eb] bg-white pl-3 pr-9 text-sm text-[#1a1a1a] placeholder:text-[#a1a1aa] transition-shadow focus:border-[#1A463C]/30 focus:outline-none focus:ring-2 focus:ring-[#1A463C]/15 disabled:opacity-50"
|
||||
/>
|
||||
<button
|
||||
type="button"
|
||||
onClick={handleAdd}
|
||||
disabled={isPending || !canAdd}
|
||||
aria-label={`Conferma aggiunta a ${label}`}
|
||||
className="absolute right-1 top-1/2 -translate-y-1/2 grid h-6 w-6 place-items-center rounded text-[#1A463C] transition-colors hover:bg-[#1A463C]/10 disabled:text-[#c4c4c8] disabled:hover:bg-transparent"
|
||||
>
|
||||
<Plus className="h-4 w-4" />
|
||||
</button>
|
||||
</div>
|
||||
{error && <p className="mt-1.5 text-xs text-red-500">{error}</p>}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,85 @@
|
||||
"use client";
|
||||
|
||||
import { Tag, BookOpen } from "lucide-react";
|
||||
import { PoolManager } from "./PoolManager";
|
||||
import { addTaxonomyValue, removeTaxonomyValue } from "@/app/admin/impostazioni/actions";
|
||||
|
||||
type FieldDef = { id: string; label: string };
|
||||
|
||||
const OFFER_FIELDS: FieldDef[] = [
|
||||
{ id: "offer_categoria", label: "Categoria" },
|
||||
{ id: "offer_ticket", label: "Ticket" },
|
||||
{ id: "offer_tipo", label: "Tipo" },
|
||||
{ id: "offer_obiettivo", label: "Obiettivo" },
|
||||
];
|
||||
|
||||
const CATALOG_FIELDS: FieldDef[] = [
|
||||
{ id: "service_fase", label: "Fase" },
|
||||
{ id: "service_offerta", label: "Offerta" },
|
||||
{ id: "service_pacchetto", label: "Pacchetto" },
|
||||
];
|
||||
|
||||
function Section({
|
||||
icon,
|
||||
title,
|
||||
subtitle,
|
||||
fields,
|
||||
pools,
|
||||
}: {
|
||||
icon: React.ReactNode;
|
||||
title: string;
|
||||
subtitle: string;
|
||||
fields: FieldDef[];
|
||||
pools: Record<string, string[]>;
|
||||
}) {
|
||||
return (
|
||||
<div className="bg-white rounded-xl border border-[#e5e7eb] p-6">
|
||||
<div className="flex items-start gap-3 mb-5">
|
||||
<div className="grid h-9 w-9 shrink-0 place-items-center rounded-lg bg-[#1A463C]/8 text-[#1A463C]">
|
||||
{icon}
|
||||
</div>
|
||||
<div>
|
||||
<h2 className="text-base font-semibold text-[#1a1a1a] leading-tight">{title}</h2>
|
||||
<p className="text-xs text-[#71717a] mt-0.5">{subtitle}</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="grid grid-cols-1 sm:grid-cols-2 gap-3">
|
||||
{fields.map((f) => (
|
||||
<PoolManager
|
||||
key={f.id}
|
||||
label={f.label}
|
||||
pool={pools[f.id] ?? []}
|
||||
onAdd={(v) => addTaxonomyValue(f.id, v)}
|
||||
onRemove={(v) => removeTaxonomyValue(f.id, v)}
|
||||
/>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
export function TaxonomyManager({ pools }: { pools: Record<string, string[]> }) {
|
||||
return (
|
||||
<div className="space-y-6">
|
||||
<Section
|
||||
icon={<Tag className="h-[18px] w-[18px]" />}
|
||||
title="Tassonomie Offerte"
|
||||
subtitle="Valori dei campi Categoria, Ticket, Tipo e Obiettivo dell'editor offerte."
|
||||
fields={OFFER_FIELDS}
|
||||
pools={pools}
|
||||
/>
|
||||
<Section
|
||||
icon={<BookOpen className="h-[18px] w-[18px]" />}
|
||||
title="Tassonomie Catalogo"
|
||||
subtitle="Valori dei campi Fase, Offerta e Pacchetto del catalogo servizi."
|
||||
fields={CATALOG_FIELDS}
|
||||
pools={pools}
|
||||
/>
|
||||
<p className="text-xs text-[#a1a1aa] leading-relaxed">
|
||||
I valori si sincronizzano ovunque: creandone uno dall'editor offerte o dal catalogo
|
||||
comparirà qui automaticamente. Eliminando un valore da qui viene rimosso ovunque sia usato.
|
||||
</p>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -7,7 +7,13 @@ import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
|
||||
import { Badge } from "@/components/ui/badge";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { OptionMultiSelect } from "@/components/ui/option-multi-select";
|
||||
import { addLeadTag, removeLeadTag, renameLeadTag, deleteTranscript } from "@/app/admin/leads/actions";
|
||||
import {
|
||||
addLeadTag,
|
||||
removeLeadTag,
|
||||
renameLeadTag,
|
||||
deleteTranscript,
|
||||
convertLeadToClient,
|
||||
} from "@/app/admin/leads/actions";
|
||||
import { formatDistanceToNow, format } from "date-fns";
|
||||
import { it } from "date-fns/locale";
|
||||
import Link from "next/link";
|
||||
@@ -39,6 +45,7 @@ export function LeadDetail({
|
||||
tags,
|
||||
tagOptions,
|
||||
transcripts,
|
||||
convertedClientId,
|
||||
}: {
|
||||
lead: Lead;
|
||||
activities: Activity[];
|
||||
@@ -46,13 +53,23 @@ export function LeadDetail({
|
||||
tags: string[];
|
||||
tagOptions: string[];
|
||||
transcripts: ClientTranscript[];
|
||||
convertedClientId?: string | null;
|
||||
}) {
|
||||
const router = useRouter();
|
||||
const [, startTransition] = useTransition();
|
||||
const [converting, startConvert] = useTransition();
|
||||
const [tagError, setTagError] = useState<string | null>(null);
|
||||
const [expandedIds, setExpandedIds] = useState<Set<string>>(new Set());
|
||||
const [deletingId, setDeletingId] = useState<string | null>(null);
|
||||
|
||||
function handleConvert() {
|
||||
const ok = window.confirm(
|
||||
`Convertire "${lead.name}" in cliente?\n\nVerrà creato un cliente (con email, telefono e transcript del lead) e il lead verrà archiviato mantenendo lo stato "vinto".`
|
||||
);
|
||||
if (!ok) return;
|
||||
startConvert(() => convertLeadToClient(lead.id));
|
||||
}
|
||||
|
||||
function run(fn: () => Promise<unknown>) {
|
||||
setTagError(null);
|
||||
startTransition(async () => {
|
||||
@@ -106,6 +123,25 @@ export function LeadDetail({
|
||||
>
|
||||
Genera preventivo
|
||||
</Link>
|
||||
{convertedClientId ? (
|
||||
<Link
|
||||
href={`/admin/clients/${convertedClientId}`}
|
||||
className="inline-flex items-center gap-1.5 px-3 py-2 bg-[#1A463C]/10 text-[#1A463C] rounded-md text-sm font-semibold hover:bg-[#1A463C]/15 transition-colors"
|
||||
>
|
||||
✓ Convertito → Apri cliente
|
||||
</Link>
|
||||
) : (
|
||||
lead.status === "won" && (
|
||||
<button
|
||||
type="button"
|
||||
onClick={handleConvert}
|
||||
disabled={converting}
|
||||
className="inline-flex items-center gap-1.5 px-3 py-2 bg-[#1A463C] text-white rounded-md text-sm font-semibold hover:bg-[#1A463C]/90 transition-colors disabled:opacity-50"
|
||||
>
|
||||
{converting ? "Conversione..." : "Converti in cliente"}
|
||||
</button>
|
||||
)
|
||||
)}
|
||||
<EditLeadModal lead={lead} />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
"use client";
|
||||
|
||||
import { useState, useMemo, useTransition } from "react";
|
||||
import { useState, useMemo, useTransition, useEffect } from "react";
|
||||
import { useRouter } from "next/navigation";
|
||||
import Link from "next/link";
|
||||
import {
|
||||
@@ -45,12 +45,15 @@ function formatUnitPrice(raw: string): string {
|
||||
return `€${(isNaN(num) ? 0 : num).toLocaleString("it-IT", { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
|
||||
}
|
||||
|
||||
type OfferType = "una_tantum" | "retainer";
|
||||
|
||||
type MacroFields = {
|
||||
internal_name: string;
|
||||
public_name: string;
|
||||
description: string;
|
||||
category: string | null;
|
||||
ticket: string | null;
|
||||
offer_type: OfferType;
|
||||
cliente_ideale: string;
|
||||
risultato: string;
|
||||
tempo: string;
|
||||
@@ -75,6 +78,7 @@ export function OfferEditorClient({
|
||||
description: data.macro.description ?? "",
|
||||
category: data.macro.category,
|
||||
ticket: data.macro.ticket,
|
||||
offer_type: (data.macro.offer_type === "retainer" ? "retainer" : "una_tantum") as OfferType,
|
||||
cliente_ideale: data.macro.cliente_ideale ?? "",
|
||||
risultato: data.macro.risultato ?? "",
|
||||
tempo: data.macro.tempo ?? "",
|
||||
@@ -86,6 +90,13 @@ export function OfferEditorClient({
|
||||
const [tipoTags, setTipoTags] = useState<string[]>(data.tipoTags);
|
||||
const [obiettivoTags, setObiettivoTags] = useState<string[]>(data.obiettivoTags);
|
||||
|
||||
// After first draft save router.refresh() assigns real DB IDs to new tiers.
|
||||
// Re-sync tiers state when those IDs arrive so subsequent saves UPDATE instead of INSERT.
|
||||
const tierIdKey = data.tiers.map((t) => t.id).sort().join(",");
|
||||
useEffect(() => {
|
||||
setTiers(padTiers(data.tiers));
|
||||
}, [tierIdKey]); // eslint-disable-line react-hooks/exhaustive-deps
|
||||
|
||||
const [categoriaOptions, setCategoriaOptions] = useState<string[]>(fieldOptions.categoria);
|
||||
const [ticketOptions, setTicketOptions] = useState<string[]>(fieldOptions.ticket);
|
||||
const [tipoOptions, setTipoOptions] = useState<string[]>(fieldOptions.tipo);
|
||||
@@ -151,6 +162,12 @@ export function OfferEditorClient({
|
||||
);
|
||||
}
|
||||
|
||||
function updateTierName(tierIdx: number, value: string) {
|
||||
setTiers((prev) =>
|
||||
prev.map((tier, idx) => (idx === tierIdx ? { ...tier, public_name: value } : tier))
|
||||
);
|
||||
}
|
||||
|
||||
function handleSave() {
|
||||
setSaveError(null);
|
||||
const payload: SaveOfferEditorPayload = {
|
||||
@@ -159,20 +176,24 @@ export function OfferEditorClient({
|
||||
description: macro.description,
|
||||
category: macro.category ?? undefined,
|
||||
ticket: macro.ticket ?? undefined,
|
||||
offer_type: macro.offer_type,
|
||||
cliente_ideale: macro.cliente_ideale,
|
||||
risultato: macro.risultato,
|
||||
tempo: macro.tempo,
|
||||
pain: macro.pain,
|
||||
metodo: macro.metodo,
|
||||
tiers: tiers.map((t) => ({
|
||||
id: t.id || undefined,
|
||||
tier_letter: (t.tier_letter ?? "A") as "A" | "B" | "C",
|
||||
internal_name: t.internal_name || `Tier ${t.tier_letter}`,
|
||||
public_name: t.public_name || t.tier_letter || "Tier",
|
||||
duration_months: t.duration_months || 1,
|
||||
public_price: t.public_price ? Number(t.public_price) : null,
|
||||
assignedServiceIds: t.assignedServiceIds,
|
||||
})),
|
||||
tiers: tiers.map((t) => {
|
||||
const tierName = t.public_name?.trim();
|
||||
return {
|
||||
id: t.id || undefined,
|
||||
tier_letter: (t.tier_letter ?? "A") as "A" | "B" | "C",
|
||||
internal_name: tierName || `Tier ${t.tier_letter}`,
|
||||
public_name: tierName || t.tier_letter || "Tier",
|
||||
duration_months: t.duration_months || 1,
|
||||
public_price: t.public_price ? Number(t.public_price) : null,
|
||||
assignedServiceIds: t.assignedServiceIds,
|
||||
};
|
||||
}),
|
||||
tipoTags,
|
||||
obiettivoTags,
|
||||
};
|
||||
@@ -284,6 +305,42 @@ export function OfferEditorClient({
|
||||
/>
|
||||
</h3>
|
||||
</div>
|
||||
|
||||
{/* Modalità toggle — directly under title */}
|
||||
<div className="mt-3 flex items-center gap-3">
|
||||
<span className="text-xs text-[#71717a] w-24 shrink-0">Modalità</span>
|
||||
<div className="inline-flex rounded-lg border border-[#e5e7eb] bg-[#fafafa] p-0.5">
|
||||
{([
|
||||
{ value: "una_tantum", label: "Una tantum" },
|
||||
{ value: "retainer", label: "Retainer" },
|
||||
] as const).map((opt) => (
|
||||
<button
|
||||
key={opt.value}
|
||||
type="button"
|
||||
onClick={() => updateMacro("offer_type", opt.value)}
|
||||
className={`px-3 py-1 text-sm rounded-md transition-colors ${
|
||||
macro.offer_type === opt.value
|
||||
? "bg-[#1A463C] text-white font-medium"
|
||||
: "text-[#71717a] hover:text-[#1a1a1a]"
|
||||
}`}
|
||||
>
|
||||
{opt.label}
|
||||
</button>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Descrizione — nota interna, non visibile al cliente */}
|
||||
<div className="mt-3 flex items-start gap-3">
|
||||
<span className="text-xs text-[#71717a] w-24 shrink-0 pt-2">Descrizione</span>
|
||||
<textarea
|
||||
value={macro.description}
|
||||
onChange={(e) => updateMacro("description", e.target.value)}
|
||||
placeholder="Descrizione interna dell'offerta (non visibile al cliente)..."
|
||||
rows={3}
|
||||
className="flex-1 text-sm border border-[#e5e7eb] rounded-lg px-3 py-2 bg-white resize-none focus:outline-none focus:ring-2 focus:ring-[#1A463C]/30 text-[#1a1a1a] placeholder:text-[#aaaaaa]"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Tags block */}
|
||||
@@ -426,6 +483,22 @@ export function OfferEditorClient({
|
||||
)}
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr className="border-t border-[#e5e7eb]">
|
||||
<td className="py-2 px-3 font-semibold text-[#1a1a1a]" colSpan={2}>
|
||||
Nome Tier
|
||||
</td>
|
||||
{tiers.map((tier, tierIdx) => (
|
||||
<td key={tier.tier_letter} className="py-2 px-3 text-center">
|
||||
<input
|
||||
type="text"
|
||||
value={tier.public_name ?? ""}
|
||||
onChange={(e) => updateTierName(tierIdx, e.target.value)}
|
||||
placeholder="Nome…"
|
||||
className="w-20 text-center text-sm border border-[#e5e7eb] rounded px-1 py-1 focus-visible:ring-1 focus-visible:ring-primary focus:outline-none"
|
||||
/>
|
||||
</td>
|
||||
))}
|
||||
</tr>
|
||||
<tr className="border-t border-[#e5e7eb]">
|
||||
<td className="py-2 px-3 font-semibold text-[#1a1a1a]" colSpan={2}>
|
||||
Totale Servizi
|
||||
|
||||
@@ -4,10 +4,15 @@ import { useState, useMemo, useTransition } from "react";
|
||||
import { useRouter } from "next/navigation";
|
||||
import Link from "next/link";
|
||||
import { createOfferMacro } from "@/app/admin/offers/actions";
|
||||
import type { OfferListCard } from "@/lib/offer-queries";
|
||||
import type { OfferListCard, OfferListTier } from "@/lib/offer-queries";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { Badge } from "@/components/ui/badge";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { PageHeader } from "@/components/admin/PageHeader";
|
||||
|
||||
function formatEuro(value: number): string {
|
||||
return `€${value.toLocaleString("it-IT", { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
|
||||
}
|
||||
|
||||
export function OfferListClient({
|
||||
cards,
|
||||
@@ -77,11 +82,7 @@ export function OfferListClient({
|
||||
|
||||
return (
|
||||
<div className="space-y-6">
|
||||
{/* Page header */}
|
||||
<div className="flex items-center justify-between">
|
||||
<h2 className="text-[20px] font-semibold text-[#1a1a1a]">Offerte</h2>
|
||||
{createCta}
|
||||
</div>
|
||||
<PageHeader title="Offerte" action={createCta} />
|
||||
|
||||
{/* Filter row */}
|
||||
<div className="flex flex-wrap items-center justify-between gap-4">
|
||||
@@ -149,6 +150,27 @@ export function OfferListClient({
|
||||
<span className="text-xs font-semibold text-[#dc2626]">Archiviata</span>
|
||||
)}
|
||||
</div>
|
||||
{card.tiers.filter(
|
||||
(t) => Number(t.servicesTotal) > 0 || t.public_price !== null
|
||||
).length > 0 && (
|
||||
<div className="mt-3 pt-3 border-t border-[#e5e7eb] space-y-1">
|
||||
{card.tiers
|
||||
.filter((t) => Number(t.servicesTotal) > 0 || t.public_price !== null)
|
||||
.map((t) => (
|
||||
<div key={t.tier_letter} className="flex items-baseline gap-2 text-xs">
|
||||
<span className="font-medium text-[#1a1a1a] w-16 shrink-0 truncate">
|
||||
{t.public_name || `Tier ${t.tier_letter}`}
|
||||
</span>
|
||||
<span className="tabular-nums text-[#71717a]">
|
||||
Servizi: {formatEuro(Number(t.servicesTotal))}
|
||||
</span>
|
||||
<span className="tabular-nums text-[#71717a]">
|
||||
Pubblico: {t.public_price !== null ? formatEuro(Number(t.public_price)) : "—"}
|
||||
</span>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
</Link>
|
||||
))}
|
||||
</div>
|
||||
|
||||
@@ -11,9 +11,12 @@ type Props = {
|
||||
};
|
||||
|
||||
export async function CommentsTab({ comments, phases, clientId }: Props) {
|
||||
// Build entity label map for display
|
||||
const entityLabels: Record<string, string> = {};
|
||||
// Build entity label map for display (phases, tasks, deliverables, and general)
|
||||
const entityLabels: Record<string, string> = {
|
||||
[clientId]: "Messaggio generale",
|
||||
};
|
||||
for (const phase of phases) {
|
||||
entityLabels[phase.id] = `Fase: ${phase.title}`;
|
||||
for (const task of phase.tasks) {
|
||||
entityLabels[task.id] = `Task: ${task.title}`;
|
||||
for (const d of task.deliverables) {
|
||||
@@ -23,8 +26,11 @@ export async function CommentsTab({ comments, phases, clientId }: Props) {
|
||||
}
|
||||
|
||||
// Build list of entities the admin can reply on
|
||||
const entities: Array<{ id: string; type: string; label: string }> = [];
|
||||
const entities: Array<{ id: string; type: string; label: string }> = [
|
||||
{ id: clientId, type: "general", label: "Messaggio generale" },
|
||||
];
|
||||
for (const phase of phases) {
|
||||
entities.push({ id: phase.id, type: "phase", label: `Fase: ${phase.title}` });
|
||||
for (const task of phase.tasks) {
|
||||
entities.push({ id: task.id, type: "task", label: `Task: ${task.title}` });
|
||||
for (const d of task.deliverables) {
|
||||
@@ -67,39 +73,37 @@ export async function CommentsTab({ comments, phases, clientId }: Props) {
|
||||
</div>
|
||||
|
||||
{/* Admin reply form */}
|
||||
{entities.length > 0 && (
|
||||
<form
|
||||
action={async (fd: FormData) => {
|
||||
"use server";
|
||||
await postAdminComment(clientId, fd);
|
||||
}}
|
||||
className="bg-white border border-gray-200 rounded-lg p-4 space-y-3"
|
||||
<form
|
||||
action={async (fd: FormData) => {
|
||||
"use server";
|
||||
await postAdminComment(clientId, fd);
|
||||
}}
|
||||
className="bg-white border border-gray-200 rounded-lg p-4 space-y-3"
|
||||
>
|
||||
<h3 className="font-medium text-gray-900 text-sm">
|
||||
Rispondi come admin
|
||||
</h3>
|
||||
<select
|
||||
name="entity"
|
||||
className="w-full text-sm border border-gray-200 rounded px-2 py-1.5 bg-white"
|
||||
required
|
||||
>
|
||||
<h3 className="font-medium text-gray-900 text-sm">
|
||||
Rispondi come admin
|
||||
</h3>
|
||||
<select
|
||||
name="entity"
|
||||
className="w-full text-sm border border-gray-200 rounded px-2 py-1.5 bg-white"
|
||||
required
|
||||
>
|
||||
{entities.map((e) => (
|
||||
<option key={e.id} value={`${e.type}:${e.id}`}>
|
||||
{e.label}
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
<Textarea
|
||||
name="body"
|
||||
placeholder="Scrivi un commento..."
|
||||
rows={3}
|
||||
required
|
||||
/>
|
||||
<Button type="submit" size="sm">
|
||||
Invia risposta
|
||||
</Button>
|
||||
</form>
|
||||
)}
|
||||
{entities.map((e) => (
|
||||
<option key={e.id} value={`${e.type}:${e.id}`}>
|
||||
{e.label}
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
<Textarea
|
||||
name="body"
|
||||
placeholder="Scrivi un commento..."
|
||||
rows={3}
|
||||
required
|
||||
/>
|
||||
<Button type="submit" size="sm">
|
||||
Invia risposta
|
||||
</Button>
|
||||
</form>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
@@ -1,15 +1,29 @@
|
||||
import { addDocument } from "@/app/admin/clients/[id]/actions";
|
||||
import { DocumentRow } from "@/components/admin/DocumentRow";
|
||||
import { TranscriptItem } from "@/components/admin/TranscriptItem";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { Label } from "@/components/ui/label";
|
||||
import type { Document } from "@/db/schema";
|
||||
|
||||
type Props = { documents: Document[]; clientId: string };
|
||||
type Transcript = {
|
||||
id: string;
|
||||
title: string | null;
|
||||
call_date: string;
|
||||
content: string;
|
||||
created_at: Date;
|
||||
};
|
||||
|
||||
export async function DocumentsTab({ documents, clientId }: Props) {
|
||||
type Props = {
|
||||
documents: Document[];
|
||||
clientId: string;
|
||||
transcripts?: Transcript[];
|
||||
};
|
||||
|
||||
export async function DocumentsTab({ documents, clientId, transcripts = [] }: Props) {
|
||||
return (
|
||||
<div className="space-y-6 max-w-lg">
|
||||
<div className="space-y-8 max-w-lg">
|
||||
{/* Add document form */}
|
||||
<form
|
||||
action={async (fd: FormData) => {
|
||||
"use server";
|
||||
@@ -42,14 +56,29 @@ export async function DocumentsTab({ documents, clientId }: Props) {
|
||||
</Button>
|
||||
</form>
|
||||
|
||||
{documents.length === 0 && (
|
||||
<p className="text-sm text-[#71717a]">Nessun documento ancora.</p>
|
||||
)}
|
||||
<div className="space-y-2">
|
||||
{documents.map((doc) => (
|
||||
<DocumentRow key={doc.id} doc={doc} clientId={clientId} />
|
||||
))}
|
||||
{/* Documents list */}
|
||||
<div>
|
||||
{documents.length === 0 && (
|
||||
<p className="text-sm text-[#71717a]">Nessun documento ancora.</p>
|
||||
)}
|
||||
<div className="space-y-2">
|
||||
{documents.map((doc) => (
|
||||
<DocumentRow key={doc.id} doc={doc} clientId={clientId} />
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Transcripts section (read-only, expandable via client component) */}
|
||||
{transcripts.length > 0 && (
|
||||
<div>
|
||||
<h3 className="font-medium text-[#1a1a1a] mb-3">Transcript chiamate</h3>
|
||||
<div className="space-y-2">
|
||||
{transcripts.map((t) => (
|
||||
<TranscriptItem key={t.id} transcript={t} />
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
@@ -1,7 +1,8 @@
|
||||
"use client";
|
||||
|
||||
import { useTransition, useRef } from "react";
|
||||
import { useMemo, useState, useTransition } from "react";
|
||||
import { useRouter } from "next/navigation";
|
||||
import { Check, Trash2 } from "lucide-react";
|
||||
import {
|
||||
assignOfferToProject,
|
||||
removeProjectOffer,
|
||||
@@ -14,6 +15,12 @@ type AvailableMicro = {
|
||||
internal_name: string;
|
||||
public_name: string;
|
||||
duration_months: number;
|
||||
tier_letter: string | null;
|
||||
public_price: string | null;
|
||||
macro_id: string;
|
||||
macro_internal_name: string;
|
||||
macro_category: string | null;
|
||||
macro_offer_type: string;
|
||||
};
|
||||
|
||||
interface OffersTabProps {
|
||||
@@ -22,20 +29,97 @@ interface OffersTabProps {
|
||||
availableMicros: AvailableMicro[];
|
||||
}
|
||||
|
||||
function typeLabel(offerType: string): string {
|
||||
return offerType === "retainer" ? "Ricorrente" : "Una tantum";
|
||||
}
|
||||
|
||||
function formatEuro(raw: string | null): string | null {
|
||||
if (raw == null || raw === "") return null;
|
||||
const n = parseFloat(raw);
|
||||
if (!Number.isFinite(n)) return null;
|
||||
return `€${n.toLocaleString("it-IT", { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
|
||||
}
|
||||
|
||||
// public_name is only meaningful when it differs from the tier letter (it
|
||||
// defaults to the letter when unset).
