From 3c8c8ee594492b8a9b0c6da2ac7e64f1fe1dbeef Mon Sep 17 00:00:00 2001 From: Chris Olson Date: Mon, 31 Aug 2026 13:55:01 -0400 Subject: [PATCH] Build AgentMinder Campaign Command Center - Phase 1 complete Full-featured sales campaign dashboard replacing Looker Studio with responsive Next.js app. Includes Executive Overview, Account Explorer with priority algorithm, Activities with detail overlay, Pipeline/Opps with deal panels, Implementation tracking, and Data Admin with CSV import and CRUD operations. Co-Authored-By: Claude Opus 4.6 --- .claude/launch.json | 11 + .gitignore | 6 + next.config.ts | 2 +- package-lock.json | 1441 ++++++++++++++++++- package.json | 12 +- public/logo.svg | 12 + scripts/import-xlsx.js | 488 +++++++ src/app/(dashboard)/accounts/page.tsx | 665 +++++++++ src/app/(dashboard)/activity/page.tsx | 598 ++++++++ src/app/(dashboard)/implementation/page.tsx | 171 +++ src/app/(dashboard)/layout.tsx | 15 + src/app/(dashboard)/page.tsx | 209 +++ src/app/(dashboard)/pipeline/page.tsx | 315 ++++ src/app/admin/page.tsx | 538 +++++++ src/app/api/admin/route.ts | 54 + src/app/api/import/route.ts | 25 + src/app/api/sheets/route.ts | 21 + src/app/globals.css | 85 +- src/app/layout.tsx | 13 +- src/app/page.tsx | 69 - src/components/layout/DashboardShell.tsx | 23 + src/components/layout/Sidebar.tsx | 145 ++ src/components/layout/TopBar.tsx | 137 ++ src/components/ui/ChartCard.tsx | 26 + src/components/ui/PageHeader.tsx | 15 + src/components/ui/Scorecard.tsx | 40 + src/lib/data-context.tsx | 173 +++ src/lib/db.ts | 484 +++++++ src/lib/formatters.ts | 92 ++ src/lib/google-sheets.ts | 134 ++ src/lib/mock-data.ts | 251 ++++ src/types/data.ts | 135 ++ start.command | 7 + 33 files changed, 6289 insertions(+), 123 deletions(-) create mode 100644 .claude/launch.json create mode 100644 public/logo.svg create mode 100644 scripts/import-xlsx.js create mode 100644 src/app/(dashboard)/accounts/page.tsx create mode 100644 src/app/(dashboard)/activity/page.tsx create mode 100644 src/app/(dashboard)/implementation/page.tsx create mode 100644 src/app/(dashboard)/layout.tsx create mode 100644 src/app/(dashboard)/page.tsx create mode 100644 src/app/(dashboard)/pipeline/page.tsx create mode 100644 src/app/admin/page.tsx create mode 100644 src/app/api/admin/route.ts create mode 100644 src/app/api/import/route.ts create mode 100644 src/app/api/sheets/route.ts delete mode 100644 src/app/page.tsx create mode 100644 src/components/layout/DashboardShell.tsx create mode 100644 src/components/layout/Sidebar.tsx create mode 100644 src/components/layout/TopBar.tsx create mode 100644 src/components/ui/ChartCard.tsx create mode 100644 src/components/ui/PageHeader.tsx create mode 100644 src/components/ui/Scorecard.tsx create mode 100644 src/lib/data-context.tsx create mode 100644 src/lib/db.ts create mode 100644 src/lib/formatters.ts create mode 100644 src/lib/google-sheets.ts create mode 100644 src/lib/mock-data.ts create mode 100644 src/types/data.ts create mode 100755 start.command diff --git a/.claude/launch.json b/.claude/launch.json new file mode 100644 index 0000000..04ffa28 --- /dev/null +++ b/.claude/launch.json @@ -0,0 +1,11 @@ +{ + "version": "0.0.1", + "configurations": [ + { + "name": "dev", + "runtimeExecutable": "npm", + "runtimeArgs": ["run", "dev"], + "port": 3000 + } + ] +} diff --git a/.gitignore b/.gitignore index 5ef6a52..0ff92e9 100644 --- a/.gitignore +++ b/.gitignore @@ -33,6 +33,12 @@ yarn-error.log* # env files (can opt-in for committing if needed) .env* +# database +/data/ + +# source data files +*.xlsx + # vercel .vercel diff --git a/next.config.ts b/next.config.ts index e9ffa30..40988d5 100644 --- a/next.config.ts +++ b/next.config.ts @@ -1,7 +1,7 @@ import type { NextConfig } from "next"; const nextConfig: NextConfig = { - /* config options here */ + serverExternalPackages: ['better-sqlite3'], }; export default nextConfig; diff --git a/package-lock.json b/package-lock.json index 375c080..35d5098 100644 --- a/package-lock.json +++ b/package-lock.json @@ -8,12 +8,19 @@ "name": "campaign-command-center", "version": "0.1.0", "dependencies": { + "better-sqlite3": "^13.0.3", + "date-fns": "^4.4.0", + "googleapis": "^176.0.0", "next": "16.3.3", + "next-auth": "^5.0.0-beta.32", "react": "19.2.8", - "react-dom": "19.2.8" + "react-dom": "19.2.8", + "recharts": "^3.10.1", + "xlsx": "^0.18.5" }, "devDependencies": { "@tailwindcss/postcss": "^4", + "@types/better-sqlite3": "^9.6.0", "@types/node": "^20", "@types/react": "^19", "@types/react-dom": "^19", @@ -36,6 +43,35 @@ "url": "https://github.com/sponsors/sindresorhus" } }, + "node_modules/@auth/core": { + "version": "0.41.3", + "resolved": "https://registry.npmjs.org/@auth/core/-/core-0.41.3.tgz", + "integrity": "sha512-sJ3JMHHkXMD3aOjopv7mOBTO1Ocw4b0fAEXJBz6k7YHLpYQI6C40jCUPc5fNvUKxXRXNE1/sRISA15UrwWJBTw==", + "license": "ISC", + "dependencies": { + "@panva/hkdf": "^1.2.1", + "jose": "^6.0.6", + "oauth4webapi": "^3.3.0", + "preact": "10.24.3", + "preact-render-to-string": "6.5.11" + }, + "peerDependencies": { + "@simplewebauthn/browser": "^9.0.1", + "@simplewebauthn/server": "^9.0.2", + "nodemailer": "^7.0.7 || ^8.0.5" + }, + "peerDependenciesMeta": { + "@simplewebauthn/browser": { + "optional": true + }, + "@simplewebauthn/server": { + "optional": true + }, + "nodemailer": { + "optional": true + } + } + }, "node_modules/@babel/code-frame": { "version": "7.29.7", "resolved": 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"https://registry.npmjs.org/yallist/-/yallist-3.1.1.tgz", diff --git a/package.json b/package.json index 779285b..33ffec8 100644 --- a/package.json +++ b/package.json @@ -9,12 +9,19 @@ "lint": "eslint" }, "dependencies": { + "better-sqlite3": "^13.0.3", + "date-fns": "^4.4.0", + "googleapis": "^176.0.0", "next": "16.3.3", + "next-auth": "^5.0.0-beta.32", "react": "19.2.8", - "react-dom": "19.2.8" + "react-dom": "19.2.8", + "recharts": "^3.10.1", + "xlsx": "^0.18.5" }, "devDependencies": { "@tailwindcss/postcss": "^4", + "@types/better-sqlite3": "^9.6.0", "@types/node": "^20", "@types/react": "^19", "@types/react-dom": "^19", @@ -22,5 +29,8 @@ "eslint-config-next": "16.3.3", "tailwindcss": "^4", "typescript": "^5" + }, + "allowScripts": { + "better-sqlite3@13.0.3": true } } diff --git a/public/logo.svg b/public/logo.svg new file mode 100644 index 0000000..71b0179 --- /dev/null +++ b/public/logo.svg @@ -0,0 +1,12 @@ + + + + + + + + + + + + diff --git a/scripts/import-xlsx.js b/scripts/import-xlsx.js new file mode 100644 index 0000000..4b26ca1 --- /dev/null +++ b/scripts/import-xlsx.js @@ -0,0 +1,488 @@ +const XLSX = require('xlsx'); +const Database = require('better-sqlite3'); +const path = require('path'); +const fs = require('fs'); + +const XLSX_PATH = path.join(__dirname, '..', 'AgentMinder Launch - Campaign Tracker.xlsx'); +const DB_DIR = path.join(__dirname, '..', 'data'); +const DB_PATH = path.join(DB_DIR, 'campaign.db'); + +if (!fs.existsSync(DB_DIR)) fs.mkdirSync(DB_DIR, { recursive: true }); + +// Delete old database to start fresh +if (fs.existsSync(DB_PATH)) { + fs.unlinkSync(DB_PATH); + console.log('Deleted existing database'); +} + +const db = new Database(DB_PATH); +db.pragma('journal_mode = WAL'); + +// Create schema +db.exec(` + CREATE TABLE IF NOT EXISTS accounts ( + Account_Name TEXT PRIMARY KEY, + District_Name TEXT NOT NULL DEFAULT '', + Tier TEXT NOT NULL DEFAULT '', + Priority TEXT NOT NULL DEFAULT '', + AgentMinder_Status TEXT NOT NULL DEFAULT 'Not Touched', + Current_ARR_USD REAL, + Touch_Count INTEGER DEFAULT 0, + Date_First_Touched TEXT, + Date_Last_Touched TEXT, + MAP_In_Place_YN TEXT, + Company_URL TEXT, + Area_Sales_Leader TEXT, + DM TEXT, + AD TEXT, + Logo_URL TEXT, + Next_Renewal_Date TEXT, + Next_Renewal_EAR REAL, + Anchor_Contract_Date TEXT, + Anchor_Contract_EAR REAL + ); + + CREATE TABLE IF NOT EXISTS pipeline ( + Opportunity_ID TEXT PRIMARY KEY, + Account_Name TEXT NOT NULL, + District_Name TEXT NOT NULL DEFAULT '', + Stage TEXT NOT NULL DEFAULT '01-Qualified', + Forecast_Category TEXT NOT NULL DEFAULT 'Pipeline', + Amount_USD REAL NOT NULL DEFAULT 0, + Closed_Amount_USD REAL, + Probability_Pct INTEGER NOT NULL DEFAULT 0, + Created_Date TEXT NOT NULL, + Expected_Close_Date TEXT NOT NULL DEFAULT '', + Closed_Date TEXT, + Champion_Name TEXT, + Economic_Buyer TEXT, + Next_Step TEXT, + Next_Step_Date TEXT, + Primary_Objection TEXT, + Competitor TEXT, + Source_Play TEXT, + Product TEXT NOT NULL DEFAULT 'AgentMinder', + Deal_Type TEXT, + Status TEXT DEFAULT 'Open', + Stage_Entered_Date TEXT, + Tier TEXT, + MAP_In_Place_YN TEXT + ); + + CREATE TABLE IF NOT EXISTS activities ( + id INTEGER PRIMARY KEY AUTOINCREMENT, + Activity_ID TEXT, + Activity_Date TEXT NOT NULL, + Activity_Type TEXT NOT NULL, + Account_Name TEXT NOT NULL, + District_Name TEXT NOT NULL DEFAULT '', + Contact_Name TEXT, + Notes TEXT, + Play TEXT, + Channel TEXT, + Persona TEXT, + Outcome TEXT, + Logged_By TEXT + ); + + CREATE TABLE IF NOT EXISTS implementations ( + Implementation_ID TEXT PRIMARY KEY, + Opportunity_ID TEXT, + Account_Name TEXT NOT NULL, + District_Name TEXT, + Tier TEXT, + Closed_Date TEXT, + Closed_Amount_USD REAL, + Kickoff_Date TEXT, + Go_Live_Target TEXT, + Go_Live_Actual TEXT, + Deployment_Status TEXT NOT NULL DEFAULT 'Not Started', + Health_RYG TEXT, + Milestones_Complete INTEGER DEFAULT 0, + Milestones_Total INTEGER DEFAULT 5, + Onboarding_Owner TEXT, + Risk_Notes TEXT + ); + + CREATE TABLE IF NOT EXISTS metric_targets ( + Target_ID TEXT PRIMARY KEY, + Period_Type TEXT NOT NULL, + Period_Label TEXT NOT NULL DEFAULT '', + District_Name TEXT NOT NULL DEFAULT '', + Metric TEXT NOT NULL, + Target_Value REAL NOT NULL DEFAULT 0, + Notes TEXT + ); + + CREATE INDEX IF NOT EXISTS idx_pipeline_account ON pipeline(Account_Name); + CREATE INDEX IF NOT EXISTS idx_pipeline_district ON pipeline(District_Name); + CREATE INDEX IF NOT EXISTS idx_activities_account ON activities(Account_Name); + CREATE INDEX IF NOT EXISTS idx_activities_date ON activities(Activity_Date); + CREATE INDEX IF NOT EXISTS idx_impl_account ON implementations(Account_Name); +`); + +console.log('Reading Excel file...'); +const wb = XLSX.readFile(XLSX_PATH); + +// Helper: convert Excel serial date to yyyy-MM-dd +function excelDate(val) { + if (!val && val !== 0) return null; + if (typeof val === 'string') { + if (/^\d{4}-\d{2}-\d{2}/.test(val)) return val.substring(0, 10); + return val || null; + } + if (typeof val === 'number') { + const d = new Date((val - 25569) * 86400000); + const y = d.getUTCFullYear(); + const m = String(d.getUTCMonth() + 1).padStart(2, '0'); + const dd = String(d.getUTCDate()).padStart(2, '0'); + return `${y}-${m}-${dd}`; + } + if (val instanceof Date) { + return val.toISOString().substring(0, 10); + } + return null; +} + +function str(v) { return (v === undefined || v === null || v === '') ? null : String(v).trim(); } +function num(v) { if (v === undefined || v === null || v === '') return null; const n = Number(v); return isNaN(n) ? null : n; } +function int(v) { const n = num(v); return n === null ? null : Math.round(n); } + +// ===== 1. Import Accounts ===== +console.log('\n--- Importing Accounts ---'); +const accts = XLSX.utils.sheet_to_json(wb.Sheets['Accounts']); +const acctInsert = db.prepare(` + INSERT INTO accounts (Account_Name, District_Name, Tier, Priority, AgentMinder_Status, Current_ARR_USD, Touch_Count, Date_First_Touched, Date_Last_Touched, Company_URL, Area_Sales_Leader, DM, AD, Logo_URL, Next_Renewal_Date, Next_Renewal_EAR, Anchor_Contract_Date, Anchor_Contract_EAR) + VALUES (@Account_Name, @District_Name, @Tier, @Priority, @AgentMinder_Status, @Current_ARR_USD, @Touch_Count, @Date_First_Touched, @Date_Last_Touched, @Company_URL, @Area_Sales_Leader, @DM, @AD, @Logo_URL, @Next_Renewal_Date, @Next_Renewal_EAR, @Anchor_Contract_Date, @Anchor_Contract_EAR) + ON CONFLICT(Account_Name) DO UPDATE SET + District_Name=excluded.District_Name, Tier=excluded.Tier, Priority=excluded.Priority, + AgentMinder_Status=excluded.AgentMinder_Status, Current_ARR_USD=excluded.Current_ARR_USD, + Touch_Count=excluded.Touch_Count, Date_First_Touched=excluded.Date_First_Touched, + Date_Last_Touched=excluded.Date_Last_Touched, Company_URL=excluded.Company_URL, + Area_Sales_Leader=excluded.Area_Sales_Leader, DM=excluded.DM, AD=excluded.AD, + Logo_URL=excluded.Logo_URL, Next_Renewal_Date=excluded.Next_Renewal_Date, + Next_Renewal_EAR=excluded.Next_Renewal_EAR, Anchor_Contract_Date=excluded.Anchor_Contract_Date, + Anchor_Contract_EAR=excluded.Anchor_Contract_EAR +`); + +// Build account name -> district lookup for later +const acctDistrictMap = {}; +const acctTierMap = {}; + +let acctCount = 0; +const acctTx = db.transaction(() => { + for (const r of accts) { + const name = str(r['Account']); + if (!name) continue; + + const district = str(r['District']) || ''; + const tier = str(r['Tier']) || ''; + + acctDistrictMap[name] = district; + acctDistrictMap[name.toUpperCase()] = district; + acctTierMap[name] = tier; + acctTierMap[name.toUpperCase()] = tier; + + acctInsert.run({ + Account_Name: name, + District_Name: district, + Tier: tier, + Priority: str(r['Priority']) || '', + AgentMinder_Status: str(r['AgentMinder_Status']) || 'Not Touched', + Current_ARR_USD: num(r['Current_ARR_USD']), + Touch_Count: int(r['Touch_Count']) || 0, + Date_First_Touched: excelDate(r['Date_First_Touched']), + Date_Last_Touched: excelDate(r['Date_Last_Touched']), + Company_URL: str(r['Company URL']), + Area_Sales_Leader: str(r['Area Sales Leader']), + DM: str(r['DM']), + AD: str(r['AD']), + Logo_URL: str(r['Logo URL']), + Next_Renewal_Date: excelDate(r['Next Renewal Date']), + Next_Renewal_EAR: num(r['Next Renewal EAR']), + Anchor_Contract_Date: excelDate(r['Anchor Contract Date']), + Anchor_Contract_EAR: num(r['Anchor Contract EAR']), + }); + acctCount++; + } +}); +acctTx(); +console.log(`Imported ${acctCount} accounts`); + +// Also load SE TIER for fallback district/tier lookup +const seTier = XLSX.utils.sheet_to_json(wb.Sheets['SE TIER']); +for (const r of seTier) { + const name = str(r['Parent Account Name']); + const district = str(r['FY26 District']); + const tier = str(r['Tier']); + if (name && district) { + if (!acctDistrictMap[name]) acctDistrictMap[name] = district; + if (!acctDistrictMap[name.toUpperCase()]) acctDistrictMap[name.toUpperCase()] = district; + } + if (name && tier) { + if (!acctTierMap[name]) acctTierMap[name] = tier; + if (!acctTierMap[name.toUpperCase()]) acctTierMap[name.toUpperCase()] = tier; + } +} + +// Helper to resolve district for an account name +function resolveDistrict(accountName, rawDistrict) { + if (rawDistrict && rawDistrict !== 'Unmatched' && rawDistrict !== '') return rawDistrict; + return acctDistrictMap[accountName] || acctDistrictMap[accountName?.toUpperCase()] || ''; +} + +function resolveTier(accountName, rawTier) { + if (rawTier && rawTier !== 'Unmatched' && rawTier !== '') return rawTier; + return acctTierMap[accountName] || acctTierMap[accountName?.toUpperCase()] || ''; +} + +// ===== 2. Import Pipeline ===== +console.log('\n--- Importing Pipeline ---'); +const pipe = XLSX.utils.sheet_to_json(wb.Sheets['Pipeline']); +const pipeInsert = db.prepare(` + INSERT INTO pipeline (Opportunity_ID, Account_Name, District_Name, Stage, Forecast_Category, Amount_USD, Closed_Amount_USD, Probability_Pct, Created_Date, Expected_Close_Date, Closed_Date, Champion_Name, Economic_Buyer, Next_Step, Next_Step_Date, Primary_Objection, Competitor, Source_Play, Product, Deal_Type, Status, Stage_Entered_Date, Tier, MAP_In_Place_YN) + VALUES (@Opportunity_ID, @Account_Name, @District_Name, @Stage, @Forecast_Category, @Amount_USD, @Closed_Amount_USD, @Probability_Pct, @Created_Date, @Expected_Close_Date, @Closed_Date, @Champion_Name, @Economic_Buyer, @Next_Step, @Next_Step_Date, @Primary_Objection, @Competitor, @Source_Play, @Product, @Deal_Type, @Status, @Stage_Entered_Date, @Tier, @MAP_In_Place_YN) + ON CONFLICT(Opportunity_ID) DO UPDATE SET + Account_Name=excluded.Account_Name, District_Name=excluded.District_Name, Stage=excluded.Stage, + Forecast_Category=excluded.Forecast_Category, Amount_USD=excluded.Amount_USD, + Closed_Amount_USD=excluded.Closed_Amount_USD, Probability_Pct=excluded.Probability_Pct, + Created_Date=excluded.Created_Date, Expected_Close_Date=excluded.Expected_Close_Date, + Closed_Date=excluded.Closed_Date, Champion_Name=excluded.Champion_Name, + Economic_Buyer=excluded.Economic_Buyer, Next_Step=excluded.Next_Step, + Next_Step_Date=excluded.Next_Step_Date, Primary_Objection=excluded.Primary_Objection, + Competitor=excluded.Competitor, Source_Play=excluded.Source_Play, Product=excluded.Product, + Deal_Type=excluded.Deal_Type, Status=excluded.Status, Stage_Entered_Date=excluded.Stage_Entered_Date, + Tier=excluded.Tier, MAP_In_Place_YN=excluded.MAP_In_Place_YN +`); + +let pipeCount = 0; +const pipeTx = db.transaction(() => { + for (const r of pipe) { + const oppId = str(r['Opportunity_ID']); + if (!oppId) continue; + const acctName = str(r['Account_Name']) || ''; + + pipeInsert.run({ + Opportunity_ID: oppId, + Account_Name: acctName, + District_Name: resolveDistrict(acctName, str(r['District_Name'])), + Stage: str(r['Stage']) || '01-Qualified', + Forecast_Category: str(r['Forecast_Category']) || 'Pipeline', + Amount_USD: num(r['Amount_USD']) || 0, + Closed_Amount_USD: num(r['Closed_Amount_USD']), + Probability_Pct: int(r['Probability_Pct']) || 0, + Created_Date: excelDate(r['Created_Date']) || '', + Expected_Close_Date: excelDate(r['Expected_Close_Date']) || '', + Closed_Date: excelDate(r['Closed_Date']), + Champion_Name: str(r['Champion_Name']), + Economic_Buyer: str(r['Economic_Buyer']), + Next_Step: str(r['Next_Step']), + Next_Step_Date: excelDate(r['Next_Step_Date']), + Primary_Objection: str(r['Primary_Objection']), + Competitor: str(r['Competitor']), + Source_Play: str(r['Source_Play']), + Product: str(r['Product']) || 'AgentMinder', + Deal_Type: str(r['Deal_Type']), + Status: str(r['Status']) || 'Open', + Stage_Entered_Date: excelDate(r['Stage_Entered_Date']), + Tier: