Files
pn-new-crm/src/components/dashboard/lead-source-chart.tsx
Matt 3ffee79f3f feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones
Mobile + responsive
- berth-form full-width on phones (was 480px fixed → overflowed iPhone)
- currency-input switched to inputMode=decimal with live thousands separator
- client-form Country/Timezone/Source/Preferred-Contact full-width <sm
- contacts row restructured so Primary toggle + Remove get their own strip
- customize-dashboard footer stacks vertically on mobile; Done full-width
- interest-form client/berth pickers no longer cmdk-filter on UUID (typing
  "Carlos" now returns Carlos Vega instead of "No clients found")

Data + consistency
- SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces
  now resolve interest/client source from one place
- INTEREST_OUTCOMES adds lost_other (picker, badge, timeline)
- Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort
- archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles
- TableBody last-row uses border-b-0 (not border-0); colored left-accent
  on the bottom berth row now renders
- Hide Invite-to-Portal until port setting === true (was !== false default-show)
- OwnerPicker primer query resolves entity name on first paint (no more
  UUID flash before the popover opens)

Terminology
- Replaced user-facing "Documenso" with "signing service" / "Generated EOI" /
  "Manual EOI" in 8 components (admin/internal references kept)
- Plainer status-change copy on berth-detail-header

Forms + editing
- InlineEditableField gained a `date` variant (native picker); applied to
  company incorporation date and ready for other YYYY-MM-DD plaintext fields
- Inline source picker on interest-tabs detail (was free text)
- TagPicker self-hides when port has no tags AND nothing is selected
- New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom)
- Compose dialog follow-up is now a toggle that reveals datetime picker

Pipeline milestones
- changeStageSchema accepts optional milestoneDate; service stamps it on the
  matching date column instead of always using now
- MilestoneAdvanceButton popover collects a back-date before stage advance
- Applied to every "Mark X manually" surface on the interest overview

EOI / linked-berths polish
- Add-bypass row aligned inline with toggle descriptions
- Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their
  legal vs. public-map consequences

Surfaces
- Companies list now has the column picker + persisted hidden-column prefs
- NotesList aggregate flag enabled on clients, companies, residential_clients
  (yachts already aggregated)

ft/m unit toggle (interim, before drift fix)
- "Berth size desired" gets a section-level ft/m toggle; per-field hint shows
  the converted value. Storage stays canonical-ft for now; the drift-safe
  persistence migration is the next step.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00

103 lines
3.1 KiB
TypeScript

'use client';
import { Cell, Legend, Pie, PieChart, ResponsiveContainer, Tooltip } from 'recharts';
import { CardSkeleton } from '@/components/shared/loading-skeleton';
import { EmptyState } from '@/components/shared/empty-state';
import { ChartCard } from './chart-card';
import { useLeadSource } from './use-analytics';
import type { DateRange } from '@/lib/services/analytics.service';
import { rangeToSlug } from '@/lib/analytics/range';
import { SOURCE_LABELS as CANONICAL_SOURCE_LABELS } from '@/lib/constants';
interface Props {
range: DateRange;
}
const COLORS = [
'hsl(var(--chart-1))',
'hsl(var(--chart-2))',
'hsl(var(--chart-3))',
'hsl(var(--chart-4))',
'hsl(var(--chart-5))',
];
// Extend the canonical source labels with the analytics-specific buckets the
// API returns (`unspecified` for null sources, legacy `social`). Renames to the
// canonical set in /lib/constants stay in sync via the spread.
const SOURCE_LABELS: Record<string, string> = {
...CANONICAL_SOURCE_LABELS,
social: 'Social',
unspecified: 'Unspecified',
};
export function LeadSourceChart({ range }: Props) {
const { data, isLoading } = useLeadSource(range);
const slices = data?.slices ?? [];
function toCsv(): string | null {
if (!slices.length) return null;
const header = 'source,count';
const rows = slices.map((s) => `${s.source},${s.count}`);
return [header, ...rows].join('\n');
}
const chartData = slices.map((s) => ({
name: SOURCE_LABELS[s.source] ?? s.source,
value: s.count,
}));
return (
<ChartCard
title="Lead Source Attribution"
description="Where new interests came from"
exportFilename={`lead-source-${rangeToSlug(range)}`}
toCsv={toCsv}
>
{isLoading ? (
<CardSkeleton />
) : !slices.length ? (
<EmptyState
title="No interests in range"
description="Lights up once new interests are created - tracks where each came from (website, referral, broker)."
/>
) : (
// Percentage radii + center-anchored chart so the pie scales with
// the container instead of being clipped to a constant 90px ring at
// narrow widths. Legend is reserved a fixed footer height.
<ResponsiveContainer width="100%" height={280}>
<PieChart>
<Pie
data={chartData}
dataKey="value"
nameKey="name"
cx="50%"
cy="45%"
outerRadius="70%"
innerRadius="40%"
paddingAngle={2}
>
{chartData.map((_, i) => (
<Cell key={i} fill={COLORS[i % COLORS.length]} />
))}
</Pie>
<Tooltip
contentStyle={{
background: 'hsl(var(--popover))',
border: '1px solid hsl(var(--border))',
borderRadius: '6px',
fontSize: 12,
}}
/>
<Legend
verticalAlign="bottom"
height={40}
wrapperStyle={{ fontSize: 12, paddingTop: 4 }}
/>
</PieChart>
</ResponsiveContainer>
)}
</ChartCard>
);
}