|
||||
function meaningfulPublicName(m: { public_name: string; tier_letter: string | null }): string | null {
|
||||
const p = m.public_name?.trim();
|
||||
if (!p) return null;
|
||||
if (m.tier_letter && p.toUpperCase() === m.tier_letter.toUpperCase()) return null;
|
||||
return p;
|
||||
}
|
||||
|
||||
function TypeBadge({ offerType }: { offerType: string }) {
|
||||
const retainer = offerType === "retainer";
|
||||
return (
|
||||
<span
|
||||
className={`inline-block rounded text-[11px] font-medium px-1.5 py-0.5 ${
|
||||
retainer ? "bg-blue-50 text-blue-700" : "bg-[#f4f4f5] text-[#52525b]"
|
||||
}`}
|
||||
>
|
||||
{typeLabel(offerType)}
|
||||
</span>
|
||||
);
|
||||
}
|
||||
|
||||
export function OffersTab({ projectId, projectOffers, availableMicros }: OffersTabProps) {
|
||||
const [isPending, startTransition] = useTransition();
|
||||
const router = useRouter();
|
||||
const formRef = useRef<HTMLFormElement>(null);
|
||||
|
||||
function handleAssign(formData: FormData) {
|
||||
const [macroId, setMacroId] = useState<string>("");
|
||||
const [tierId, setTierId] = useState<string>("");
|
||||
const [acceptedTotal, setAcceptedTotal] = useState<string>("");
|
||||
const [importPhases, setImportPhases] = useState(true);
|
||||
|
||||
// Group tiers by offer (macro), preserving query order.
|
||||
const offers = useMemo(() => {
|
||||
const map = new Map<
|
||||
string,
|
||||
{ macro_id: string; name: string; category: string | null; offer_type: string; tiers: AvailableMicro[] }
|
||||
>();
|
||||
for (const m of availableMicros) {
|
||||
let entry = map.get(m.macro_id);
|
||||
if (!entry) {
|
||||
entry = {
|
||||
macro_id: m.macro_id,
|
||||
name: m.macro_internal_name,
|
||||
category: m.macro_category,
|
||||
offer_type: m.macro_offer_type,
|
||||
tiers: [],
|
||||
};
|
||||
map.set(m.macro_id, entry);
|
||||
}
|
||||
entry.tiers.push(m);
|
||||
}
|
||||
return Array.from(map.values());
|
||||
}, [availableMicros]);
|
||||
|
||||
const selectedOffer = offers.find((o) => o.macro_id === macroId) ?? null;
|
||||
|
||||
function selectMacro(id: string) {
|
||||
setMacroId(id);
|
||||
setTierId("");
|
||||
}
|
||||
|
||||
function handleAssign() {
|
||||
if (!tierId) return;
|
||||
const fd = new FormData();
|
||||
fd.set("project_id", projectId);
|
||||
fd.set("micro_id", tierId);
|
||||
if (acceptedTotal.trim()) fd.set("accepted_total", acceptedTotal.trim());
|
||||
if (importPhases) fd.set("import_phases", "on");
|
||||
startTransition(async () => {
|
||||
await assignOfferToProject(formData);
|
||||
formRef.current?.reset();
|
||||
await assignOfferToProject(fd);
|
||||
setMacroId("");
|
||||
setTierId("");
|
||||
setAcceptedTotal("");
|
||||
setImportPhases(true);
|
||||
router.refresh();
|
||||
});
|
||||
}
|
||||
|
||||
function handleRemove(offerId: string) {
|
||||
if (!window.confirm("Rimuovere questa offerta dal progetto?")) return;
|
||||
startTransition(async () => {
|
||||
await removeProjectOffer(offerId, projectId);
|
||||
router.refresh();
|
||||
@@ -50,7 +134,7 @@ export function OffersTab({ projectId, projectOffers, availableMicros }: OffersT
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="space-y-6 max-w-2xl">
|
||||
<div className="space-y-8 max-w-2xl">
|
||||
{/* Active assignments */}
|
||||
<div>
|
||||
<h3 className="text-sm font-semibold text-[#1a1a1a] mb-3">Offerte Attive</h3>
|
||||
@@ -58,107 +142,166 @@ export function OffersTab({ projectId, projectOffers, availableMicros }: OffersT
|
||||
<p className="text-sm text-[#71717a]">Nessuna offerta assegnata a questo progetto.</p>
|
||||
) : (
|
||||
<div className="space-y-3">
|
||||
{projectOffers.map((offer) => (
|
||||
<div
|
||||
key={offer.id}
|
||||
className="bg-white rounded-lg border border-[#e5e7eb] p-4 flex items-start justify-between gap-4"
|
||||
>
|
||||
<div className="flex-1">
|
||||
<p className="text-sm font-medium text-[#1a1a1a]">{offer.micro_internal_name}</p>
|
||||
<p className="text-xs text-[#71717a]">
|
||||
Pubblico: {offer.micro_public_name} · {offer.micro_duration_months}{" "}
|
||||
{offer.micro_duration_months === 1 ? "mese" : "mesi"}
|
||||
</p>
|
||||
<p className="text-xs text-[#71717a] mt-1">
|
||||
Inizio: {new Date(offer.start_date).toLocaleDateString("it-IT")}
|
||||
</p>
|
||||
{/* Accepted total inline edit */}
|
||||
<div className="flex items-center gap-2 mt-2">
|
||||
<label className="text-xs text-[#71717a]">Totale accettato €:</label>
|
||||
<input
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0"
|
||||
defaultValue={offer.accepted_total ?? ""}
|
||||
placeholder="0.00"
|
||||
onBlur={(e) => {
|
||||
const val = e.currentTarget.value.trim();
|
||||
if (val !== (offer.accepted_total ?? "")) {
|
||||
handleTotalUpdate(offer.id, val);
|
||||
}
|
||||
}}
|
||||
className="w-24 border rounded px-2 py-0.5 text-xs"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => handleRemove(offer.id)}
|
||||
disabled={isPending}
|
||||
className="text-xs text-red-600 hover:underline shrink-0"
|
||||
{projectOffers.map((offer) => {
|
||||
const pub = meaningfulPublicName({
|
||||
public_name: offer.micro_public_name,
|
||||
tier_letter: offer.tier_letter,
|
||||
});
|
||||
return (
|
||||
<div
|
||||
key={offer.id}
|
||||
className="bg-white rounded-xl border border-[#e5e7eb] p-4 flex items-start justify-between gap-4"
|
||||
>
|
||||
Rimuovi
|
||||
</button>
|
||||
</div>
|
||||
))}
|
||||
<div className="flex-1 min-w-0">
|
||||
<div className="flex flex-wrap items-center gap-2">
|
||||
<p className="text-sm font-medium text-[#1a1a1a]">{offer.macro_internal_name}</p>
|
||||
{offer.tier_letter && (
|
||||
<span className="inline-block rounded bg-[#1A463C]/10 text-[#1A463C] text-[11px] font-semibold px-1.5 py-0.5">
|
||||
Tier {offer.tier_letter}
|
||||
</span>
|
||||
)}
|
||||
<TypeBadge offerType={offer.macro_offer_type} />
|
||||
</div>
|
||||
{pub && <p className="text-xs text-[#71717a] mt-1">Pubblico: {offer.micro_public_name}</p>}
|
||||
<div className="flex items-center gap-2 mt-2">
|
||||
<label className="text-xs text-[#71717a]">Totale accettato €</label>
|
||||
<input
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0"
|
||||
defaultValue={offer.accepted_total ?? ""}
|
||||
placeholder="0.00"
|
||||
onBlur={(e) => {
|
||||
const val = e.currentTarget.value.trim();
|
||||
if (val !== (offer.accepted_total ?? "")) handleTotalUpdate(offer.id, val);
|
||||
}}
|
||||
className="w-28 border border-[#e5e7eb] rounded-md px-2 py-1 text-xs tabular-nums focus:outline-none focus:ring-2 focus:ring-[#1A463C]/15"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => handleRemove(offer.id)}
|
||||
disabled={isPending}
|
||||
aria-label="Rimuovi offerta"
|
||||
className="shrink-0 rounded-md p-1.5 text-[#a1a1aa] hover:bg-red-50 hover:text-red-500 transition-colors disabled:opacity-50"
|
||||
>
|
||||
<Trash2 className="h-4 w-4" />
|
||||
</button>
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* Assignment form */}
|
||||
{/* Assignment — step 1: offer, step 2: tier */}
|
||||
<div>
|
||||
<h3 className="text-sm font-semibold text-[#1a1a1a] mb-3">Assegna Micro-Offerta</h3>
|
||||
<form
|
||||
ref={formRef}
|
||||
action={handleAssign}
|
||||
className="bg-white rounded-lg border border-[#e5e7eb] p-4 space-y-3"
|
||||
>
|
||||
<input type="hidden" name="project_id" value={projectId} />
|
||||
<h3 className="text-sm font-semibold text-[#1a1a1a] mb-3">Assegna Offerta</h3>
|
||||
|
||||
<div>
|
||||
<label className="text-xs text-[#71717a] block mb-1">Micro-offerta</label>
|
||||
<select
|
||||
name="micro_id"
|
||||
required
|
||||
className="w-full border rounded px-3 py-1.5 text-sm"
|
||||
>
|
||||
<option value="">Seleziona micro-offerta...</option>
|
||||
{availableMicros.map((m) => (
|
||||
<option key={m.id} value={m.id}>
|
||||
{m.internal_name} ({m.duration_months}{" "}
|
||||
{m.duration_months === 1 ? "mese" : "mesi"})
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
{offers.length === 0 ? (
|
||||
<p className="text-sm text-[#71717a]">
|
||||
Nessuna offerta disponibile. Crea prima un'offerta in{" "}
|
||||
<a href="/admin/offers" className="text-[#1A463C] underline">Offerte</a>.
|
||||
</p>
|
||||
) : (
|
||||
<div className="bg-white rounded-xl border border-[#e5e7eb] p-4 space-y-4">
|
||||
{/* Step 1 — choose offer */}
|
||||
<div>
|
||||
<label className="text-xs text-[#71717a] block mb-1">Offerta</label>
|
||||
<select
|
||||
value={macroId}
|
||||
onChange={(e) => selectMacro(e.target.value)}
|
||||
className="w-full border border-[#e5e7eb] rounded-md px-3 py-2 text-sm bg-white focus:outline-none focus:ring-2 focus:ring-[#1A463C]/15"
|
||||
>
|
||||
<option value="">Seleziona offerta...</option>
|
||||
{offers.map((o) => (
|
||||
<option key={o.macro_id} value={o.macro_id}>
|
||||
{o.name}
|
||||
{o.category ? ` · ${o.category}` : ""} · {typeLabel(o.offer_type)}
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
</div>
|
||||
|
||||
{/* Step 2 — choose tier */}
|
||||
{selectedOffer && (
|
||||
<div>
|
||||
<label className="text-xs text-[#71717a] block mb-1.5">Tier</label>
|
||||
<div className="grid grid-cols-1 sm:grid-cols-3 gap-2">
|
||||
{selectedOffer.tiers.map((t) => {
|
||||
const active = tierId === t.id;
|
||||
const price = formatEuro(t.public_price);
|
||||
const pub = meaningfulPublicName(t);
|
||||
return (
|
||||
<button
|
||||
key={t.id}
|
||||
type="button"
|
||||
onClick={() => setTierId(t.id)}
|
||||
className={`text-left rounded-lg border p-3 transition-colors ${
|
||||
active
|
||||
? "border-[#1A463C] bg-[#1A463C]/5 ring-1 ring-[#1A463C]/20"
|
||||
: "border-[#e5e7eb] hover:border-[#1A463C]/30 bg-white"
|
||||
}`}
|
||||
>
|
||||
<div className="flex items-center justify-between">
|
||||
<span className="text-sm font-semibold text-[#1a1a1a]">
|
||||
{t.tier_letter ? `Tier ${t.tier_letter}` : t.public_name || "Tier"}
|
||||
</span>
|
||||
{active && <Check className="h-4 w-4 text-[#1A463C]" />}
|
||||
</div>
|
||||
{pub && <p className="text-xs text-[#71717a] mt-0.5 truncate">{pub}</p>}
|
||||
<p className="text-sm text-[#1a1a1a] mt-1 tabular-nums">{price ?? "—"}</p>
|
||||
</button>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Options + submit */}
|
||||
{selectedOffer && (
|
||||
<div className="space-y-3 pt-1">
|
||||
<div>
|
||||
<label className="text-xs text-[#71717a] block mb-1">Totale accettato € (opzionale)</label>
|
||||
<input
|
||||
value={acceptedTotal}
|
||||
onChange={(e) => setAcceptedTotal(e.target.value)}
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0"
|
||||
placeholder="0.00"
|
||||
className="w-full border border-[#e5e7eb] rounded-md px-3 py-2 text-sm tabular-nums focus:outline-none focus:ring-2 focus:ring-[#1A463C]/15"
|
||||
/>
|
||||
</div>
|
||||
|
||||
<label className="flex items-start gap-2 text-xs text-[#1a1a1a] cursor-pointer">
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={importPhases}
|
||||
onChange={(e) => setImportPhases(e.target.checked)}
|
||||
className="mt-0.5 h-3.5 w-3.5 accent-[#1A463C]"
|
||||
/>
|
||||
<span>
|
||||
Importa fasi e task dall'offerta
|
||||
<span className="block text-[#71717a]">
|
||||
Crea le fasi raggruppando i servizi per «Fase»; ogni servizio diventa un task.
|
||||
</span>
|
||||
</span>
|
||||
</label>
|
||||
|
||||
<button
|
||||
type="button"
|
||||
onClick={handleAssign}
|
||||
disabled={isPending || !tierId}
|
||||
className="bg-[#1A463C] text-white text-sm font-medium px-4 py-2 rounded-md hover:bg-[#1A463C]/90 transition-colors disabled:opacity-40"
|
||||
>
|
||||
{isPending ? "Assegnazione..." : "Assegna Offerta"}
|
||||
</button>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<label className="text-xs text-[#71717a] block mb-1">Totale accettato € (opzionale)</label>
|
||||
<input
|
||||
name="accepted_total"
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0"
|
||||
placeholder="0.00"
|
||||
className="w-full border rounded px-3 py-1.5 text-sm"
|
||||
/>
|
||||
</div>
|
||||
|
||||
<button
|
||||
type="submit"
|
||||
disabled={isPending || availableMicros.length === 0}
|
||||
className="bg-[#1A463C] text-white text-sm px-4 py-1.5 rounded hover:bg-[#163a31] disabled:opacity-50"
|
||||
>
|
||||
{isPending ? "Salvataggio..." : "Assegna Offerta"}
|
||||
</button>
|
||||
|
||||
{availableMicros.length === 0 && (
|
||||
<p className="text-xs text-[#71717a]">
|
||||
Nessuna micro-offerta disponibile. Crea prima una micro-offerta in{" "}
|
||||
<a href="/admin/offers" className="underline">Offerte</a>.
|
||||
</p>
|
||||
)}
|
||||
</form>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
|
||||
@@ -1,8 +1,13 @@
|
||||
"use client";
|
||||
|
||||
import { useState } from "react";
|
||||
import { useRouter } from "next/navigation";
|
||||
import {
|
||||
updatePaymentStatus,
|
||||
updateAcceptedTotal,
|
||||
setPaymentPaidAt,
|
||||
} from "@/app/admin/clients/[id]/actions";
|
||||
import { initProjectPayments } from "@/app/admin/projects/project-actions";
|
||||
import { setPaymentPlan } from "@/app/admin/projects/project-actions";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { Label } from "@/components/ui/label";
|
||||
@@ -14,6 +19,7 @@ type Props = {
|
||||
acceptedTotal: string;
|
||||
clientId: string;
|
||||
projectId?: string; // set only from project detail page — enables init & split
|
||||
offersAcceptedTotal?: number; // sum of accepted_total from active offers
|
||||
};
|
||||
|
||||
const statusLabels: Record<string, string> = {
|
||||
@@ -22,28 +28,132 @@ const statusLabels: Record<string, string> = {
|
||||
saldato: "Saldato",
|
||||
};
|
||||
|
||||
export async function PaymentsTab({ payments, acceptedTotal, clientId, projectId }: Props) {
|
||||
// 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 }[] = [
|
||||
{ mode: "single", label: "Pagamento unico", description: "100% in un'unica soluzione" },
|
||||
{ mode: "two", label: "2 step", description: "Acconto 50% + Saldo 50%" },
|
||||
{ mode: "three", label: "3 step", description: "50% + 30% + 20%" },
|
||||
];
|
||||
|
||||
export function PaymentsTab({
|
||||
payments,
|
||||
acceptedTotal,
|
||||
clientId,
|
||||
projectId,
|
||||
offersAcceptedTotal = 0,
|
||||
}: Props) {
|
||||
const router = useRouter();
|
||||
const [overrideValue, setOverrideValue] = useState(acceptedTotal);
|
||||
const [planLoading, setPlanLoading] = useState<PlanMode | null>(null);
|
||||
const [statusLoading, setStatusLoading] = useState<string | null>(null);
|
||||
|
||||
const currentTotal = parseFloat(acceptedTotal) || 0;
|
||||
const offersTotal = offersAcceptedTotal;
|
||||
const hasOffers = offersTotal > 0;
|
||||
|
||||
async function handleUseOffersTotal() {
|
||||
if (!projectId) return;
|
||||
setOverrideValue(offersTotal.toFixed(2));
|
||||
const fd = new FormData();
|
||||
fd.set("accepted_total", offersTotal.toFixed(2));
|
||||
await updateAcceptedTotal(projectId, fd);
|
||||
router.refresh();
|
||||
}
|
||||
|
||||
async function handleSaveTotal(e: React.FormEvent) {
|
||||
e.preventDefault();
|
||||
const fd = new FormData();
|
||||
fd.set("accepted_total", overrideValue);
|
||||
await updateAcceptedTotal(clientId, fd);
|
||||
router.refresh();
|
||||
}
|
||||
|
||||
async function handleSetPlan(mode: PlanMode) {
|
||||
if (!projectId) return;
|
||||
setPlanLoading(mode);
|
||||
try {
|
||||
const total = parseFloat(overrideValue) || currentTotal;
|
||||
await setPaymentPlan(projectId, mode, total);
|
||||
router.refresh();
|
||||
} finally {
|
||||
setPlanLoading(null);
|
||||
}
|
||||
}
|
||||
|
||||
async function handleStatusUpdate(paymentId: string, status: string) {
|
||||
setStatusLoading(paymentId);
|
||||
try {
|
||||
await updatePaymentStatus(paymentId, clientId, status);
|
||||
router.refresh();
|
||||
} finally {
|
||||
setStatusLoading(null);
|
||||
}
|
||||
}
|
||||
|
||||
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">
|
||||
{/* Accepted total */}
|
||||
<div className="bg-white border border-gray-200 rounded-lg p-4">
|
||||
<h3 className="font-medium text-gray-900 mb-3">Totale preventivo</h3>
|
||||
<form
|
||||
action={async (fd: FormData) => {
|
||||
"use server";
|
||||
await updateAcceptedTotal(clientId, fd);
|
||||
}}
|
||||
className="flex items-end gap-3"
|
||||
>
|
||||
{/* Totale preventivo */}
|
||||
<div className="bg-white border border-gray-200 rounded-lg p-4 space-y-3">
|
||||
<h3 className="font-medium text-gray-900">Totale preventivo</h3>
|
||||
|
||||
{/* Totale ereditato dalle offerte */}
|
||||
{hasOffers && (
|
||||
<div className="flex items-center justify-between bg-[#f9f9f9] border border-[#e5e7eb] rounded-md px-3 py-2 gap-3">
|
||||
<span className="text-sm text-[#71717a]">
|
||||
Ereditato dalle offerte attive:{" "}
|
||||
<span className="font-semibold text-[#1a1a1a]">
|
||||
€{" "}
|
||||
{offersTotal.toLocaleString("it-IT", { minimumFractionDigits: 2 })}
|
||||
</span>
|
||||
</span>
|
||||
{projectId && (
|
||||
<Button
|
||||
type="button"
|
||||
size="sm"
|
||||
variant="outline"
|
||||
onClick={handleUseOffersTotal}
|
||||
className="shrink-0 text-xs"
|
||||
>
|
||||
Usa questo totale
|
||||
</Button>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Override manuale */}
|
||||
<form onSubmit={handleSaveTotal} className="flex items-end gap-3">
|
||||
<div className="space-y-1 flex-1">
|
||||
<Label htmlFor="accepted_total">Importo (€)</Label>
|
||||
<Label htmlFor="accepted_total">Importo override (€)</Label>
|
||||
<Input
|
||||
id="accepted_total"
|
||||
name="accepted_total"
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0"
|
||||
defaultValue={acceptedTotal}
|
||||
value={overrideValue}
|
||||
onChange={(e) => setOverrideValue(e.target.value)}
|
||||
className="max-w-xs"
|
||||
/>
|
||||
</div>
|
||||
@@ -51,40 +161,71 @@ export async function PaymentsTab({ payments, acceptedTotal, clientId, projectId
|
||||
Salva
|
||||
</Button>
|
||||
</form>
|
||||
<p className="text-xs text-gray-400 mt-2">
|
||||
Le rate Acconto e Saldo vengono aggiornate automaticamente al 50% ciascuna.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
{/* Selettore schema rate */}
|
||||
{projectId && (
|
||||
<div className="bg-white border border-gray-200 rounded-lg p-4 space-y-3">
|
||||
<h3 className="font-medium text-gray-900">Schema di pagamento</h3>
|
||||
<div className="flex gap-2 flex-wrap">
|
||||
{planOptions.map(({ mode, label, description }) => (
|
||||
<button
|
||||
key={mode}
|
||||
type="button"
|
||||
onClick={() => handleSetPlan(mode)}
|
||||
disabled={planLoading !== null}
|
||||
className={`flex-1 min-w-[120px] border rounded-lg px-3 py-2.5 text-left transition-colors ${
|
||||
planLoading === mode
|
||||
? "border-[#1A463C] bg-[#1A463C]/5 opacity-70"
|
||||
: "border-[#e5e7eb] hover:border-[#1A463C] hover:bg-[#1A463C]/5"
|
||||
}`}
|
||||
>
|
||||
<p className="text-sm font-medium text-[#1a1a1a]">{label}</p>
|
||||
<p className="text-xs text-[#71717a] mt-0.5">{description}</p>
|
||||
</button>
|
||||
))}
|
||||
</div>
|
||||
<p className="text-xs text-[#71717a]">
|
||||
Selezionare uno schema cancella le rate esistenti e crea le nuove in base al totale corrente.