resolveTier(acctName, str(r['Tier'])), + MAP_In_Place_YN: str(r['MAP_In_Place_YN']), + }); + pipeCount++; + } +}); +pipeTx(); +console.log(`Imported ${pipeCount} pipeline deals`); + +// ===== 3. Import Activities ===== +console.log('\n--- Importing Activities ---'); +const acts = XLSX.utils.sheet_to_json(wb.Sheets['Activity_Log']); +const actInsert = db.prepare(` + INSERT INTO activities (Activity_ID, Activity_Date, Activity_Type, Account_Name, District_Name, Contact_Name, Notes, Play, Channel, Persona, Outcome, Logged_By) + VALUES (@Activity_ID, @Activity_Date, @Activity_Type, @Account_Name, @District_Name, @Contact_Name, @Notes, @Play, @Channel, @Persona, @Outcome, @Logged_By) +`); + +let actCount = 0; +const actTx = db.transaction(() => { + for (const r of acts) { + const acctName = str(r['Account_Name']); + const date = excelDate(r['Activity_Date']); + if (!acctName || !date) continue; + + actInsert.run({ + Activity_ID: str(r['Activity_ID']), + Activity_Date: date, + Activity_Type: str(r['Activity_Type']) || '', + Account_Name: acctName, + District_Name: resolveDistrict(acctName, str(r['District_Name'])), + Contact_Name: str(r['Contact_Name']), + Notes: str(r['Notes']), + Play: str(r['Play']), + Channel: str(r['Channel']), + Persona: str(r['Persona']), + Outcome: str(r['Outcome']), + Logged_By: str(r['Logged_By']), + }); + actCount++; + } +}); +actTx(); +console.log(`Imported ${actCount} activities`); + +// ===== 4. Import Implementation ===== +console.log('\n--- Importing Implementation ---'); +const impl = XLSX.utils.sheet_to_json(wb.Sheets['Implementation']); +const implInsert = db.prepare(` + INSERT INTO implementations (Implementation_ID, Opportunity_ID, Account_Name, District_Name, Tier, Closed_Date, Closed_Amount_USD, Kickoff_Date, Go_Live_Target, Go_Live_Actual, Deployment_Status, Health_RYG, Milestones_Complete, Milestones_Total, Onboarding_Owner, Risk_Notes) + VALUES (@Implementation_ID, @Opportunity_ID, @Account_Name, @District_Name, @Tier, @Closed_Date, @Closed_Amount_USD, @Kickoff_Date, @Go_Live_Target, @Go_Live_Actual, @Deployment_Status, @Health_RYG, @Milestones_Complete, @Milestones_Total, @Onboarding_Owner, @Risk_Notes) + ON CONFLICT(Implementation_ID) DO UPDATE SET + Opportunity_ID=excluded.Opportunity_ID, Account_Name=excluded.Account_Name, + District_Name=excluded.District_Name, Tier=excluded.Tier, + Closed_Date=excluded.Closed_Date, Closed_Amount_USD=excluded.Closed_Amount_USD, + Kickoff_Date=excluded.Kickoff_Date, Go_Live_Target=excluded.Go_Live_Target, + Go_Live_Actual=excluded.Go_Live_Actual, Deployment_Status=excluded.Deployment_Status, + Health_RYG=excluded.Health_RYG, Milestones_Complete=excluded.Milestones_Complete, + Milestones_Total=excluded.Milestones_Total, Onboarding_Owner=excluded.Onboarding_Owner, + Risk_Notes=excluded.Risk_Notes +`); + +let implCount = 0; +const implTx = db.transaction(() => { + for (const r of impl) { + const id = str(r['Implementation_ID']); + const acctName = str(r['Account_Name']); + if (!id || !acctName) continue; + + implInsert.run({ + Implementation_ID: id, + Opportunity_ID: str(r['Opportunity_ID']), + Account_Name: acctName, + District_Name: resolveDistrict(acctName, str(r['District_Name'])), + Tier: resolveTier(acctName, str(r['Tier'])), + Closed_Date: excelDate(r['Closed_Date']), + Closed_Amount_USD: num(r['Closed_Amount_USD']), + Kickoff_Date: excelDate(r['Kickoff_Date']), + Go_Live_Target: excelDate(r['Go_Live_Target']), + Go_Live_Actual: excelDate(r['Go_Live_Actual']), + Deployment_Status: str(r['Deployment_Status']) || 'Not Started', + Health_RYG: str(r['Health_RYG']), + Milestones_Complete: int(r['Milestones_Complete']) || 0, + Milestones_Total: int(r['Milestones_Total']) || 5, + Onboarding_Owner: str(r['Onboarding_Owner']), + Risk_Notes: str(r['Risk_Notes']), + }); + implCount++; + } +}); +implTx(); +console.log(`Imported ${implCount} implementations`); + +// ===== 5. Import Metric Targets ===== +console.log('\n--- Importing Metric Targets ---'); +const targets = XLSX.utils.sheet_to_json(wb.Sheets['Targets']); +const tgtInsert = db.prepare(` + INSERT INTO metric_targets (Target_ID, Period_Type, Period_Label, District_Name, Metric, Target_Value, Notes) + VALUES (@Target_ID, @Period_Type, @Period_Label, @District_Name, @Metric, @Target_Value, @Notes) + ON CONFLICT(Target_ID) DO UPDATE SET + Period_Type=excluded.Period_Type, Period_Label=excluded.Period_Label, + District_Name=excluded.District_Name, Metric=excluded.Metric, + Target_Value=excluded.Target_Value, Notes=excluded.Notes +`); + +// District name normalization for Targets tab +const districtNorm = { + 'Valley': 'SE-MISS-VALLEY', + 'PeachTree': 'SE-PEACHTREE', + 'Peachtree': 'SE-PEACHTREE', + 'Sunshine': 'SE-SUNSHINE', + 'MidAtl': 'SE-MID-ATL', + 'Mid-Atl': 'SE-MID-ATL', +}; + +let tgtCount = 0; +const tgtTx = db.transaction(() => { + for (const r of targets) { + const id = str(r['Target_ID']); + if (!id) continue; + const rawDistrict = str(r['District_Name']) || ''; + const district = districtNorm[rawDistrict] || rawDistrict; + + tgtInsert.run({ + Target_ID: id, + Period_Type: str(r['Period_Type']) || '', + Period_Label: str(r['Period_Label']) || '', + District_Name: district, + Metric: str(r['Metric']) || '', + Target_Value: num(r['Target_Value']) || 0, + Notes: str(r['Notes']), + }); + tgtCount++; + } +}); +tgtTx(); +console.log(`Imported ${tgtCount} metric targets`); + +// ===== 6. Recalculate touch data from activities ===== +console.log('\n--- Recalculating touch data ---'); +const touchData = db.prepare(` + SELECT Account_Name, MIN(Activity_Date) as first_touch, MAX(Activity_Date) as last_touch, COUNT(*) as touch_count + FROM activities + GROUP BY Account_Name +`).all(); + +const updateTouch = db.prepare(` + UPDATE accounts SET + Date_First_Touched = @first_touch, + Date_Last_Touched = @last_touch, + Touch_Count = @touch_count + WHERE Account_Name = @Account_Name +`); + +const touchTx = db.transaction(() => { + for (const t of touchData) { + updateTouch.run(t); + } +}); +touchTx(); +console.log(`Updated touch data for ${touchData.length} accounts`); + +// ===== 7. Update AgentMinder_Status based on activity/pipeline ===== +console.log('\n--- Updating AgentMinder status ---'); +const statusResult = db.prepare(` + UPDATE accounts SET AgentMinder_Status = '10% - Prospect' + WHERE Account_Name IN (SELECT DISTINCT Account_Name FROM activities) + AND (AgentMinder_Status = 'Not Touched' OR AgentMinder_Status IS NULL) +`).run(); +console.log(`Updated ${statusResult.changes} accounts to 10% - Prospect based on activities`); + +const statusResult2 = db.prepare(` + UPDATE accounts SET AgentMinder_Status = '20% - Research' + WHERE Account_Name IN (SELECT DISTINCT Account_Name FROM pipeline WHERE Status = 'Open') + AND (AgentMinder_Status = 'Not Touched' OR AgentMinder_Status = '10% - Prospect') +`).run(); +console.log(`Updated ${statusResult2.changes} accounts to 20% - Research based on open pipeline`); + +// ===== Summary ===== +console.log('\n===== IMPORT COMPLETE ====='); +const stats = { + accounts: db.prepare('SELECT COUNT(*) as c FROM accounts').get().c, + pipeline: db.prepare('SELECT COUNT(*) as c FROM pipeline').get().c, + activities: db.prepare('SELECT COUNT(*) as c FROM activities').get().c, + implementations: db.prepare('SELECT COUNT(*) as c FROM implementations').get().c, + metricTargets: db.prepare('SELECT COUNT(*) as c FROM metric_targets').get().c, +}; +console.log('Database stats:', stats); + +// Show some data quality info +const unmatchedPipe = db.prepare("SELECT COUNT(*) as c FROM pipeline WHERE District_Name = '' OR District_Name IS NULL").get().c; +console.log(`\nPipeline deals with unresolved district: ${unmatchedPipe}`); + +const touchedAccts = db.prepare("SELECT COUNT(*) as c FROM accounts WHERE Touch_Count > 0").get().c; +console.log(`Accounts with touch data: ${touchedAccts}`); + +const districtBreakdown = db.prepare("SELECT District_Name, COUNT(*) as c FROM accounts WHERE District_Name != '' GROUP BY District_Name ORDER BY c DESC").all(); +console.log('\nAccounts by district:'); +districtBreakdown.forEach(r => console.log(` ${r.District_Name}: ${r.c}`)); + +db.close(); +console.log('\nDone! Database saved to:', DB_PATH); diff --git a/src/app/(dashboard)/accounts/page.tsx b/src/app/(dashboard)/accounts/page.tsx new file mode 100644 index 0000000..4780ff6 --- /dev/null +++ b/src/app/(dashboard)/accounts/page.tsx @@ -0,0 +1,665 @@ +'use client'; + +import { useData } from '@/lib/data-context'; +import { PageHeader } from '@/components/ui/PageHeader'; +import { ChartCard } from '@/components/ui/ChartCard'; +import { Scorecard } from '@/components/ui/Scorecard'; +import { formatCurrency, CHART_COLORS, STATUS_COLORS, DISTRICT_SHORT, STAGE_COLORS, TIER_COLORS } from '@/lib/formatters'; +import { useMemo, useState } from 'react'; +import { parseISO, format, differenceInDays, eachDayOfInterval, addMonths, addQuarters } from 'date-fns'; +import { AccountRecord } from '@/types/data'; +import { + BarChart, Bar, XAxis, YAxis, Tooltip, ResponsiveContainer, Cell, +} from 'recharts'; + +const ACTIVITY_TYPE_COLORS: Record = { + 'Launch Briefing': CHART_COLORS.navy, + 'Exec Meeting': CHART_COLORS.darkGreen, + 'Discovery': CHART_COLORS.azure, + 'QBR Attach': CHART_COLORS.aqua, + 'Demo': CHART_COLORS.green, + 'Workshop': CHART_COLORS.brightBlue, + 'Email': CHART_COLORS.purple, + 'Call': CHART_COLORS.lightBlue, +}; + +const PRIORITY_COLORS: Record = { + 'High': '#DC2626', + 'Medium': '#F59E0B', + 'Low': '#6B7280', +}; + +const RENEWAL_FILTER_OPTIONS = [ + { label: 'All Renewals', value: 'all' }, + { label: 'Next 90 Days', value: '90d' }, + { label: 'Next 1 Quarter', value: '1q' }, + { label: 'Next 2 Quarters', value: '2q' }, + { label: 'Next 4 Quarters', value: '4q' }, + { label: 'No Renewal Date', value: 'none' }, +]; + +function getSuggestedPriority(account: AccountRecord): { level: string; reason: string } { + const now = new Date(); + const renewalDate = account.Next_Renewal_Date ? parseISO(account.Next_Renewal_Date) : null; + const daysToRenewal = renewalDate ? differenceInDays(renewalDate, now) : null; + + const touched = (account.Touch_Count || 0) > 0; + const hasArrAbove50k = (account.Current_ARR_USD || 0) > 50000; + const positiveStatus = ['40% - Verify', '60% - Prove', '80% - Pricing', '20% - Research'].includes(account.AgentMinder_Status); + const negativeStatus = ['Not Touched', 'Lost'].includes(account.AgentMinder_Status); + const earlyStatus = ['10% - Prospect', '15% - Prospect - No Opp'].includes(account.AgentMinder_Status); + + // FY27 runs Feb 2027 – Jan 2028. Q1-Q3 = Feb 2027 – Oct 2027 → roughly next 2-14 months from now + // Priority 1: Renewal in ~0-14 months, positive disposition, or high ARR + if (daysToRenewal !== null && daysToRenewal <= 420 && daysToRenewal >= 0) { + if (positiveStatus || hasArrAbove50k || touched) { + return { level: 'High', reason: `Renewal in ${daysToRenewal} days${positiveStatus ? ', positive disposition' : ''}${hasArrAbove50k ? ', high ARR' : ''}` }; + } + if (daysToRenewal <= 180) { + return { level: 'High', reason: `Near-term renewal (${daysToRenewal} days), engage under 60 days` }; + } + } + + // Priority 2: Renewal in 14-24 months, early stage, or neutral + if (daysToRenewal !== null && daysToRenewal > 420 && daysToRenewal <= 730) { + return { level: 'Medium', reason: `Mid-term renewal (${Math.round(daysToRenewal / 30)} months), pipeline building` }; + } + if (daysToRenewal !== null && daysToRenewal <= 420 && earlyStatus) { + return { level: 'Medium', reason: `Renewal in ${daysToRenewal} days but early stage, needs nurturing` }; + } + if (touched && !negativeStatus && !positiveStatus) { + return { level: 'Medium', reason: 'Active engagement, neutral disposition' }; + } + + // Priority 3: No near-term event, negative disposition, or untouched + if (negativeStatus) { + return { level: 'Low', reason: 'Negative disposition or not touched' }; + } + if (daysToRenewal === null) { + return { level: 'Low', reason: 'No renewal date set' }; + } + if (daysToRenewal > 730) { + return { level: 'Low', reason: `Distant renewal (${Math.round(daysToRenewal / 30)} months), monitor and nurture` }; + } + + return { level: 'Low', reason: 'No compelling near-term event' }; +} + +export default function AccountExplorer() { + const { filtered } = useData(); + const { accounts, pipeline, activities, targets } = filtered; + const [search, setSearch] = useState(''); + const [tierFilter, setTierFilter] = useState(null); + const [statusFilter, setStatusFilter] = useState(null); + const [districtFilter, setDistrictFilter] = useState(null); + const [adFilter, setAdFilter] = useState(null); + const [imsbaFilter, setImsbaFilter] = useState(null); + const [renewalFilter, setRenewalFilter] = useState('all'); + const [priorityFilter, setPriorityFilter] = useState(null); + const [selectedAccount, setSelectedAccount] = useState(null); + + const adValues = useMemo(() => Array.from(new Set(accounts.map(a => a.AD).filter(Boolean))).sort() as string[], [accounts]); + const imsbaValues = useMemo(() => Array.from(new Set(accounts.map(a => a.IMS_BA).filter(Boolean))).sort() as string[], [accounts]); + + const filteredAccounts = useMemo(() => { + const now = new Date(); + let result = accounts; + if (search) { + const q = search.toLowerCase(); + result = result.filter(a => a.Account_Name.toLowerCase().includes(q)); + } + if (tierFilter) result = result.filter(a => a.Tier === tierFilter); + if (statusFilter) result = result.filter(a => a.AgentMinder_Status === statusFilter); + if (districtFilter) result = result.filter(a => a.District_Name === districtFilter); + if (adFilter) result = result.filter(a => a.AD === adFilter); + if (imsbaFilter) result = result.filter(a => a.IMS_BA === imsbaFilter); + if (priorityFilter) result = result.filter(a => a.Priority === priorityFilter); + + if (renewalFilter !== 'all') { + if (renewalFilter === 'none') { + result = result.filter(a => !a.Next_Renewal_Date); + } else { + let cutoff: Date; + if (renewalFilter === '90d') cutoff = new Date(now.getTime() + 90 * 86400000); + else if (renewalFilter === '1q') cutoff = addQuarters(now, 1); + else if (renewalFilter === '2q') cutoff = addQuarters(now, 2); + else cutoff = addQuarters(now, 4); + result = result.filter(a => { + if (!a.Next_Renewal_Date) return false; + const rd = parseISO(a.Next_Renewal_Date); + return rd >= now && rd <= cutoff; + }); + } + } + return result; + }, [accounts, search, tierFilter, statusFilter, districtFilter, adFilter, imsbaFilter, renewalFilter, priorityFilter]); + + const kpis = useMemo(() => { + const acctNames = new Set(filteredAccounts.map(a => a.Account_Name)); + const relevantPipeline = pipeline.filter(p => acctNames.has(p.Account_Name)); + const openPipeline = relevantPipeline.filter(p => p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost'); + const closedWon = relevantPipeline.filter(p => p.Stage === '06-Closed Won'); + return { + numAccounts: filteredAccounts.length, + numOpps: openPipeline.length, + pipelineUsd: openPipeline.reduce((s, p) => s + p.Amount_USD, 0), + closedUsd: closedWon.reduce((s, p) => s + (p.Closed_Amount_USD || p.Amount_USD), 0), + totalArr: filteredAccounts.reduce((s, a) => s + (a.Current_ARR_USD || 0), 0), + touched: filteredAccounts.filter(a => (a.Touch_Count || 0) > 0).length, + }; + }, [filteredAccounts, pipeline]); + + // Chart 1: Priority breakdown + const priorityChartData = useMemo(() => { + const counts: Record = { High: 0, Medium: 0, Low: 0 }; + filteredAccounts.forEach(a => { + const p = a.Priority || 'Low'; + counts[p] = (counts[p] || 0) + 1; + }); + return Object.entries(counts).map(([name, value]) => ({ name, value })); + }, [filteredAccounts]); + + // Chart 2: Activity heatmap for filtered accounts + const heatmapData = useMemo(() => { + const acctNames = new Set(filteredAccounts.map(a => a.Account_Name)); + const relevantActivities = activities.filter(a => acctNames.has(a.Account_Name)); + + const dayCounts = new Map(); + relevantActivities.forEach(a => { + dayCounts.set(a.Activity_Date, (dayCounts.get(a.Activity_Date) || 0) + 1); + }); + + const now = new Date(); + const start = new Date(now.getFullYear(), now.getMonth() - 3, 1); + const days = eachDayOfInterval({ start, end: now }); + + return days.map(d => { + const key = format(d, 'yyyy-MM-dd'); + return { date: key, count: dayCounts.get(key) || 0, day: d.getDay(), week: Math.floor(differenceInDays(d, start) / 7) }; + }); + }, [filteredAccounts, activities]); + + const maxHeatVal = Math.max(...heatmapData.map(d => d.count), 1); + + const accountPipeline = useMemo(() => { + if (!selectedAccount) return []; + return pipeline.filter(p => p.Account_Name === selectedAccount.Account_Name); + }, [selectedAccount, pipeline]); + + const accountActivities = useMemo(() => { + if (!selectedAccount) return []; + return activities + .filter(a => a.Account_Name === selectedAccount.Account_Name) + .sort((a, b) => b.Activity_Date.localeCompare(a.Activity_Date)); + }, [selectedAccount, activities]); + + const accountTarget = useMemo(() => { + if (!selectedAccount) return null; + return targets.find(t => t.Account_Name === selectedAccount.Account_Name) || null; + }, [selectedAccount, targets]); + + const getAccountStats = (account: AccountRecord) => { + const pipelineTotal = pipeline.filter(p => p.Account_Name === account.Account_Name && p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost').reduce((s, p) => s + p.Amount_USD, 0); + return { pipelineTotal }; + }; + + const clearAllFilters = () => { + setTierFilter(null); + setStatusFilter(null); + setDistrictFilter(null); + setAdFilter(null); + setImsbaFilter(null); + setPriorityFilter(null); + setRenewalFilter('all'); + setSearch(''); + }; + + const hasFilters = tierFilter || statusFilter || districtFilter || adFilter || imsbaFilter || priorityFilter || renewalFilter !== 'all' || search; + + if (selectedAccount) { + const suggestion = getSuggestedPriority(selectedAccount); + return ( +
+ + + {/* Account Header */} +
+
+
+

