189 lines
5.8 KiB
TypeScript
189 lines
5.8 KiB
TypeScript
"use client";
|
||
import { AreaChart, BarList, DonutChart } from "@/components/charts";
|
||
import { Card } from "@/components/ui/card";
|
||
import { formatCurrency, relativeTime } from "@/lib/crm";
|
||
import type { Report, SalesOverTimePoint } from "@/lib/crm";
|
||
import { cn } from "@/lib/utils";
|
||
import { Sparkles } from "lucide-react";
|
||
|
||
/** Date range label like "May 25 – 31, 2026" (same-month aware, UTC). */
|
||
function periodLabel(startIso: string, endIso: string): string {
|
||
const start = new Date(startIso);
|
||
const end = new Date(endIso);
|
||
const sameMonth =
|
||
start.getUTCMonth() === end.getUTCMonth() &&
|
||
start.getUTCFullYear() === end.getUTCFullYear();
|
||
const startStr = start.toLocaleDateString("en-US", {
|
||
month: "short",
|
||
day: "numeric",
|
||
timeZone: "UTC",
|
||
});
|
||
const endStr = end.toLocaleDateString(
|
||
"en-US",
|
||
sameMonth
|
||
? { day: "numeric", year: "numeric", timeZone: "UTC" }
|
||
: { month: "short", day: "numeric", year: "numeric", timeZone: "UTC" },
|
||
);
|
||
return `${startStr} – ${endStr}`;
|
||
}
|
||
|
||
function MetricTile({
|
||
label,
|
||
value,
|
||
sub,
|
||
}: {
|
||
label: string;
|
||
value: string;
|
||
sub?: string;
|
||
}) {
|
||
return (
|
||
<div className="rounded-lg border bg-card px-3 py-2.5">
|
||
<div className="text-xs text-muted-foreground">{label}</div>
|
||
<div className="mt-0.5 text-lg font-semibold tabular-nums">{value}</div>
|
||
{sub ? (
|
||
<div className="text-[11px] text-muted-foreground">{sub}</div>
|
||
) : null}
|
||
</div>
|
||
);
|
||
}
|
||
|
||
/**
|
||
* Full detail view for a generated weekly report. Renders the period + summary,
|
||
* KPI tiles from the snapshot metrics, a donut of revenue-by-category, ranked
|
||
* bar lists for the leaderboard and pipeline-by-stage, an area chart of bookings
|
||
* over time (live context), and the report highlights.
|
||
*/
|
||
export function ReportDetail({
|
||
report,
|
||
salesTrend,
|
||
}: {
|
||
report: Report;
|
||
salesTrend: SalesOverTimePoint[];
|
||
}) {
|
||
const { metrics } = report;
|
||
|
||
const categoryData = metrics.byCategory.map((c) => ({
|
||
label: c.category,
|
||
value: c.value,
|
||
}));
|
||
const categoryTotal = metrics.byCategory.reduce((s, c) => s + c.value, 0);
|
||
|
||
const leaderboardData = metrics.leaderboard.map((r) => ({
|
||
label: r.name,
|
||
value: r.bookings,
|
||
secondary: `${Math.round(r.attainment * 100)}% quota`,
|
||
}));
|
||
|
||
const stageData = metrics.byStage
|
||
.filter((s) => s.value > 0 || s.count > 0)
|
||
.map((s) => ({
|
||
label: s.stage,
|
||
value: s.value,
|
||
secondary: `${s.count} ${s.count === 1 ? "deal" : "deals"}`,
|
||
}));
|
||
|
||
const trendData = salesTrend.map((p) => ({
|
||
label: p.label,
|
||
value: p.bookings,
|
||
}));
|
||
|
||
return (
|
||
<div className="space-y-4">
|
||
<Card className="gap-4 py-5">
|
||
<div className="px-6">
|
||
<div className="text-base font-semibold">{report.title}</div>
|
||
<div className="mt-0.5 text-xs text-muted-foreground">
|
||
{periodLabel(report.periodStart, report.periodEnd)} · generated{" "}
|
||
{relativeTime(report.generatedAt)}
|
||
</div>
|
||
<p className="mt-3 text-sm leading-relaxed text-muted-foreground">
|
||
{report.summary}
|
||
</p>
|
||
</div>
|
||
<div className="grid grid-cols-2 gap-3 px-6 lg:grid-cols-5">
|
||
<MetricTile
|
||
label="Bookings"
|
||
value={formatCurrency(metrics.bookings)}
|
||
/>
|
||
<MetricTile
|
||
label="Weighted forecast"
|
||
value={formatCurrency(metrics.weightedForecast)}
|
||
/>
|
||
<MetricTile
|
||
label="Win rate"
|
||
value={
|
||
metrics.winRate === null
|
||
? "—"
|
||
: `${Math.round(metrics.winRate * 100)}%`
|
||
}
|
||
/>
|
||
<MetricTile label="Deals won" value={String(metrics.dealsWon)} />
|
||
<MetricTile label="Deals open" value={String(metrics.dealsOpen)} />
|
||
</div>
|
||
</Card>
|
||
|
||
<div className="grid gap-4 lg:grid-cols-2">
|
||
<Card className="gap-3 py-5">
|
||
<div className="px-6 text-sm font-semibold">Revenue by category</div>
|
||
<div className="px-6">
|
||
<DonutChart
|
||
data={categoryData}
|
||
centerLabel="total"
|
||
centerValue={Intl.NumberFormat("en-US", {
|
||
notation: "compact",
|
||
maximumFractionDigits: 1,
|
||
}).format(categoryTotal)}
|
||
/>
|
||
</div>
|
||
</Card>
|
||
|
||
<Card className="gap-3 py-5">
|
||
<div className="px-6 text-sm font-semibold">Bookings over time</div>
|
||
<div className="px-2">
|
||
<AreaChart data={trendData} height={196} />
|
||
</div>
|
||
</Card>
|
||
|
||
<Card className="gap-3 py-5">
|
||
<div className="px-6 text-sm font-semibold">Rep leaderboard</div>
|
||
<div className="px-6">
|
||
<BarList data={leaderboardData} format={formatCurrency} />
|
||
</div>
|
||
</Card>
|
||
|
||
<Card className="gap-3 py-5">
|
||
<div className="px-6 text-sm font-semibold">Pipeline by stage</div>
|
||
<div className="px-6">
|
||
<BarList data={stageData} format={formatCurrency} />
|
||
</div>
|
||
</Card>
|
||
</div>
|
||
|
||
<Card className="gap-3 py-5">
|
||
<div className="flex items-center gap-2 px-6 text-sm font-semibold">
|
||
<Sparkles className="h-4 w-4 text-primary" aria-hidden />
|
||
Highlights
|
||
</div>
|
||
<ul className="space-y-2 px-6">
|
||
{report.highlights.map((h, i) => (
|
||
<li key={i} className="flex gap-2 text-sm text-muted-foreground">
|
||
<span
|
||
className={cn(
|
||
"mt-1.5 h-1.5 w-1.5 shrink-0 rounded-full bg-primary",
|
||
)}
|
||
aria-hidden
|
||
/>
|
||
<span>{h}</span>
|
||
</li>
|
||
))}
|
||
{report.highlights.length === 0 && (
|
||
<li className="text-sm text-muted-foreground">
|
||
No highlights for this period.
|
||
</li>
|
||
)}
|
||
</ul>
|
||
</Card>
|
||
</div>
|
||
);
|
||
}
|