|
||||
</p>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Empty state — project has no payments yet */}
|
||||
{projectId && payments.length === 0 && (
|
||||
<div className="bg-white border border-dashed border-gray-300 rounded-lg p-6 text-center">
|
||||
<p className="text-sm text-[#71717a] mb-4">
|
||||
Nessun pagamento configurato. Crea le rate standard Acconto e Saldo.
|
||||
Nessun pagamento configurato. Scegli uno schema sopra o crea le rate standard.
|
||||
</p>
|
||||
<form
|
||||
action={async () => {
|
||||
"use server";
|
||||
await initProjectPayments(projectId);
|
||||
}}
|
||||
<Button
|
||||
type="button"
|
||||
size="sm"
|
||||
onClick={() => handleSetPlan("two")}
|
||||
disabled={planLoading !== null}
|
||||
>
|
||||
<Button type="submit" size="sm">
|
||||
Crea Acconto & Saldo
|
||||
</Button>
|
||||
</form>
|
||||
Crea Acconto & Saldo (50/50)
|
||||
</Button>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Payment rows */}
|
||||
{payments.map((p) => {
|
||||
const amount = parseFloat(p.amount);
|
||||
const pct = p.percent !== null && p.percent !== undefined
|
||||
? parseFloat(String(p.percent))
|
||||
: null;
|
||||
return (
|
||||
<div
|
||||
key={p.id}
|
||||
className="bg-white border border-gray-200 rounded-lg p-4"
|
||||
>
|
||||
<div className="flex items-center justify-between mb-2">
|
||||
<h3 className="font-medium text-gray-900">{p.label}</h3>
|
||||
<div>
|
||||
<h3 className="font-medium text-gray-900">{p.label}</h3>
|
||||
{pct !== null && (
|
||||
<p className="text-xs text-[#71717a]">{pct}% del totale</p>
|
||||
)}
|
||||
</div>
|
||||
<div className="flex items-center gap-2">
|
||||
<span className="text-sm text-gray-600">
|
||||
€{" "}
|
||||
@@ -101,16 +242,14 @@ export async function PaymentsTab({ payments, acceptedTotal, clientId, projectId
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
<form
|
||||
action={async (fd: FormData) => {
|
||||
"use server";
|
||||
await updatePaymentStatus(p.id, clientId, fd.get("status") as string);
|
||||
}}
|
||||
className="flex items-center gap-2"
|
||||
>
|
||||
<div className="flex items-center gap-2">
|
||||
<select
|
||||
name="status"
|
||||
defaultValue={p.status}
|
||||
disabled={statusLoading === p.id}
|
||||
onChange={async (e) => {
|
||||
await handleStatusUpdate(p.id, e.target.value);
|
||||
}}
|
||||
className="text-sm border border-gray-200 rounded px-2 py-1.5 bg-white flex-1"
|
||||
>
|
||||
{Object.entries(statusLabels).map(([val, label]) => (
|
||||
@@ -119,13 +258,28 @@ export async function PaymentsTab({ payments, acceptedTotal, clientId, projectId
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
<Button type="submit" size="sm" variant="outline">
|
||||
Aggiorna
|
||||
</Button>
|
||||
</form>
|
||||
{statusLoading === p.id && (
|
||||
<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>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
@@ -6,6 +6,7 @@ import {
|
||||
} from "@/app/admin/clients/[id]/actions";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { DeletePhaseTaskButton } from "@/components/admin/DeletePhaseTaskButton";
|
||||
import type { ClientFullDetail } from "@/lib/admin-queries";
|
||||
|
||||
type Props = {
|
||||
@@ -20,8 +21,8 @@ const taskStatusOptions = [
|
||||
];
|
||||
|
||||
const phaseStatusOptions = [
|
||||
{ value: "upcoming", label: "In arrivo" },
|
||||
{ value: "active", label: "Attiva" },
|
||||
{ value: "upcoming", label: "Da iniziare" },
|
||||
{ value: "active", label: "In corso" },
|
||||
{ value: "done", label: "Completata" },
|
||||
];
|
||||
|
||||
@@ -58,32 +59,35 @@ export async function PhasesTab({ phases, clientId }: Props) {
|
||||
>
|
||||
<div className="flex items-center justify-between mb-3">
|
||||
<h3 className="font-semibold text-gray-900">{phase.title}</h3>
|
||||
<form
|
||||
action={async (fd: FormData) => {
|
||||
"use server";
|
||||
await updatePhaseStatus(
|
||||
phase.id,
|
||||
clientId,
|
||||
fd.get("status") as string
|
||||
);
|
||||
}}
|
||||
className="flex items-center gap-2"
|
||||
>
|
||||
<select
|
||||
name="status"
|
||||
defaultValue={phase.status}
|
||||
className="text-xs border border-gray-200 rounded px-2 py-1 bg-white"
|
||||
<div className="flex items-center gap-2">
|
||||
<form
|
||||
action={async (fd: FormData) => {
|
||||
"use server";
|
||||
await updatePhaseStatus(
|
||||
phase.id,
|
||||
clientId,
|
||||
fd.get("status") as string
|
||||
);
|
||||
}}
|
||||
className="flex items-center gap-2"
|
||||
>
|
||||
{phaseStatusOptions.map((o) => (
|
||||
<option key={o.value} value={o.value}>
|
||||
{o.label}
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
<Button type="submit" variant="ghost" size="sm" className="text-xs">
|
||||
Salva
|
||||
</Button>
|
||||
</form>
|
||||
<select
|
||||
name="status"
|
||||
defaultValue={phase.status}
|
||||
className="text-xs border border-gray-200 rounded px-2 py-1 bg-white"
|
||||
>
|
||||
{phaseStatusOptions.map((o) => (
|
||||
<option key={o.value} value={o.value}>
|
||||
{o.label}
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
<Button type="submit" variant="ghost" size="sm" className="text-xs">
|
||||
Salva
|
||||
</Button>
|
||||
</form>
|
||||
<DeletePhaseTaskButton type="phase" phaseId={phase.id} clientId={clientId} />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Tasks */}
|
||||
@@ -94,37 +98,40 @@ export async function PhasesTab({ phases, clientId }: Props) {
|
||||
className="flex items-center justify-between pl-3 border-l-2 border-gray-100"
|
||||
>
|
||||
<span className="text-sm text-gray-800">{task.title}</span>
|
||||
<form
|
||||
action={async (fd: FormData) => {
|
||||
"use server";
|
||||
await updateTaskStatus(
|
||||
task.id,
|
||||
clientId,
|
||||
fd.get("status") as string
|
||||
);
|
||||
}}
|
||||
className="flex items-center gap-1"
|
||||
>
|
||||
<select
|
||||
name="status"
|
||||
defaultValue={task.status}
|
||||
className="text-xs border border-gray-200 rounded px-2 py-1 bg-white"
|
||||
<div className="flex items-center gap-1">
|
||||
<form
|
||||
action={async (fd: FormData) => {
|
||||
"use server";
|
||||
await updateTaskStatus(
|
||||
task.id,
|
||||
clientId,
|
||||
fd.get("status") as string
|
||||
);
|
||||
}}
|
||||
className="flex items-center gap-1"
|
||||
>
|
||||
{taskStatusOptions.map((o) => (
|
||||
<option key={o.value} value={o.value}>
|
||||
{o.label}
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
<Button
|
||||
type="submit"
|
||||
variant="ghost"
|
||||
size="sm"
|
||||
className="text-xs px-1"
|
||||
>
|
||||
✓
|
||||
</Button>
|
||||
</form>
|
||||
<select
|
||||
name="status"
|
||||
defaultValue={task.status}
|
||||
className="text-xs border border-gray-200 rounded px-2 py-1 bg-white"
|
||||
>
|
||||
{taskStatusOptions.map((o) => (
|
||||
<option key={o.value} value={o.value}>
|
||||
{o.label}
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
<Button
|
||||
type="submit"
|
||||
variant="ghost"
|
||||
size="sm"
|
||||
className="text-xs px-1"
|
||||
>
|
||||
✓
|
||||
</Button>
|
||||
</form>
|
||||
<DeletePhaseTaskButton type="task" taskId={task.id} clientId={clientId} />
|
||||
</div>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
|
||||
@@ -1,333 +0,0 @@
|
||||
"use client";
|
||||
|
||||
import { useState, useTransition } from "react";
|
||||
import { useRouter } from "next/navigation";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { Label } from "@/components/ui/label";
|
||||
import {
|
||||
addQuoteItem,
|
||||
removeQuoteItem,
|
||||
updateAcceptedTotal,
|
||||
} from "@/app/admin/clients/[id]/quote-actions";
|
||||
import type { QuoteItemWithLabel } from "@/lib/admin-queries";
|
||||
import type { Service } from "@/db/schema";
|
||||
|
||||
type Props = {
|
||||
clientId: string;
|
||||
items: QuoteItemWithLabel[];
|
||||
activeServices: Service[];
|
||||
acceptedTotal: string;
|
||||
};
|
||||
|
||||
export function QuoteTab({ clientId, items, activeServices, acceptedTotal }: Props) {
|
||||
const [showCustom, setShowCustom] = useState(false);
|
||||
const [addError, setAddError] = useState<string | null>(null);
|
||||
const [totalError, setTotalError] = useState<string | null>(null);
|
||||
// For catalog mode: pre-fill unit_price when service is selected
|
||||
const [selectedServicePrice, setSelectedServicePrice] = useState<string>("");
|
||||
const [, startTransition] = useTransition();
|
||||
const router = useRouter();
|
||||
|
||||
const calculatedTotal = items.reduce(
|
||||
(sum, item) => sum + parseFloat(item.subtotal),
|
||||
0
|
||||
);
|
||||
|
||||
function handleAddItem(fd: FormData) {
|
||||
setAddError(null);
|
||||
startTransition(async () => {
|
||||
try {
|
||||
await addQuoteItem(clientId, fd);
|
||||
router.refresh();
|
||||
} catch (e) {
|
||||
setAddError(e instanceof Error ? e.message : "Errore nell'aggiunta");
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
function handleRemove(quoteItemId: string) {
|
||||
startTransition(async () => {
|
||||
await removeQuoteItem(quoteItemId, clientId);
|
||||
router.refresh();
|
||||
});
|
||||
}
|
||||
|
||||
function handleSaveTotal(fd: FormData) {
|
||||
setTotalError(null);
|
||||
startTransition(async () => {
|
||||
try {
|
||||
await updateAcceptedTotal(clientId, fd);
|
||||
router.refresh();
|
||||
} catch (e) {
|
||||
setTotalError(
|
||||
e instanceof Error ? e.message : "Errore nel salvataggio"
|
||||
);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="space-y-6 max-w-2xl">
|
||||
|
||||
{/* Section 1: Add items */}
|
||||
<div className="bg-white border border-[#e5e7eb] rounded-xl p-4 space-y-4">
|
||||
<h3 className="text-xs font-bold text-[#71717a] uppercase tracking-wider">
|
||||
Aggiungi voci
|
||||
</h3>
|
||||
|
||||
{!showCustom ? (
|
||||
/* Catalog mode */
|
||||
<form action={handleAddItem} className="space-y-3">
|
||||
<input type="hidden" name="custom_label" value="" />
|
||||
<div className="flex items-end gap-3 flex-wrap">
|
||||
<div className="flex-1 min-w-[180px] space-y-1">
|
||||
<Label htmlFor="service_id">Seleziona dal catalogo</Label>
|
||||
<select
|
||||
name="service_id"
|
||||
id="service_id"
|
||||
className="w-full border border-[#e5e7eb] rounded-md px-3 py-2 text-sm bg-white focus:outline-none focus:ring-2 focus:ring-[#1A463C]/30"
|
||||
onChange={(e) => {
|
||||
const svc = activeServices.find((s) => s.id === e.target.value);
|
||||
setSelectedServicePrice(
|
||||
svc ? parseFloat(svc.unit_price).toFixed(2) : ""
|
||||
);
|
||||
}}
|
||||
required
|
||||
>
|
||||
<option value="">— Scegli servizio —</option>
|
||||
{activeServices.map((s) => (
|
||||
<option key={s.id} value={s.id}>
|
||||
{s.name} (€
|
||||
{parseFloat(s.unit_price).toLocaleString("it-IT", {
|
||||
minimumFractionDigits: 2,
|
||||
})}
|
||||
)
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
</div>
|
||||
<div className="w-28 space-y-1">
|
||||
<Label htmlFor="unit_price_catalog">Prezzo unit.</Label>
|
||||
<Input
|
||||
id="unit_price_catalog"
|
||||
name="unit_price"
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0.01"
|
||||
value={selectedServicePrice}
|
||||
onChange={(e) => setSelectedServicePrice(e.target.value)}
|
||||
placeholder="0.00"
|
||||
required
|
||||
/>
|
||||
</div>
|
||||
<div className="w-20 space-y-1">
|
||||
<Label htmlFor="quantity_catalog">Qty</Label>
|
||||
<Input
|
||||
id="quantity_catalog"
|
||||
name="quantity"
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0.01"
|
||||
defaultValue="1"
|
||||
required
|
||||
/>
|
||||
</div>
|
||||
<Button
|
||||
type="submit"
|
||||
size="sm"
|
||||
className="bg-[#1A463C] text-white hover:bg-[#1A463C]/90"
|
||||
>
|
||||
Aggiungi
|
||||
</Button>
|
||||
</div>
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => {
|
||||
setShowCustom(true);
|
||||
setAddError(null);
|
||||
}}
|
||||
className="text-xs text-[#71717a] hover:text-[#1a1a1a] underline"
|
||||
>
|
||||
Oppure aggiungi voce libera →
|
||||
</button>
|
||||
{addError && <p className="text-xs text-red-600">{addError}</p>}
|
||||
</form>
|
||||
) : (
|
||||
/* Freeform mode */
|
||||
<form action={handleAddItem} className="space-y-3">
|
||||
<input type="hidden" name="service_id" value="" />
|
||||
<div className="space-y-1">
|
||||
<Label htmlFor="custom_label">Nome voce</Label>
|
||||
<Input
|
||||
id="custom_label"
|
||||
name="custom_label"
|
||||
placeholder="es. Consulenza extra, Spese viaggi"
|
||||
required
|
||||
/>
|
||||
</div>
|
||||
<div className="flex gap-3 flex-wrap">
|
||||
<div className="flex-1 min-w-[120px] space-y-1">
|
||||
<Label htmlFor="unit_price_custom">Prezzo unitario (€)</Label>
|
||||
<Input
|
||||
id="unit_price_custom"
|
||||
name="unit_price"
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0.01"
|
||||
placeholder="0.00"
|
||||
required
|
||||
/>
|
||||
</div>
|
||||
<div className="w-20 space-y-1">
|
||||
<Label htmlFor="quantity_custom">Qty</Label>
|
||||
<Input
|
||||
id="quantity_custom"
|
||||
name="quantity"
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0.01"
|
||||
defaultValue="1"
|
||||
required
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
{addError && <p className="text-xs text-red-600">{addError}</p>}
|
||||
<div className="flex gap-2">
|
||||
<Button
|
||||
type="submit"
|
||||
size="sm"
|
||||
className="bg-[#1A463C] text-white hover:bg-[#1A463C]/90"
|
||||
>
|
||||
Aggiungi voce libera
|
||||
</Button>
|
||||
<Button
|
||||
type="button"
|
||||
variant="ghost"
|
||||
size="sm"
|
||||
onClick={() => {
|
||||
setShowCustom(false);
|
||||
setAddError(null);
|
||||
}}
|
||||
>
|
||||
Torna al catalogo
|
||||
</Button>
|
||||
</div>
|
||||
</form>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* Section 2: Quote items table + calculated total */}
|
||||
<div className="bg-white border border-[#e5e7eb] rounded-xl p-4">
|
||||
<h3 className="text-xs font-bold text-[#71717a] uppercase tracking-wider mb-3">
|
||||
Voci preventivo
|
||||
</h3>
|
||||
{items.length === 0 ? (
|
||||
<p className="text-sm text-[#71717a] py-4 text-center">
|
||||
Nessuna voce aggiunta. Seleziona dal catalogo per iniziare.
|
||||
</p>
|
||||
) : (
|
||||
<>
|
||||
<div className="overflow-x-auto">
|
||||
<table className="w-full text-sm">
|
||||
<thead className="border-b border-[#e5e7eb]">
|
||||
<tr>
|
||||
<th className="text-left py-2 px-2 font-medium text-[#71717a]">
|
||||
Voce
|
||||
</th>
|
||||
<th className="text-right py-2 px-2 font-medium text-[#71717a]">
|
||||
Qty
|
||||
</th>
|
||||
<th className="text-right py-2 px-2 font-medium text-[#71717a]">
|
||||
Prezzo unit.
|
||||
</th>
|
||||
<th className="text-right py-2 px-2 font-medium text-[#71717a]">
|
||||
Subtotale
|
||||
</th>
|
||||
<th className="py-2 px-2"></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{items.map((item) => (
|
||||
<tr
|
||||
key={item.id}
|
||||
className="border-b border-[#f4f4f5] hover:bg-[#f9f9f9]"
|
||||
>
|
||||
<td className="py-2 px-2 text-[#1a1a1a]">{item.label}</td>
|
||||
<td className="py-2 px-2 text-right tabular-nums">
|
||||
{parseFloat(item.quantity).toLocaleString("it-IT", {
|
||||
minimumFractionDigits: 2,
|
||||
})}
|
||||
</td>
|
||||
<td className="py-2 px-2 text-right tabular-nums font-mono">
|
||||
€
|
||||
{parseFloat(item.unit_price).toLocaleString("it-IT", {
|
||||
minimumFractionDigits: 2,
|
||||
})}
|
||||
</td>
|
||||
<td className="py-2 px-2 text-right tabular-nums font-mono font-medium">
|
||||
€
|
||||
{parseFloat(item.subtotal).toLocaleString("it-IT", {
|
||||
minimumFractionDigits: 2,
|
||||
})}
|
||||
</td>
|
||||
<td className="py-2 px-2 text-right">
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => handleRemove(item.id)}
|
||||
className="text-xs text-[#71717a] hover:text-red-600 transition-colors"
|
||||
>
|
||||
Rimuovi
|
||||
</button>
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div className="mt-3 pt-3 border-t border-[#e5e7eb] flex justify-end">
|
||||
<p className="font-bold text-[#1a1a1a] tabular-nums">
|
||||
Totale calcolato: €
|
||||
{calculatedTotal.toLocaleString("it-IT", {
|
||||
minimumFractionDigits: 2,
|
||||
})}
|
||||
</p>
|
||||
</div>
|
||||
</>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* Section 3: Accepted total */}
|
||||
<div className="bg-white border border-[#e5e7eb] rounded-xl p-4 space-y-3">
|
||||
<h3 className="text-xs font-bold text-[#71717a] uppercase tracking-wider">
|
||||
Totale accettato dal cliente
|
||||
</h3>
|
||||
<form action={handleSaveTotal} className="flex items-end gap-3">
|
||||
<div className="flex-1 max-w-[200px] space-y-1">
|
||||
<Label htmlFor="accepted_total">Importo (€)</Label>
|
||||
<Input
|
||||
id="accepted_total"
|
||||
name="accepted_total"
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0"
|
||||
defaultValue={parseFloat(acceptedTotal).toFixed(2)}
|
||||
/>
|
||||
</div>
|
||||
<Button
|
||||
type="submit"
|
||||
size="sm"
|
||||
className="bg-[#1A463C] text-white hover:bg-[#1A463C]/90"
|
||||
>
|
||||
Salva
|
||||
</Button>
|
||||
</form>
|
||||
{totalError && <p className="text-xs text-red-600">{totalError}</p>}
|
||||
<p className="text-xs text-[#71717a]">
|
||||
Il cliente vede solo questo importo, non le singole voci del preventivo.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -2,6 +2,14 @@
|
||||
|
||||
import { TimerCell } from "@/components/admin/TimerCell";
|
||||
import { ProfitabilityCard } from "@/components/admin/ProfitabilityCard";
|
||||
import { ManualTimeEntry } from "@/components/admin/ManualTimeEntry";
|
||||
|
||||
type TimeEntry = {
|
||||
id: string;
|
||||
started_at: Date;
|
||||
ended_at: Date | null;
|
||||
duration_seconds: number | null;
|
||||
};
|
||||
|
||||
type TimerTabProps = {
|
||||
projectId: string;
|
||||
@@ -10,6 +18,7 @@ type TimerTabProps = {
|
||||
activeTimerStartedAt: Date | null;
|
||||
totalTrackedSeconds: number;
|
||||
targetHourlyRate: number;
|
||||
recentEntries: TimeEntry[];
|
||||
};
|
||||
|
||||
export function TimerTab({
|
||||
@@ -19,6 +28,7 @@ export function TimerTab({
|
||||
activeTimerStartedAt,
|
||||
totalTrackedSeconds,
|
||||
targetHourlyRate,
|
||||
recentEntries,
|
||||
}: TimerTabProps) {
|
||||
return (
|
||||
<div className="space-y-6 max-w-sm">
|
||||
@@ -33,6 +43,8 @@ export function TimerTab({
|
||||
/>
|
||||
</div>
|
||||
|
||||
<ManualTimeEntry projectId={projectId} recentEntries={recentEntries} />
|
||||
|
||||
<ProfitabilityCard
|
||||
acceptedTotal={acceptedTotal}
|
||||
totalTrackedSeconds={totalTrackedSeconds}
|
||||
@@ -40,4 +52,4 @@ export function TimerTab({
|
||||
/>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
@@ -1,13 +1,16 @@
|
||||
import type { ClientView } from '@/lib/client-view';
|
||||
import type { Comment } from '@/db/schema';
|
||||
import { Progress } from '@/components/ui/progress';
|
||||
import { RefreshCw } from 'lucide-react';
|
||||
import { PhaseTimeline } from './phase-timeline';
|
||||
import { PaymentStatus } from './payment-status';
|
||||
import { DocumentsSection } from './documents-section';
|
||||
import { NotesSection } from './notes-section';
|
||||
import { TranscriptsSection } from './transcripts-section';
|
||||
import { PhaseViewToggle } from './client/kanban/PhaseViewToggle';
|
||||
import { ChatSection } from './client/ChatSection';
|
||||
import { OffersSection } from './client/OffersSection';
|
||||
import { ChatProvider } from './client/ChatProvider';
|
||||
import { ChatPanel } from './client/ChatPanel';
|
||||
|
||||
interface ClientDashboardProps {
|
||||
view: ClientView;
|
||||
@@ -16,94 +19,139 @@ interface ClientDashboardProps {
|
||||
}
|
||||
|
||||
export function ClientDashboard({ view, token, comments }: ClientDashboardProps) {
|
||||
// Determine payment display mode based on active offers
|
||||
const retainerOffer = view.activeOffers?.find((o) => o.offer_type === "retainer");
|
||||
const hasRetainer = !!retainerOffer;
|
||||
|
||||
const paymentLabel = hasRetainer ? "Totale Pagamento Mensile" : "Totale Investimento";
|
||||
const paymentOverrideAmount = hasRetainer && retainerOffer?.accepted_total
|
||||
? retainerOffer.accepted_total
|
||||
: undefined;
|
||||
|
||||
return (
|
||||
<div className="min-h-screen bg-white">
|
||||
{/* Header */}
|
||||
<header className="bg-white border-b border-[#e5e5e5] sticky top-0 z-10">
|
||||
<div className="max-w-6xl mx-auto px-4 sm:px-6 py-5">
|
||||
<div className="flex items-center">
|
||||
<span className="text-xs font-semibold tracking-widest text-[#999999] uppercase w-28 shrink-0">
|
||||
iamcavalli
|
||||
</span>
|
||||
<h1 className="flex-1 text-center text-2xl sm:text-3xl font-bold text-[#1a1a1a] tracking-tight">
|
||||
{view.client.brand_name}
|
||||
</h1>
|
||||
<div className="w-28 shrink-0" />
|
||||
<ChatProvider phases={view.phases} clientId={view.client.id}>
|
||||
<div className="min-h-screen bg-white">
|
||||
{/* Header */}
|
||||
<header className="bg-white border-b border-[#e5e5e5] sticky top-0 z-10">
|
||||
<div className="max-w-6xl mx-auto px-4 sm:px-6 py-5">
|
||||
<div className="flex items-center">
|
||||
<span className="text-xs font-semibold tracking-widest text-[#999999] uppercase w-28 shrink-0">
|
||||
iamcavalli
|
||||
</span>
|
||||
<h1 className="flex-1 text-center text-2xl sm:text-3xl font-bold text-[#1a1a1a] tracking-tight">
|
||||
{view.client.brand_name}
|
||||
</h1>
|
||||
<div className="w-28 shrink-0" />
|
||||
</div>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
{/* Barra progresso globale — nascosta per retainer (fasi non tracciate) */}
|
||||
{!hasRetainer && (
|
||||
<section className="bg-[#f9f9f9] border-b border-[#e5e5e5]">
|
||||
<div className="max-w-6xl mx-auto px-4 sm:px-6 py-4">
|
||||
<div className="flex items-center justify-between mb-2">
|
||||
<p className="text-sm font-semibold text-[#1a1a1a]">Avanzamento Progetto</p>
|
||||
<p className="text-sm font-bold text-[#1a1a1a]">{view.global_progress_pct}%</p>
|
||||
</div>
|
||||
<Progress value={view.global_progress_pct} className="h-2" />
|
||||
</div>
|
||||
</section>
|
||||
)}
|
||||
|
||||
{/* Layout principale */}
|
||||
<div className="max-w-6xl mx-auto px-4 sm:px-6 py-8">
|
||||
<div className="flex flex-col lg:flex-row gap-8">
|
||||
|
||||
{/* ── Sidebar sinistra ── */}
|
||||
<aside className="w-full lg:w-72 shrink-0 order-2 lg:order-1">
|
||||
<div className="lg:sticky lg:top-[89px] space-y-6">
|
||||
|
||||
{/* 1° Offerte Attive */}
|
||||
{view.activeOffers && view.activeOffers.length > 0 && (
|
||||
<div>
|
||||
<h2 className="text-xs font-bold text-[#71717a] uppercase tracking-wider mb-3">Offerte Attive</h2>
|
||||
<OffersSection offers={view.activeOffers} />
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* 2° Pagamenti */}
|
||||
<div>
|
||||
<h2 className="text-xs font-bold text-[#71717a] uppercase tracking-wider mb-3">Pagamenti</h2>
|
||||
<PaymentStatus
|
||||
accepted_total={view.client.accepted_total}
|
||||
payments={view.payments}
|
||||
totalLabel={paymentLabel}
|
||||
overrideAmount={paymentOverrideAmount}
|
||||
hideRows={hasRetainer}
|
||||
/>
|
||||
</div>
|
||||
|
||||
{/* 3° Documenti & File */}
|
||||
<div>
|
||||
<h2 className="text-xs font-bold text-[#71717a] uppercase tracking-wider mb-3">Documenti & File</h2>
|
||||
<DocumentsSection documents={view.documents} />
|
||||
</div>
|
||||
|
||||
{view.notes.length > 0 && (
|
||||
<div>
|
||||
<h2 className="text-xs font-bold text-[#71717a] uppercase tracking-wider mb-3">Note & Decisioni</h2>
|
||||
<NotesSection notes={view.notes} />
|
||||
</div>
|
||||
)}
|
||||
|
||||
{view.transcripts.length > 0 && (
|
||||
<div>
|
||||
<h2 className="text-xs font-bold text-[#71717a] uppercase tracking-wider mb-3">Transcript Chiamate</h2>
|
||||
<TranscriptsSection transcripts={view.transcripts} />
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</aside>
|
||||
|
||||
{/* ── Contenuto principale ── */}
|
||||
<main className="flex-1 min-w-0 order-1 lg:order-2 space-y-12">
|
||||
{hasRetainer ? (
|
||||
<div>
|
||||
<h2 className="text-xs font-bold text-[#71717a] uppercase tracking-wider mb-4">
|
||||
Fasi del Progetto
|
||||
</h2>
|
||||
<div className="flex flex-col items-center justify-center gap-4 rounded-xl border border-dashed border-[#d4d4d4] bg-[#fafafa] px-8 py-12 text-center">
|
||||
<span className="flex h-11 w-11 items-center justify-center rounded-full bg-[#f0f0f0]">
|
||||
<RefreshCw className="h-5 w-5 text-[#71717a]" />
|
||||
</span>
|
||||
<div className="space-y-1.5">
|
||||
<p className="text-sm font-semibold text-[#1a1a1a]">Servizio in abbonamento ricorrente</p>
|
||||
<p className="text-xs text-[#71717a] max-w-xs leading-relaxed">
|
||||
Non ci sono fasi di progetto da tracciare. Le fasi compaiono qui quando viene avviata un'offerta a progetto.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
) : (
|
||||
<PhaseViewToggle
|
||||
timelineView={<PhaseTimeline phases={view.phases} token={token} />}
|
||||
phases={view.phases}
|
||||
token={token}
|
||||
/>
|
||||
)}
|
||||
{/* Chat "Messaggi & Revisioni" moved to slide-in panel (FAB bottom-right) */}
|
||||
</main>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
{/* Barra progresso globale */}
|
||||
<section className="bg-[#f9f9f9] border-b border-[#e5e5e5]">
|
||||
<div className="max-w-6xl mx-auto px-4 sm:px-6 py-4">
|
||||
<div className="flex items-center justify-between mb-2">
|
||||
<p className="text-sm font-semibold text-[#1a1a1a]">Avanzamento Progetto</p>
|
||||
<p className="text-sm font-bold text-[#1a1a1a]">{view.global_progress_pct}%</p>
|
||||
<footer className="border-t border-[#e5e5e5] bg-[#f9f9f9] mt-10">
|
||||
<div className="max-w-6xl mx-auto px-4 sm:px-6 py-6">
|
||||
<p className="text-xs text-[#999999] text-center">
|
||||
Questa è la tua dashboard privata — non condividere il link.