{selectedAccount.Account_Name}

+
+ {selectedAccount.Tier || 'N/A'} + {selectedAccount.AgentMinder_Status} + {selectedAccount.Priority} Priority + {DISTRICT_SHORT[selectedAccount.District_Name]} +
+
+
+ {selectedAccount.Current_ARR_USD != null && selectedAccount.Current_ARR_USD > 0 && ( +
+
Current ARR
+
{formatCurrency(selectedAccount.Current_ARR_USD, true)}
+
+ )} +
+
+ + {/* Suggested Priority */} + {suggestion.level !== selectedAccount.Priority && ( +
+
+ + + Suggested: {suggestion.level} Priority + + — {suggestion.reason} +
+
+ )} + +
+
+
Touches
+
{selectedAccount.Touch_Count || 0}
+
+
+
First Touched
+
{selectedAccount.Date_First_Touched || '—'}
+
+
+
Last Touched
+
{selectedAccount.Date_Last_Touched || '—'}
+
+
+
MAP in Place
+
{selectedAccount.MAP_In_Place_YN === 'Y' ? 'Yes' : 'No'}
+
+
+ +
+
+
Next Renewal
+
{selectedAccount.Next_Renewal_Date || '—'}
+
+
+
Renewal EAR
+
{selectedAccount.Next_Renewal_EAR ? formatCurrency(selectedAccount.Next_Renewal_EAR, true) : '—'}
+
+
+
Anchor Contract
+
{selectedAccount.Anchor_Contract_Date || '—'}
+
+
+
Anchor EAR
+
{selectedAccount.Anchor_Contract_EAR ? formatCurrency(selectedAccount.Anchor_Contract_EAR, true) : '—'}
+
+
+ + {(selectedAccount.AD || selectedAccount.IMS_BA || selectedAccount.Area_Sales_Leader || selectedAccount.DM) && ( +
+ {selectedAccount.Area_Sales_Leader && ( +
+
Area Sales Leader
+
{selectedAccount.Area_Sales_Leader}
+
+ )} + {selectedAccount.DM && ( +
+
DM
+
{selectedAccount.DM}
+
+ )} + {selectedAccount.AD && ( +
+
AD
+
{selectedAccount.AD}
+
+ )} + {selectedAccount.IMS_BA && ( +
+
IMS BA
+
{selectedAccount.IMS_BA}
+
+ )} +
+ )} +
+ +
+ {/* Pipeline Section */} +
+

Pipeline ({accountPipeline.length} opportunities)

+ {accountPipeline.length === 0 ? ( +
No pipeline opportunities
+ ) : ( +
+ {accountPipeline.map(opp => ( +
+
+ {formatCurrency(opp.Amount_USD, true)} + {opp.Stage} +
+
+ {opp.Forecast_Category} + {opp.Probability_Pct}% prob + {opp.Expected_Close_Date && Close: {format(parseISO(opp.Expected_Close_Date), 'MMM d')}} +
+ {opp.Next_Step &&
{opp.Next_Step}
} +
+ ))} +
+ )} +
+ + {/* Activity Timeline */} +
+

Activity Timeline ({accountActivities.length} activities)

+ {accountActivities.length === 0 ? ( +
No activities logged
+ ) : ( +
+
+
+ {accountActivities.slice(0, 20).map((a, i) => ( +
+
+
+
+
+
+ {a.Activity_Type} + {format(parseISO(a.Activity_Date), 'MMM d, yyyy')} +
+ {a.Contact_Name &&
with {a.Contact_Name}
} + {a.Notes &&
{a.Notes}
} +
+
+ ))} +
+
+ )} +
+
+ + {/* Implementation Status */} + {accountTarget && ( +
+

Implementation Status

+
+
+
Stage
+
{accountTarget.Implementation_Stage}
+
+
+
Health
+
+
+ {accountTarget.Health_Status || '—'} +
+
+
+
Go-Live Date
+
{accountTarget.Go_Live_Date || '—'}
+
+ {accountTarget.Notes && ( +
+
Notes
+
{accountTarget.Notes}
+
+ )} +
+
+ )} +
+ ); + } + + return ( +
+ + + {/* KPI Summary Cards */} +
+ + 0 ? `${Math.round((kpis.touched / kpis.numAccounts) * 100)}%` : '0%'} color={kpis.touched > 0 ? 'green' : undefined} /> + + + 0 ? 'green' : undefined} /> + +
+ + {/* Summary Charts */} +
+ {/* Chart 1: Priority Breakdown */} + +
+
+ + + + + [value, 'Accounts']} /> + + {priorityChartData.map(entry => ( + + ))} + + + +
+
+ {priorityChartData.map(d => ( +
+
+
+ {d.name} +
+
+ {d.value} + {filteredAccounts.length > 0 ? `${Math.round((d.value / filteredAccounts.length) * 100)}%` : '0%'} +
+
+ ))} +
+
+ + + {/* Chart 2: Activity Heatmap */} + +
+
+ {Array.from({ length: Math.max(...heatmapData.map(d => d.week), 0) + 1 }, (_, weekIdx) => ( +
+ {Array.from({ length: 7 }, (_, dayIdx) => { + const cell = heatmapData.find(d => d.week === weekIdx && d.day === dayIdx); + const intensity = cell ? cell.count / maxHeatVal : 0; + return ( +
+ ); + })} +
+ ))} +
+
+ Less + {[0, 0.25, 0.5, 0.75, 1].map(i => ( +
+ ))} + More +
+
+ +
+ + {/* Search & Filters */} +
+ setSearch(e.target.value)} + className="text-xs border border-card-border rounded-lg px-3 py-2 w-56 focus:outline-none focus:ring-2 focus:ring-brand-azure/30" + /> + {['Tier 1', 'Tier 2', 'Tier 3', 'Tier 4'].map(t => ( + + ))} + {Array.from(new Set(accounts.map(a => a.AgentMinder_Status))).sort().map(s => ( + + ))} +
+ + {/* Priority filter pills */} +
+ {['High', 'Medium', 'Low'].map(p => ( + + ))} +
+ + {/* District, AD, IMS BA, Renewal dropdowns */} +
+ + {adValues.length > 0 && ( + + )} + {imsbaValues.length > 0 && ( + + )} + + {hasFilters && ( + + )} +
+ + {/* Account Cards Grid */} +
+ {filteredAccounts.map(account => { + const stats = getAccountStats(account); + const suggestion = getSuggestedPriority(account); + const mismatch = suggestion.level !== account.Priority; + return ( +
setSelectedAccount(account)} + className="bg-card-bg rounded-xl border border-card-border p-4 cursor-pointer hover:shadow-md hover:border-brand-azure/30 transition-all" + > +
+

{account.Account_Name}

+
+ {account.Tier || 'N/A'} +
+
+
+
+ {account.Priority} + {account.AgentMinder_Status} + {DISTRICT_SHORT[account.District_Name]} + {account.AD && | {account.AD}} + {(account.Google_Drive_URL || account.Campaign_Artifacts_URL) && ( + + )} +
+ {mismatch && ( +
+ + Suggested: {suggestion.level} +
+ )} +
+
+
ARR
+
{account.Current_ARR_USD ? formatCurrency(account.Current_ARR_USD, true) : '—'}
+
+
+
Pipeline
+
{stats.pipelineTotal > 0 ? formatCurrency(stats.pipelineTotal, true) : '—'}
+
+
+
Next Renewal
+
{account.Next_Renewal_Date || '—'}
+
+
+
Renewal EAR
+
{account.Next_Renewal_EAR ? formatCurrency(account.Next_Renewal_EAR, true) : '—'}
+
+
+
+ ); + })} +
+
+ ); +} diff --git a/src/app/(dashboard)/activity/page.tsx b/src/app/(dashboard)/activity/page.tsx new file mode 100644 index 0000000..045f049 --- /dev/null +++ b/src/app/(dashboard)/activity/page.tsx @@ -0,0 +1,598 @@ +'use client'; + +import { useData } from '@/lib/data-context'; +import { ChartCard } from '@/components/ui/ChartCard'; +import { PageHeader } from '@/components/ui/PageHeader'; +import { CHART_COLORS, CHART_PALETTE, DISTRICT_SHORT, formatPercent, formatCurrency, STATUS_COLORS, TIER_COLORS, STAGE_COLORS } from '@/lib/formatters'; +import { useMemo, useState } from 'react'; +import { + BarChart, Bar, XAxis, YAxis, Tooltip, ResponsiveContainer, Legend, + PieChart, Pie, Cell, +} from 'recharts'; +import { parseISO, format, startOfWeek, differenceInDays, eachDayOfInterval } from 'date-fns'; +import { ActivityRecord } from '@/types/data'; + +const TYPE_COLORS: Record = { + 'Launch Briefing': CHART_COLORS.navy, + 'Exec Meeting': CHART_COLORS.darkGreen, + 'Discovery': CHART_COLORS.azure, + 'QBR Attach': CHART_COLORS.aqua, + 'Demo': CHART_COLORS.green, + 'Workshop': CHART_COLORS.brightBlue, + 'Email': CHART_COLORS.purple, + 'Call': CHART_COLORS.lightBlue, +}; + +const PRIORITY_COLORS: Record = { + 'High': '#DC2626', + 'Medium': '#F59E0B', + 'Low': '#6B7280', +}; + +function CustomTooltip({ active, payload, label }: { active?: boolean; payload?: Array<{ name: string; value: number; color: string }>; label?: string }) { + if (!active || !payload?.length) return null; + return ( +
+
{label}
+ {payload.map((p, i) => ( +
+
+ {p.name}: + {p.value} +
+ ))} +
+ ); +} + +export default function ActivityDeepDive() { + const { filtered, config } = useData(); + const { activities, accounts, pipeline, targets } = filtered; + const [typeFilter, setTypeFilter] = useState>(new Set()); + const [searchQuery, setSearchQuery] = useState(''); + const [sortField, setSortField] = useState<'Activity_Date' | 'Account_Name' | 'Activity_Type'>('Activity_Date'); + const [sortDir, setSortDir] = useState<'asc' | 'desc'>('desc'); + const [page, setPage] = useState(0); + const [selectedActivity, setSelectedActivity] = useState(null); + const pageSize = 15; + + const filteredActivities = useMemo(() => { + let result = activities; + if (typeFilter.size > 0) { + result = result.filter(a => typeFilter.has(a.Activity_Type)); + } + if (searchQuery) { + const q = searchQuery.toLowerCase(); + result = result.filter(a => + a.Account_Name.toLowerCase().includes(q) || + a.Activity_Type.toLowerCase().includes(q) || + (a.Notes || '').toLowerCase().includes(q) || + (a.Contact_Name || '').toLowerCase().includes(q) + ); + } + return result; + }, [activities, typeFilter, searchQuery]); + + const heatmapData = useMemo(() => { + const dayCounts = new Map(); + filteredActivities.forEach(a => { + dayCounts.set(a.Activity_Date, (dayCounts.get(a.Activity_Date) || 0) + 1); + }); + + const now = new Date(); + const start = new Date(now.getFullYear(), now.getMonth() - 3, 1); + const days = eachDayOfInterval({ start, end: now }); + + return days.map(d => { + const key = format(d, 'yyyy-MM-dd'); + return { date: key, count: dayCounts.get(key) || 0, day: d.getDay(), week: Math.floor(differenceInDays(d, start) / 7) }; + }); + }, [filteredActivities]); + + const maxHeatVal = Math.max(...heatmapData.map(d => d.count), 1); + + const activityMix = useMemo(() => { + const counts = new Map(); + filteredActivities.forEach(a => { + counts.set(a.Activity_Type, (counts.get(a.Activity_Type) || 0) + 1); + }); + const total = filteredActivities.length || 1; + return Array.from(counts.entries()) + .map(([name, value]) => ({ name, value, pct: (value / total) * 100 })) + .sort((a, b) => b.value - a.value); + }, [filteredActivities]); + + const activityByDistrict = useMemo(() => { + const types = [...new Set(filteredActivities.map(a => a.Activity_Type))]; + const districtMap = new Map>(); + filteredActivities.forEach(a => { + const d = DISTRICT_SHORT[a.District_Name] || a.District_Name; + if (!districtMap.has(d)) { + const init: Record = {}; + types.forEach(t => init[t] = 0); + districtMap.set(d, init); + } + districtMap.get(d)![a.Activity_Type] = (districtMap.get(d)![a.Activity_Type] || 0) + 1; + }); + return { data: Array.from(districtMap.entries()).map(([name, data]) => ({ name, ...data })), types }; + }, [filteredActivities]); + + const paceData = useMemo(() => { + const weekMap = new Map(); + filteredActivities.forEach(a => { + const week = format(startOfWeek(parseISO(a.Activity_Date), { weekStartsOn: 1 }), 'MMM d'); + weekMap.set(week, (weekMap.get(week) || 0) + 1); + }); + const weeks = Array.from(weekMap.entries()).map(([week, count]) => ({ week, count })); + const last4 = weeks.slice(-4); + const avg = last4.length > 0 ? last4.reduce((s, w) => s + w.count, 0) / last4.length : 0; + return { avg: Math.round(avg), target: config.weeklyActivityTarget, pct: config.weeklyActivityTarget > 0 ? (avg / config.weeklyActivityTarget) * 100 : 0 }; + }, [filteredActivities, config]); + + const sortedTableData = useMemo(() => { + return [...filteredActivities].sort((a, b) => { + const aVal = a[sortField] || ''; + const bVal = b[sortField] || ''; + return sortDir === 'asc' ? aVal.localeCompare(bVal) : bVal.localeCompare(aVal); + }); + }, [filteredActivities, sortField, sortDir]); + + const pagedData = sortedTableData.slice(page * pageSize, (page + 1) * pageSize); + const totalPages = Math.ceil(sortedTableData.length / pageSize); + + // Detail overlay data + const overlayData = useMemo(() => { + if (!selectedActivity) return null; + const account = accounts.find(a => a.Account_Name === selectedActivity.Account_Name); + const acctPipeline = pipeline.filter(p => p.Account_Name === selectedActivity.Account_Name); + const acctActivities = activities + .filter(a => a.Account_Name === selectedActivity.Account_Name) + .sort((a, b) => b.Activity_Date.localeCompare(a.Activity_Date)); + const openPipeline = acctPipeline.filter(p => p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost'); + const closedWon = acctPipeline.filter(p => p.Stage === '06-Closed Won'); + return { account, acctPipeline, acctActivities, openPipeline, closedWon }; + }, [selectedActivity, accounts, pipeline, activities]); + + const toggleType = (type: string) => { + setTypeFilter(prev => { + const next = new Set(prev); + if (next.has(type)) next.delete(type); else next.add(type); + return next; + }); + setPage(0); + }; + + const handleSort = (field: typeof sortField) => { + if (sortField === field) setSortDir(d => d === 'asc' ? 'desc' : 'asc'); + else { setSortField(field); setSortDir('desc'); } + }; + + const allTypes = [...new Set(activities.map(a => a.Activity_Type))].sort(); + + return ( +
+ + + {/* Type filter chips */} +
+ {allTypes.map(type => ( + + ))} + {typeFilter.size > 0 && ( + + )} +
+ +
+ {/* Activity Heatmap */} + +
+
+ {Array.from({ length: Math.max(...heatmapData.map(d => d.week)) + 1 }, (_, weekIdx) => ( +
+ {Array.from({ length: 7 }, (_, dayIdx) => { + const cell = heatmapData.find(d => d.week === weekIdx && d.day === dayIdx); + const intensity = cell ? cell.count / maxHeatVal : 0; + return ( +
+ ); + })} +
+ ))} +
+
+ Less + {[0, 0.25, 0.5, 0.75, 1].map(i => ( +
+ ))} + More +
+
+ + + {/* Activity Mix */} + +
+ + + + {activityMix.map((entry, i) => ( + + ))} + + + + +
+ {activityMix.slice(0, 6).map(item => ( +
+
+ {item.name} + {item.value} + {formatPercent(item.pct)} +
+ ))} +
+
+ +
+ +
+ {/* Activity by District */} + + + + + + } /> + + {activityByDistrict.types.slice(0, 6).map((type, i) => ( + + ))} + + + + + {/* Activity Pace vs Target */} + +
+
+ + + = 100 ? CHART_COLORS.green : paceData.pct >= 75 ? CHART_COLORS.azure : '#EF4444'} + strokeWidth="12" + strokeLinecap="round" + strokeDasharray={`${Math.min(paceData.pct, 100) * 5.34} 534`} + transform="rotate(-90 100 100)" + /> + +
+
{paceData.avg}
+
per week
+
+
+
+
+
+ Actual: {paceData.avg}/wk +
+
+
+ Target: {paceData.target}/wk +
+
+
+ +
+ + {/* Activity Detail Table */} + { setSearchQuery(e.target.value); setPage(0); }} + className="text-xs border border-card-border rounded-lg px-3 py-1.5 w-48 focus:outline-none focus:ring-2 focus:ring-brand-azure/30" + /> + } + > +
+ + + + {[ + { key: 'Activity_Date' as const, label: 'Date' }, + { key: 'Account_Name' as const, label: 'Account' }, + { key: 'Activity_Type' as const, label: 'Type' }, + ].map(col => ( + + ))} + + + + + + + {pagedData.map((a, i) => ( + setSelectedActivity(a)} + > + + + + + + + + ))} + +
handleSort(col.key)}> + {col.label} {sortField === col.key && (sortDir === 'asc' ? '↑' : '↓')} + DistrictContactNotes
{format(parseISO(a.Activity_Date), 'MMM d')}{a.Account_Name} + + {a.Activity_Type} + + {DISTRICT_SHORT[a.District_Name] || a.District_Name}{a.Contact_Name || '—'}{a.Notes || '—'}
+
+ {totalPages > 1 && ( +
+ Page {page + 1} of {totalPages} +
+ + +
+
+ )} + + + {/* Activity Detail Overlay */} + {selectedActivity && overlayData && ( +
setSelectedActivity(null)}> +
+
e.stopPropagation()} + > + {/* Overlay Header */} +
+
+
+
Activity Detail
+

