2026-05-12 14:50:58 +02:00
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'use client';
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import { useQuery } from '@tanstack/react-query';
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import { apiFetch } from '@/lib/api/client';
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
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import { Skeleton } from '@/components/ui/skeleton';
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interface SourceRow {
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source: string;
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total: number;
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won: number;
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lost: number;
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conversionRate: number;
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}
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interface SourceConversionResponse {
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data: SourceRow[];
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}
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/**
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* Horizontal bar list of lead-source conversion rates. Complements the
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* existing Lead Source Attribution donut: that one shows where leads
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* COME from, this shows which sources actually CONVERT. Lets marketing
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* spend follow the buyers, not the tire-kickers.
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*
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* Renders only sources with at least one lead; uses a compact bar-in-
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* row layout so 5-8 sources fit comfortably without scrolling.
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*/
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export function SourceConversionChart() {
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const { data, isLoading } = useQuery<SourceConversionResponse>({
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queryKey: ['dashboard', 'source_conversion'],
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queryFn: () => apiFetch<SourceConversionResponse>('/api/v1/dashboard/source-conversion'),
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staleTime: 60_000,
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});
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const rows = data?.data ?? [];
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return (
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<Card>
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<CardHeader>
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<CardTitle className="text-base">Source conversion</CardTitle>
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<CardDescription>Won deals as a percentage of leads per source.</CardDescription>
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</CardHeader>
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<CardContent>
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{isLoading ? (
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<div className="space-y-3">
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<Skeleton className="h-8 w-full" />
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<Skeleton className="h-8 w-full" />
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<Skeleton className="h-8 w-full" />
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</div>
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) : rows.length === 0 ? (
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<p className="py-4 text-center text-sm text-muted-foreground">
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Once interests have a source assigned, conversion rates will appear here.
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</p>
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) : (
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<ul className="space-y-3">
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{rows.map((r) => {
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const pct = Math.round(r.conversionRate * 100);
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feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
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const label = r.source.replace(/_/g, ' ').replace(/\b\w/g, (c) => c.toUpperCase());
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2026-05-12 14:50:58 +02:00
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return (
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<li key={r.source} className="space-y-1">
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<div className="flex items-center justify-between text-xs">
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<span className="font-medium text-foreground">{label}</span>
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<span className="tabular-nums text-muted-foreground">
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<span className="font-semibold text-foreground">{pct}%</span>
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<span className="ml-1.5">
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({r.won} won · {r.total} total)
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</span>
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</span>
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</div>
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{/* Inline bar — keeps the widget compact and lets eight
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rows share the same vertical space a Recharts plot
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would use for two. */}
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<div className="h-2 w-full overflow-hidden rounded-full bg-muted">
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<div
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className="h-full rounded-full bg-primary transition-all"
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style={{ width: `${Math.max(pct, 2)}%` }}
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/>
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</div>
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</li>
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);
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})}
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</ul>
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)}
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</CardContent>
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</Card>
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);
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}
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