|
||||
</p>
|
||||
</div>
|
||||
<Progress value={view.global_progress_pct} className="h-2" />
|
||||
</div>
|
||||
</section>
|
||||
</footer>
|
||||
|
||||
{/* Layout principale */}
|
||||
<div className="max-w-6xl mx-auto px-4 sm:px-6 py-8">
|
||||
<div className="flex flex-col lg:flex-row gap-8">
|
||||
|
||||
{/* ── Sidebar sinistra ── */}
|
||||
<aside className="w-full lg:w-72 shrink-0 order-2 lg:order-1">
|
||||
<div className="lg:sticky lg:top-[89px] space-y-6">
|
||||
<div>
|
||||
<h2 className="text-xs font-bold text-[#71717a] uppercase tracking-wider mb-3">Pagamenti</h2>
|
||||
<PaymentStatus accepted_total={view.client.accepted_total} payments={view.payments} />
|
||||
</div>
|
||||
{view.activeOffers && view.activeOffers.length > 0 && (
|
||||
<div>
|
||||
<h2 className="text-xs font-bold text-[#71717a] uppercase tracking-wider mb-3">Offerte Attive</h2>
|
||||
<OffersSection offers={view.activeOffers} />
|
||||
</div>
|
||||
)}
|
||||
<div>
|
||||
<h2 className="text-xs font-bold text-[#71717a] uppercase tracking-wider mb-3">Documenti & File</h2>
|
||||
<DocumentsSection documents={view.documents} />
|
||||
</div>
|
||||
{view.notes.length > 0 && (
|
||||
<div>
|
||||
<h2 className="text-xs font-bold text-[#71717a] uppercase tracking-wider mb-3">Note & Decisioni</h2>
|
||||
<NotesSection notes={view.notes} />
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</aside>
|
||||
|
||||
{/* ── Contenuto principale ── */}
|
||||
<main className="flex-1 min-w-0 order-1 lg:order-2 space-y-12">
|
||||
<PhaseViewToggle
|
||||
timelineView={<PhaseTimeline phases={view.phases} token={token} />}
|
||||
phases={view.phases}
|
||||
token={token}
|
||||
/>
|
||||
|
||||
{/* Chat revisioni */}
|
||||
<div>
|
||||
<h2 className="text-xl font-bold text-[#1a1a1a] mb-4">Messaggi & Revisioni</h2>
|
||||
<ChatSection
|
||||
clientId={view.client.id}
|
||||
phases={view.phases}
|
||||
token={token}
|
||||
comments={comments}
|
||||
/>
|
||||
</div>
|
||||
</main>
|
||||
|
||||
</div>
|
||||
{/* Floating chat panel — FAB + slide-in panel */}
|
||||
<ChatPanel token={token} comments={comments} />
|
||||
</div>
|
||||
|
||||
<footer className="border-t border-[#e5e5e5] bg-[#f9f9f9] mt-10">
|
||||
<div className="max-w-6xl mx-auto px-4 sm:px-6 py-6">
|
||||
<p className="text-xs text-[#999999] text-center">
|
||||
Questa è la tua dashboard privata — non condividere il link.
|
||||
</p>
|
||||
</div>
|
||||
</footer>
|
||||
</div>
|
||||
</ChatProvider>
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
@@ -0,0 +1,260 @@
|
||||
"use client";
|
||||
|
||||
import { useState, useTransition, useRef, useEffect } from "react";
|
||||
import { useRouter } from "next/navigation";
|
||||
import type { Comment } from "@/db/schema";
|
||||
import { useChatContext } from "./ChatProvider";
|
||||
|
||||
// TODO: Email-on-tag (admin→client notification when admin posts on a phase/task) is OUT OF SCOPE
|
||||
// Hook point: after db.insert(comments) in /src/app/api/client/comment/route.ts and
|
||||
// postAdminComment in /src/app/admin/clients/[id]/actions.ts — send Resend email here.
|
||||
|
||||
function formatTime(ts: Date | string): string {
|
||||
const d = typeof ts === "string" ? new Date(ts) : ts;
|
||||
return d.toLocaleString("it-IT", {
|
||||
day: "2-digit",
|
||||
month: "short",
|
||||
hour: "2-digit",
|
||||
minute: "2-digit",
|
||||
});
|
||||
}
|
||||
|
||||
interface ChatPanelProps {
|
||||
token: string;
|
||||
comments: Comment[];
|
||||
}
|
||||
|
||||
export function ChatPanel({ token, comments }: ChatPanelProps) {
|
||||
const { isOpen, selectedPhaseId, phases, clientId, openChat, closeChat } = useChatContext();
|
||||
const [body, setBody] = useState("");
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
const [, startTransition] = useTransition();
|
||||
const router = useRouter();
|
||||
const bottomRef = useRef<HTMLDivElement>(null);
|
||||
|
||||
// Build entity list: Generale + phases
|
||||
type EntityOption = { id: string; type: "general" | "phase"; label: string };
|
||||
const entityOptions: EntityOption[] = [
|
||||
{ id: clientId, type: "general", label: "Generale" },
|
||||
...phases.map((p) => ({ id: p.id, type: "phase" as const, label: p.title })),
|
||||
];
|
||||
|
||||
// Build label map for displaying tags on existing messages
|
||||
const labelMap = new Map<string, string>();
|
||||
labelMap.set(clientId, "Generale");
|
||||
for (const p of phases) {
|
||||
labelMap.set(p.id, p.title);
|
||||
for (const t of p.tasks) {
|
||||
labelMap.set(t.id, `${p.title} — ${t.title}`);
|
||||
for (const d of t.deliverables) {
|
||||
labelMap.set(d.id, `${t.title} — ${d.title}`);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// Current selection: sync with selectedPhaseId from context
|
||||
const [currentEntityId, setCurrentEntityId] = useState<string>(clientId);
|
||||
useEffect(() => {
|
||||
setCurrentEntityId(selectedPhaseId ?? clientId);
|
||||
}, [selectedPhaseId, clientId]);
|
||||
|
||||
// Sort all comments chronologically
|
||||
const sorted = [...comments].sort(
|
||||
(a, b) => new Date(a.created_at).getTime() - new Date(b.created_at).getTime()
|
||||
);
|
||||
|
||||
useEffect(() => {
|
||||
if (isOpen) {
|
||||
bottomRef.current?.scrollIntoView({ behavior: "smooth" });
|
||||
}
|
||||
}, [isOpen, comments.length]);
|
||||
|
||||
function handleSend(e: React.FormEvent) {
|
||||
e.preventDefault();
|
||||
const trimmed = body.trim();
|
||||
if (!trimmed) return;
|
||||
|
||||
const selectedEntity = entityOptions.find((en) => en.id === currentEntityId);
|
||||
if (!selectedEntity) return;
|
||||
|
||||
setError(null);
|
||||
startTransition(async () => {
|
||||
try {
|
||||
const res = await fetch("/api/client/comment", {
|
||||
method: "POST",
|
||||
headers: { "Content-Type": "application/json" },
|
||||
body: JSON.stringify({
|
||||
token,
|
||||
entity_type: selectedEntity.type,
|
||||
entity_id: selectedEntity.id,
|
||||
body: trimmed,
|
||||
}),
|
||||
});
|
||||
if (!res.ok) {
|
||||
const data = await res.json();
|
||||
setError(data.error ?? "Errore nell'invio");
|
||||
return;
|
||||
}
|
||||
setBody("");
|
||||
router.refresh();
|
||||
} catch {
|
||||
setError("Errore di rete");
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
return (
|
||||
<>
|
||||
{/* FAB — floating action button bottom-right */}
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => (isOpen ? closeChat() : openChat())}
|
||||
aria-label="Apri messaggi"
|
||||
className="fixed bottom-6 right-6 z-40 w-14 h-14 rounded-full bg-[#1A463C] text-white shadow-lg hover:bg-[#163a31] transition-colors flex items-center justify-center"
|
||||
>
|
||||
{isOpen ? (
|
||||
/* X close icon */
|
||||
<svg className="w-6 h-6" fill="none" stroke="currentColor" strokeWidth={2} viewBox="0 0 24 24" aria-hidden="true">
|
||||
<path strokeLinecap="round" strokeLinejoin="round" d="M6 18L18 6M6 6l12 12" />
|
||||
</svg>
|
||||
) : (
|
||||
/* Chat bubble + plus SVG */
|
||||
<svg className="w-6 h-6" fill="none" stroke="currentColor" strokeWidth={1.8} viewBox="0 0 24 24" aria-hidden="true">
|
||||
<path strokeLinecap="round" strokeLinejoin="round" d="M8 10h.01M12 10h.01M16 10h.01M21 12c0 4.418-4.03 8-9 8a9.77 9.77 0 01-4-.83L3 20l1.09-3.27C3.39 15.56 3 13.83 3 12c0-4.418 4.03-8 9-8s9 3.582 9 8z" />
|
||||
</svg>
|
||||
)}
|
||||
</button>
|
||||
|
||||
{/* Overlay — subtle backdrop on mobile */}
|
||||
{isOpen && (
|
||||
<div
|
||||
className="fixed inset-0 z-30 bg-black/10 lg:hidden"
|
||||
onClick={closeChat}
|
||||
aria-hidden="true"
|
||||
/>
|
||||
)}
|
||||
|
||||
{/* Slide-in panel */}
|
||||
<div
|
||||
className={`fixed top-0 right-0 h-full z-40 w-full sm:w-[420px] bg-white shadow-2xl flex flex-col transition-transform duration-300 ease-in-out ${
|
||||
isOpen ? "translate-x-0" : "translate-x-full"
|
||||
}`}
|
||||
aria-label="Messaggi & Revisioni"
|
||||
role="dialog"
|
||||
aria-modal="true"
|
||||
>
|
||||
{/* Panel header */}
|
||||
<div className="flex items-center justify-between px-5 py-4 border-b border-[#e5e7eb] shrink-0">
|
||||
<h2 className="text-base font-bold text-[#1a1a1a]">Messaggi & Revisioni</h2>
|
||||
<button
|
||||
type="button"
|
||||
onClick={closeChat}
|
||||
aria-label="Chiudi"
|
||||
className="p-1.5 rounded-md text-[#71717a] hover:text-[#1a1a1a] hover:bg-[#f4f4f5] transition-colors"
|
||||
>
|
||||
<svg className="w-5 h-5" fill="none" stroke="currentColor" strokeWidth={2} viewBox="0 0 24 24" aria-hidden="true">
|
||||
<path strokeLinecap="round" strokeLinejoin="round" d="M6 18L18 6M6 6l12 12" />
|
||||
</svg>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
{/* Chat feed */}
|
||||
<div className="flex-1 overflow-y-auto p-4 space-y-3">
|
||||
{sorted.length === 0 && (
|
||||
<p className="text-sm text-[#71717a] italic text-center py-10">
|
||||
Nessun messaggio ancora. Scrivi qui sotto per iniziare.