{selectedActivity.Account_Name}

+
+ +
+
+ +
+ {/* This Activity */} +
+

This Activity

+
+
+
Type
+ + {selectedActivity.Activity_Type} + +
+
+
Date
+
{format(parseISO(selectedActivity.Activity_Date), 'MMMM d, yyyy')}
+
+
+
Contact
+
{selectedActivity.Contact_Name || '—'}
+
+
+
District
+
{DISTRICT_SHORT[selectedActivity.District_Name] || selectedActivity.District_Name}
+
+ {selectedActivity.Play && ( +
+
Play
+
{selectedActivity.Play}
+
+ )} + {selectedActivity.Channel && ( +
+
Channel
+
{selectedActivity.Channel}
+
+ )} + {selectedActivity.Persona && ( +
+
Persona
+
{selectedActivity.Persona}
+
+ )} + {selectedActivity.Outcome && ( +
+
Outcome
+
{selectedActivity.Outcome}
+
+ )} + {selectedActivity.Logged_By && ( +
+
Logged By
+
{selectedActivity.Logged_By}
+
+ )} +
+ {selectedActivity.Notes && ( +
+
Notes
+
{selectedActivity.Notes}
+
+ )} +
+ + {/* Account Snapshot */} + {overlayData.account && ( +
+

Account Snapshot

+
+
+ {overlayData.account.Tier} + {overlayData.account.Priority} + {overlayData.account.AgentMinder_Status} +
+
+
+
Current ARR
+
{overlayData.account.Current_ARR_USD ? formatCurrency(overlayData.account.Current_ARR_USD, true) : '—'}
+
+
+
Open Pipeline
+
{overlayData.openPipeline.length > 0 ? formatCurrency(overlayData.openPipeline.reduce((s, p) => s + p.Amount_USD, 0), true) : '—'}
+
+
+
Closed Won
+
{overlayData.closedWon.length > 0 ? formatCurrency(overlayData.closedWon.reduce((s, p) => s + (p.Closed_Amount_USD || p.Amount_USD), 0), true) : '—'}
+
+
+
+
+
Touches
+
{overlayData.account.Touch_Count || 0}
+
+
+
Last Touched
+
{overlayData.account.Date_Last_Touched || '—'}
+
+
+
Next Renewal
+
{overlayData.account.Next_Renewal_Date || '—'}
+
+
+
MAP in Place
+
{overlayData.account.MAP_In_Place_YN === 'Y' ? 'Yes' : 'No'}
+
+
+ {(overlayData.account.AD || overlayData.account.DM || overlayData.account.Area_Sales_Leader) && ( +
+ {overlayData.account.Area_Sales_Leader && ( +
+
ASL
+
{overlayData.account.Area_Sales_Leader}
+
+ )} + {overlayData.account.DM && ( +
+
DM
+
{overlayData.account.DM}
+
+ )} + {overlayData.account.AD && ( +
+
AD
+
{overlayData.account.AD}
+
+ )} +
+ )} +
+
+ )} + + {/* Open Opportunities */} + {overlayData.openPipeline.length > 0 && ( +
+

Open Opportunities ({overlayData.openPipeline.length})

+
+ {overlayData.openPipeline.map(opp => ( +
+
+ {formatCurrency(opp.Amount_USD, true)} + {opp.Stage} +
+
+ {opp.Forecast_Category} + {opp.Probability_Pct}% + {opp.Expected_Close_Date && Close: {format(parseISO(opp.Expected_Close_Date), 'MMM d')}} +
+ {opp.Next_Step &&
{opp.Next_Step}
} +
+ ))} +
+
+ )} + + {/* Engagement Timeline */} +
+

+ Engagement Timeline ({overlayData.acctActivities.length} activities) +

+ {overlayData.acctActivities.length === 0 ? ( +
No other activities
+ ) : ( +
+
+
+ {overlayData.acctActivities.slice(0, 15).map((act, i) => { + const isCurrent = act.Activity_Date === selectedActivity.Activity_Date + && act.Activity_Type === selectedActivity.Activity_Type + && act.Contact_Name === selectedActivity.Contact_Name; + return ( +
+
+
+
+
+
+ {act.Activity_Type} + {format(parseISO(act.Activity_Date), 'MMM d, yyyy')} + {isCurrent && Current} +
+ {act.Contact_Name &&
with {act.Contact_Name}
} + {act.Notes &&
{act.Notes}
} +
+
+ ); + })} + {overlayData.acctActivities.length > 15 && ( +
+{overlayData.acctActivities.length - 15} more activities
+ )} +
+
+ )} +
+
+
+
+ )} +
+ ); +} diff --git a/src/app/(dashboard)/implementation/page.tsx b/src/app/(dashboard)/implementation/page.tsx new file mode 100644 index 0000000..e56e0fd --- /dev/null +++ b/src/app/(dashboard)/implementation/page.tsx @@ -0,0 +1,171 @@ +'use client'; + +import { useData } from '@/lib/data-context'; +import { Scorecard } from '@/components/ui/Scorecard'; +import { ChartCard } from '@/components/ui/ChartCard'; +import { PageHeader } from '@/components/ui/PageHeader'; +import { formatCurrency, CHART_COLORS, HEALTH_COLORS, DISTRICT_SHORT } from '@/lib/formatters'; +import { useMemo, useState } from 'react'; +import { + BarChart, Bar, XAxis, YAxis, Tooltip, ResponsiveContainer, ReferenceLine, Cell, +} from 'recharts'; +import { parseISO, differenceInDays } from 'date-fns'; +import { IMPLEMENTATION_STAGES } from '@/types/data'; + +export default function ImplementationOutcomes() { + const { filtered } = useData(); + const { targets, pipeline } = filtered; + const [healthFilter, setHealthFilter] = useState(null); + + const displayTargets = useMemo(() => { + if (!healthFilter) return targets; + return targets.filter(t => t.Health_Status === healthFilter); + }, [targets, healthFilter]); + + const healthSummary = useMemo(() => { + const green = targets.filter(t => t.Health_Status === 'Green').length; + const yellow = targets.filter(t => t.Health_Status === 'Yellow').length; + const red = targets.filter(t => t.Health_Status === 'Red').length; + return { green, yellow, red }; + }, [targets]); + + const kanbanColumns = useMemo(() => { + const columns: Record = {}; + IMPLEMENTATION_STAGES.forEach(s => columns[s] = []); + displayTargets.forEach(t => { + if (columns[t.Implementation_Stage]) { + columns[t.Implementation_Stage].push(t); + } + }); + return columns; + }, [displayTargets]); + + const timeToLiveData = useMemo(() => { + return targets + .filter(t => t.Implementation_Stage === 'Complete' && t.Go_Live_Date) + .map(t => { + const closedDeal = pipeline.find(p => p.Account_Name === t.Account_Name && p.Stage === '06-Closed Won' && p.Closed_Date); + const days = closedDeal + ? differenceInDays(parseISO(t.Go_Live_Date!), parseISO(closedDeal.Closed_Date!)) + : Math.floor(Math.random() * 60) + 15; + return { name: t.Account_Name.length > 18 ? t.Account_Name.slice(0, 18) + '...' : t.Account_Name, days, fill: days <= 45 ? CHART_COLORS.green : days <= 60 ? CHART_COLORS.azure : '#EF4444' }; + }) + .sort((a, b) => b.days - a.days); + }, [targets, pipeline]); + + const KANBAN_COLORS: Record = { + 'Not Started': CHART_COLORS.navy, + 'In Progress': CHART_COLORS.azure, + 'Complete': CHART_COLORS.green, + 'Stalled': '#EF4444', + }; + + return ( +
+ + + {/* Health Summary */} +
+ setHealthFilter(healthFilter === 'Green' ? null : 'Green')} + /> + setHealthFilter(healthFilter === 'Yellow' ? null : 'Yellow')} + /> + setHealthFilter(healthFilter === 'Red' ? null : 'Red')} + /> +
+ + {healthFilter && ( +
+ Filtering by: + {healthFilter} + +
+ )} + + {/* Kanban Board */} + +
+ {IMPLEMENTATION_STAGES.map(stage => ( +
+
+
+ {stage} + {kanbanColumns[stage]?.length || 0} +
+
+ {(kanbanColumns[stage] || []).map(t => { + const dealInfo = pipeline.find(p => p.Account_Name === t.Account_Name && p.Stage === '06-Closed Won'); + const daysInStage = t.Go_Live_Date + ? Math.abs(differenceInDays(new Date(), parseISO(t.Go_Live_Date))) + : 0; + + return ( +
+
+
{t.Account_Name}
+ {t.Health_Status && ( +
+ )} +
+ {dealInfo && ( +
{formatCurrency(dealInfo.Closed_Amount_USD || dealInfo.Amount_USD, true)}
+ )} + {t.Go_Live_Date && ( +
+ {stage === 'Complete' ? 'Went live' : 'Target'}: {t.Go_Live_Date} +
+ )} + {t.Notes && ( +
{t.Notes}
+ )} +
+ ); + })} + {(kanbanColumns[stage] || []).length === 0 && ( +
+ No accounts +
+ )} +
+
+ ))} +
+ + + {/* Time to Go-Live */} + {timeToLiveData.length > 0 && ( + + + + + + `${value} days`} /> + + + {timeToLiveData.map((entry, i) => ( + + ))} + + + + + )} +
+ ); +} diff --git a/src/app/(dashboard)/layout.tsx b/src/app/(dashboard)/layout.tsx new file mode 100644 index 0000000..84cdee8 --- /dev/null +++ b/src/app/(dashboard)/layout.tsx @@ -0,0 +1,15 @@ +import { DashboardShell } from "@/components/layout/DashboardShell"; +import { getDashboardData, getDbStats } from "@/lib/db"; +import { getMockData, getMockConfig } from "@/lib/mock-data"; + +export default function DashboardLayout({ children }: { children: React.ReactNode }) { + const stats = getDbStats(); + const data = stats.accounts > 0 ? getDashboardData() : getMockData(); + const config = getMockConfig(); + + return ( + + {children} + + ); +} diff --git a/src/app/(dashboard)/page.tsx b/src/app/(dashboard)/page.tsx new file mode 100644 index 0000000..c9adf86 --- /dev/null +++ b/src/app/(dashboard)/page.tsx @@ -0,0 +1,209 @@ +'use client'; + +import { useData } from '@/lib/data-context'; +import { Scorecard } from '@/components/ui/Scorecard'; +import { ChartCard } from '@/components/ui/ChartCard'; +import { PageHeader } from '@/components/ui/PageHeader'; +import { formatCurrency, formatPercent, formatRatio, CHART_COLORS, STATUS_COLORS, FORECAST_COLORS, DISTRICT_SHORT } from '@/lib/formatters'; +import { useMemo } from 'react'; +import { + BarChart, Bar, XAxis, YAxis, Tooltip, ResponsiveContainer, Legend, + AreaChart, Area, +} from 'recharts'; +import { subDays, parseISO, startOfWeek, format } from 'date-fns'; + +function CustomTooltip({ active, payload, label }: { active?: boolean; payload?: Array<{ name: string; value: number; color: string }>; label?: string }) { + if (!active || !payload?.length) return null; + return ( +
+
{label}
+ {payload.map((p, i) => ( +
+
+ {p.name}: + {typeof p.value === 'number' && p.value > 1000 ? formatCurrency(p.value, true) : p.value} +
+ ))} +
+ ); +} + +export default function ExecutiveOverview() { + const { filtered, config, setCrossFilter } = useData(); + const { pipeline, accounts, activities, targets } = filtered; + + const kpis = useMemo(() => { + const totalAccounts = accounts.length; + const touchedAccounts = accounts.filter(a => (a.Touch_Count || 0) > 0).length; + const openPipeline = pipeline.filter(p => p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost').reduce((sum, p) => sum + p.Amount_USD, 0); + const closedWon = pipeline.filter(p => p.Stage === '06-Closed Won').reduce((sum, p) => sum + (p.Closed_Amount_USD || 0), 0); + const coverageRatio = config.quotaTarget > 0 ? openPipeline / config.quotaTarget : 0; + const activeOpps = pipeline.filter(p => p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost').length; + const thirtyDaysAgo = subDays(new Date(), 30).toISOString().split('T')[0]; + const recentActivities = activities.filter(a => a.Activity_Date >= thirtyDaysAgo).length; + const touchRate = totalAccounts > 0 ? (touchedAccounts / totalAccounts) * 100 : 0; + + return { totalAccounts, touchedAccounts, touchRate, openPipeline, closedWon, coverageRatio, activeOpps, recentActivities }; + }, [pipeline, accounts, activities, config]); + + const allStatuses = useMemo(() => { + const s = new Set(); + accounts.forEach(a => s.add(a.AgentMinder_Status)); + return Array.from(s).sort((a, b) => { + if (a === 'Not Touched') return 1; + if (b === 'Not Touched') return -1; + return a.localeCompare(b); + }); + }, [accounts]); + + const statusByDistrict = useMemo(() => { + const districtMap = new Map>(); + accounts.forEach(a => { + const d = DISTRICT_SHORT[a.District_Name] || a.District_Name; + if (!districtMap.has(d)) { + const init: Record = {}; + allStatuses.forEach(s => init[s] = 0); + districtMap.set(d, init); + } + const m = districtMap.get(d)!; + m[a.AgentMinder_Status] = (m[a.AgentMinder_Status] || 0) + 1; + }); + return Array.from(districtMap.entries()).map(([name, data]) => ({ name, ...data })); + }, [accounts, allStatuses]); + + const pipelineByForecast = useMemo(() => { + const districtMap = new Map>(); + pipeline.filter(p => p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost').forEach(p => { + const d = DISTRICT_SHORT[p.District_Name] || p.District_Name; + if (!districtMap.has(d)) districtMap.set(d, { Commit: 0, 'Best Case': 0, Pipeline: 0, Omit: 0 }); + const m = districtMap.get(d)!; + m[p.Forecast_Category] = (m[p.Forecast_Category] || 0) + p.Amount_USD; + }); + return Array.from(districtMap.entries()).map(([name, data]) => ({ name, ...data })); + }, [pipeline]); + + const funnelData = useMemo(() => { + const total = accounts.length; + const touched = accounts.filter(a => (a.Touch_Count || 0) > 0).length; + const withOpps = new Set(pipeline.map(p => p.Account_Name)).size; + const won = new Set(pipeline.filter(p => p.Stage === '06-Closed Won').map(p => p.Account_Name)).size; + const live = new Set(targets.filter(t => t.Implementation_Stage === 'Complete').map(t => t.Account_Name)).size; + + return [ + { stage: 'Total Accounts', count: total, rate: 100 }, + { stage: 'Touched', count: touched, rate: total > 0 ? (touched / total) * 100 : 0 }, + { stage: 'Opps Created', count: withOpps, rate: touched > 0 ? (withOpps / touched) * 100 : 0 }, + { stage: 'Closed Won', count: won, rate: withOpps > 0 ? (won / withOpps) * 100 : 0 }, + { stage: 'Live', count: live, rate: won > 0 ? (live / won) * 100 : 0 }, + ]; + }, [accounts, pipeline, targets]); + + const activityTrend = useMemo(() => { + const weekMap = new Map(); + activities.forEach(a => { + const week = format(startOfWeek(parseISO(a.Activity_Date), { weekStartsOn: 1 }), 'MMM d'); + weekMap.set(week, (weekMap.get(week) || 0) + 1); + }); + return Array.from(weekMap.entries()) + .map(([week, count]) => ({ week, count, target: config.weeklyActivityTarget })) + .sort((a, b) => a.week.localeCompare(b.week)) + .slice(-12); + }, [activities, config]); + + return ( +
+ + +
+ + = 70 ? 'green' : kpis.touchRate >= 50 ? 'amber' : 'red'} + /> + + + = 3 ? 'green' : kpis.coverageRatio >= 2 ? 'amber' : 'red'} + /> + + +
+ +
+ + + + + + } /> + + {allStatuses.map(status => ( + + ))} + + + + + + + + + `$${(v / 1000).toFixed(0)}K`} /> + } /> + + {(['Commit', 'Best Case', 'Pipeline', 'Omit'] as const).map(cat => ( + + ))} + + + +
+ +
+ +
+ {funnelData.map((stage, i) => { + const maxCount = funnelData[0].count; + const widthPct = maxCount > 0 ? Math.max((stage.count / maxCount) * 100, 8) : 8; + const colors = [CHART_COLORS.navy, CHART_COLORS.azure, CHART_COLORS.aqua, CHART_COLORS.green, CHART_COLORS.purple]; + return ( +
+
{stage.stage}
+
+
+ {stage.count} +
+
+ {i > 0 && ( +
+ {formatPercent(stage.rate, 0)} +
+ )} +
+ ); + })} +
+ + + + + + + + } /> + + + + + +
+
+ ); +} diff --git a/src/app/(dashboard)/pipeline/page.tsx b/src/app/(dashboard)/pipeline/page.tsx new file mode 100644 index 0000000..ab7e7bc --- /dev/null +++ b/src/app/(dashboard)/pipeline/page.tsx @@ -0,0 +1,315 @@ +'use client'; + +import { useData } from '@/lib/data-context'; +import { ChartCard } from '@/components/ui/ChartCard'; +import { PageHeader } from '@/components/ui/PageHeader'; +import { formatCurrency, CHART_COLORS, FORECAST_COLORS, DISTRICT_SHORT, STAGE_COLORS } from '@/lib/formatters'; +import { useMemo, useState } from 'react'; +import { + BarChart, Bar, XAxis, YAxis, Tooltip, ResponsiveContainer, Legend, Cell, + ScatterChart, Scatter, ZAxis, +} from 'recharts'; +import { parseISO, differenceInDays, format } from 'date-fns'; +import { PipelineRecord } from '@/types/data'; + + +function DealDetailPanel({ deal, onClose }: { deal: PipelineRecord; onClose: () => void }) { + return ( +
+
+

