Files
pn-new-crm/src/components/dashboard/source-conversion-chart.tsx
Matt 04a594963f 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

90 lines
3.2 KiB
TypeScript

'use client';
import { useQuery } from '@tanstack/react-query';
import { apiFetch } from '@/lib/api/client';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Skeleton } from '@/components/ui/skeleton';
interface SourceRow {
source: string;
total: number;
won: number;
lost: number;
conversionRate: number;
}
interface SourceConversionResponse {
data: SourceRow[];
}
/**
* Horizontal bar list of lead-source conversion rates. Complements the
* existing Lead Source Attribution donut: that one shows where leads
* COME from, this shows which sources actually CONVERT. Lets marketing
* spend follow the buyers, not the tire-kickers.
*
* Renders only sources with at least one lead; uses a compact bar-in-
* row layout so 5-8 sources fit comfortably without scrolling.
*/
export function SourceConversionChart() {
const { data, isLoading } = useQuery<SourceConversionResponse>({
queryKey: ['dashboard', 'source_conversion'],
queryFn: () => apiFetch<SourceConversionResponse>('/api/v1/dashboard/source-conversion'),
staleTime: 60_000,
});
const rows = data?.data ?? [];
return (
<Card>
<CardHeader>
<CardTitle className="text-base">Source conversion</CardTitle>
<CardDescription>Won deals as a percentage of leads per source.</CardDescription>
</CardHeader>
<CardContent>
{isLoading ? (
<div className="space-y-3">
<Skeleton className="h-8 w-full" />
<Skeleton className="h-8 w-full" />
<Skeleton className="h-8 w-full" />
</div>
) : rows.length === 0 ? (
<p className="py-4 text-center text-sm text-muted-foreground">
Once interests have a source assigned, conversion rates will appear here.
</p>
) : (
<ul className="space-y-3">
{rows.map((r) => {
const pct = Math.round(r.conversionRate * 100);
const label = r.source.replace(/_/g, ' ').replace(/\b\w/g, (c) => c.toUpperCase());
return (
<li key={r.source} className="space-y-1">
<div className="flex items-center justify-between text-xs">
<span className="font-medium text-foreground">{label}</span>
<span className="tabular-nums text-muted-foreground">
<span className="font-semibold text-foreground">{pct}%</span>
<span className="ml-1.5">
({r.won} won · {r.total} total)
</span>
</span>
</div>
{/* Inline bar — keeps the widget compact and lets eight
rows share the same vertical space a Recharts plot
would use for two. */}
<div className="h-2 w-full overflow-hidden rounded-full bg-muted">
<div
className="h-full rounded-full bg-primary transition-all"
style={{ width: `${Math.max(pct, 2)}%` }}
/>
</div>
</li>
);
})}
</ul>
)}
</CardContent>
</Card>
);
}