|
||||
</p>
|
||||
)}
|
||||
{sorted.map((c) => {
|
||||
const isClient = c.author === "client";
|
||||
const entityLabel = labelMap.get(c.entity_id);
|
||||
const showTag = c.entity_id !== clientId && entityLabel;
|
||||
|
||||
return (
|
||||
<div
|
||||
key={c.id}
|
||||
className={`flex flex-col gap-1 ${isClient ? "items-end" : "items-start"}`}
|
||||
>
|
||||
{/* Author + tag */}
|
||||
<div className={`flex items-center gap-2 ${isClient ? "flex-row-reverse" : ""}`}>
|
||||
<span
|
||||
className={`text-[10px] font-bold uppercase tracking-wide px-2 py-0.5 rounded-full ${
|
||||
isClient
|
||||
? "bg-[#DEF168] text-[#1A463C]"
|
||||
: "bg-[#1A463C] text-white"
|
||||
}`}
|
||||
>
|
||||
{isClient ? "Tu" : "iamcavalli"}
|
||||
</span>
|
||||
{showTag && (
|
||||
<span className="text-[10px] text-[#71717a] bg-[#f4f4f5] px-2 py-0.5 rounded-full truncate max-w-[160px]">
|
||||
{entityLabel}
|
||||
</span>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* Bubble */}
|
||||
<div
|
||||
className={`max-w-[80%] rounded-2xl px-4 py-2.5 text-sm leading-relaxed ${
|
||||
isClient
|
||||
? "bg-[#1A463C] text-white rounded-tr-sm"
|
||||
: "bg-[#f4f4f5] text-[#1a1a1a] rounded-tl-sm"
|
||||
}`}
|
||||
>
|
||||
{c.body}
|
||||
</div>
|
||||
|
||||
{/* Timestamp */}
|
||||
<span className="text-[10px] text-[#71717a]">{formatTime(c.created_at)}</span>
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
<div ref={bottomRef} />
|
||||
</div>
|
||||
|
||||
{/* Divider */}
|
||||
<div className="border-t border-[#e5e7eb]" />
|
||||
|
||||
{/* Composer */}
|
||||
<form onSubmit={handleSend} className="p-3 space-y-2 bg-[#fafafa] shrink-0">
|
||||
{/* Tag selector: Generale + phases */}
|
||||
<select
|
||||
value={currentEntityId}
|
||||
onChange={(e) => setCurrentEntityId(e.target.value)}
|
||||
className="w-full text-xs border border-[#e5e7eb] rounded-lg px-3 py-1.5 bg-white text-[#1a1a1a] focus:outline-none focus:ring-2 focus:ring-[#1A463C]/30"
|
||||
>
|
||||
{entityOptions.map((en) => (
|
||||
<option key={en.id} value={en.id}>
|
||||
{en.label}
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
|
||||
<div className="flex gap-2">
|
||||
<textarea
|
||||
value={body}
|
||||
onChange={(e) => setBody(e.target.value)}
|
||||
onKeyDown={(e) => {
|
||||
if (e.key === "Enter" && !e.shiftKey) {
|
||||
e.preventDefault();
|
||||
handleSend(e as unknown as React.FormEvent);
|
||||
}
|
||||
}}
|
||||
placeholder="Scrivi un messaggio… (Invio per inviare)"
|
||||
rows={2}
|
||||
className="flex-1 text-sm border border-[#e5e7eb] rounded-lg px-3 py-2 bg-white resize-none focus:outline-none focus:ring-2 focus:ring-[#1A463C]/30"
|
||||
/>
|
||||
<button
|
||||
type="submit"
|
||||
disabled={!body.trim()}
|
||||
className="self-end px-4 py-2 rounded-lg bg-[#1A463C] text-white text-sm font-semibold disabled:opacity-40 hover:bg-[#1A463C]/90 transition-colors"
|
||||
>
|
||||
Invia
|
||||
</button>
|
||||
</div>
|
||||
{error && <p className="text-xs text-red-600">{error}</p>}
|
||||
</form>
|
||||
</div>
|
||||
</>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,49 @@
|
||||
"use client";
|
||||
|
||||
import { createContext, useContext, useState, useCallback } from "react";
|
||||
import type { ClientView } from "@/lib/client-view";
|
||||
|
||||
interface ChatContextValue {
|
||||
isOpen: boolean;
|
||||
selectedPhaseId: string | null; // null = "Generale"
|
||||
phases: ClientView["phases"];
|
||||
clientId: string;
|
||||
openChat: (phaseId?: string) => void;
|
||||
closeChat: () => void;
|
||||
}
|
||||
|
||||
const ChatContext = createContext<ChatContextValue | null>(null);
|
||||
|
||||
export function useChatContext() {
|
||||
const ctx = useContext(ChatContext);
|
||||
if (!ctx) throw new Error("useChatContext must be used inside ChatProvider");
|
||||
return ctx;
|
||||
}
|
||||
|
||||
export function ChatProvider({
|
||||
children,
|
||||
phases,
|
||||
clientId,
|
||||
}: {
|
||||
children: React.ReactNode;
|
||||
phases: ClientView["phases"];
|
||||
clientId: string;
|
||||
}) {
|
||||
const [isOpen, setIsOpen] = useState(false);
|
||||
const [selectedPhaseId, setSelectedPhaseId] = useState<string | null>(null);
|
||||
|
||||
const openChat = useCallback((phaseId?: string) => {
|
||||
setSelectedPhaseId(phaseId ?? null);
|
||||
setIsOpen(true);
|
||||
}, []);
|
||||
|
||||
const closeChat = useCallback(() => {
|
||||
setIsOpen(false);
|
||||
}, []);
|
||||
|
||||
return (
|
||||
<ChatContext.Provider value={{ isOpen, selectedPhaseId, phases, clientId, openChat, closeChat }}>
|
||||
{children}
|
||||
</ChatContext.Provider>
|
||||
);
|
||||
}
|
||||
@@ -1,39 +1,103 @@
|
||||
"use client";
|
||||
|
||||
import { useState } from "react";
|
||||
import { ChevronDown } from "lucide-react";
|
||||
|
||||
interface IncludedService {
|
||||
name: string;
|
||||
description: string | null;
|
||||
}
|
||||
|
||||
interface ActiveOffer {
|
||||
id: string;
|
||||
public_name: string; // micro offer public name only (security: see T-05-10)
|
||||
public_name: string; // micro offer public name — NOT shown to client (T-05-10)
|
||||
offer_name: string; // macro public_name — shown as heading
|
||||
offer_type: string; // una_tantum | retainer
|
||||
cumulative_price: string; // sum of service prices
|
||||
accepted_total: string | null;
|
||||
services: IncludedService[];
|
||||
}
|
||||
|
||||
interface OffersSectionProps {
|
||||
offers: ActiveOffer[];
|
||||
}
|
||||
|
||||
function OfferCard({ offer }: { offer: ActiveOffer }) {
|
||||
const [open, setOpen] = useState(false);
|
||||
const price = parseFloat(offer.cumulative_price);
|
||||
const hasPrice = price > 0;
|
||||
const hasServices = offer.services.length > 0;
|
||||
|
||||
return (
|
||||
<div className="bg-white rounded-lg border border-[#e5e5e5] overflow-hidden">
|
||||
{/* Main info rows */}
|
||||
<div className="p-4 space-y-2">
|
||||
{/* Heading: macro public name */}
|
||||
<p className="text-sm font-semibold text-[#1a1a1a]">{offer.offer_name}</p>
|
||||
|
||||
<div className="space-y-1">
|
||||
{/* "Valore incluso" — hidden when 0 */}
|
||||
{hasPrice && (
|
||||
<div className="flex items-center justify-between">
|
||||
<span className="text-xs text-[#71717a]">Valore incluso</span>
|
||||
<span className="text-xs font-mono text-[#1a1a1a]">
|
||||
€{price.toFixed(2)}
|
||||
</span>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* "Prezzo finale" */}
|
||||
{offer.accepted_total && (
|
||||
<div className="flex items-center justify-between">
|
||||
<span className="text-xs font-semibold text-[#1a1a1a]">Prezzo finale</span>
|
||||
<span className="text-sm font-bold text-[#1A463C]">
|
||||
€{parseFloat(offer.accepted_total).toFixed(2)}
|
||||
</span>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Accordion "Cosa è compreso" — only when there are services */}
|
||||
{hasServices && (
|
||||
<div className="border-t border-[#e5e5e5]">
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setOpen((v) => !v)}
|
||||
className="w-full flex items-center justify-between px-4 py-2.5 text-xs font-semibold text-[#1a1a1a] hover:bg-[#f9f9f9] transition-colors focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-[#1A463C] focus-visible:ring-inset"
|
||||
aria-expanded={open}
|
||||
>
|
||||
<span>Cosa è compreso</span>
|
||||
<ChevronDown
|
||||
className={`w-3.5 h-3.5 text-[#71717a] transition-transform duration-200 ${open ? "rotate-180" : ""}`}
|
||||
/>
|
||||
</button>
|
||||
|
||||
{open && (
|
||||
<ul className="px-4 pb-3 space-y-2">
|
||||
{offer.services.map((svc, i) => (
|
||||
<li key={i} className="flex flex-col gap-0.5">
|
||||
<span className="text-xs font-medium text-[#1a1a1a]">{svc.name}</span>
|
||||
{svc.description && (
|
||||
<span className="text-[11px] text-[#71717a] leading-snug">{svc.description}</span>
|
||||
)}
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
export function OffersSection({ offers }: OffersSectionProps) {
|
||||
if (offers.length === 0) return null;
|
||||
|
||||
return (
|
||||
<div className="space-y-3">
|
||||
{offers.map((offer) => (
|
||||
<div key={offer.id} className="bg-white rounded-lg border border-[#e5e5e5] p-4">
|
||||
<p className="text-sm font-semibold text-[#1a1a1a]">{offer.public_name}</p>
|
||||
<div className="mt-2 space-y-1">
|
||||
<div className="flex items-center justify-between">
|
||||
<span className="text-xs text-[#71717a]">Valore incluso</span>
|
||||
<span className="text-xs font-mono text-[#1a1a1a]">
|
||||
€{parseFloat(offer.cumulative_price).toFixed(2)}
|
||||
</span>
|
||||
</div>
|
||||
{offer.accepted_total && (
|
||||
<div className="flex items-center justify-between">
|
||||
<span className="text-xs font-semibold text-[#1a1a1a]">Prezzo finale</span>
|
||||
<span className="text-sm font-bold text-[#1A463C]">
|
||||
€{parseFloat(offer.accepted_total).toFixed(2)}
|
||||
</span>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
<OfferCard key={offer.id} offer={offer} />
|
||||
))}
|
||||
</div>
|
||||
);
|
||||
|
||||
@@ -0,0 +1,194 @@
|
||||
"use client";
|
||||
|
||||
import { useState } from "react";
|
||||
import { Progress } from "@/components/ui/progress";
|
||||
import { Badge } from "@/components/ui/badge";
|
||||
import { Card } from "@/components/ui/card";
|
||||
import { ApproveButton } from "@/components/client/ApproveButton";
|
||||
import { useChatContext } from "@/components/client/ChatProvider";
|
||||
import type { ClientView } from "@/lib/client-view";
|
||||
|
||||
type Phase = ClientView["phases"][number];
|
||||
|
||||
const phaseStatusLabel: Record<"upcoming" | "active" | "done", string> = {
|
||||
upcoming: "Da iniziare",
|
||||
active: "In corso",
|
||||
done: "Completata",
|
||||
};
|
||||
|
||||
const phaseStatusStyle: Record<"upcoming" | "active" | "done", string> = {
|
||||
upcoming: "border-transparent bg-[#999999] text-white",
|
||||
active: "border-transparent bg-[#3b82f6] text-white",
|
||||
done: "border-transparent bg-[#1A463C] text-white",
|
||||
};
|
||||
|
||||
function PhaseStatusIcon({ status }: { status: "upcoming" | "active" | "done" }) {
|
||||
if (status === "done") {
|
||||
return (
|
||||
<svg className="w-5 h-5 text-[#1A463C]" fill="currentColor" viewBox="0 0 20 20" aria-hidden="true">
|
||||
<path fillRule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clipRule="evenodd" />
|
||||
</svg>
|
||||
);
|
||||
}
|
||||
if (status === "active") {
|
||||
return (
|
||||
<svg className="w-5 h-5 text-[#3b82f6]" fill="currentColor" viewBox="0 0 20 20" aria-hidden="true">
|
||||
<path fillRule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16z" clipRule="evenodd" />
|
||||
</svg>
|
||||
);
|
||||
}
|
||||
return (
|
||||
<svg className="w-5 h-5 text-[#999999]" fill="none" stroke="currentColor" strokeWidth={2} viewBox="0 0 24 24" aria-hidden="true">
|
||||
<circle cx={12} cy={12} r={9} />
|
||||
</svg>
|
||||
);
|
||||
}
|
||||
|
||||
function TaskStatusIcon({ status }: { status: "todo" | "in_progress" | "done" }) {
|
||||
if (status === "done") {
|
||||
return (
|
||||
<svg className="w-4 h-4 text-[#1A463C] shrink-0 mt-0.5" fill="currentColor" viewBox="0 0 20 20" aria-hidden="true">
|
||||
<path fillRule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clipRule="evenodd" />
|
||||
</svg>
|
||||
);
|
||||
}
|
||||
if (status === "in_progress") {
|
||||
return (
|
||||
<svg className="w-4 h-4 text-[#3b82f6] shrink-0 mt-0.5" fill="currentColor" viewBox="0 0 20 20" aria-hidden="true">
|
||||
<path fillRule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16z" clipRule="evenodd" />
|
||||
</svg>
|
||||
);
|
||||
}
|
||||
return (
|
||||
<svg className="w-4 h-4 text-[#999999] shrink-0 mt-0.5" fill="none" stroke="currentColor" strokeWidth={2} viewBox="0 0 24 24" aria-hidden="true">
|
||||
<circle cx={12} cy={12} r={9} />
|
||||
</svg>
|
||||
);
|
||||
}
|
||||
|
||||
export function PhaseCard({
|
||||
phase,
|
||||
token,
|
||||
defaultOpen,
|
||||
}: {
|
||||
phase: Phase;
|
||||
token: string;
|
||||
defaultOpen: boolean;
|
||||
}) {
|
||||
const [open, setOpen] = useState(defaultOpen);
|
||||
const { openChat } = useChatContext();
|
||||
const doneCount = phase.tasks.filter((t) => t.status === "done").length;
|
||||
|
||||
return (
|
||||
<Card className="rounded-lg border border-[#e5e5e5] bg-white shadow-none p-5">
|
||||
{/* Header — always visible, click to toggle */}
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setOpen((v) => !v)}
|
||||
className="w-full text-left"
|
||||
aria-expanded={open}
|
||||
>
|
||||
<div className="flex items-start justify-between gap-3 mb-3">
|
||||
<div className="flex items-center gap-2.5 min-w-0">
|
||||
<PhaseStatusIcon status={phase.status} />
|
||||
<h3 className="text-base font-bold text-[#1a1a1a] leading-snug">{phase.title}</h3>
|
||||
</div>
|
||||
<div className="flex items-center gap-2 shrink-0">
|
||||
<Badge className={`text-xs ${phaseStatusStyle[phase.status]}`}>
|
||||
{phaseStatusLabel[phase.status]}
|
||||
</Badge>
|
||||
{/* Chat bubble — opens panel pre-tagged with this phase */}
|
||||
<button
|
||||
type="button"
|
||||
onClick={(e) => {
|
||||
e.stopPropagation(); // don't toggle accordion
|
||||
openChat(phase.id);
|
||||
}}
|
||||
aria-label="Apri chat per questa fase"
|
||||
className="p-1 rounded-md text-[#999999] hover:text-[#1A463C] hover:bg-[#f0f7f4] transition-colors"
|
||||
>
|
||||
<svg className="w-4 h-4" fill="none" stroke="currentColor" strokeWidth={1.8} viewBox="0 0 24 24" aria-hidden="true">
|
||||
<path strokeLinecap="round" strokeLinejoin="round" d="M8 10h.01M12 10h.01M16 10h.01M21 12c0 4.418-4.03 8-9 8a9.77 9.77 0 01-4-.83L3 20l1.09-3.27C3.39 15.56 3 13.83 3 12c0-4.418 4.03-8 9-8s9 3.582 9 8z" />
|
||||
</svg>
|
||||
</button>
|
||||
<svg
|
||||
className={`w-4 h-4 text-[#999999] transition-transform ${open ? "rotate-180" : ""}`}
|
||||
fill="none"
|
||||
stroke="currentColor"
|
||||
strokeWidth={2}
|
||||
viewBox="0 0 24 24"
|
||||
aria-hidden="true"
|
||||
>
|
||||
<path strokeLinecap="round" strokeLinejoin="round" d="M19 9l-7 7-7-7" />
|
||||
</svg>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Progress bar — always visible */}
|
||||
<div className="mb-1">
|
||||
<div className="flex justify-between items-center mb-1.5">
|
||||
<p className="text-xs text-[#666666] font-medium">{doneCount} di {phase.tasks.length} task</p>
|
||||
<p className="text-xs font-semibold text-[#1a1a1a]">{phase.progress_pct}%</p>
|
||||
</div>
|
||||
<Progress value={phase.progress_pct} className="h-1.5" />
|
||||
</div>
|
||||
</button>
|
||||
|
||||
{/* Collapsible task list */}
|
||||
{open && (
|
||||
<div className="mt-4">
|
||||
{phase.tasks.length === 0 ? (
|
||||
<p className="text-xs text-[#999999] italic">Nessun task ancora configurato.</p>
|
||||
) : (
|
||||
<ul className="space-y-3">
|
||||
{phase.tasks.map((task) => (
|
||||
<li key={task.id} className="flex items-start gap-2.5">
|
||||
<TaskStatusIcon status={task.status} />
|
||||
<div className="flex-1 min-w-0">
|
||||
<p
|
||||
className={`text-sm leading-snug ${
|
||||
task.status === "done"
|
||||
? "line-through text-[#999999]"
|
||||
: "text-[#1a1a1a]"
|
||||
}`}
|
||||
>
|
||||
{task.title}
|
||||
</p>
|
||||
{task.description && (
|
||||
<p className="text-xs text-[#999999] mt-0.5 leading-snug">
|
||||
{task.description}
|
||||
</p>
|
||||
)}
|
||||
{task.deliverables.length > 0 && (
|
||||
<ul className="mt-1.5 space-y-2">
|
||||
{task.deliverables.map((d) => (
|
||||
<li
|
||||
key={d.id}
|
||||
className="bg-[#f9f9f9] rounded px-3 py-2 flex items-center justify-between gap-2"
|
||||
>
|
||||
<span className="text-xs text-[#666666] truncate font-medium">
|
||||
{d.title}
|
||||
</span>
|
||||
{(d.status === "pending" ||
|
||||
d.status === "submitted" ||
|
||||
d.approved_at !== null) && (
|
||||
<ApproveButton
|
||||
deliverableId={d.id}
|
||||
token={token}
|
||||
approvedAt={d.approved_at}
|
||||
/>
|
||||
)}
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
)}
|
||||
</div>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
</Card>
|
||||
);
|
||||
}
|
||||
@@ -5,6 +5,12 @@ import { Badge } from '@/components/ui/badge';
|
||||
interface PaymentStatusProps {
|
||||
accepted_total: string;
|
||||
payments: ClientView['payments'];
|
||||
/** Label for the total row. Defaults to "Totale Investimento" */
|
||||
totalLabel?: string;
|
||||
/** Override the displayed amount (retainer: show offer accepted_total, not project total) */
|
||||
overrideAmount?: string;
|
||||
/** When true, hide individual payment rows (Acconto/Saldo) — used for retainer offers */
|
||||
hideRows?: boolean;
|
||||
}
|
||||
|
||||
type PaymentStatusValue = 'da_saldare' | 'inviata' | 'saldato';
|
||||
@@ -30,8 +36,15 @@ const statusConfig: Record<
|
||||
},
|
||||
};
|
||||
|
||||
export function PaymentStatus({ accepted_total, payments }: PaymentStatusProps) {
|
||||
const totalFormatted = parseFloat(accepted_total || '0').toLocaleString('it-IT', {
|
||||
export function PaymentStatus({
|
||||
accepted_total,
|
||||
payments,
|
||||
totalLabel = 'Totale Investimento',
|
||||
overrideAmount,
|
||||
hideRows = false,
|
||||
}: PaymentStatusProps) {
|
||||
const displayAmount = overrideAmount ?? accepted_total;
|
||||
const totalFormatted = parseFloat(displayAmount || '0').toLocaleString('it-IT', {
|
||||
style: 'currency',
|
||||
currency: 'EUR',
|
||||
minimumFractionDigits: 2,
|
||||
@@ -40,52 +53,54 @@ export function PaymentStatus({ accepted_total, payments }: PaymentStatusProps)
|
||||
|
||||
return (
|
||||
<Card className="rounded-lg border border-[#e5e5e5] bg-white shadow-none overflow-hidden">
|
||||
{/* Totale accettato — unico importo visibile al cliente (LOCKED) */}
|
||||
{/* Totale — unico importo visibile al cliente (LOCKED) */}
|
||||
<div className="px-6 py-5 border-b border-[#e5e5e5] bg-[#f9f9f9]">
|
||||
<p className="text-xs font-semibold text-[#666666] uppercase tracking-wider mb-1">
|
||||
Totale Preventivo Accettato
|
||||
{totalLabel}
|
||||
</p>
|
||||
<p className="text-3xl font-bold text-[#1a1a1a] tracking-tight">
|
||||
{totalFormatted}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
{/* Righe pagamento: solo etichetta + stato, MAI importo singolo */}
|
||||
<div className="px-6 py-4 space-y-3">
|
||||
{payments.length === 0 ? (
|
||||
<p className="text-sm text-[#999999] italic py-2">
|
||||
Nessun piano di pagamento configurato.
|
||||
</p>
|
||||
) : (
|
||||
payments.map((payment) => {
|
||||
const status = payment.status as PaymentStatusValue;
|
||||
const config = statusConfig[status] ?? statusConfig.da_saldare;
|
||||
{/* Righe pagamento: solo etichetta + stato, MAI importo singolo — omesse se hideRows */}
|
||||
{!hideRows && (
|
||||
<div className="px-6 py-4 space-y-3">
|
||||
{payments.length === 0 ? (
|
||||
<p className="text-sm text-[#999999] italic py-2">
|
||||
Nessun piano di pagamento configurato.
|
||||
</p>
|
||||
) : (
|
||||
payments.map((payment) => {
|
||||
const status = payment.status as PaymentStatusValue;
|
||||
const config = statusConfig[status] ?? statusConfig.da_saldare;
|
||||
|
||||
return (
|
||||
<div
|
||||
key={payment.id}
|
||||
className="flex items-center justify-between gap-4 py-2"
|
||||
>
|
||||
{/* Indicatore dot + etichetta */}
|
||||
<div className="flex items-center gap-2.5">
|
||||
<span
|
||||
className={`w-2 h-2 rounded-full shrink-0 ${config.dotClass}`}
|
||||
aria-hidden="true"
|
||||
/>
|
||||
<p className="text-sm font-medium text-[#1a1a1a]">
|
||||
{payment.label}
|
||||
</p>
|
||||
return (
|
||||
<div
|
||||
key={payment.id}
|
||||
className="flex items-center justify-between gap-4 py-2"
|
||||
>
|
||||
{/* Indicatore dot + etichetta */}
|
||||
<div className="flex items-center gap-2.5">
|
||||
<span
|
||||
className={`w-2 h-2 rounded-full shrink-0 ${config.dotClass}`}
|
||||
aria-hidden="true"
|
||||
/>
|
||||
<p className="text-sm font-medium text-[#1a1a1a]">
|
||||
{payment.label}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
{/* Badge stato — nessun importo */}
|
||||
<Badge className={`text-xs shrink-0 ${config.badgeClass}`}>
|
||||
{config.label}
|
||||
</Badge>
|
||||
</div>
|
||||
|
||||
{/* Badge stato — nessun importo */}
|
||||
<Badge className={`text-xs shrink-0 ${config.badgeClass}`}>
|
||||
{config.label}
|
||||
</Badge>
|
||||
</div>
|
||||
);
|
||||
})
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
})
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Nota informativa */}
|
||||
<div className="px-6 py-3 border-t border-[#e5e5e5] bg-[#f9f9f9]">
|
||||
@@ -95,4 +110,4 @@ export function PaymentStatus({ accepted_total, payments }: PaymentStatusProps)
|
||||
</div>
|
||||
</Card>
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
@@ -1,70 +1,11 @@
|
||||
import type { ClientView } from '@/lib/client-view';
|
||||
import { Progress } from '@/components/ui/progress';
|
||||
import { Card } from '@/components/ui/card';
|
||||
import { Badge } from '@/components/ui/badge';
|
||||
import { ApproveButton } from './client/ApproveButton';
|
||||
import { PhaseCard } from './client/PhaseCard';
|
||||
|
||||
interface PhaseTimelineProps {
|
||||
phases: ClientView['phases'];
|
||||
token: string;
|
||||
}
|
||||
|
||||
function PhaseStatusIcon({ status }: { status: 'upcoming' | 'active' | 'done' }) {
|
||||
if (status === 'done') {
|
||||
return (
|
||||
<svg className="w-5 h-5 text-[#16a34a]" fill="currentColor" viewBox="0 0 20 20" aria-hidden="true">
|
||||
<path fillRule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clipRule="evenodd" />
|
||||
</svg>
|
||||
);
|
||||
}
|
||||
if (status === 'active') {
|
||||
return (
|
||||
<svg className="w-5 h-5 text-[#1A463C]" fill="currentColor" viewBox="0 0 20 20" aria-hidden="true">
|
||||
<path fillRule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16z" clipRule="evenodd" />
|
||||
</svg>
|
||||
);
|
||||
}
|
||||
return (
|
||||
<svg className="w-5 h-5 text-[#999999]" fill="none" stroke="currentColor" strokeWidth={2} viewBox="0 0 24 24" aria-hidden="true">
|
||||
<circle cx={12} cy={12} r={9} />
|
||||
</svg>
|
||||
);
|
||||
}
|
||||
|
||||
function TaskStatusIcon({ status }: { status: 'todo' | 'in_progress' | 'done' }) {
|
||||
if (status === 'done') {
|
||||
return (
|
||||
<svg className="w-4 h-4 text-[#16a34a] shrink-0 mt-0.5" fill="currentColor" viewBox="0 0 20 20" aria-hidden="true">
|
||||
<path fillRule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clipRule="evenodd" />
|
||||
</svg>
|
||||
);
|
||||
}
|
||||
if (status === 'in_progress') {
|
||||
return (
|
||||
<svg className="w-4 h-4 text-[#DEF168] shrink-0 mt-0.5" fill="currentColor" viewBox="0 0 20 20" aria-hidden="true">
|
||||
<path fillRule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16z" clipRule="evenodd" />
|
||||
</svg>
|
||||
);
|
||||
}
|
||||
return (
|
||||
<svg className="w-4 h-4 text-[#999999] shrink-0 mt-0.5" fill="none" stroke="currentColor" strokeWidth={2} viewBox="0 0 24 24" aria-hidden="true">
|
||||
<circle cx={12} cy={12} r={9} />
|
||||
</svg>
|
||||
);
|
||||
}
|
||||
|
||||
const phaseStatusLabel: Record<'upcoming' | 'active' | 'done', string> = {
|
||||
upcoming: 'In arrivo',
|
||||
active: 'In corso',
|
||||
done: 'Completata',
|
||||
};
|
||||
|
||||
const phaseStatusStyle: Record<'upcoming' | 'active' | 'done', string> = {
|
||||
upcoming: 'border-transparent bg-[#999999] text-white',
|
||||
active: 'border-transparent bg-[#1A463C] text-white',
|
||||
done: 'border-transparent bg-[#16a34a] text-white',
|
||||
};
|
||||
|
||||
export function PhaseTimeline({ phases, token }: PhaseTimelineProps) {
|
||||
if (phases.length === 0) {
|
||||
return <p className="text-sm text-[#999999] italic">Nessuna fase ancora configurata.</p>;
|
||||
@@ -73,71 +14,37 @@ export function PhaseTimeline({ phases, token }: PhaseTimelineProps) {
|
||||
return (
|
||||
<div className="space-y-0">
|
||||
{phases.map((phase, index) => {
|
||||
const doneCount = phase.tasks.filter((t) => t.status === 'done').length;
|
||||
const isLast = index === phases.length - 1;
|
||||
// done phases start collapsed; active and upcoming start expanded
|
||||
const defaultOpen = phase.status !== 'done';
|
||||
|
||||
return (
|
||||
<div key={phase.id} className="flex gap-5">
|
||||
<div className="flex flex-col items-center">
|
||||
<div className="w-10 h-10 rounded-full bg-white border-2 border-[#e5e5e5] flex items-center justify-center shrink-0 z-10">
|
||||
<PhaseStatusIcon status={phase.status} />
|
||||
{phase.status === 'done' ? (
|
||||
<svg className="w-5 h-5 text-[#1A463C]" fill="currentColor" viewBox="0 0 20 20" aria-hidden="true">
|
||||
<path fillRule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clipRule="evenodd" />
|
||||
</svg>
|
||||
) : phase.status === 'active' ? (
|
||||
<svg className="w-5 h-5 text-[#3b82f6]" fill="currentColor" viewBox="0 0 20 20" aria-hidden="true">
|
||||
<path fillRule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16z" clipRule="evenodd" />
|
||||
</svg>
|
||||
) : (
|
||||
<svg className="w-5 h-5 text-[#999999]" fill="none" stroke="currentColor" strokeWidth={2} viewBox="0 0 24 24" aria-hidden="true">
|
||||
<circle cx={12} cy={12} r={9} />
|
||||
</svg>
|
||||
)}
|
||||
</div>
|
||||
{!isLast && <div className="flex-1 w-px bg-[#e5e5e5] my-2" style={{ minHeight: '2rem' }} />}
|
||||
</div>
|
||||
|
||||
<div className={`flex-1 ${isLast ? 'pb-0' : 'pb-6'}`}>
|
||||
<Card className="rounded-lg border border-[#e5e5e5] bg-white shadow-none p-5">
|
||||
<div className="flex items-start justify-between gap-3 mb-4">
|
||||
<h3 className="text-base font-bold text-[#1a1a1a] leading-snug">{phase.title}</h3>
|
||||
<Badge className={`text-xs shrink-0 ${phaseStatusStyle[phase.status]}`}>
|
||||
{phaseStatusLabel[phase.status]}
|
||||
</Badge>
|
||||
</div>
|
||||
|
||||
<div className="mb-5">
|
||||
<div className="flex justify-between items-center mb-1.5">
|
||||
<p className="text-xs text-[#666666] font-medium">{doneCount} di {phase.tasks.length} task</p>
|
||||
<p className="text-xs font-semibold text-[#1a1a1a]">{phase.progress_pct}%</p>
|
||||
</div>
|
||||
<Progress value={phase.progress_pct} className="h-1.5" />
|
||||
</div>
|
||||
|
||||
{phase.tasks.length === 0 ? (
|
||||
<p className="text-xs text-[#999999] italic">Nessun task ancora configurato.</p>
|
||||
) : (
|
||||
<ul className="space-y-3">
|
||||
{phase.tasks.map((task) => (
|
||||
<li key={task.id} className="flex items-start gap-2.5">
|
||||
<TaskStatusIcon status={task.status} />
|
||||
<div className="flex-1 min-w-0">
|
||||
<p className={`text-sm leading-snug ${task.status === 'done' ? 'line-through text-[#999999]' : 'text-[#1a1a1a]'}`}>
|
||||
{task.title}
|
||||
</p>
|
||||
{task.description && (
|
||||
<p className="text-xs text-[#999999] mt-0.5 leading-snug">{task.description}</p>
|
||||
)}
|
||||
{task.deliverables.length > 0 && (
|
||||
<ul className="mt-1.5 space-y-2">
|
||||
{task.deliverables.map((d) => (
|
||||
<li key={d.id} className="bg-[#f9f9f9] rounded px-3 py-2 flex items-center justify-between gap-2">
|
||||
<span className="text-xs text-[#666666] truncate font-medium">{d.title}</span>
|
||||
{(d.status === 'pending' || d.status === 'submitted' || d.approved_at !== null) && (
|
||||
<ApproveButton deliverableId={d.id} token={token} approvedAt={d.approved_at} />
|
||||
)}
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
)}
|
||||
</div>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
)}
|
||||
</Card>
|
||||
<PhaseCard phase={phase} token={token} defaultOpen={defaultOpen} />
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
@@ -87,7 +87,7 @@ export function ProposalDeck({ proposal, onAccept, onReject }: Props) {
|
||||
{ id: "timeline", component: <TimelineSection timeline={ai.timeline} /> },
|
||||
// Cap.05 — Le opzioni
|
||||
{ id: "ch05", component: <ChapterDivider number="05" title="Le opzioni." subtitle="Il valore di mercato delle attività, le tre opzioni progressive con il loro pricing, e il processo per partire." /> },
|
||||
{ id: "pricing", component: <PricingSection tiers={offer.tiers} /> },
|
||||
{ id: "pricing", component: <PricingSection tiers={offer.tiers} offerType={offer.offerType} /> },
|
||||
// Stages recap + comparison
|
||||
{ id: "stages", component: <StagesRecapSection stages={ai.stagesRecap.stages} /> },
|
||||
{ id: "comparison", component: <ComparisonMatrixSection matrix={ai.comparisonMatrix} tiers={offer.tiers} /> },
|
||||
|
||||
@@ -1,6 +1,9 @@
|
||||
import type { AssembledProposal } from "@/lib/proposal/assemble";
|
||||
|
||||
type Props = { tiers: AssembledProposal["offer"]["tiers"] };
|
||||
type Props = {
|
||||
tiers: AssembledProposal["offer"]["tiers"];
|
||||
offerType?: string; // una_tantum | retainer — undefined for proposals generated before this field
|
||||
};
|
||||
|
||||
function formatEur(val: string | null | undefined): string {
|
||||
if (!val) return "—";
|
||||
@@ -8,7 +11,8 @@ function formatEur(val: string | null | undefined): string {
|
||||
return `€${n.toLocaleString("it-IT")}`;
|
||||
}
|
||||
|
||||
export function PricingSection({ tiers }: Props) {
|
||||
export function PricingSection({ tiers, offerType }: Props) {
|
||||
const isRetainer = offerType === "retainer";
|
||||
return (
|
||||
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-10">
|
||||
<div>
|
||||
@@ -23,6 +27,15 @@ export function PricingSection({ tiers }: Props) {
|
||||
const isHighlighted = i === 1; // tier B highlighted di default
|
||||
const price = tier.publicPrice ?? tier.servicesTotal;
|
||||
const durationLabel = `${tier.durationMonths} ${tier.durationMonths === 1 ? "mese" : "mesi"}`;
|
||||
// Prefer the offer type label; fall back to duration for legacy proposals.