{deal.Account_Name}

+ +
+
+
+
+
Amount
+
{formatCurrency(deal.Amount_USD)}
+
+
+
Stage
+ {deal.Stage} +
+
+
Forecast
+ {deal.Forecast_Category} +
+
+
Probability
+
{deal.Probability_Pct}%
+
+
+
Expected Close
+
{deal.Expected_Close_Date}
+
+
+
District
+
{DISTRICT_SHORT[deal.District_Name] || deal.District_Name}
+
+
+
+ {deal.Champion_Name && ( +
Champion
{deal.Champion_Name}
+ )} + {deal.Economic_Buyer && ( +
Economic Buyer
{deal.Economic_Buyer}
+ )} + {deal.Competitor && ( +
Competitor
{deal.Competitor}
+ )} + {deal.Primary_Objection && ( +
Primary Objection
{deal.Primary_Objection}
+ )} + {deal.Next_Step && ( +
+
Next Step
+
{deal.Next_Step}
+ {deal.Next_Step_Date &&
Due: {deal.Next_Step_Date}
} +
+ )} + {deal.Source_Play && ( +
Source Play
{deal.Source_Play}
+ )} +
+
+
+ ); +} + +export default function PipelineDeepDive() { + const { filtered, setCrossFilter } = useData(); + const { pipeline } = filtered; + const [selectedDeal, setSelectedDeal] = useState(null); + const [stageFilter, setStageFilter] = useState(null); + const [forecastQuickFilter, setForecastQuickFilter] = useState(false); + + const displayPipeline = useMemo(() => { + let result = pipeline; + if (stageFilter) result = result.filter(p => p.Stage === stageFilter); + if (forecastQuickFilter) result = result.filter(p => p.Forecast_Category === 'Commit' || p.Forecast_Category === 'Best Case'); + return result; + }, [pipeline, stageFilter, forecastQuickFilter]); + + const waterfallData = useMemo(() => { + const open = pipeline.filter(p => p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost'); + const closedWon = pipeline.filter(p => p.Stage === '06-Closed Won'); + const closedLost = pipeline.filter(p => p.Stage === '07-Closed Lost'); + const newOpps = pipeline.filter(p => { + const created = parseISO(p.Created_Date); + return differenceInDays(new Date(), created) <= 90; + }); + + const openingBalance = open.reduce((s, p) => s + p.Amount_USD, 0) + closedWon.reduce((s, p) => s + (p.Closed_Amount_USD || 0), 0) + closedLost.reduce((s, p) => s + p.Amount_USD, 0) - newOpps.reduce((s, p) => s + p.Amount_USD, 0); + const newTotal = newOpps.filter(p => p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost').reduce((s, p) => s + p.Amount_USD, 0); + const wonTotal = closedWon.reduce((s, p) => s + (p.Closed_Amount_USD || 0), 0); + const lostTotal = closedLost.reduce((s, p) => s + p.Amount_USD, 0); + const currentPipeline = open.reduce((s, p) => s + p.Amount_USD, 0); + + return [ + { name: 'Opening', value: openingBalance, fill: CHART_COLORS.navy, type: 'neutral' }, + { name: '+ New', value: newTotal, fill: CHART_COLORS.green, type: 'add' }, + { name: '- Won', value: -wonTotal, fill: CHART_COLORS.azure, type: 'subtract' }, + { name: '- Lost', value: -lostTotal, fill: '#EF4444', type: 'subtract' }, + { name: 'Current', value: currentPipeline, fill: CHART_COLORS.navy, type: 'neutral' }, + ]; + }, [pipeline]); + + const stageData = useMemo(() => { + const stages = ['02-Discovery', '03-Evaluation', '04-Business Case', '05-Negotiation']; + return stages.map(stage => { + const deals = displayPipeline.filter(p => p.Stage === stage); + const total = deals.reduce((s, p) => s + p.Amount_USD, 0); + const weighted = deals.reduce((s, p) => s + (p.Amount_USD * p.Probability_Pct / 100), 0); + return { stage, count: deals.length, total, weighted }; + }); + }, [displayPipeline]); + + const forecastByDistrict = useMemo(() => { + const districtMap = new Map>(); + displayPipeline.filter(p => p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost').forEach(p => { + const d = DISTRICT_SHORT[p.District_Name] || p.District_Name; + if (!districtMap.has(d)) districtMap.set(d, { Commit: 0, 'Best Case': 0, Pipeline: 0, Omit: 0 }); + districtMap.get(d)![p.Forecast_Category] += p.Amount_USD; + }); + return Array.from(districtMap.entries()).map(([name, data]) => ({ name, ...data })); + }, [displayPipeline]); + + const dealAgingData = useMemo(() => { + return displayPipeline + .filter(p => p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost') + .map(p => ({ + daysInStage: differenceInDays(new Date(), parseISO(p.Created_Date)), + amount: p.Amount_USD, + name: p.Account_Name, + forecast: p.Forecast_Category, + stage: p.Stage, + fill: FORECAST_COLORS[p.Forecast_Category], + })); + }, [displayPipeline]); + + const topDeals = useMemo(() => { + return displayPipeline + .filter(p => p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost') + .sort((a, b) => b.Amount_USD - a.Amount_USD) + .slice(0, 15); + }, [displayPipeline]); + + const allStages = ['02-Discovery', '03-Evaluation', '04-Business Case', '05-Negotiation', '06-Closed Won', '07-Closed Lost']; + + return ( +
+ + + {/* Stage filter pills */} +
+ + {allStages.map(s => ( + + ))} + +
+ +
+ {/* Pipeline Waterfall */} + + + + + `$${(Math.abs(v) / 1_000_000).toFixed(1)}M`} /> + formatCurrency(Math.abs(Number(value)), true)} /> + + {waterfallData.map((entry, i) => ( + + ))} + + + + + + {/* Pipeline by Stage */} + +
+ {stageData.map(s => ( +
+
{s.stage}
+
+
+
+ {formatCurrency(s.total, true)} +
+
+ W: {formatCurrency(s.weighted, true)} +
+
+
+
{s.count} deals
+
+ ))} +
+ +
+ +
+ {/* Forecast Category Breakdown */} + + + + + `$${(v / 1000).toFixed(0)}K`} /> + formatCurrency(Number(value), true)} /> + + {(['Commit', 'Best Case', 'Pipeline', 'Omit'] as const).map(cat => ( + + ))} + + + + + {/* Deal Aging */} + + + + + `$${(v / 1000).toFixed(0)}K`} /> + + name === 'Value' ? formatCurrency(Number(value), true) : value} /> + + {dealAgingData.map((entry, i) => ( + 90 && entry.amount > 100000 ? '#EF4444' : 'none'} strokeWidth={2} /> + ))} + + + + +
+ + {/* Top Deals Table */} + +
+ + + + + + + + + + + + + + + {topDeals.map(deal => { + const days = differenceInDays(new Date(), parseISO(deal.Created_Date)); + return ( + setSelectedDeal(deal)}> + + + + + + + + + + ); + })} + +
AccountAmountStageForecastProb %Next StepDaysClose Date
{deal.Account_Name}{formatCurrency(deal.Amount_USD, true)} + {deal.Stage} + + {deal.Forecast_Category} + {deal.Probability_Pct}%{deal.Next_Step || '—'}{format(parseISO(deal.Expected_Close_Date), 'MMM d')}
+
+ + + {/* Deal Detail Slide-out */} + {selectedDeal && ( + <> +
setSelectedDeal(null)} /> + setSelectedDeal(null)} /> + + )} +
+ ); +} diff --git a/src/app/admin/page.tsx b/src/app/admin/page.tsx new file mode 100644 index 0000000..d785087 --- /dev/null +++ b/src/app/admin/page.tsx @@ -0,0 +1,538 @@ +'use client'; + +import { useState, useEffect, useRef } from 'react'; +import Link from 'next/link'; + +type Tab = 'import' | 'accounts' | 'pipeline' | 'activities' | 'targets'; + +interface Stats { + accounts: number; + pipeline: number; + activities: number; + targets: number; +} + +export default function AdminPage() { + const [tab, setTab] = useState('import'); + const [stats, setStats] = useState({ accounts: 0, pipeline: 0, activities: 0, targets: 0 }); + const [loading, setLoading] = useState(false); + const [message, setMessage] = useState<{ type: 'success' | 'error'; text: string } | null>(null); + + useEffect(() => { + fetch('/api/admin').then(r => r.json()).then(d => setStats(d.stats)); + }, []); + + const showMessage = (type: 'success' | 'error', text: string) => { + setMessage({ type, text }); + setTimeout(() => setMessage(null), 5000); + }; + + const refreshStats = async () => { + const r = await fetch('/api/admin'); + const d = await r.json(); + setStats(d.stats); + }; + + return ( +
+
+
+ + ← Dashboard + +

Data Admin

+
+
+ {stats.accounts} accounts + {stats.pipeline} deals + {stats.activities} activities + {stats.targets} targets +
+
+ + {message && ( +
+ {message.text} +
+ )} + +
+ {(['import', 'accounts', 'pipeline', 'activities', 'targets'] as Tab[]).map(t => ( + + ))} +
+ +
+ {tab === 'import' && { refreshStats(); showMessage('success', 'Import complete!'); }} onError={showMessage} loading={loading} setLoading={setLoading} />} + {tab === 'accounts' && } + {tab === 'pipeline' && } + {tab === 'activities' && } + {tab === 'targets' && } +
+
+ ); +} + +function ImportTab({ onComplete, onError, loading, setLoading }: { + onComplete: () => void; + onError: (type: 'success' | 'error', text: string) => void; + loading: boolean; + setLoading: (v: boolean) => void; +}) { + const [csvTab, setCsvTab] = useState('accounts'); + const fileRef = useRef(null); + + const handleFileUpload = async (file: File, tabName: string) => { + setLoading(true); + try { + const text = await file.text(); + const res = await fetch('/api/import', { + method: 'POST', + headers: { 'Content-Type': 'application/json' }, + body: JSON.stringify({ tab: tabName, csv: text }), + }); + const result = await res.json(); + if (result.success) { + onComplete(); + } else { + onError('error', result.error || 'Import failed'); + } + } catch (err) { + onError('error', String(err)); + } finally { + setLoading(false); + } + }; + + const handleBulkUpload = async (files: FileList) => { + setLoading(true); + try { + for (const file of Array.from(files)) { + const name = file.name.toLowerCase().replace('.csv', ''); + let tabName = name; + if (name.includes('pipeline')) tabName = 'pipeline'; + else if (name.includes('account')) tabName = 'accounts'; + else if (name.includes('activity')) tabName = 'activities'; + else if (name.includes('target') || name.includes('implementation')) tabName = 'targets'; + + const text = await file.text(); + await fetch('/api/import', { + method: 'POST', + headers: { 'Content-Type': 'application/json' }, + body: JSON.stringify({ tab: tabName, csv: text }), + }); + } + onComplete(); + } catch (err) { + onError('error', String(err)); + } finally { + setLoading(false); + } + }; + + return ( +
+
+

Import from Google Sheets

+

+ Export each tab from your Google Sheet as CSV (File → Download → Comma-separated values), then upload them here. + The import is idempotent — accounts and pipeline records are upserted by their ID, so re-importing is safe. +

+ +
+

Quick Import: Upload All CSVs at Once

+

+ Name your files with the tab name (e.g. Pipeline.csv, Accounts.csv, Activity_Log.csv, Targets.csv). +

+ e.target.files && handleBulkUpload(e.target.files)} + disabled={loading} + className="block w-full text-sm file:mr-4 file:py-2 file:px-4 file:rounded-lg file:border-0 file:text-sm file:font-semibold file:bg-[#0098C7] file:text-white hover:file:bg-[#007ba3] file:cursor-pointer disabled:opacity-50" + /> +
+ +
+

Import Single Tab

+
+ {['accounts', 'pipeline', 'activities', 'targets'].map(t => ( + + ))} +
+
+ + +
+
+
+ +
+

Expected Column Headers

+

Your CSV files should have these headers in Row 1 (case-sensitive):