|
||||
const eyebrowMeta = offerType ? (isRetainer ? "Ricorrente" : "Una tantum") : durationLabel;
|
||||
const priceNote = offerType
|
||||
? isRetainer
|
||||
? "Ricorrente · rinnovo 12 mesi"
|
||||
: "pagamento unico"
|
||||
: tier.durationMonths > 1
|
||||
? `${tier.durationMonths} mesi`
|
||||
: "pagamento unico";
|
||||
|
||||
return (
|
||||
<div
|
||||
@@ -36,7 +49,7 @@ export function PricingSection({ tiers }: Props) {
|
||||
<div className="flex items-start justify-between">
|
||||
<div>
|
||||
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">
|
||||
Opzione {tier.tierLetter} / {durationLabel}
|
||||
Opzione {tier.tierLetter} / {eyebrowMeta}
|
||||
</p>
|
||||
<h3 className="text-xl font-medium text-foreground mt-1">{tier.publicName}</h3>
|
||||
</div>
|
||||
@@ -47,9 +60,7 @@ export function PricingSection({ tiers }: Props) {
|
||||
|
||||
<div className="space-y-1">
|
||||
<p className="text-3xl font-light text-primary">{formatEur(price)}</p>
|
||||
<p className="text-xs text-muted-foreground">
|
||||
{tier.durationMonths > 1 ? `${tier.durationMonths} mesi` : "pagamento unico"}
|
||||
</p>
|
||||
<p className="text-xs text-muted-foreground">{priceNote}</p>
|
||||
</div>
|
||||
|
||||
{/* Servizi inclusi */}
|
||||
|
||||
@@ -0,0 +1,96 @@
|
||||
"use client";
|
||||
|
||||
import { useState } from "react";
|
||||
import { Card } from "@/components/ui/card";
|
||||
type Transcript = {
|
||||
id: string;
|
||||
title: string | null;
|
||||
call_date: string;
|
||||
content: string;
|
||||
created_at: string | Date;
|
||||
};
|
||||
|
||||
function TranscriptCard({ transcript }: { transcript: Transcript }) {
|
||||
const [expanded, setExpanded] = useState(false);
|
||||
|
||||
const date = new Date(transcript.call_date).toLocaleDateString("it-IT", {
|
||||
day: "2-digit",
|
||||
month: "long",
|
||||
year: "numeric",
|
||||
});
|
||||
|
||||
return (
|
||||
<Card className="rounded-lg border border-[#e5e5e5] bg-white shadow-none p-0 overflow-hidden">
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setExpanded((v) => !v)}
|
||||
className="w-full flex items-center justify-between px-5 py-4 text-left hover:bg-[#f9f9f9] transition-colors group"
|
||||
aria-expanded={expanded}
|
||||
>
|
||||
<div className="flex items-center gap-3 min-w-0">
|
||||
{/* Icona microfono */}
|
||||
<svg
|
||||
className="w-4 h-4 text-[#999999] shrink-0"
|
||||
fill="none"
|
||||
stroke="currentColor"
|
||||
strokeWidth={2}
|
||||
viewBox="0 0 24 24"
|
||||
aria-hidden="true"
|
||||
>
|
||||
<path
|
||||
strokeLinecap="round"
|
||||
strokeLinejoin="round"
|
||||
d="M12 18.75a6 6 0 006-6v-1.5m-6 7.5a6 6 0 01-6-6v-1.5m6 7.5v3.75m-3.75 0h7.5M12 15.75a3 3 0 01-3-3V4.5a3 3 0 116 0v8.25a3 3 0 01-3 3z"
|
||||
/>
|
||||
</svg>
|
||||
<div className="min-w-0">
|
||||
<p className="text-sm font-medium text-[#1a1a1a] truncate group-hover:text-[#1A463C] transition-colors">
|
||||
{transcript.title ?? "Transcript chiamata"}
|
||||
</p>
|
||||
<p className="text-xs text-[#999999] mt-0.5">{date}</p>
|
||||
</div>
|
||||
</div>
|
||||
<svg
|
||||
className={`w-4 h-4 text-[#999999] shrink-0 ml-3 transition-transform ${expanded ? "rotate-180" : ""}`}
|
||||
fill="none"
|
||||
stroke="currentColor"
|
||||
strokeWidth={2}
|
||||
viewBox="0 0 24 24"
|
||||
aria-hidden="true"
|
||||
>
|
||||
<path strokeLinecap="round" strokeLinejoin="round" d="M19 9l-7 7-7-7" />
|
||||
</svg>
|
||||
</button>
|
||||
|
||||
{expanded && (
|
||||
<div className="px-5 pb-5 pt-1 border-t border-[#e5e5e5]">
|
||||
<pre className="text-xs text-[#444444] whitespace-pre-wrap font-sans leading-relaxed max-h-80 overflow-y-auto">
|
||||
{transcript.content}
|
||||
</pre>
|
||||
</div>
|
||||
)}
|
||||
</Card>
|
||||
);
|
||||
}
|
||||
|
||||
interface TranscriptsSectionProps {
|
||||
transcripts: Transcript[];
|
||||
}
|
||||
|
||||
export function TranscriptsSection({ transcripts }: TranscriptsSectionProps) {
|
||||
if (transcripts.length === 0) {
|
||||
return (
|
||||
<p className="text-sm text-[#999999] italic">
|
||||
Nessun transcript disponibile.
|
||||
</p>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="space-y-2">
|
||||
{transcripts.map((t) => (
|
||||
<TranscriptCard key={t.id} transcript={t} />
|
||||
))}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,8 @@
|
||||
-- Additive: client contact fields (email/phone) + lead archive flag.
|
||||
-- Reuse: lead.email/phone carry over to the client on conversion; email also
|
||||
-- feeds the v2.3 Email & Accesso (OTP) milestone. leads.archived hides a
|
||||
-- converted lead from the pipeline while keeping its "won" status.
|
||||
-- No drops/truncates. Safe to re-run.
|
||||
ALTER TABLE clients ADD COLUMN IF NOT EXISTS email text;
|
||||
ALTER TABLE clients ADD COLUMN IF NOT EXISTS phone text;
|
||||
ALTER TABLE leads ADD COLUMN IF NOT EXISTS archived boolean NOT NULL DEFAULT false;
|
||||
@@ -0,0 +1,16 @@
|
||||
-- Additive: offer_type on offer_macros (una_tantum | retainer) + dedup guard.
|
||||
-- The UNIQUE constraint must be added AFTER the one-time dedup of duplicate
|
||||
-- offer_micros (same macro_id + tier_letter), otherwise it fails on existing dupes.
|
||||
-- NULLS NOT DISTINCT treats two NULL tier_letter rows under the same macro as a
|
||||
-- conflict too; if that is undesired for legacy non-tier micros, switch to the
|
||||
-- partial-index variant below. No drops/truncates.
|
||||
|
||||
ALTER TABLE offer_macros ADD COLUMN IF NOT EXISTS offer_type text NOT NULL DEFAULT 'una_tantum';
|
||||
|
||||
-- Run ONLY after dedup. Prevents future duplicate tiers within an offer.
|
||||
ALTER TABLE offer_micros
|
||||
ADD CONSTRAINT offer_micros_macro_tier_unique UNIQUE NULLS NOT DISTINCT (macro_id, tier_letter);
|
||||
|
||||
-- Alternative (allows multiple NULL-tier micros per macro):
|
||||
-- CREATE UNIQUE INDEX offer_micros_macro_tier_unique
|
||||
-- ON offer_micros (macro_id, tier_letter) WHERE tier_letter IS NOT NULL;
|
||||
@@ -0,0 +1,6 @@
|
||||
-- Additive: add percent column to payments for rescaling by payment plan.
|
||||
-- nullable — existing rows keep percent NULL (legacy fallback in updateAcceptedTotal).
|
||||
-- Apply to prod via SSH tunnel BEFORE pushing schema-dependent code.
|
||||
-- No drops, no truncates, no data loss.
|
||||
|
||||
ALTER TABLE payments ADD COLUMN IF NOT EXISTS percent numeric(5,2);
|
||||
@@ -21,6 +21,10 @@ export const clients = pgTable("clients", {
|
||||
name: text("name").notNull(),
|
||||
brand_name: text("brand_name").notNull(),
|
||||
brief: text("brief").notNull(),
|
||||
// Contact fields (Phase v2.3) — carried over from a converted lead and used
|
||||
// by the Email & Accesso (OTP) milestone. Admin-only, never exposed publicly.
|
||||
email: text("email"),
|
||||
phone: text("phone"),
|
||||
// token is SEPARATE from id — rotatable secret for client link access
|
||||
token: text("token")
|
||||
.notNull()
|
||||
@@ -150,6 +154,7 @@ export const payments = pgTable("payments", {
|
||||
.references(() => projects.id, { onDelete: "cascade" }),
|
||||
label: text("label").notNull(), // "Acconto 50%" | "Saldo 50%"
|
||||
amount: numeric("amount", { precision: 10, scale: 2 }).notNull(),
|
||||
percent: numeric("percent", { precision: 5, scale: 2 }), // nullable — % of total (for rescaling); null = legacy row
|
||||
status: text("status").notNull().default("da_saldare"), // da_saldare | inviata | saldato
|
||||
paid_at: timestamp("paid_at", { withTimezone: true }),
|
||||
});
|
||||
@@ -275,6 +280,7 @@ export const offer_macros = pgTable("offer_macros", {
|
||||
description: text("description"), // short description shown on offer cards
|
||||
category: text("category"), // single-select "Categoria" (Entry/Signature/Retainer Offer) — OFFER-15/18
|
||||
ticket: text("ticket"), // single-select "Ticket" (Low/Mid/High Ticket) — OFFER-15
|
||||
offer_type: text("offer_type").notNull().default("una_tantum"), // una_tantum | retainer (v2.3)
|
||||
is_archived: boolean("is_archived").notNull().default(false), // OFFER-18 archive flag
|
||||
cliente_ideale: text("cliente_ideale"), // "Aiuto: [Cliente Ideale]"
|
||||
risultato: text("risultato"), // "A ottenere: [Risultato]"
|
||||
@@ -454,6 +460,9 @@ export const leads = pgTable("leads", {
|
||||
next_action: text("next_action"),
|
||||
next_action_date: timestamp("next_action_date", { withTimezone: true }),
|
||||
notes: text("notes"),
|
||||
// Archive flag (v2.3) — a converted lead is hidden from the pipeline while
|
||||
// keeping its "won" status, so the board doesn't fill up over time.
|
||||
archived: boolean("archived").notNull().default(false),
|
||||
created_at: timestamp("created_at", { withTimezone: true })
|
||||
.notNull()
|
||||
.defaultNow(),
|
||||
|
||||
+205
-32
@@ -22,8 +22,10 @@ import {
|
||||
quotes,
|
||||
leads,
|
||||
tags,
|
||||
clientTranscripts,
|
||||
} from "@/db/schema";
|
||||
import { eq, inArray, asc, desc, isNull, sql, and } from "drizzle-orm";
|
||||
import { getPool } from "@/lib/taxonomy";
|
||||
import { LEAD_STAGES } from "@/lib/lead-validators";
|
||||
import type {
|
||||
Client,
|
||||
@@ -116,7 +118,7 @@ export async function getAllClientsWithPayments(
|
||||
}));
|
||||
}
|
||||
|
||||
const [allPayments, activeEntries, totals] = await Promise.all([
|
||||
const [allPayments, activeEntries, totals, offerTotals] = await Promise.all([
|
||||
db.select().from(payments).where(inArray(payments.project_id, projectIds)),
|
||||
|
||||
db
|
||||
@@ -136,8 +138,23 @@ export async function getAllClientsWithPayments(
|
||||
.from(time_entries)
|
||||
.where(inArray(time_entries.project_id, projectIds))
|
||||
.groupBy(time_entries.project_id),
|
||||
|
||||
db
|
||||
.select({
|
||||
project_id: project_offers.project_id,
|
||||
total: sql<string>`coalesce(sum(${project_offers.accepted_total}), 0)`,
|
||||
})
|
||||
.from(project_offers)
|
||||
.where(inArray(project_offers.project_id, projectIds))
|
||||
.groupBy(project_offers.project_id),
|
||||
]);
|
||||
|
||||
// Somma offerte accettate per progetto (per arricchire l'LTV)
|
||||
const projectOffersTotalMap = new Map<string, number>();
|
||||
for (const row of offerTotals) {
|
||||
projectOffersTotalMap.set(row.project_id, parseFloat(row.total ?? "0") || 0);
|
||||
}
|
||||
|
||||
// Aggregate project-scoped data back to client level
|
||||
const clientPaymentsMap = new Map<string, typeof allPayments>();
|
||||
for (const payment of allPayments) {
|
||||
@@ -168,8 +185,14 @@ export async function getAllClientsWithPayments(
|
||||
const projectBrands = clientProjectsList
|
||||
.filter((p) => !p.archived)
|
||||
.map((p) => p.name);
|
||||
// LTV per progetto = max(totale preventivo impostato, somma offerte assegnate).
|
||||
// Copre il caso "preventivo non impostato + offerta attiva" senza doppi conteggi.
|
||||
const ltv = clientProjectsList
|
||||
.reduce((sum, p) => sum + parseFloat(p.accepted_total ?? "0"), 0)
|
||||
.reduce((sum, p) => {
|
||||
const acceptedTotal = parseFloat(p.accepted_total ?? "0") || 0;
|
||||
const offersTotal = projectOffersTotalMap.get(p.id) ?? 0;
|
||||
return sum + Math.max(acceptedTotal, offersTotal);
|
||||
}, 0)
|
||||
.toFixed(2);
|
||||
return {
|
||||
id: c.id,
|
||||
@@ -209,6 +232,9 @@ export type ProjectOfferWithMicro = {
|
||||
micro_internal_name: string;
|
||||
micro_public_name: string;
|
||||
micro_duration_months: number;
|
||||
tier_letter: string | null;
|
||||
macro_internal_name: string;
|
||||
macro_offer_type: string;
|
||||
start_date: Date;
|
||||
accepted_total: string | null;
|
||||
created_at: Date;
|
||||
@@ -420,32 +446,21 @@ export type CatalogFieldOptions = {
|
||||
};
|
||||
|
||||
export async function getCatalogFieldOptions(): Promise<CatalogFieldOptions> {
|
||||
const tagRows = await db
|
||||
.selectDistinct({ name: tags.name, type: tags.entity_type })
|
||||
.from(tags)
|
||||
.where(inArray(tags.entity_type, [TAG_ENTITY, PACCHETTO_ENTITY]));
|
||||
// fase / Offerta (tag) / Pacchetto read from the centralized, persistent
|
||||
// taxonomy pools (src/lib/taxonomy.ts). `categoria` (services.category) is
|
||||
// hidden in the catalog UI and stays derived from in-use values.
|
||||
const [tag, pacchetto, fase, catRows] = await Promise.all([
|
||||
getPool("service_offerta"),
|
||||
getPool("service_pacchetto"),
|
||||
getPool("service_fase"),
|
||||
db.selectDistinct({ value: services.category }).from(services),
|
||||
]);
|
||||
|
||||
// Distinct category / fase values (single-select pools); nulls filtered below.
|
||||
const catRows = await db
|
||||
.selectDistinct({ value: services.category })
|
||||
.from(services);
|
||||
const faseRows = await db
|
||||
.selectDistinct({ value: services.fase })
|
||||
.from(services);
|
||||
const categoria = Array.from(
|
||||
new Set(catRows.map((r) => r.value).filter((v): v is string => !!v && v.trim().length > 0))
|
||||
).sort((a, b) => a.localeCompare(b, "it"));
|
||||
|
||||
const sortUnique = (arr: (string | null)[]) =>
|
||||
Array.from(new Set(arr.filter((v): v is string => !!v && v.trim().length > 0))).sort(
|
||||
(a, b) => a.localeCompare(b, "it")
|
||||
);
|
||||
|
||||
return {
|
||||
tag: sortUnique(tagRows.filter((r) => r.type === TAG_ENTITY).map((r) => r.name)),
|
||||
pacchetto: sortUnique(
|
||||
tagRows.filter((r) => r.type === PACCHETTO_ENTITY).map((r) => r.name)
|
||||
),
|
||||
categoria: sortUnique(catRows.map((r) => r.value)),
|
||||
fase: sortUnique(faseRows.map((r) => r.value)),
|
||||
};
|
||||
return { tag, pacchetto, categoria, fase };
|
||||
}
|
||||
|
||||
// ── ProjectWithPayments — used by /admin/projects list ───────────────────────
|
||||
@@ -558,7 +573,27 @@ export type ProjectFullDetail = {
|
||||
activeTimerStartedAt: Date | null;
|
||||
totalTrackedSeconds: number;
|
||||
projectOffers: ProjectOfferWithMicro[];
|
||||
availableMicros: Array<{ id: string; internal_name: string; public_name: string; duration_months: number }>;
|
||||
/** Sum of accepted_total across all active project offers — used as default for payment plan */
|
||||
offersAcceptedTotal: number;
|
||||
availableMicros: Array<{
|
||||
id: string;
|
||||
internal_name: string;
|
||||
public_name: string;
|
||||
duration_months: number;
|
||||
tier_letter: string | null;
|
||||
public_price: string | null;
|
||||
macro_id: string;
|
||||
macro_internal_name: string;
|
||||
macro_category: string | null;
|
||||
macro_offer_type: string;
|
||||
}>;
|
||||
transcripts: Array<{
|
||||
id: string;
|
||||
title: string | null;
|
||||
call_date: string;
|
||||
content: string;
|
||||
created_at: Date;
|
||||
}>;
|
||||
};
|
||||
|
||||
export async function getProjectFullDetail(id: string): Promise<ProjectFullDetail | null> {
|
||||
@@ -605,7 +640,7 @@ export async function getProjectFullDetail(id: string): Promise<ProjectFullDetai
|
||||
.from(deliverables)
|
||||
.where(inArray(deliverables.task_id, taskIds));
|
||||
|
||||
const [paymentsRows, documentsRows, notesRows, quoteItemRows, activeServiceRows, activeEntryRows, totalRes, projectOffersRows, availableMicrosRows] =
|
||||
const [paymentsRows, documentsRows, notesRows, quoteItemRows, activeServiceRows, activeEntryRows, totalRes, projectOffersRows, availableMicrosRows, transcriptsRows] =
|
||||
await Promise.all([
|
||||
db.select().from(payments).where(eq(payments.project_id, id)),
|
||||
db.select().from(documents).where(eq(documents.project_id, id)).orderBy(asc(documents.created_at)),
|
||||
@@ -634,7 +669,7 @@ export async function getProjectFullDetail(id: string): Promise<ProjectFullDetai
|
||||
.select({ total: sql<string>`coalesce(sum(${time_entries.duration_seconds}), 0)` })
|
||||
.from(time_entries)
|
||||
.where(eq(time_entries.project_id, id)),
|
||||
// Query A: project offers for this project joined with micro info
|
||||
// Query A: project offers for this project joined with micro + macro info
|
||||
db
|
||||
.select({
|
||||
id: project_offers.id,
|
||||
@@ -643,24 +678,54 @@ export async function getProjectFullDetail(id: string): Promise<ProjectFullDetai
|
||||
micro_internal_name: offer_micros.internal_name,
|
||||
micro_public_name: offer_micros.public_name,
|
||||
micro_duration_months: offer_micros.duration_months,
|
||||
tier_letter: offer_micros.tier_letter,
|
||||
macro_internal_name: offer_macros.internal_name,
|
||||
macro_offer_type: offer_macros.offer_type,
|
||||
start_date: project_offers.start_date,
|
||||
accepted_total: project_offers.accepted_total,
|
||||
created_at: project_offers.created_at,
|
||||
})
|
||||
.from(project_offers)
|
||||
.innerJoin(offer_micros, eq(project_offers.micro_id, offer_micros.id))
|
||||
.innerJoin(offer_macros, eq(offer_micros.macro_id, offer_macros.id))
|
||||
.where(eq(project_offers.project_id, id))
|
||||
.orderBy(asc(project_offers.created_at)),
|
||||
// Query B: all active micro-offers (for the assignment dropdown)
|
||||
// Query B: all tiers of non-archived offers (for the assignment dropdown).