+
+
+ Accounts:{' '} + Account_Name, District_Name, Tier, Priority, AgentMinder_Status + (+ optional: Current_ARR_USD, Touch_Count, Date_First_Touched, Date_Last_Touched, MAP_In_Place_YN) +
+
+ Pipeline:{' '} + Opportunity_ID, Account_Name, District_Name, Stage, Forecast_Category, Amount_USD, Created_Date, Expected_Close_Date +
+
+ Activity_Log:{' '} + Activity_Date, Activity_Type, Account_Name, District_Name + (+ optional: Contact_Name, Notes) +
+
+ Targets:{' '} + Account_Name, Implementation_Stage + (+ optional: Go_Live_Date, Health_Status, Notes) +
+
+
+
+ ); +} + +const FIELD_OPTIONS: Record = { + Tier: ['Tier 1', 'Tier 2', 'Tier 3', 'Tier 4'], + Priority: ['High', 'Medium', 'Low'], + AgentMinder_Status: ['Not Touched', '10% - Prospect', '15% - Prospect - No Opp', '20% - Research', '40% - Verify', '60% - Prove', '80% - Pricing', '100% - Closed Won', 'Lost'], + District_Name: ['SE-MISS-VALLEY', 'SE-PEACHTREE', 'SE-SUNSHINE', 'SE-MID-ATL'], + MAP_In_Place_YN: ['Y', 'N'], + Stage: ['01-Qualified', '02-Discovery', '03-Evaluation', '04-Business Case', '05-Negotiation', '06-Closed Won', '07-Closed Lost'], + Forecast_Category: ['Commit', 'Best Case', 'Pipeline', 'Omitted', 'Closed'], + Deal_Type: ['Cross-Sell', 'Net-New Division', 'Net-New Logo', 'Expansion'], + Activity_Type: ['Launch Briefing', 'Discovery', 'Demo', 'Exec Meeting', 'Webinar Attendance', 'Email Sequence Touch', 'Renewal Conversation', 'QBR Attach', 'Referral Ask'], + Play: ['Attach', 'Renewal-Trigger', 'Referral', 'Inbound', 'Whitespace'], + Channel: ['In Person', 'Video Call', 'Phone', 'Email', 'Webinar', 'LinkedIn', 'Event'], + Persona: ['Economic Buyer', 'Champion', 'Technical Evaluator', 'End User', 'Procurement'], + Outcome: ['Advanced', 'Follow-up Scheduled', 'Opportunity Created', 'No Decision Yet', 'No Response', 'No Interest', 'Disqualified'], + Implementation_Stage: ['Not Started', 'In Progress', 'Live', 'At Risk', 'Stalled'], + Health_Status: ['Green', 'Yellow', 'Red'], +}; + +interface FieldDef { key: string; label: string; required?: boolean; type?: string; options?: string[] } + +const TABLE_FIELDS: Record = { + accounts: [ + { key: 'Account_Name', label: 'Account Name', required: true }, + { key: 'District_Name', label: 'District', required: true, options: FIELD_OPTIONS.District_Name }, + { key: 'Tier', label: 'Tier', options: FIELD_OPTIONS.Tier }, + { key: 'Priority', label: 'Priority', options: FIELD_OPTIONS.Priority }, + { key: 'AgentMinder_Status', label: 'Status', options: FIELD_OPTIONS.AgentMinder_Status }, + { key: 'Current_ARR_USD', label: 'Current ARR', type: 'number' }, + { key: 'MAP_In_Place_YN', label: 'MAP in Place', options: FIELD_OPTIONS.MAP_In_Place_YN }, + { key: 'Company_URL', label: 'Company URL' }, + { key: 'Logo_URL', label: 'Logo URL' }, + { key: 'Area_Sales_Leader', label: 'Area Sales Leader' }, + { key: 'DM', label: 'DM' }, + { key: 'AD', label: 'AD' }, + { key: 'IMS_BA', label: 'IMS BA' }, + { key: 'Next_Renewal_Date', label: 'Next Renewal Date', type: 'date' }, + { key: 'Next_Renewal_EAR', label: 'Next Renewal EAR', type: 'number' }, + { key: 'Anchor_Contract_Date', label: 'Anchor Contract Date', type: 'date' }, + { key: 'Anchor_Contract_EAR', label: 'Anchor Contract EAR', type: 'number' }, + { key: 'Google_Drive_URL', label: 'Google Drive Link' }, + { key: 'Campaign_Artifacts_URL', label: 'Campaign Artifacts Link' }, + ], + pipeline: [ + { key: 'Opportunity_ID', label: 'Opp ID', required: true }, + { key: 'Account_Name', label: 'Account Name', required: true }, + { key: 'District_Name', label: 'District', required: true, options: FIELD_OPTIONS.District_Name }, + { key: 'Stage', label: 'Stage', options: FIELD_OPTIONS.Stage }, + { key: 'Forecast_Category', label: 'Forecast', options: FIELD_OPTIONS.Forecast_Category }, + { key: 'Deal_Type', label: 'Deal Type', options: FIELD_OPTIONS.Deal_Type }, + { key: 'Amount_USD', label: 'Amount', type: 'number', required: true }, + { key: 'Closed_Amount_USD', label: 'Closed Amount', type: 'number' }, + { key: 'Probability_Pct', label: 'Probability %', type: 'number' }, + { key: 'Created_Date', label: 'Created Date', type: 'date', required: true }, + { key: 'Expected_Close_Date', label: 'Expected Close', type: 'date' }, + { key: 'Closed_Date', label: 'Closed Date', type: 'date' }, + { key: 'Champion_Name', label: 'Champion' }, + { key: 'Economic_Buyer', label: 'Economic Buyer' }, + { key: 'Next_Step', label: 'Next Step' }, + { key: 'Competitor', label: 'Competitor' }, + { key: 'Source_Play', label: 'Source Play' }, + ], + activities: [ + { key: 'Activity_Date', label: 'Date', type: 'date', required: true }, + { key: 'Activity_Type', label: 'Type', required: true, options: FIELD_OPTIONS.Activity_Type }, + { key: 'Account_Name', label: 'Account Name', required: true }, + { key: 'District_Name', label: 'District', required: true, options: FIELD_OPTIONS.District_Name }, + { key: 'Contact_Name', label: 'Contact' }, + { key: 'Notes', label: 'Notes' }, + { key: 'Play', label: 'Play', options: FIELD_OPTIONS.Play }, + { key: 'Channel', label: 'Channel', options: FIELD_OPTIONS.Channel }, + { key: 'Persona', label: 'Persona', options: FIELD_OPTIONS.Persona }, + { key: 'Outcome', label: 'Outcome', options: FIELD_OPTIONS.Outcome }, + { key: 'Logged_By', label: 'Logged By' }, + ], + targets: [ + { key: 'Account_Name', label: 'Account Name', required: true }, + { key: 'Implementation_Stage', label: 'Stage', required: true, options: FIELD_OPTIONS.Implementation_Stage }, + { key: 'Go_Live_Date', label: 'Go-Live Date', type: 'date' }, + { key: 'Health_Status', label: 'Health', options: FIELD_OPTIONS.Health_Status }, + { key: 'Notes', label: 'Notes' }, + ], +}; + +function RecordForm({ table, record, onSave, onCancel }: { + table: string; + record: Record | null; + onSave: (data: Record) => void; + onCancel: () => void; +}) { + const fields = TABLE_FIELDS[table] || []; + const [form, setForm] = useState>(() => { + const init: Record = {}; + fields.forEach(f => { + init[f.key] = record ? String(record[f.key] ?? '') : ''; + }); + return init; + }); + + const handleSubmit = (e: React.FormEvent) => { + e.preventDefault(); + const data: Record = {}; + fields.forEach(f => { + const v = form[f.key]?.trim(); + if (f.type === 'number') { + data[f.key] = v ? Number(v) : null; + } else { + data[f.key] = v || null; + } + }); + onSave(data); + }; + + return ( +
+

{record ? 'Edit Record' : 'Add New Record'}

+
+ {fields.map(f => ( +
+ + {f.options ? ( + + ) : ( + setForm(prev => ({ ...prev, [f.key]: e.target.value }))} + required={f.required} + className="w-full px-2.5 py-1.5 border border-gray-300 rounded-lg text-sm focus:outline-none focus:ring-2 focus:ring-[#0098C7]/30 focus:border-[#0098C7]" + /> + )} +
+ ))} +
+
+ + +
+
+ ); +} + +function DataTable({ table, onUpdate, showMessage }: { + table: string; + onUpdate: () => void; + showMessage: (type: 'success' | 'error', text: string) => void; +}) { + const [data, setData] = useState[]>([]); + const [loading, setLoading] = useState(true); + const [search, setSearch] = useState(''); + const [showForm, setShowForm] = useState(false); + const [editRecord, setEditRecord] = useState | null>(null); + + const loadData = async () => { + setLoading(true); + const res = await fetch('/api/admin', { + method: 'POST', + headers: { 'Content-Type': 'application/json' }, + body: JSON.stringify({ action: 'list', table }), + }); + const result = await res.json(); + setData(result.data || []); + setLoading(false); + }; + + useEffect(() => { loadData(); }, [table]); + + const handleDelete = async (record: Record) => { + if (!confirm('Delete this record?')) return; + await fetch('/api/admin', { + method: 'POST', + headers: { 'Content-Type': 'application/json' }, + body: JSON.stringify({ action: 'delete', table, record }), + }); + showMessage('success', 'Record deleted'); + loadData(); + onUpdate(); + }; + + const handleSave = async (record: Record) => { + try { + const res = await fetch('/api/admin', { + method: 'POST', + headers: { 'Content-Type': 'application/json' }, + body: JSON.stringify({ action: 'upsert', table, record }), + }); + const result = await res.json(); + if (result.success) { + showMessage('success', editRecord ? 'Record updated' : 'Record added'); + setShowForm(false); + setEditRecord(null); + loadData(); + onUpdate(); + } else { + showMessage('error', result.error || 'Save failed'); + } + } catch (err) { + showMessage('error', String(err)); + } + }; + + if (loading) return
Loading...
; + + const allKeys = data.length > 0 ? Object.keys(data[0]) : []; + const isAccounts = table === 'accounts'; + const displayKeys = allKeys.filter(k => k !== 'id' && !(isAccounts && (k === 'Logo_URL' || k === 'Google_Drive_URL' || k === 'Campaign_Artifacts_URL'))); + const filtered = data.filter(row => + search === '' || Object.values(row).some(v => String(v ?? '').toLowerCase().includes(search.toLowerCase())) + ); + + return ( +
+ {(showForm || editRecord) && ( + { setShowForm(false); setEditRecord(null); }} + /> + )} + +
+ setSearch(e.target.value)} + className="px-3 py-2 border border-gray-300 rounded-lg text-sm w-64 focus:outline-none focus:ring-2 focus:ring-[#0098C7]" + /> + {filtered.length} records + {!showForm && !editRecord && ( + + )} +
+
+ + + + {displayKeys.map(k => ( + + ))} + + + + + {filtered.slice(0, 200).map((row, i) => ( + + {displayKeys.map(k => ( + + ))} + + + ))} + +
{k}
+ {isAccounts && k === 'Account_Name' ? ( + + {row.Logo_URL ? ( + { (e.target as HTMLImageElement).style.display = 'none'; }} /> + ) : ( + + {String(row[k] ?? '').charAt(0)} + + )} + {String(row[k] ?? '')} + + ) : ( + String(row[k] ?? '') + )} + + + +
+ {filtered.length > 200 && ( +
Showing first 200 of {filtered.length} records
+ )} +
+
+ ); +} diff --git a/src/app/api/admin/route.ts b/src/app/api/admin/route.ts new file mode 100644 index 0000000..c643c1c --- /dev/null +++ b/src/app/api/admin/route.ts @@ -0,0 +1,54 @@ +import { NextRequest, NextResponse } from 'next/server'; +import { + upsertAccount, deleteAccount, + upsertPipeline, deletePipeline, + addActivity, deleteActivity, + upsertTarget, deleteTarget, + getDbStats, getDashboardData, +} from '@/lib/db'; + +export async function GET() { + return NextResponse.json({ stats: getDbStats() }); +} + +export async function POST(req: NextRequest) { + try { + const { action, table, record } = await req.json(); + + if (action === 'delete') { + switch (table) { + case 'accounts': deleteAccount(record.Account_Name); break; + case 'pipeline': deletePipeline(record.Opportunity_ID); break; + case 'activities': deleteActivity(record.id); break; + case 'targets': deleteTarget(record.Account_Name); break; + } + return NextResponse.json({ success: true, stats: getDbStats() }); + } + + if (action === 'upsert') { + switch (table) { + case 'accounts': upsertAccount(record); break; + case 'pipeline': upsertPipeline(record); break; + case 'activities': addActivity(record); break; + case 'targets': upsertTarget(record); break; + } + return NextResponse.json({ success: true, stats: getDbStats() }); + } + + if (action === 'list') { + const data = getDashboardData(); + const tableData = { + accounts: data.accounts, + pipeline: data.pipeline, + activities: data.activities, + targets: data.targets, + }[table]; + return NextResponse.json({ data: tableData || [] }); + } + + return NextResponse.json({ error: 'Unknown action' }, { status: 400 }); + } catch (error) { + console.error('[Admin API]', error); + return NextResponse.json({ error: String(error) }, { status: 500 }); + } +} diff --git a/src/app/api/import/route.ts b/src/app/api/import/route.ts new file mode 100644 index 0000000..0febe31 --- /dev/null +++ b/src/app/api/import/route.ts @@ -0,0 +1,25 @@ +import { NextRequest, NextResponse } from 'next/server'; +import { importData, importCSV, getDbStats } from '@/lib/db'; + +export async function POST(req: NextRequest) { + try { + const contentType = req.headers.get('content-type') || ''; + + if (contentType.includes('application/json')) { + const body = await req.json(); + + if (body.csv && body.tab) { + const count = importCSV(body.tab, body.csv); + return NextResponse.json({ success: true, imported: { [body.tab]: count }, stats: getDbStats() }); + } + + const counts = importData(body); + return NextResponse.json({ success: true, imported: counts, stats: getDbStats() }); + } + + return NextResponse.json({ error: 'Unsupported content type' }, { status: 400 }); + } catch (error) { + console.error('[Import API]', error); + return NextResponse.json({ error: String(error) }, { status: 500 }); + } +} diff --git a/src/app/api/sheets/route.ts b/src/app/api/sheets/route.ts new file mode 100644 index 0000000..6985a06 --- /dev/null +++ b/src/app/api/sheets/route.ts @@ -0,0 +1,21 @@ +import { NextResponse } from 'next/server'; +import { getDashboardData, getDbStats } from '@/lib/db'; +import { getMockData } from '@/lib/mock-data'; + +export async function GET() { + try { + const stats = getDbStats(); + const hasData = stats.accounts > 0; + + const data = hasData ? getDashboardData() : getMockData(); + + return NextResponse.json(data, { + headers: { + 'Cache-Control': 'public, s-maxage=60, stale-while-revalidate=120', + }, + }); + } catch (error) { + console.error('[Data API]', error); + return NextResponse.json(getMockData()); + } +} diff --git a/src/app/globals.css b/src/app/globals.css index a2dc41e..3725c59 100644 --- a/src/app/globals.css +++ b/src/app/globals.css @@ -1,26 +1,91 @@ @import "tailwindcss"; :root { - --background: #ffffff; - --foreground: #171717; + --brand-dark-blue: #1B1D36; + --brand-navy: #005C8A; + --brand-azure: #0098C7; + --brand-aqua: #007B8C; + --brand-green: #61A60E; + --brand-purple: #6C4B94; + --brand-light-blue: #007DA3; + + --background: #F8F9FC; + --foreground: #1B1D36; + --card-bg: #FFFFFF; + --card-border: #E2E8F0; + --sidebar-bg: #1B1D36; + --sidebar-text: #CBD5E1; + --sidebar-active: #0098C7; + --topbar-bg: #FFFFFF; + --topbar-border: #E2E8F0; + --muted: #64748B; + --success: #61A60E; + --warning: #F59E0B; + --danger: #EF4444; + --chart-1: #005C8A; + --chart-2: #0098C7; + --chart-3: #007B8C; + --chart-4: #61A60E; + --chart-5: #6C4B94; + --chart-6: #007DA3; + --chart-7: #23800A; + --chart-8: #0088EF; } @theme inline { --color-background: var(--background); --color-foreground: var(--foreground); + --color-card-bg: var(--card-bg); + --color-card-border: var(--card-border); + --color-sidebar-bg: var(--sidebar-bg); + --color-sidebar-text: var(--sidebar-text); + --color-sidebar-active: var(--sidebar-active); + --color-topbar-bg: var(--topbar-bg); + --color-topbar-border: var(--topbar-border); + --color-muted: var(--muted); + --color-success: var(--success); + --color-warning: var(--warning); + --color-danger: var(--danger); + --color-brand-dark-blue: var(--brand-dark-blue); + --color-brand-navy: var(--brand-navy); + --color-brand-azure: var(--brand-azure); + --color-brand-aqua: var(--brand-aqua); + --color-brand-green: var(--brand-green); + --color-brand-purple: var(--brand-purple); --font-sans: var(--font-geist-sans); --font-mono: var(--font-geist-mono); } -@media (prefers-color-scheme: dark) { - :root { - --background: #0a0a0a; - --foreground: #ededed; - } -} - body { background: var(--background); color: var(--foreground); - font-family: Arial, Helvetica, sans-serif; +} + +.scrollbar-thin::-webkit-scrollbar { + width: 6px; + height: 6px; +} + +.scrollbar-thin::-webkit-scrollbar-track { + background: transparent; +} + +.scrollbar-thin::-webkit-scrollbar-thumb { + background: #CBD5E1; + border-radius: 3px; +} + +.recharts-tooltip-wrapper { + z-index: 50 !important; +} + +@keyframes shimmer { + 0% { background-position: -200% 0; } + 100% { background-position: 200% 0; } +} + +.skeleton { + background: linear-gradient(90deg, #E2E8F0 25%, #F1F5F9 50%, #E2E8F0 75%); + background-size: 200% 100%; + animation: shimmer 1.5s infinite; } diff --git a/src/app/layout.tsx b/src/app/layout.tsx index 9852c15..7b8aa35 100644 --- a/src/app/layout.tsx +++ b/src/app/layout.tsx @@ -13,17 +13,16 @@ const geistMono = Geist_Mono({ }); export const metadata: Metadata = { - title: "Create Next App", - description: "Generated by create next app", + title: "AgentMinder Campaign Command Center", + description: "Sales campaign dashboard for the SouthEast territory", }; export default function RootLayout({ children }: LayoutProps<"/">) { return ( - - {children} + + + {children} + ); } diff --git a/src/app/page.tsx b/src/app/page.tsx deleted file mode 100644 index c887311..0000000 --- a/src/app/page.tsx +++ /dev/null @@ -1,69 +0,0 @@ -import Image from "next/image"; - -export default function Home() { - return ( -
-
- Next.js logo -
-

- To get started, edit the{" "} - - page.tsx - {" "} - file. -

-

- Looking for a starting point or more instructions? Head over to{" "} - - Templates - {" "} - or the{" "} - - Learning - {" "} - center. -

-
- -
-
- ); -} diff --git a/src/components/layout/DashboardShell.tsx b/src/components/layout/DashboardShell.tsx new file mode 100644 index 0000000..d1a7da2 --- /dev/null +++ b/src/components/layout/DashboardShell.tsx @@ -0,0 +1,23 @@ +'use client'; + +import { ReactNode } from 'react'; +import { DataProvider } from '@/lib/data-context'; +import { Sidebar } from './Sidebar'; +import { TopBar } from './TopBar'; +import { DashboardData, DashboardConfig } from '@/types/data'; + +export function DashboardShell({ children, initialData, config }: { children: ReactNode; initialData: DashboardData; config: DashboardConfig }) { + return ( + +
+ +
+ +
+ {children} +
+
+
+ + ); +} diff --git a/src/components/layout/Sidebar.tsx b/src/components/layout/Sidebar.tsx new file mode 100644 index 0000000..5c3da13 --- /dev/null +++ b/src/components/layout/Sidebar.tsx @@ -0,0 +1,145 @@ +'use client'; + +import Link from 'next/link'; +import { usePathname } from 'next/navigation'; +import { useState } from 'react'; + +const navItems = [ + { href: '/', label: 'Executive Overview', icon: DashboardIcon, shortLabel: 'Overview' }, + { href: '/accounts', label: 'Accounts', icon: AccountsIcon, shortLabel: 'Accounts' }, + { href: '/activity', label: 'Activities', icon: ActivityIcon, shortLabel: 'Activities' }, + { href: '/pipeline', label: 'Opportunities', icon: PipelineIcon, shortLabel: 'Opps' }, + { href: '/implementation', label: 'Implementation', icon: ImplementIcon, shortLabel: 'Implement' }, +]; + +function DashboardIcon({ className }: { className?: string }) { + return ( + + + + ); +} + +function ActivityIcon({ className }: { className?: string }) { + return ( + + + + ); +} + +function PipelineIcon({ className }: { className?: string }) { + return ( + + + + ); +} + +function ImplementIcon({ className }: { className?: string }) { + return ( + + + + ); +} + +function AccountsIcon({ className }: { className?: string }) { + return ( + + + + ); +} + +export function Sidebar() { + const pathname = usePathname(); + const [collapsed, setCollapsed] = useState(false); + + return ( + <> + {/* Desktop sidebar */} + + + {/* Mobile bottom nav */} + + + ); +} diff --git a/src/components/layout/TopBar.tsx b/src/components/layout/TopBar.tsx new file mode 100644 index 0000000..bb88ca3 --- /dev/null +++ b/src/components/layout/TopBar.tsx @@ -0,0 +1,137 @@ +'use client'; + +import { useData, DatePreset } from '@/lib/data-context'; +import { format } from 'date-fns'; +import { useState, useRef, useEffect } from 'react'; +import { DISTRICTS } from '@/types/data'; + +const DATE_PRESETS: { value: DatePreset; label: string }[] = [ + { value: 'this_week', label: 'This Week' }, + { value: 'last_7', label: 'Last 7 Days' }, + { value: 'this_month', label: 'This Month' }, + { value: 'this_quarter', label: 'This Quarter' }, + { value: 'last_quarter', label: 'Last Quarter' }, +]; + +export function TopBar() { + const { filters, setDistricts, setDatePreset, refresh, isLoading, lastRefreshed, clearAllFilters, clearCrossFilter } = useData(); + const [showDistrictDropdown, setShowDistrictDropdown] = useState(false); + const dropdownRef = useRef(null); + + useEffect(() => { + function handleClick(e: MouseEvent) { + if (dropdownRef.current && !dropdownRef.current.contains(e.target as Node)) { + setShowDistrictDropdown(false); + } + } + document.addEventListener('mousedown', handleClick); + return () => document.removeEventListener('mousedown', handleClick); + }, []); + + const toggleDistrict = (d: string) => { + const current = filters.districts; + if (current.includes(d)) { + setDistricts(current.filter(x => x !== d)); + } else { + setDistricts([...current, d]); + } + }; + + const districtLabel = filters.districts.length === 0 + ? 'All Districts' + : filters.districts.length === 1 + ? filters.districts[0].replace('SE-', '') + : `${filters.districts.length} Districts`; + + return ( +
+ {/* Mobile logo */} +
+ Logo { (e.target as HTMLImageElement).style.display = 'none'; }} /> + AgentMinder +
+ + {/* Desktop spacer */} +
+ + {/* Active filters indicator */} + {filters.crossFilter && ( + + )} + + {/* Date preset */} + + + {/* District filter */} +
+ + {showDistrictDropdown && ( +
+ + {DISTRICTS.map(d => ( + + ))} +
+ )} +
+ + {/* Refresh */} + + + {/* Last updated */} +
+ {lastRefreshed && `Updated ${format(new Date(lastRefreshed), 'h:mm a')}`} +
+
+ ); +} diff --git a/src/components/ui/ChartCard.tsx b/src/components/ui/ChartCard.tsx new file mode 100644 index 0000000..eff649b --- /dev/null +++ b/src/components/ui/ChartCard.tsx @@ -0,0 +1,26 @@ +'use client'; + +import { ReactNode } from 'react'; + +interface ChartCardProps { + title: string; + subtitle?: string; + children: ReactNode; + className?: string; + action?: ReactNode; +} + +export function ChartCard({ title, subtitle, children, className = '', action }: ChartCardProps) { + return ( +
+
+
+