|
||||
// ordered oldest-first per (macro, tier) so client-side dedup keeps the
|
||||
// oldest until the DB cleanup removes genuine duplicates.
|
||||
db
|
||||
.select({
|
||||
id: offer_micros.id,
|
||||
internal_name: offer_micros.internal_name,
|
||||
public_name: offer_micros.public_name,
|
||||
duration_months: offer_micros.duration_months,
|
||||
tier_letter: offer_micros.tier_letter,
|
||||
public_price: offer_micros.public_price,
|
||||
macro_id: offer_micros.macro_id,
|
||||
macro_internal_name: offer_macros.internal_name,
|
||||
macro_category: offer_macros.category,
|
||||
macro_offer_type: offer_macros.offer_type,
|
||||
})
|
||||
.from(offer_micros)
|
||||
.orderBy(asc(offer_micros.internal_name)),
|
||||
.innerJoin(offer_macros, eq(offer_micros.macro_id, offer_macros.id))
|
||||
.where(eq(offer_macros.is_archived, false))
|
||||
.orderBy(
|
||||
asc(offer_macros.internal_name),
|
||||
asc(offer_micros.tier_letter),
|
||||
asc(offer_micros.id)
|
||||
),
|
||||
// Query C: transcripts linked to the project's client
|
||||
db
|
||||
.select({
|
||||
id: clientTranscripts.id,
|
||||
title: clientTranscripts.title,
|
||||
call_date: clientTranscripts.call_date,
|
||||
content: clientTranscripts.content,
|
||||
created_at: clientTranscripts.created_at,
|
||||
})
|
||||
.from(clientTranscripts)
|
||||
.where(eq(clientTranscripts.client_id, project.client_id))
|
||||
.orderBy(desc(clientTranscripts.call_date)),
|
||||
]);
|
||||
|
||||
const allEntityIds = [id, ...taskIds, ...deliverablesRows.map((d) => d.id)];
|
||||
@@ -683,6 +748,21 @@ export async function getProjectFullDetail(id: string): Promise<ProjectFullDetai
|
||||
})),
|
||||
}));
|
||||
|
||||
// Defensive dedup: until the DB cleanup removes genuine duplicate tiers,
|
||||
// keep one micro per (macro_id, tier_letter) for the assignment dropdown.
|
||||
const seenTier = new Set<string>();
|
||||
const dedupedMicros = availableMicrosRows.filter((m) => {
|
||||
const key = `${m.macro_id}::${m.tier_letter ?? `_null_${m.id}`}`;
|
||||
if (seenTier.has(key)) return false;
|
||||
seenTier.add(key);
|
||||
return true;
|
||||
});
|
||||
|
||||
const offersAcceptedTotal = (projectOffersRows as ProjectOfferWithMicro[]).reduce(
|
||||
(sum, o) => sum + (o.accepted_total ? parseFloat(String(o.accepted_total)) : 0),
|
||||
0
|
||||
);
|
||||
|
||||
return {
|
||||
project: { ...project, client } as ProjectFullDetail["project"],
|
||||
phases: phasesWithTasks,
|
||||
@@ -696,10 +776,40 @@ export async function getProjectFullDetail(id: string): Promise<ProjectFullDetai
|
||||
activeTimerStartedAt: activeEntryRows[0]?.started_at ?? null,
|
||||
totalTrackedSeconds: totalRes[0] ? parseInt(totalRes[0].total) : 0,
|
||||
projectOffers: projectOffersRows as ProjectOfferWithMicro[],
|
||||
availableMicros: availableMicrosRows,
|
||||
offersAcceptedTotal,
|
||||
availableMicros: dedupedMicros,
|
||||
transcripts: transcriptsRows,
|
||||
};
|
||||
}
|
||||
|
||||
// ── Recent time entries — used by TimerTab for the manual-entry recent list ───
|
||||
|
||||
export type RecentTimeEntry = {
|
||||
id: string;
|
||||
started_at: Date;
|
||||
ended_at: Date | null;
|
||||
duration_seconds: number | null;
|
||||
};
|
||||
|
||||
export async function getRecentTimeEntries(
|
||||
projectId: string,
|
||||
limit = 5
|
||||
): Promise<RecentTimeEntry[]> {
|
||||
// sql<boolean>`ended_at IS NOT NULL` used to filter closed entries
|
||||
// (Drizzle's isNotNull is available in v0.28+ but we use sql for safety)
|
||||
return db
|
||||
.select({
|
||||
id: time_entries.id,
|
||||
started_at: time_entries.started_at,
|
||||
ended_at: time_entries.ended_at,
|
||||
duration_seconds: time_entries.duration_seconds,
|
||||
})
|
||||
.from(time_entries)
|
||||
.where(and(eq(time_entries.project_id, projectId), sql`${time_entries.ended_at} IS NOT NULL`))
|
||||
.orderBy(desc(time_entries.started_at))
|
||||
.limit(limit);
|
||||
}
|
||||
|
||||
// ── ClientWithProjects — used by client detail showing project cards ──────────
|
||||
|
||||
export type ClientWithProjects = Client & {
|
||||
@@ -747,6 +857,10 @@ export type ClientActiveOfferSummary = {
|
||||
project_id: string;
|
||||
project_name: string;
|
||||
public_name: string; // offer_micros.public_name — NEVER internal_name
|
||||
macro_name: string; // offer_macros.internal_name — admin-only offer name ("Mantenimento")
|
||||
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;
|
||||
};
|
||||
|
||||
@@ -767,10 +881,15 @@ export async function getClientActiveOffers(clientId: string): Promise<ClientAct
|
||||
offer_id: project_offers.id,
|
||||
project_id: project_offers.project_id,
|
||||
public_name: offer_micros.public_name,
|
||||
macro_name: offer_macros.internal_name,
|
||||
tier_letter: offer_micros.tier_letter,
|
||||
category: offer_macros.category,
|
||||
offer_type: offer_macros.offer_type,
|
||||
accepted_total: project_offers.accepted_total,
|
||||
})
|
||||
.from(project_offers)
|
||||
.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))
|
||||
.orderBy(asc(project_offers.created_at));
|
||||
|
||||
@@ -779,6 +898,10 @@ export async function getClientActiveOffers(clientId: string): Promise<ClientAct
|
||||
project_id: r.project_id,
|
||||
project_name: projectNameMap.get(r.project_id) ?? "—",
|
||||
public_name: r.public_name,
|
||||
macro_name: r.macro_name,
|
||||
tier_letter: r.tier_letter,
|
||||
category: r.category,
|
||||
offer_type: r.offer_type,
|
||||
accepted_total: r.accepted_total ? String(r.accepted_total) : null,
|
||||
}));
|
||||
}
|
||||
@@ -902,6 +1025,7 @@ export async function getLeadsWithTags(): Promise<LeadWithTags[]> {
|
||||
next_action: leads.next_action,
|
||||
next_action_date: leads.next_action_date,
|
||||
notes: leads.notes,
|
||||
archived: leads.archived,
|
||||
created_at: leads.created_at,
|
||||
updated_at: leads.updated_at,
|
||||
tag_name: tags.name,
|
||||
@@ -914,6 +1038,7 @@ export async function getLeadsWithTags(): Promise<LeadWithTags[]> {
|
||||
eq(tags.entity_type, LEADS_TAG_ENTITY)
|
||||
)
|
||||
)
|
||||
.where(eq(leads.archived, false)) // converted leads are archived → hidden from pipeline
|
||||
.orderBy(desc(leads.updated_at), asc(tags.name));
|
||||
|
||||
const leadMap = new Map<string, LeadWithTags>();
|
||||
@@ -925,6 +1050,54 @@ export async function getLeadsWithTags(): Promise<LeadWithTags[]> {
|
||||
return Array.from(leadMap.values());
|
||||
}
|
||||
|
||||
// Single lead by id WITH tags — does NOT filter archived (the detail page must
|
||||
// still show a converted/archived lead).
|
||||
export async function getLeadByIdWithTags(leadId: string): Promise<LeadWithTags | null> {
|
||||
const rows = await db
|
||||
.select({
|
||||
id: leads.id,
|
||||
name: leads.name,
|
||||
email: leads.email,
|
||||
phone: leads.phone,
|
||||
company: leads.company,
|
||||
status: leads.status,
|
||||
last_contact_date: leads.last_contact_date,
|
||||
next_action: leads.next_action,
|
||||
next_action_date: leads.next_action_date,
|
||||
notes: leads.notes,
|
||||
archived: leads.archived,
|
||||
created_at: leads.created_at,
|
||||
updated_at: leads.updated_at,
|
||||
tag_name: tags.name,
|
||||
})
|
||||
.from(leads)
|
||||
.leftJoin(
|
||||
tags,
|
||||
and(eq(tags.entity_id, leads.id), eq(tags.entity_type, LEADS_TAG_ENTITY))
|
||||
)
|
||||
.where(eq(leads.id, leadId));
|
||||
|
||||
if (rows.length === 0) return null;
|
||||
let result: LeadWithTags | null = null;
|
||||
for (const row of rows) {
|
||||
const { tag_name, ...leadFields } = row;
|
||||
if (!result) result = { ...leadFields, tags: [] };
|
||||
if (tag_name) result.tags.push(tag_name);
|
||||
}
|
||||
return result;
|
||||
}
|
||||
|
||||
// If this lead was converted, returns the client id of the project created from
|
||||
// it (projects.created_from_lead_id), else null.
|
||||
export async function getClientIdFromLead(leadId: string): Promise<string | null> {
|
||||
const [row] = await db
|
||||
.select({ client_id: projects.client_id })
|
||||
.from(projects)
|
||||
.where(eq(projects.created_from_lead_id, leadId))
|
||||
.limit(1);
|
||||
return row?.client_id ?? null;
|
||||
}
|
||||
|
||||
export type LeadFieldOptions = { status: string[]; tags: string[] };
|
||||
|
||||
export async function getLeadFieldOptions(): Promise<LeadFieldOptions> {
|
||||
|
||||
+117
-18
@@ -1,6 +1,6 @@
|
||||
import { eq, inArray, asc, sql } from "drizzle-orm";
|
||||
import { eq, inArray, asc, desc, sql } from "drizzle-orm";
|
||||
import { db } from "@/db";
|
||||
import { clients, projects, phases, tasks, deliverables, payments, documents, notes, comments, project_offers, offer_micros, offer_micro_services, offer_services } from "@/db/schema";
|
||||
import { clients, projects, phases, tasks, deliverables, payments, documents, notes, comments, project_offers, offer_micros, offer_micro_services, offer_services, offer_macros, offer_tier_services, services, clientTranscripts } from "@/db/schema";
|
||||
|
||||
/**
|
||||
* ClientView: Legacy shape used by ClientDashboard component.
|
||||
@@ -55,8 +55,18 @@ export interface ClientView {
|
||||
activeOffers?: Array<{
|
||||
id: string;
|
||||
public_name: string;
|
||||
offer_name: string; // offer_macros.public_name — macro-level name shown to client
|
||||
offer_type: string; // una_tantum | retainer
|
||||
cumulative_price: string;
|
||||
accepted_total: string | null;
|
||||
services: Array<{ name: string; description: string | null }>;
|
||||
}>;
|
||||
transcripts: Array<{
|
||||
id: string;
|
||||
title: string | null;
|
||||
call_date: string;
|
||||
content: string;
|
||||
created_at: string;
|
||||
}>;
|
||||
}
|
||||
|
||||
@@ -118,8 +128,18 @@ export interface ProjectView {
|
||||
activeOffers?: Array<{
|
||||
id: string;
|
||||
public_name: string; // offer_micros.public_name — NEVER internal_name
|
||||
cumulative_price: string; // sum of assigned offer_services.price
|
||||
offer_name: string; // offer_macros.public_name — macro-level name shown to client
|
||||
offer_type: string; // una_tantum | retainer
|
||||
cumulative_price: string; // sum of assigned services.unit_price (new) or offer_services.price (legacy)
|
||||
accepted_total: string | null;
|
||||
services: Array<{ name: string; description: string | null }>; // included services list
|
||||
}>;
|
||||
transcripts: Array<{
|
||||
id: string;
|
||||
title: string | null;
|
||||
call_date: string;
|
||||
content: string;
|
||||
created_at: Date;
|
||||
}>;
|
||||
}
|
||||
|
||||
@@ -279,37 +299,115 @@ export async function getProjectView(projectId: string): Promise<ProjectView | n
|
||||
const projectOfferRows = await db
|
||||
.select({
|
||||
id: project_offers.id,
|
||||
public_name: offer_micros.public_name, // EXPLICITLY public_name, never internal_name
|
||||
public_name: offer_micros.public_name, // EXPLICITLY public_name, never internal_name
|
||||
offer_name: offer_macros.public_name, // macro-level public name — NEVER internal_name
|
||||
offer_type: offer_macros.offer_type, // una_tantum | retainer
|
||||
accepted_total: project_offers.accepted_total,
|
||||
micro_id: project_offers.micro_id,
|
||||
})
|
||||
.from(project_offers)
|
||||
.innerJoin(offer_micros, eq(project_offers.micro_id, offer_micros.id))
|
||||
.innerJoin(offer_macros, eq(offer_micros.macro_id, offer_macros.id))
|
||||
.where(eq(project_offers.project_id, projectId));
|
||||
|
||||
// Cumulative price per micro (sum of assigned services)
|
||||
// Cumulative price + service list per micro.
|
||||
// Primary: offer_tier_services → services (Phase 12 catalog). Fallback: legacy offer_micro_services → offer_services.
|
||||
const microIds = projectOfferRows.map((o) => o.micro_id);
|
||||
const cumulativePriceRows = microIds.length === 0 ? [] : await db
|
||||
|
||||
// New-style: services from offer_tier_services joined to unified services catalog
|
||||
const tierServiceRows = microIds.length === 0 ? [] : await db
|
||||
.select({
|
||||
tier_id: offer_tier_services.tier_id,
|
||||
name: services.name,
|
||||
description: services.description,
|
||||
unit_price: services.unit_price,
|
||||
})
|
||||
.from(offer_tier_services)
|
||||
.innerJoin(services, eq(offer_tier_services.service_id, services.id))
|
||||
.where(inArray(offer_tier_services.tier_id, microIds));
|
||||
|
||||
// Group by tier_id for quick lookup
|
||||
const tierServicesMap = new Map<string, Array<{ name: string; description: string | null; unit_price: string }>>();
|
||||
for (const row of tierServiceRows) {
|
||||
const existing = tierServicesMap.get(row.tier_id) ?? [];
|
||||
existing.push({ name: row.name, description: row.description, unit_price: row.unit_price });
|
||||
tierServicesMap.set(row.tier_id, existing);
|
||||
}
|
||||
|
||||
// Determine which micros have NO entries in the new table → need legacy fallback
|
||||
const microsNeedingLegacy = microIds.filter((id) => !tierServicesMap.has(id));
|
||||
|
||||
// Legacy fallback: offer_micro_services → offer_services (for old offers with no tier_services rows)
|
||||
const legacyPriceRows = microsNeedingLegacy.length === 0 ? [] : await db
|
||||
.select({
|
||||
micro_id: offer_micro_services.micro_id,
|
||||
cumulative_price: sql<string>`coalesce(sum(${offer_services.price}::numeric), 0)`,
|
||||
name: offer_services.name,
|
||||
price: offer_services.price,
|
||||
})
|
||||
.from(offer_micro_services)
|
||||
.innerJoin(offer_services, eq(offer_micro_services.service_id, offer_services.id))
|
||||
.where(inArray(offer_micro_services.micro_id, microIds))
|
||||
.groupBy(offer_micro_services.micro_id);
|
||||
.where(inArray(offer_micro_services.micro_id, microsNeedingLegacy));
|
||||
|
||||
const cumulMap = new Map(cumulativePriceRows.map((r) => [r.micro_id, r.cumulative_price]));
|
||||
const legacyServicesMap = new Map<string, Array<{ name: string; description: string | null; price: string }>>();
|
||||
for (const row of legacyPriceRows) {
|
||||
const existing = legacyServicesMap.get(row.micro_id) ?? [];
|
||||
existing.push({ name: row.name, description: null, price: row.price });
|
||||
legacyServicesMap.set(row.micro_id, existing);
|
||||
}
|
||||
|
||||
const activeOffers = projectOfferRows.map((o) => ({
|
||||
id: o.id,
|
||||
public_name: o.public_name,
|
||||
cumulative_price: cumulMap.get(o.micro_id) ?? "0",
|
||||
accepted_total: o.accepted_total ? String(o.accepted_total) : null,
|
||||
}));
|
||||
const activeOffers = projectOfferRows.map((o) => {
|
||||
const newStyleServices = tierServicesMap.get(o.micro_id);
|
||||
const legacyServices = legacyServicesMap.get(o.micro_id);
|
||||
|
||||
// Comments scoped to tasks and deliverables of this project
|
||||
const allEntityIds = [...taskIds, ...deliverablesRows.map((d) => d.id)];
|
||||
let cumulative_price: string;
|
||||
let servicesList: Array<{ name: string; description: string | null }>;
|
||||
|
||||
if (newStyleServices && newStyleServices.length > 0) {
|
||||
// Use new catalog prices
|
||||
const total = newStyleServices.reduce((sum, s) => sum + parseFloat(s.unit_price ?? "0"), 0);
|
||||
cumulative_price = total.toFixed(2);
|
||||
servicesList = newStyleServices.map((s) => ({ name: s.name, description: s.description }));
|
||||
} else if (legacyServices && legacyServices.length > 0) {
|
||||
// Legacy fallback
|
||||
const total = legacyServices.reduce((sum, s) => sum + parseFloat(s.price ?? "0"), 0);
|
||||
cumulative_price = total.toFixed(2);
|
||||
servicesList = legacyServices.map((s) => ({ name: s.name, description: null }));
|
||||
} else {
|
||||
cumulative_price = "0";
|
||||
servicesList = [];
|
||||
}
|
||||
|
||||
return {
|
||||
id: o.id,
|
||||
public_name: o.public_name,
|
||||
offer_name: o.offer_name,
|
||||
offer_type: o.offer_type,
|
||||
cumulative_price,
|
||||
accepted_total: o.accepted_total ? String(o.accepted_total) : null,
|
||||
services: servicesList,
|
||||
};
|
||||
});
|
||||
|
||||
// Transcripts linked to the project's client (post lead→client conversion)
|
||||
const transcriptsRows = await db
|
||||
.select({
|
||||
id: clientTranscripts.id,
|
||||
title: clientTranscripts.title,
|
||||
call_date: clientTranscripts.call_date,
|
||||
content: clientTranscripts.content,
|
||||
created_at: clientTranscripts.created_at,
|
||||
})
|
||||
.from(clientTranscripts)
|
||||
.where(eq(clientTranscripts.client_id, project.client_id))
|
||||
.orderBy(desc(clientTranscripts.call_date));
|
||||
|
||||
// Comments scoped to: general (client_id), phases, tasks, and deliverables of this project
|
||||
const allEntityIds = [
|
||||
project.client_id, // general messages entity_id = client_id
|
||||
...phaseIds, // phase-tagged messages
|
||||
...taskIds,
|
||||
...deliverablesRows.map((d) => d.id),
|
||||
];
|
||||
const commentsRows =
|
||||
allEntityIds.length === 0
|
||||
? []
|
||||
@@ -352,5 +450,6 @@ export async function getProjectView(projectId: string): Promise<ProjectView | n
|
||||
comments: commentsRows,
|
||||
global_progress_pct,
|
||||
activeOffers: activeOffers.length > 0 ? activeOffers : undefined,
|
||||
transcripts: transcriptsRows,
|
||||
};
|
||||
}
|
||||
@@ -1,6 +1,6 @@
|
||||
import { db } from "@/db";
|
||||
import { clients, projects, payments, deliverables, time_entries } from "@/db/schema";
|
||||
import { eq, and, isNotNull, isNull, desc, sum, count } from "drizzle-orm";
|
||||
import { clients, projects, payments } from "@/db/schema";
|
||||
import { eq, sum, count } from "drizzle-orm";
|
||||
|
||||
export type KpiStats = {
|
||||
clientiAttivi: number;
|
||||
@@ -9,16 +9,8 @@ export type KpiStats = {
|
||||
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 = {
|
||||
kpi: KpiStats;
|
||||
activity: ActivityItem[];
|
||||
};
|
||||
|
||||
export async function getDashboardStats(): Promise<DashboardStats> {
|
||||
@@ -59,80 +51,5 @@ export async function getDashboardStats(): Promise<DashboardStats> {
|
||||
progettiInCorso: progettiRow?.count ?? 0,
|
||||
};
|
||||
|
||||
// ── Activity feed ─────────────────────────────────────────────────────────────
|
||||
// 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 };
|
||||
return { kpi };
|
||||
}
|
||||
|
||||
+65
-12
@@ -1,6 +1,6 @@
|
||||
import { db } from "@/db";
|
||||
import { project_offers, offer_micros } from "@/db/schema";
|
||||
import { eq } from "drizzle-orm";
|
||||
import { project_offers, offer_micros, offer_macros, projects } from "@/db/schema";
|
||||
import { eq, sql, desc } from "drizzle-orm";
|
||||
|
||||
export type ForecastMonth = {
|
||||
year: number;
|
||||
@@ -9,16 +9,58 @@ export type ForecastMonth = {
|
||||
total: number;
|
||||
};
|
||||
|
||||
export type OffersSoldRow = {
|
||||
offer_name: string; // offer_macros.internal_name
|
||||
tier_letter: string | null;
|
||||
count: number;
|
||||
};
|
||||
|
||||
export type OffersSoldBreakdown = {
|
||||
rows: OffersSoldRow[];
|
||||
total: number;
|
||||
};
|
||||
|
||||
// Quante offerte sono state vendute (assegnate a un progetto), per offerta + tier.
|
||||
export async function getOffersSoldBreakdown(): Promise<OffersSoldBreakdown> {
|
||||
const rows = await db
|
||||
.select({
|
||||
offer_name: offer_macros.internal_name,
|
||||
tier_letter: offer_micros.tier_letter,
|
||||
count: sql<number>`count(*)::int`,
|
||||
})
|
||||
.from(project_offers)
|
||||
.innerJoin(offer_micros, eq(project_offers.micro_id, offer_micros.id))
|
||||
.innerJoin(offer_macros, eq(offer_micros.macro_id, offer_macros.id))
|
||||
.groupBy(offer_macros.internal_name, offer_micros.tier_letter)
|
||||
.orderBy(desc(sql`count(*)`));
|
||||
|
||||
const total = rows.reduce((sum, r) => sum + Number(r.count), 0);
|
||||
return {
|
||||
rows: rows.map((r) => ({
|
||||
offer_name: r.offer_name,
|
||||
tier_letter: r.tier_letter,
|
||||
count: Number(r.count),
|
||||
})),
|
||||
total,
|
||||
};
|
||||
}
|
||||
|
||||
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();
|
||||
@@ -33,20 +75,31 @@ 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 start = new Date(offer.start_date);
|
||||
const startMonthKey = start.getFullYear() * 12 + start.getMonth();
|
||||
|
||||
for (let m = 0; m < offer.duration_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
|
||||
);
|
||||
if (bucket) bucket.total += perMonth;
|
||||
if (offer.offer_type === "retainer") {
|
||||
// Canone ricorrente: contribuisce ad OGNI mese dell'orizzonte da start in poi,
|
||||
// senza limite di duration_months (un retainer è continuativo).
|
||||
for (const b of buckets) {
|
||||
const bucketMonthKey = b.year * 12 + (b.month - 1);
|
||||
if (bucketMonthKey >= startMonthKey) b.total += total;
|
||||
}
|
||||
} else {
|
||||
// Una tantum: prezzo totale ripartito su duration_months a partire da start.
|
||||
const months = offer.duration_months > 0 ? offer.duration_months : 1;
|
||||
const perMonth = total / months;
|
||||
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
|
||||
);
|
||||
if (bucket) bucket.total += perMonth;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
@@ -219,3 +219,13 @@ export async function getTranscripts(leadId: string) {
|
||||
.where(eq(clientTranscripts.lead_id, leadId))
|
||||
.orderBy(desc(clientTranscripts.call_date));
|
||||
}
|
||||
|
||||
// Get transcripts linked to a client (post lead→client conversion).
|
||||
// Returns all fields — used by admin DocumentsTab and public TranscriptsSection.
|
||||
export async function getTranscriptsByClientId(clientId: string) {
|
||||
return await db
|
||||
.select()
|
||||
.from(clientTranscripts)
|
||||
.where(eq(clientTranscripts.client_id, clientId))
|
||||
.orderBy(desc(clientTranscripts.call_date));
|
||||
}
|
||||
|
||||
+70
-25
@@ -8,6 +8,7 @@ import {
|
||||
services,
|
||||
tags,
|
||||
} from "@/db/schema";
|
||||
import { getPool } from "@/lib/taxonomy";
|
||||
import type { OfferMacro, OfferMicro, OfferService } from "@/db/schema";
|
||||
import { eq, and, asc, inArray, sql } from "drizzle-orm";
|
||||
|
||||
@@ -104,16 +105,23 @@ export async function getMicroAssignedServiceIds(microId: string): Promise<strin
|
||||
const OFFER_TIPO_ENTITY = "offer_macros.tipo";
|
||||
const OFFER_OBIETTIVO_ENTITY = "offer_macros.obiettivo";
|
||||
|
||||
export type OfferListTier = {
|
||||
tier_letter: string | null;
|
||||
public_name: string;
|
||||
public_price: string | null;
|
||||
servicesTotal: string;
|
||||
};
|
||||
|
||||
export type OfferListCard = Pick<
|
||||
OfferMacro,
|
||||
"id" | "internal_name" | "description" | "category" | "is_archived"
|
||||
>;
|
||||
> & { tiers: OfferListTier[] };
|
||||
|
||||
// List-page cards (Plan 04): one row per offer_macros, with category + archive
|
||||
// status for client-side filtering. Archived offers ARE included — the
|
||||
// "Mostra offerte archiviate" toggle filters client-side per UI-SPEC.
|
||||
export async function getOfferListCards(): Promise<OfferListCard[]> {
|
||||
const rows = await db
|
||||
const macros = await db
|
||||
.select({
|
||||
id: offer_macros.id,
|
||||
internal_name: offer_macros.internal_name,
|
||||
@@ -123,7 +131,57 @@ export async function getOfferListCards(): Promise<OfferListCard[]> {
|
||||
})
|
||||
.from(offer_macros)
|
||||
.orderBy(asc(offer_macros.sort_order), asc(offer_macros.created_at));
|
||||
return rows;
|
||||
|
||||
if (macros.length === 0) return [];
|
||||
|
||||
const macroIds = macros.map((m) => m.id);
|
||||
|
||||
// Fetch all tiers for these macros, ordered A -> B -> C
|
||||
const tierOrder = sql`CASE ${offer_micros.tier_letter} WHEN 'A' THEN 1 WHEN 'B' THEN 2 WHEN 'C' THEN 3 ELSE 4 END`;
|
||||
const tierRows = await db
|
||||
.select({
|
||||
id: offer_micros.id,
|
||||
macro_id: offer_micros.macro_id,
|
||||
tier_letter: offer_micros.tier_letter,
|
||||
public_name: offer_micros.public_name,
|
||||
public_price: offer_micros.public_price,
|
||||
})
|
||||
.from(offer_micros)
|
||||
.where(inArray(offer_micros.macro_id, macroIds))
|
||||
.orderBy(asc(tierOrder));
|
||||
|
||||
const allTierIds = tierRows.map((t) => t.id);
|
||||
|
||||
// Compute servicesTotal per tier in batch
|
||||
let totalsByTierId = new Map<string, string>();
|
||||
if (allTierIds.length > 0) {
|
||||
const totalRows = await db
|
||||
.select({
|
||||
tier_id: offer_tier_services.tier_id,
|
||||
servicesTotal: sql<string>`coalesce(sum(${services.unit_price}::numeric), 0)`,
|
||||
})
|
||||
.from(offer_tier_services)
|
||||
.innerJoin(services, eq(offer_tier_services.service_id, services.id))
|
||||
.where(inArray(offer_tier_services.tier_id, allTierIds))
|
||||
.groupBy(offer_tier_services.tier_id);
|
||||
|
||||
totalsByTierId = new Map(totalRows.map((r) => [r.tier_id, r.servicesTotal]));
|
||||
}
|
||||
|
||||
// Group tiers under each macro
|
||||
const tiersByMacroId = new Map<string, OfferListTier[]>();
|
||||
for (const t of tierRows) {
|
||||
const list = tiersByMacroId.get(t.macro_id) ?? [];
|
||||
list.push({
|
||||
tier_letter: t.tier_letter,
|
||||
public_name: t.public_name,
|
||||
public_price: t.public_price,
|
||||
servicesTotal: totalsByTierId.get(t.id) ?? "0",
|
||||
});
|
||||
tiersByMacroId.set(t.macro_id, list);
|
||||
}
|
||||
|
||||
return macros.map((m) => ({ ...m, tiers: tiersByMacroId.get(m.id) ?? [] }));
|
||||
}
|
||||
|
||||
export type OfferTierData = {
|
||||
@@ -272,27 +330,14 @@ export type OfferFieldOptions = {
|
||||
};
|
||||
|
||||
// Shared option pools for the offer editor's select fields (Notion-style
|
||||
// dropdowns), mirroring getCatalogFieldOptions from admin-queries.ts.
|
||||
// dropdowns). All four read from the centralized, persistent taxonomy pools
|
||||
// (src/lib/taxonomy.ts), seeded from existing values on first access.
|
||||
export async function getOfferFieldOptions(): Promise<OfferFieldOptions> {
|
||||
const categoriaRows = await db.selectDistinct({ value: offer_macros.category }).from(offer_macros);
|
||||
const ticketRows = await db.selectDistinct({ value: offer_macros.ticket }).from(offer_macros);
|
||||
|
||||
const tagRows = await db
|
||||
.selectDistinct({ name: tags.name, type: tags.entity_type })
|
||||
.from(tags)
|
||||
.where(inArray(tags.entity_type, [OFFER_TIPO_ENTITY, OFFER_OBIETTIVO_ENTITY]));
|
||||
|
||||
const sortUnique = (arr: (string | null)[]) =>
|
||||
Array.from(new Set(arr.filter((v): v is string => !!v && v.trim().length > 0))).sort(
|
||||
(a, b) => a.localeCompare(b, "it")
|
||||
);
|
||||
|
||||
return {
|
||||
categoria: sortUnique(categoriaRows.map((r) => r.value)),
|
||||
ticket: sortUnique(ticketRows.map((r) => r.value)),
|
||||
tipo: sortUnique(tagRows.filter((r) => r.type === OFFER_TIPO_ENTITY).map((r) => r.name)),
|
||||
obiettivo: sortUnique(
|
||||
tagRows.filter((r) => r.type === OFFER_OBIETTIVO_ENTITY).map((r) => r.name)
|
||||
),
|
||||
};
|
||||
const [categoria, ticket, tipo, obiettivo] = await Promise.all([
|
||||
getPool("offer_categoria"),
|
||||
getPool("offer_ticket"),
|
||||
getPool("offer_tipo"),
|
||||
getPool("offer_obiettivo"),
|
||||
]);
|
||||
return { categoria, ticket, tipo, obiettivo };
|
||||
}
|
||||
|
||||
@@ -11,6 +11,7 @@ type AgentInput = {
|
||||
client?: Pick<Client, "id" | "name" | "brand_name" | "brief">;
|
||||
transcripts: Pick<ClientTranscript, "title" | "content" | "call_date">[];
|
||||
offer: OfferEditorData;
|
||||
model?: string;
|
||||
};
|
||||
|
||||
function buildSystemPrompt(): string {
|
||||
@@ -128,7 +129,7 @@ export async function generateProposalContent(
|
||||
const client = new Anthropic({ apiKey });
|
||||
|
||||
const message = await client.messages.create({
|
||||
model: MODEL,
|
||||
model: input.model ?? MODEL,
|
||||
max_tokens: 8192,
|
||||
system: buildSystemPrompt(),
|
||||
messages: [{ role: "user", content: buildUserPrompt(input) }],
|
||||
|
||||
@@ -29,6 +29,7 @@ export type AssembledProposal = {
|
||||
offer: {
|
||||
macroId: string;
|
||||
publicName: string;
|
||||
offerType: string; // una_tantum | retainer
|
||||
tiers: Array<{
|
||||
id: string;
|
||||
tierLetter: string;
|
||||
@@ -99,6 +100,7 @@ export function assembleProposal(input: AssembleInput): AssembledProposal {
|
||||
offer: {
|
||||
macroId: input.offer.macro.id,
|
||||
publicName: offerTitle,
|
||||
offerType: input.offer.macro.offer_type ?? "una_tantum",
|
||||
tiers,
|
||||
},
|
||||
};
|
||||
|
||||
+9
-2
@@ -16,7 +16,10 @@ export async function getSetting(key: string): Promise<string | null> {
|
||||
return rows[0]?.value ?? null;
|
||||
}
|
||||
|
||||
export async function updateSetting(key: string, value: string): Promise<void> {
|
||||
// Pure upsert — NO revalidatePath. Safe to call during a server-component render
|
||||
// (e.g. lazy-seeding a taxonomy pool). Use updateSetting when revalidation is
|
||||
// desired (form submissions).
|
||||
export async function writeSetting(key: string, value: string): Promise<void> {
|
||||
const existing = await getSetting(key);
|
||||
if (existing !== null) {
|
||||
await db
|
||||
@@ -26,10 +29,14 @@ export async function updateSetting(key: string, value: string): Promise<void> {
|
||||
} else {
|
||||
await db.insert(settings).values({ key, value });
|
||||
}
|
||||
}
|
||||
|
||||
export async function updateSetting(key: string, value: string): Promise<void> {
|
||||
await writeSetting(key, value);
|
||||
revalidatePath("/admin/impostazioni");
|
||||
}
|
||||
|
||||
export async function getTargetHourlyRate(): Promise<number> {
|
||||
const value = await getSetting(SETTINGS_KEYS.TARGET_HOURLY_RATE);
|
||||
return value ? parseFloat(value) : 50;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -0,0 +1,199 @@
|
||||
import { db } from "@/db";
|
||||
import { tags, offer_macros, services } from "@/db/schema";
|
||||
import { eq, sql } from "drizzle-orm";
|
||||
import { getSetting, writeSetting } from "@/lib/settings";
|
||||
|
||||
// ── Centralized taxonomy (Notion-style select properties) ───────────────────
|
||||
// Each taxonomy field has a PERSISTENT, independent option pool stored as a JSON
|
||||
// array in the `settings` table (key `tax_pool_<fieldId>`). Pools survive
|
||||
// unassignment: deselecting a value on a row never touches the pool — only an
|
||||
// explicit delete from the settings panel does (cascade-strips it everywhere).
|
||||
|
||||
export type TaxonomyFieldId =
|
||||
| "offer_categoria"
|
||||
| "offer_ticket"
|
||||
| "offer_tipo"
|
||||
| "offer_obiettivo"
|
||||
| "service_fase"
|
||||
| "service_offerta"
|
||||
| "service_pacchetto";
|
||||
|
||||
export type TaxonomyGroup = "offer" | "catalog";
|
||||
|
||||
// Where the field's REAL values live — used for seeding (distinct in-use),
|
||||
// cascade-delete, and rename propagation.
|
||||
type Storage =
|
||||
| { kind: "column"; table: "offer_macros" | "services"; column: "category" | "ticket" | "fase" }
|
||||
| { kind: "tag"; entityType: string };
|
||||
|
||||
type FieldConfig = {
|
||||
label: string;
|
||||
group: TaxonomyGroup;
|
||||
settingsKey: string;
|
||||
storage: Storage;
|
||||
};
|
||||
|
||||
export const TAXONOMY_FIELDS: Record<TaxonomyFieldId, FieldConfig> = {
|
||||
offer_categoria: {
|
||||
label: "Categoria",
|
||||
group: "offer",
|
||||
settingsKey: "tax_pool_offer_categoria",
|
||||
storage: { kind: "column", table: "offer_macros", column: "category" },
|
||||
},
|
||||
offer_ticket: {
|
||||
label: "Ticket",
|
||||
group: "offer",
|
||||
settingsKey: "tax_pool_offer_ticket",
|
||||
storage: { kind: "column", table: "offer_macros", column: "ticket" },
|
||||
},
|
||||
offer_tipo: {
|
||||
label: "Tipo",
|
||||
group: "offer",
|
||||
settingsKey: "tax_pool_offer_tipo",
|
||||
storage: { kind: "tag", entityType: "offer_macros.tipo" },
|
||||
},
|
||||
offer_obiettivo: {
|
||||
label: "Obiettivo",
|
||||
group: "offer",
|
||||
settingsKey: "tax_pool_offer_obiettivo",
|
||||
storage: { kind: "tag", entityType: "offer_macros.obiettivo" },
|
||||
},
|
||||
service_fase: {
|
||||
label: "Fase",
|
||||
group: "catalog",
|
||||
settingsKey: "tax_pool_service_fase",
|
||||
storage: { kind: "column", table: "services", column: "fase" },
|
||||
},
|
||||
service_offerta: {
|
||||
label: "Offerta",
|
||||
group: "catalog",
|
||||
settingsKey: "tax_pool_service_offerta",
|
||||
storage: { kind: "tag", entityType: "services" },
|
||||
},
|
||||
service_pacchetto: {
|
||||
label: "Pacchetto",
|
||||
group: "catalog",
|
||||
settingsKey: "tax_pool_service_pacchetto",
|
||||
storage: { kind: "tag", entityType: "services.pacchetto" },
|
||||
},
|
||||
};
|
||||
|
||||
export const TAXONOMY_FIELD_IDS = Object.keys(TAXONOMY_FIELDS) as TaxonomyFieldId[];
|
||||
|
||||
function sortUnique(values: string[]): string[] {
|
||||
return Array.from(new Set(values.filter((v) => v && v.trim().length > 0))).sort((a, b) =>
|
||||
a.localeCompare(b, "it")
|
||||
);
|
||||
}
|
||||
|
||||
// Resolves a column-storage descriptor to its drizzle column reference.
|
||||
// Columns are distinct across the config (category/ticket/fase), so switching
|
||||
// on `column` is unambiguous and keeps drizzle's typing intact.
|
||||
function columnRef(storage: Extract<Storage, { kind: "column" }>) {
|
||||
if (storage.column === "category") return offer_macros.category;
|
||||
if (storage.column === "ticket") return offer_macros.ticket;
|
||||
return services.fase;
|
||||
}
|
||||
|
||||
// Distinct in-use values for the field — used to seed the pool on first read.
|
||||
async function readInUseValues(storage: Storage): Promise<string[]> {
|
||||
if (storage.kind === "tag") {
|
||||
const rows = await db
|
||||
.selectDistinct({ name: tags.name })
|
||||
.from(tags)
|
||||
.where(eq(tags.entity_type, storage.entityType));
|
||||
return rows.map((r) => r.name);
|
||||
}
|
||||
const rows = await db.selectDistinct({ value: columnRef(storage) }).from(
|
||||
storage.table === "offer_macros" ? offer_macros : services
|
||||
);
|
||||
return rows.map((r) => r.value).filter((v): v is string => v != null);
|
||||
}
|
||||
|
||||
// Reads the pool. If the settings row is ABSENT (never seeded), lazy-seeds it
|
||||
// from in-use values and persists — WITHOUT revalidatePath (safe in render).
|
||||
// A persisted "[]" is respected (intentionally emptied → no reseed).
|
||||
export async function getPool(fieldId: TaxonomyFieldId): Promise<string[]> {
|
||||
const { settingsKey, storage } = TAXONOMY_FIELDS[fieldId];
|
||||
const raw = await getSetting(settingsKey);
|
||||
|
||||
if (raw === null) {
|
||||
const seeded = sortUnique(await readInUseValues(storage));
|
||||
await writeSetting(settingsKey, JSON.stringify(seeded));
|
||||
return seeded;
|
||||
}
|
||||
|
||||
try {
|
||||
const parsed = JSON.parse(raw);
|
||||
return Array.isArray(parsed) ? sortUnique(parsed as string[]) : [];
|
||||
} catch {
|
||||
return [];
|
||||
}
|
||||
}
|
||||
|
||||
export async function getAllPools(): Promise<Record<TaxonomyFieldId, string[]>> {
|
||||
const entries = await Promise.all(
|
||||
TAXONOMY_FIELD_IDS.map(async (id) => [id, await getPool(id)] as const)
|
||||
);
|
||||
return Object.fromEntries(entries) as Record<TaxonomyFieldId, string[]>;
|
||||
}
|
||||
|
||||
// Registers a value into the pool (idempotent). Used by the settings "Aggiungi"
|
||||
// and by inline-create sync across the offer editor / catalog. Never revalidates.
|
||||
export async function addPoolValue(fieldId: TaxonomyFieldId, value: string): Promise<void> {
|
||||
const trimmed = value.trim();
|
||||
if (!trimmed) return;
|
||||
const current = await getPool(fieldId);
|
||||
if (current.includes(trimmed)) return;
|
||||
await writeSetting(TAXONOMY_FIELDS[fieldId].settingsKey, JSON.stringify(sortUnique([...current, trimmed])));
|
||||
}
|
||||
|
||||
// Removes a value from the pool AND cascade-strips it from every row using it
|
||||
// (delete tag rows / null out the column). Settings-only (global delete).
|
||||
export async function removePoolValue(fieldId: TaxonomyFieldId, value: string): Promise<void> {
|
||||
const { settingsKey, storage } = TAXONOMY_FIELDS[fieldId];
|
||||
const current = await getPool(fieldId);
|
||||
await writeSetting(settingsKey, JSON.stringify(current.filter((v) => v !== value)));
|
||||
|
||||
if (storage.kind === "tag") {
|
||||
await db
|
||||
.delete(tags)
|
||||
.where(sql`${tags.entity_type} = ${storage.entityType} and ${tags.name} = ${value}`);
|
||||
} else if (storage.column === "category") {
|
||||
await db.update(offer_macros).set({ category: null }).where(eq(offer_macros.category, value));
|
||||
} else if (storage.column === "ticket") {
|
||||
await db.update(offer_macros).set({ ticket: null }).where(eq(offer_macros.ticket, value));
|
||||
} else {
|
||||
await db.update(services).set({ fase: null }).where(eq(services.fase, value));
|
||||
}
|
||||
}
|
||||
|
||||
// Renames a value in the pool AND propagates to every row using it.
|
||||
export async function renamePoolValue(
|
||||
fieldId: TaxonomyFieldId,
|
||||
oldValue: string,
|
||||
newValue: string
|
||||
): Promise<void> {
|
||||
const next = newValue.trim();
|
||||
if (!next || next === oldValue) return;
|
||||
const { settingsKey, storage } = TAXONOMY_FIELDS[fieldId];
|
||||
|
||||
const current = await getPool(fieldId);
|
||||
await writeSetting(
|
||||
settingsKey,
|
||||
JSON.stringify(sortUnique(current.map((v) => (v === oldValue ? next : v))))
|
||||
);
|
||||
|
||||
if (storage.kind === "tag") {
|
||||
await db
|
||||
.update(tags)
|
||||
.set({ name: next })
|
||||
.where(sql`${tags.entity_type} = ${storage.entityType} and ${tags.name} = ${oldValue}`);
|
||||
} else if (storage.column === "category") {
|
||||
await db.update(offer_macros).set({ category: next }).where(eq(offer_macros.category, oldValue));
|
||||
} else if (storage.column === "ticket") {
|
||||
await db.update(offer_macros).set({ ticket: next }).where(eq(offer_macros.ticket, oldValue));
|
||||
} else {
|
||||
await db.update(services).set({ fase: next }).where(eq(services.fase, oldValue));
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,72 @@
|
||||
'use client'
|
||||
|
||||
import { useEffect, useState } from 'react'
|
||||
|
||||
/**
|
||||
* App theme preference. 'system' follows the OS (prefers-color-scheme) and is
|
||||
* the default; 'light' / 'dark' are explicit overrides. The resolved theme is
|
||||
* applied by toggling the `dark` class on <html> (Tailwind darkMode via
|
||||
* @custom-variant in globals.css).
|
||||
*
|
||||
* The same localStorage key is read by the inline FOUC guard in layout.tsx so
|
||||
* the correct class is set before React mounts — keep THEME_STORAGE_KEY in sync there.
|
||||
*/
|
||||
export type ThemePref = 'system' | 'light' | 'dark'
|
||||
|
||||
export const THEME_STORAGE_KEY = 'iamcavalli:theme'
|
||||
|
||||
function systemPrefersDark(): boolean {
|
||||
return (
|
||||
typeof window !== 'undefined' &&
|
||||
window.matchMedia('(prefers-color-scheme: dark)').matches
|
||||
)
|
||||
}
|
||||
|
||||
export function readThemePref(): ThemePref {
|
||||
if (typeof window === 'undefined') return 'system'
|
||||
const v = window.localStorage.getItem(THEME_STORAGE_KEY)
|
||||
return v === 'light' || v === 'dark' ? v : 'system'
|
||||
}
|
||||
|
||||
export function resolveTheme(pref: ThemePref): 'light' | 'dark' {
|
||||
return pref === 'system' ? (systemPrefersDark() ? 'dark' : 'light') : pref
|
||||
}
|
||||
|
||||
export function applyTheme(pref: ThemePref): void {
|
||||
if (typeof document === 'undefined') return
|
||||
document.documentElement.classList.toggle('dark', resolveTheme(pref) === 'dark')
|
||||
}
|
||||
|
||||
/**
|
||||
* Theme state hook. Initialises to 'system' on both server and first client
|
||||
* render (avoids hydration mismatch — the FOUC guard already set the <html>
|
||||
* class), then reconciles from localStorage after mount. Applies the resolved
|
||||
* theme on change and, while in 'system' mode, re-applies live when the OS
|
||||
* theme flips. Returns the raw preference, the resolved light/dark value, and a
|
||||
* setter that persists (clearing the key for 'system' so the OS stays
|
||||
* authoritative).
|
||||
*/
|
||||
export function useTheme() {
|
||||
const [pref, setPref] = useState<ThemePref>('system')
|
||||
|
||||
useEffect(() => {
|
||||
setPref(readThemePref())
|
||||
}, [])
|
||||
|
||||
useEffect(() => {
|
||||
applyTheme(pref)
|
||||
if (pref !== 'system') return
|
||||
const mq = window.matchMedia('(prefers-color-scheme: dark)')
|
||||
const onChange = () => applyTheme('system')
|
||||
mq.addEventListener('change', onChange)
|
||||
return () => mq.removeEventListener('change', onChange)
|
||||
}, [pref])
|
||||
|
||||
function setTheme(next: ThemePref) {
|
||||
if (next === 'system') window.localStorage.removeItem(THEME_STORAGE_KEY)
|
||||
else window.localStorage.setItem(THEME_STORAGE_KEY, next)
|
||||
setPref(next)
|
||||
}
|
||||
|
||||
return { pref, resolved: resolveTheme(pref), setTheme }
|
||||
}
|
||||
Reference in New Issue
Block a user