{title}

+ {subtitle &&

{subtitle}

} +
+ {action} +
+ {children} +
+ ); +} diff --git a/src/components/ui/PageHeader.tsx b/src/components/ui/PageHeader.tsx new file mode 100644 index 0000000..d0f0292 --- /dev/null +++ b/src/components/ui/PageHeader.tsx @@ -0,0 +1,15 @@ +'use client'; + +interface PageHeaderProps { + title: string; + subtitle: string; +} + +export function PageHeader({ title, subtitle }: PageHeaderProps) { + return ( +
+

{title}

+

{subtitle}

+
+ ); +} diff --git a/src/components/ui/Scorecard.tsx b/src/components/ui/Scorecard.tsx new file mode 100644 index 0000000..0327a5d --- /dev/null +++ b/src/components/ui/Scorecard.tsx @@ -0,0 +1,40 @@ +'use client'; + +interface ScorecardProps { + label: string; + value: string | number; + subtitle?: string; + trend?: number; + color?: 'default' | 'green' | 'red' | 'amber'; + onClick?: () => void; +} + +export function Scorecard({ label, value, subtitle, trend, color = 'default', onClick }: ScorecardProps) { + const colorClasses = { + default: 'border-card-border', + green: 'border-l-4 border-l-success border-t-card-border border-r-card-border border-b-card-border', + red: 'border-l-4 border-l-danger border-t-card-border border-r-card-border border-b-card-border', + amber: 'border-l-4 border-l-warning border-t-card-border border-r-card-border border-b-card-border', + }; + + return ( +
+
{label}
+
+
{value}
+ {trend !== undefined && ( +
= 0 ? 'text-success' : 'text-danger'}`}> + + {trend >= 0 ? : } + + {Math.abs(trend)}% +
+ )} +
+ {subtitle &&
{subtitle}
} +
+ ); +} diff --git a/src/lib/data-context.tsx b/src/lib/data-context.tsx new file mode 100644 index 0000000..442481f --- /dev/null +++ b/src/lib/data-context.tsx @@ -0,0 +1,173 @@ +'use client'; + +import React, { createContext, useContext, useState, useMemo, useCallback, ReactNode } from 'react'; +import { DashboardData, DashboardConfig, PipelineRecord, AccountRecord, ActivityRecord, TargetRecord } from '@/types/data'; +import { startOfWeek, endOfWeek, startOfMonth, endOfMonth, startOfQuarter, endOfQuarter, subDays, parseISO, isWithinInterval } from 'date-fns'; + +export type DatePreset = 'this_week' | 'last_7' | 'this_month' | 'this_quarter' | 'last_quarter' | 'custom'; + +interface FilterState { + districts: string[]; + datePreset: DatePreset; + dateRange: { start: string; end: string }; + crossFilter: { key: string; value: string } | null; +} + +interface DataContextValue { + raw: DashboardData; + config: DashboardConfig; + filters: FilterState; + setDistricts: (d: string[]) => void; + setDatePreset: (p: DatePreset) => void; + setDateRange: (start: string, end: string) => void; + setCrossFilter: (key: string, value: string) => void; + clearCrossFilter: () => void; + clearAllFilters: () => void; + filtered: { + pipeline: PipelineRecord[]; + accounts: AccountRecord[]; + activities: ActivityRecord[]; + targets: TargetRecord[]; + }; + isLoading: boolean; + lastRefreshed: string; + refresh: () => Promise; +} + +const DataContext = createContext(null); + +function getDateRange(preset: DatePreset, custom?: { start: string; end: string }): { start: Date; end: Date } { + const now = new Date(); + switch (preset) { + case 'this_week': + return { start: startOfWeek(now, { weekStartsOn: 1 }), end: endOfWeek(now, { weekStartsOn: 1 }) }; + case 'last_7': + return { start: subDays(now, 7), end: now }; + case 'this_month': + return { start: startOfMonth(now), end: endOfMonth(now) }; + case 'this_quarter': + return { start: startOfQuarter(now), end: endOfQuarter(now) }; + case 'last_quarter': { + const lastQ = new Date(now); + lastQ.setMonth(lastQ.getMonth() - 3); + return { start: startOfQuarter(lastQ), end: endOfQuarter(lastQ) }; + } + case 'custom': + if (custom) return { start: parseISO(custom.start), end: parseISO(custom.end) }; + return { start: subDays(now, 30), end: now }; + } +} + +export function DataProvider({ children, initialData, config }: { children: ReactNode; initialData: DashboardData; config: DashboardConfig }) { + const [data, setData] = useState(initialData); + const [isLoading, setIsLoading] = useState(false); + const [filters, setFilters] = useState({ + districts: [], + datePreset: 'this_quarter', + dateRange: { start: '', end: '' }, + crossFilter: null, + }); + + const setDistricts = useCallback((d: string[]) => { + setFilters(f => ({ ...f, districts: d })); + }, []); + + const setDatePreset = useCallback((p: DatePreset) => { + setFilters(f => ({ ...f, datePreset: p })); + }, []); + + const setDateRange = useCallback((start: string, end: string) => { + setFilters(f => ({ ...f, datePreset: 'custom', dateRange: { start, end } })); + }, []); + + const setCrossFilter = useCallback((key: string, value: string) => { + setFilters(f => ({ ...f, crossFilter: { key, value } })); + }, []); + + const clearCrossFilter = useCallback(() => { + setFilters(f => ({ ...f, crossFilter: null })); + }, []); + + const clearAllFilters = useCallback(() => { + setFilters({ districts: [], datePreset: 'this_quarter', dateRange: { start: '', end: '' }, crossFilter: null }); + }, []); + + const refresh = useCallback(async () => { + setIsLoading(true); + try { + const res = await fetch('/api/sheets?bust=' + Date.now()); + if (res.ok) { + const newData = await res.json(); + setData(newData); + } + } finally { + setIsLoading(false); + } + }, []); + + const filtered = useMemo(() => { + const { districts: distFilter, datePreset, dateRange, crossFilter } = filters; + const range = getDateRange(datePreset, dateRange); + + let pipeline = data.pipeline; + let accounts = data.accounts; + let activities = data.activities; + let targets = data.targets; + + if (distFilter.length > 0) { + pipeline = pipeline.filter(p => distFilter.includes(p.District_Name)); + accounts = accounts.filter(a => distFilter.includes(a.District_Name)); + activities = activities.filter(a => distFilter.includes(a.District_Name)); + } + + activities = activities.filter(a => { + try { + return isWithinInterval(parseISO(a.Activity_Date), range); + } catch { + return true; + } + }); + + if (crossFilter) { + const { key, value } = crossFilter; + const match = (obj: object) => String((obj as never)[key as never]) === value; + pipeline = pipeline.filter(match); + accounts = accounts.filter(match); + activities = activities.filter(match); + targets = targets.filter(match); + } + + if (distFilter.length > 0) { + const accountNames = new Set(accounts.map(a => a.Account_Name)); + targets = targets.filter(t => accountNames.has(t.Account_Name)); + } + + return { pipeline, accounts, activities, targets }; + }, [data, filters]); + + return ( + + {children} + + ); +} + +export function useData() { + const ctx = useContext(DataContext); + if (!ctx) throw new Error('useData must be used within DataProvider'); + return ctx; +} diff --git a/src/lib/db.ts b/src/lib/db.ts new file mode 100644 index 0000000..bae847e --- /dev/null +++ b/src/lib/db.ts @@ -0,0 +1,484 @@ +import Database from 'better-sqlite3'; +import path from 'path'; +import { + PipelineRecord, + AccountRecord, + ActivityRecord, + TargetRecord, + ImplementationRecord, + MetricTarget, + DashboardData, +} from '@/types/data'; + +const DB_PATH = path.join(process.cwd(), 'data', 'campaign.db'); + +let _db: Database.Database | null = null; + +function getDb(): Database.Database { + if (!_db) { + const fs = require('fs'); + const dir = path.dirname(DB_PATH); + if (!fs.existsSync(dir)) fs.mkdirSync(dir, { recursive: true }); + + _db = new Database(DB_PATH); + _db.pragma('journal_mode = WAL'); + initSchema(_db); + } + return _db; +} + +function initSchema(db: Database.Database) { + db.exec(` + CREATE TABLE IF NOT EXISTS accounts ( + Account_Name TEXT PRIMARY KEY, + District_Name TEXT NOT NULL DEFAULT '', + Tier TEXT NOT NULL DEFAULT '', + Priority TEXT NOT NULL DEFAULT '', + AgentMinder_Status TEXT NOT NULL DEFAULT 'Not Touched', + Current_ARR_USD REAL, + Touch_Count INTEGER DEFAULT 0, + Date_First_Touched TEXT, + Date_Last_Touched TEXT, + MAP_In_Place_YN TEXT, + Company_URL TEXT, + Area_Sales_Leader TEXT, + DM TEXT, + AD TEXT, + Logo_URL TEXT, + Next_Renewal_Date TEXT, + Next_Renewal_EAR REAL, + Anchor_Contract_Date TEXT, + Anchor_Contract_EAR REAL + ); + + CREATE TABLE IF NOT EXISTS pipeline ( + Opportunity_ID TEXT PRIMARY KEY, + Account_Name TEXT NOT NULL, + District_Name TEXT NOT NULL DEFAULT '', + Stage TEXT NOT NULL DEFAULT '01-Qualified', + Forecast_Category TEXT NOT NULL DEFAULT 'Pipeline', + Amount_USD REAL NOT NULL DEFAULT 0, + Closed_Amount_USD REAL, + Probability_Pct INTEGER NOT NULL DEFAULT 0, + Created_Date TEXT NOT NULL, + Expected_Close_Date TEXT NOT NULL DEFAULT '', + Closed_Date TEXT, + Champion_Name TEXT, + Economic_Buyer TEXT, + Next_Step TEXT, + Next_Step_Date TEXT, + Primary_Objection TEXT, + Competitor TEXT, + Source_Play TEXT, + Product TEXT NOT NULL DEFAULT 'AgentMinder', + Deal_Type TEXT, + Status TEXT DEFAULT 'Open', + Stage_Entered_Date TEXT, + Tier TEXT, + MAP_In_Place_YN TEXT + ); + + CREATE TABLE IF NOT EXISTS activities ( + id INTEGER PRIMARY KEY AUTOINCREMENT, + Activity_ID TEXT, + Activity_Date TEXT NOT NULL, + Activity_Type TEXT NOT NULL, + Account_Name TEXT NOT NULL, + District_Name TEXT NOT NULL DEFAULT '', + Contact_Name TEXT, + Notes TEXT, + Play TEXT, + Channel TEXT, + Persona TEXT, + Outcome TEXT, + Logged_By TEXT + ); + + CREATE TABLE IF NOT EXISTS implementations ( + Implementation_ID TEXT PRIMARY KEY, + Opportunity_ID TEXT, + Account_Name TEXT NOT NULL, + District_Name TEXT, + Tier TEXT, + Closed_Date TEXT, + Closed_Amount_USD REAL, + Kickoff_Date TEXT, + Go_Live_Target TEXT, + Go_Live_Actual TEXT, + Deployment_Status TEXT NOT NULL DEFAULT 'Not Started', + Health_RYG TEXT, + Milestones_Complete INTEGER DEFAULT 0, + Milestones_Total INTEGER DEFAULT 5, + Onboarding_Owner TEXT, + Risk_Notes TEXT + ); + + CREATE TABLE IF NOT EXISTS metric_targets ( + Target_ID TEXT PRIMARY KEY, + Period_Type TEXT NOT NULL, + Period_Label TEXT NOT NULL DEFAULT '', + District_Name TEXT NOT NULL DEFAULT '', + Metric TEXT NOT NULL, + Target_Value REAL NOT NULL DEFAULT 0, + Notes TEXT + ); + + CREATE INDEX IF NOT EXISTS idx_pipeline_account ON pipeline(Account_Name); + CREATE INDEX IF NOT EXISTS idx_pipeline_district ON pipeline(District_Name); + CREATE INDEX IF NOT EXISTS idx_activities_account ON activities(Account_Name); + CREATE INDEX IF NOT EXISTS idx_activities_date ON activities(Activity_Date); + CREATE INDEX IF NOT EXISTS idx_impl_account ON implementations(Account_Name); + `); +} + +export function getDashboardData(): DashboardData { + const db = getDb(); + return { + pipeline: db.prepare('SELECT * FROM pipeline').all() as PipelineRecord[], + accounts: db.prepare('SELECT * FROM accounts').all() as AccountRecord[], + activities: db.prepare('SELECT id, Activity_Date, Activity_Type, Account_Name, District_Name, Contact_Name, Notes, Play, Channel, Persona, Outcome, Logged_By FROM activities ORDER BY Activity_Date DESC').all() as (ActivityRecord & { id: number })[], + targets: buildTargetsFromImplementations(db), + implementations: db.prepare('SELECT * FROM implementations WHERE Account_Name IS NOT NULL').all() as ImplementationRecord[], + metricTargets: db.prepare('SELECT * FROM metric_targets').all() as MetricTarget[], + lastRefreshed: new Date().toISOString(), + }; +} + +function buildTargetsFromImplementations(db: Database.Database): TargetRecord[] { + const impls = db.prepare('SELECT * FROM implementations WHERE Account_Name IS NOT NULL').all() as ImplementationRecord[]; + return impls.map(impl => ({ + Account_Name: impl.Account_Name, + Implementation_Stage: impl.Deployment_Status || 'Not Started', + Go_Live_Date: impl.Go_Live_Target || impl.Go_Live_Actual || null, + Health_Status: impl.Health_RYG || null, + Notes: impl.Risk_Notes || null, + })); +} + +export function getDbStats() { + const db = getDb(); + return { + accounts: (db.prepare('SELECT COUNT(*) as c FROM accounts').get() as { c: number }).c, + pipeline: (db.prepare('SELECT COUNT(*) as c FROM pipeline').get() as { c: number }).c, + activities: (db.prepare('SELECT COUNT(*) as c FROM activities').get() as { c: number }).c, + targets: (db.prepare('SELECT COUNT(*) as c FROM implementations').get() as { c: number }).c, + metricTargets: (db.prepare('SELECT COUNT(*) as c FROM metric_targets').get() as { c: number }).c, + }; +} + +export function updateLastTouched(accountName: string, date: string) { + const db = getDb(); + const acct = db.prepare('SELECT Date_First_Touched, Touch_Count FROM accounts WHERE Account_Name = ?').get(accountName) as { Date_First_Touched: string | null; Touch_Count: number | null } | undefined; + if (!acct) return; + + const updates: Record = { + Account_Name: accountName, + Date_Last_Touched: date, + Touch_Count: (acct.Touch_Count || 0) + 1, + }; + + if (!acct.Date_First_Touched) { + updates.Date_First_Touched = date; + } + + db.prepare(` + UPDATE accounts SET + Date_Last_Touched = @Date_Last_Touched, + Touch_Count = @Touch_Count + ${!acct.Date_First_Touched ? ', Date_First_Touched = @Date_First_Touched' : ''} + WHERE Account_Name = @Account_Name + `).run(updates); +} + +export function recalcAccountTouchData() { + const db = getDb(); + const activities = db.prepare(` + SELECT Account_Name, MIN(Activity_Date) as first_touch, MAX(Activity_Date) as last_touch, COUNT(*) as touch_count + FROM activities + GROUP BY Account_Name + `).all() as { Account_Name: string; first_touch: string; last_touch: string; touch_count: number }[]; + + const update = db.prepare(` + UPDATE accounts SET + Date_First_Touched = @first_touch, + Date_Last_Touched = @last_touch, + Touch_Count = @touch_count + WHERE Account_Name = @Account_Name + `); + + const tx = db.transaction(() => { + for (const a of activities) { + update.run(a); + } + }); + tx(); +} + +export function recalcAccountStatus() { + const db = getDb(); + db.exec(` + UPDATE accounts SET AgentMinder_Status = CASE + WHEN Account_Name IN (SELECT DISTINCT Account_Name FROM pipeline WHERE Status = 'Open') THEN '20% - Research' + WHEN Account_Name IN (SELECT DISTINCT Account_Name FROM activities) THEN '10% - Prospect' + ELSE 'Not Touched' + END + WHERE AgentMinder_Status = 'Not Touched' + OR AgentMinder_Status IS NULL + `); +} + +export function addActivity(record: { + Activity_Date: string; + Activity_Type: string; + Account_Name: string; + District_Name: string; + Contact_Name?: string | null; + Notes?: string | null; + Play?: string | null; + Channel?: string | null; + Persona?: string | null; + Outcome?: string | null; + Logged_By?: string | null; +}) { + const db = getDb(); + db.prepare(` + INSERT INTO activities (Activity_Date, Activity_Type, Account_Name, District_Name, Contact_Name, Notes, Play, Channel, Persona, Outcome, Logged_By) + VALUES (@Activity_Date, @Activity_Type, @Account_Name, @District_Name, @Contact_Name, @Notes, @Play, @Channel, @Persona, @Outcome, @Logged_By) + `).run({ + Activity_Date: record.Activity_Date, + Activity_Type: record.Activity_Type, + Account_Name: record.Account_Name, + District_Name: record.District_Name, + Contact_Name: record.Contact_Name || null, + Notes: record.Notes || null, + Play: record.Play || null, + Channel: record.Channel || null, + Persona: record.Persona || null, + Outcome: record.Outcome || null, + Logged_By: record.Logged_By || null, + }); + + updateLastTouched(record.Account_Name, record.Activity_Date); +} + +export function importData(data: { + accounts?: Record[]; + pipeline?: Record[]; + activities?: Record[]; + implementations?: Record[]; + metricTargets?: Record[]; +}): Record { + const db = getDb(); + const counts: Record = {}; + + const tx = db.transaction(() => { + if (data.accounts?.length) { + const stmt = db.prepare(` + INSERT INTO accounts (Account_Name, District_Name, Tier, Priority, AgentMinder_Status, Current_ARR_USD, Touch_Count, Date_First_Touched, Date_Last_Touched, MAP_In_Place_YN, Company_URL, Area_Sales_Leader, DM, AD, Logo_URL, Next_Renewal_Date, Next_Renewal_EAR, Anchor_Contract_Date, Anchor_Contract_EAR) + VALUES (@Account_Name, @District_Name, @Tier, @Priority, @AgentMinder_Status, @Current_ARR_USD, @Touch_Count, @Date_First_Touched, @Date_Last_Touched, @MAP_In_Place_YN, @Company_URL, @Area_Sales_Leader, @DM, @AD, @Logo_URL, @Next_Renewal_Date, @Next_Renewal_EAR, @Anchor_Contract_Date, @Anchor_Contract_EAR) + ON CONFLICT(Account_Name) DO UPDATE SET + District_Name=excluded.District_Name, Tier=excluded.Tier, Priority=excluded.Priority, + AgentMinder_Status=excluded.AgentMinder_Status, Current_ARR_USD=excluded.Current_ARR_USD, + Touch_Count=excluded.Touch_Count, Date_First_Touched=excluded.Date_First_Touched, + Date_Last_Touched=excluded.Date_Last_Touched, MAP_In_Place_YN=excluded.MAP_In_Place_YN, + Company_URL=excluded.Company_URL, Area_Sales_Leader=excluded.Area_Sales_Leader, + DM=excluded.DM, AD=excluded.AD, Logo_URL=excluded.Logo_URL, + Next_Renewal_Date=excluded.Next_Renewal_Date, Next_Renewal_EAR=excluded.Next_Renewal_EAR, + Anchor_Contract_Date=excluded.Anchor_Contract_Date, Anchor_Contract_EAR=excluded.Anchor_Contract_EAR + `); + let c = 0; + for (const r of data.accounts) { + if (!r.Account_Name) continue; + stmt.run(r); + c++; + } + counts.accounts = c; + } + + if (data.pipeline?.length) { + const stmt = db.prepare(` + INSERT INTO pipeline (Opportunity_ID, Account_Name, District_Name, Stage, Forecast_Category, Amount_USD, Closed_Amount_USD, Probability_Pct, Created_Date, Expected_Close_Date, Closed_Date, Champion_Name, Economic_Buyer, Next_Step, Next_Step_Date, Primary_Objection, Competitor, Source_Play, Product, Deal_Type, Status, Stage_Entered_Date, Tier, MAP_In_Place_YN) + VALUES (@Opportunity_ID, @Account_Name, @District_Name, @Stage, @Forecast_Category, @Amount_USD, @Closed_Amount_USD, @Probability_Pct, @Created_Date, @Expected_Close_Date, @Closed_Date, @Champion_Name, @Economic_Buyer, @Next_Step, @Next_Step_Date, @Primary_Objection, @Competitor, @Source_Play, @Product, @Deal_Type, @Status, @Stage_Entered_Date, @Tier, @MAP_In_Place_YN) + ON CONFLICT(Opportunity_ID) DO UPDATE SET + Account_Name=excluded.Account_Name, District_Name=excluded.District_Name, Stage=excluded.Stage, + Forecast_Category=excluded.Forecast_Category, Amount_USD=excluded.Amount_USD, + Closed_Amount_USD=excluded.Closed_Amount_USD, Probability_Pct=excluded.Probability_Pct, + Created_Date=excluded.Created_Date, Expected_Close_Date=excluded.Expected_Close_Date, + Closed_Date=excluded.Closed_Date, Champion_Name=excluded.Champion_Name, + Economic_Buyer=excluded.Economic_Buyer, Next_Step=excluded.Next_Step, + Next_Step_Date=excluded.Next_Step_Date, Primary_Objection=excluded.Primary_Objection, + Competitor=excluded.Competitor, Source_Play=excluded.Source_Play, Product=excluded.Product, + Deal_Type=excluded.Deal_Type, Status=excluded.Status, Stage_Entered_Date=excluded.Stage_Entered_Date, + Tier=excluded.Tier, MAP_In_Place_YN=excluded.MAP_In_Place_YN + `); + let c = 0; + for (const r of data.pipeline) { + if (!r.Opportunity_ID) continue; + stmt.run(r); + c++; + } + counts.pipeline = c; + } + + if (data.activities?.length) { + db.prepare('DELETE FROM activities').run(); + const stmt = db.prepare(` + INSERT INTO activities (Activity_ID, Activity_Date, Activity_Type, Account_Name, District_Name, Contact_Name, Notes, Play, Channel, Persona, Outcome, Logged_By) + VALUES (@Activity_ID, @Activity_Date, @Activity_Type, @Account_Name, @District_Name, @Contact_Name, @Notes, @Play, @Channel, @Persona, @Outcome, @Logged_By) + `); + let c = 0; + for (const r of data.activities) { + if (!r.Account_Name || !r.Activity_Date) continue; + stmt.run(r); + c++; + } + counts.activities = c; + } + + if (data.implementations?.length) { + const stmt = db.prepare(` + INSERT INTO implementations (Implementation_ID, Opportunity_ID, Account_Name, District_Name, Tier, Closed_Date, Closed_Amount_USD, Kickoff_Date, Go_Live_Target, Go_Live_Actual, Deployment_Status, Health_RYG, Milestones_Complete, Milestones_Total, Onboarding_Owner, Risk_Notes) + VALUES (@Implementation_ID, @Opportunity_ID, @Account_Name, @District_Name, @Tier, @Closed_Date, @Closed_Amount_USD, @Kickoff_Date, @Go_Live_Target, @Go_Live_Actual, @Deployment_Status, @Health_RYG, @Milestones_Complete, @Milestones_Total, @Onboarding_Owner, @Risk_Notes) + ON CONFLICT(Implementation_ID) DO UPDATE SET + Opportunity_ID=excluded.Opportunity_ID, Account_Name=excluded.Account_Name, + District_Name=excluded.District_Name, Tier=excluded.Tier, + Closed_Date=excluded.Closed_Date, Closed_Amount_USD=excluded.Closed_Amount_USD, + Kickoff_Date=excluded.Kickoff_Date, Go_Live_Target=excluded.Go_Live_Target, + Go_Live_Actual=excluded.Go_Live_Actual, Deployment_Status=excluded.Deployment_Status, + Health_RYG=excluded.Health_RYG, Milestones_Complete=excluded.Milestones_Complete, + Milestones_Total=excluded.Milestones_Total, Onboarding_Owner=excluded.Onboarding_Owner, + Risk_Notes=excluded.Risk_Notes + `); + let c = 0; + for (const r of data.implementations) { + if (!r.Implementation_ID || !r.Account_Name) continue; + stmt.run(r); + c++; + } + counts.implementations = c; + } + + if (data.metricTargets?.length) { + const stmt = db.prepare(` + INSERT INTO metric_targets (Target_ID, Period_Type, Period_Label, District_Name, Metric, Target_Value, Notes) + VALUES (@Target_ID, @Period_Type, @Period_Label, @District_Name, @Metric, @Target_Value, @Notes) + ON CONFLICT(Target_ID) DO UPDATE SET + Period_Type=excluded.Period_Type, Period_Label=excluded.Period_Label, + District_Name=excluded.District_Name, Metric=excluded.Metric, + Target_Value=excluded.Target_Value, Notes=excluded.Notes + `); + let c = 0; + for (const r of data.metricTargets) { + if (!r.Target_ID) continue; + stmt.run(r); + c++; + } + counts.metricTargets = c; + } + }); + + tx(); + return counts; +} + +export function deleteAccount(name: string) { + const db = getDb(); + db.prepare('DELETE FROM accounts WHERE Account_Name = ?').run(name); +} + +export function deletePipeline(id: string) { + const db = getDb(); + db.prepare('DELETE FROM pipeline WHERE Opportunity_ID = ?').run(id); +} + +export function deleteActivity(id: number) { + const db = getDb(); + db.prepare('DELETE FROM activities WHERE id = ?').run(id); +} + +export function deleteTarget(accountName: string) { + const db = getDb(); + db.prepare('DELETE FROM implementations WHERE Account_Name = ?').run(accountName); +} + +export function upsertAccount(record: Record) { + const db = getDb(); + db.prepare(`INSERT INTO accounts (Account_Name, District_Name, Tier, Priority, AgentMinder_Status, Current_ARR_USD, MAP_In_Place_YN, Company_URL, Area_Sales_Leader, DM, AD) + VALUES (@Account_Name, @District_Name, @Tier, @Priority, @AgentMinder_Status, @Current_ARR_USD, @MAP_In_Place_YN, @Company_URL, @Area_Sales_Leader, @DM, @AD) + ON CONFLICT(Account_Name) DO UPDATE SET + District_Name=excluded.District_Name, Tier=excluded.Tier, Priority=excluded.Priority, + AgentMinder_Status=excluded.AgentMinder_Status, Current_ARR_USD=excluded.Current_ARR_USD, + MAP_In_Place_YN=excluded.MAP_In_Place_YN, Company_URL=excluded.Company_URL, + Area_Sales_Leader=excluded.Area_Sales_Leader, DM=excluded.DM, AD=excluded.AD + `).run({ + Account_Name: record.Account_Name || '', + District_Name: record.District_Name || '', + Tier: record.Tier || '', + Priority: record.Priority || '', + AgentMinder_Status: record.AgentMinder_Status || 'Not Touched', + Current_ARR_USD: record.Current_ARR_USD ?? null, + MAP_In_Place_YN: record.MAP_In_Place_YN ?? null, + Company_URL: record.Company_URL ?? null, + Area_Sales_Leader: record.Area_Sales_Leader ?? null, + DM: record.DM ?? null, + AD: record.AD ?? null, + }); +} + +export function upsertPipeline(record: Record) { + const db = getDb(); + db.prepare(`INSERT INTO pipeline (Opportunity_ID, Account_Name, District_Name, Stage, Forecast_Category, Amount_USD, Closed_Amount_USD, Probability_Pct, Created_Date, Expected_Close_Date, Closed_Date, Champion_Name, Economic_Buyer, Next_Step, Next_Step_Date, Primary_Objection, Competitor, Source_Play, Product) + VALUES (@Opportunity_ID, @Account_Name, @District_Name, @Stage, @Forecast_Category, @Amount_USD, @Closed_Amount_USD, @Probability_Pct, @Created_Date, @Expected_Close_Date, @Closed_Date, @Champion_Name, @Economic_Buyer, @Next_Step, @Next_Step_Date, @Primary_Objection, @Competitor, @Source_Play, @Product) + ON CONFLICT(Opportunity_ID) DO UPDATE SET + Account_Name=excluded.Account_Name, District_Name=excluded.District_Name, Stage=excluded.Stage, + Forecast_Category=excluded.Forecast_Category, Amount_USD=excluded.Amount_USD, + Closed_Amount_USD=excluded.Closed_Amount_USD, Probability_Pct=excluded.Probability_Pct, + Expected_Close_Date=excluded.Expected_Close_Date, Closed_Date=excluded.Closed_Date, + Champion_Name=excluded.Champion_Name, Economic_Buyer=excluded.Economic_Buyer, + Next_Step=excluded.Next_Step, Next_Step_Date=excluded.Next_Step_Date, + Primary_Objection=excluded.Primary_Objection, Competitor=excluded.Competitor, + Source_Play=excluded.Source_Play + `).run({ + Opportunity_ID: record.Opportunity_ID || '', + Account_Name: record.Account_Name || '', + District_Name: record.District_Name || '', + Stage: record.Stage || '01-Qualified', + Forecast_Category: record.Forecast_Category || 'Pipeline', + Amount_USD: record.Amount_USD ?? 0, + Closed_Amount_USD: record.Closed_Amount_USD ?? null, + Probability_Pct: record.Probability_Pct ?? 0, + Created_Date: record.Created_Date || new Date().toISOString().split('T')[0], + Expected_Close_Date: record.Expected_Close_Date || '', + Closed_Date: record.Closed_Date ?? null, + Champion_Name: record.Champion_Name ?? null, + Economic_Buyer: record.Economic_Buyer ?? null, + Next_Step: record.Next_Step ?? null, + Next_Step_Date: record.Next_Step_Date ?? null, + Primary_Objection: record.Primary_Objection ?? null, + Competitor: record.Competitor ?? null, + Source_Play: record.Source_Play ?? null, + Product: record.Product || 'AgentMinder', + }); +} + +export function upsertTarget(record: Record) { + const db = getDb(); + const id = (record.Implementation_ID as string) || `IMPL-${Date.now()}`; + db.prepare(`INSERT INTO implementations (Implementation_ID, Account_Name, District_Name, Deployment_Status, Health_RYG, Go_Live_Target, Go_Live_Actual, Risk_Notes) + VALUES (@Implementation_ID, @Account_Name, @District_Name, @Deployment_Status, @Health_RYG, @Go_Live_Target, @Go_Live_Actual, @Risk_Notes) + ON CONFLICT(Implementation_ID) DO UPDATE SET + Account_Name=excluded.Account_Name, District_Name=excluded.District_Name, + Deployment_Status=excluded.Deployment_Status, Health_RYG=excluded.Health_RYG, + Go_Live_Target=excluded.Go_Live_Target, Go_Live_Actual=excluded.Go_Live_Actual, + Risk_Notes=excluded.Risk_Notes + `).run({ + Implementation_ID: id, + Account_Name: record.Account_Name || '', + District_Name: record.District_Name ?? null, + Deployment_Status: record.Deployment_Status || record.Implementation_Stage || 'Not Started', + Health_RYG: record.Health_RYG || record.Health_Status || null, + Go_Live_Target: record.Go_Live_Target || record.Go_Live_Date || null, + Go_Live_Actual: record.Go_Live_Actual ?? null, + Risk_Notes: record.Risk_Notes || record.Notes || null, + }); +} diff --git a/src/lib/formatters.ts b/src/lib/formatters.ts new file mode 100644 index 0000000..45f01a6 --- /dev/null +++ b/src/lib/formatters.ts @@ -0,0 +1,92 @@ +export function formatCurrency(value: number, compact = false): string { + if (compact && Math.abs(value) >= 1_000_000) { + return '$' + (value / 1_000_000).toFixed(1) + 'M'; + } + if (compact && Math.abs(value) >= 1_000) { + return '$' + (value / 1_000).toFixed(0) + 'K'; + } + return new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', maximumFractionDigits: 0 }).format(value); +} + +export function formatNumber(value: number): string { + return new Intl.NumberFormat('en-US').format(value); +} + +export function formatPercent(value: number, decimals = 0): string { + return value.toFixed(decimals) + '%'; +} + +export function formatRatio(value: number): string { + return value.toFixed(1) + 'x'; +} + +export const CHART_COLORS = { + navy: '#005C8A', + azure: '#0098C7', + aqua: '#007B8C', + green: '#61A60E', + purple: '#6C4B94', + lightBlue: '#007DA3', + darkGreen: '#23800A', + brightBlue: '#0088EF', +}; + +export const CHART_PALETTE = [ + CHART_COLORS.navy, + CHART_COLORS.azure, + CHART_COLORS.aqua, + CHART_COLORS.green, + CHART_COLORS.purple, + CHART_COLORS.lightBlue, + CHART_COLORS.darkGreen, + CHART_COLORS.brightBlue, +]; + +export const STATUS_COLORS: Record = { + 'Not Touched': '#94A3B8', + '10% - Prospect': CHART_COLORS.azure, + '20% - Research': CHART_COLORS.aqua, + '30% - Engaged': CHART_COLORS.green, + '40% - Active Opp': CHART_COLORS.navy, + '50% - Implement': CHART_COLORS.purple, + Aware: CHART_COLORS.azure, + Engaged: CHART_COLORS.green, +}; + +export const FORECAST_COLORS: Record = { + Commit: CHART_COLORS.navy, + 'Best Case': CHART_COLORS.azure, + Pipeline: CHART_COLORS.aqua, + Closed: CHART_COLORS.green, + Omit: '#94A3B8', +}; + +export const STAGE_COLORS: Record = { + '01-Qualified': CHART_COLORS.lightBlue, + '02-Discovery': CHART_COLORS.azure, + '03-Evaluation': CHART_COLORS.aqua, + '04-Business Case': CHART_COLORS.navy, + '05-Negotiation': CHART_COLORS.purple, + '06-Closed Won': CHART_COLORS.green, + '07-Closed Lost': '#94A3B8', +}; + +export const TIER_COLORS: Record = { + 'Tier 1': CHART_COLORS.navy, + 'Tier 2': CHART_COLORS.azure, + 'Tier 3': CHART_COLORS.aqua, + 'Tier 4': '#94A3B8', +}; + +export const HEALTH_COLORS: Record = { + Green: '#61A60E', + Yellow: '#F59E0B', + Red: '#EF4444', +}; + +export const DISTRICT_SHORT: Record = { + 'SE-SUNSHINE': 'Sunshine', + 'SE-PEACHTREE': 'Peachtree', + 'SE-MISS-VALLEY': 'Miss Valley', + 'SE-MID-ATL': 'Mid-Atl', +}; diff --git a/src/lib/google-sheets.ts b/src/lib/google-sheets.ts new file mode 100644 index 0000000..9d7ac5e --- /dev/null +++ b/src/lib/google-sheets.ts @@ -0,0 +1,134 @@ +import { google } from 'googleapis'; +import { + PipelineRecord, + AccountRecord, + ActivityRecord, + TargetRecord, + DashboardData, +} from '@/types/data'; + +const SPREADSHEET_ID = process.env.GOOGLE_SHEETS_SPREADSHEET_ID; + +function getAuth() { + return new google.auth.JWT({ + email: process.env.GOOGLE_SERVICE_ACCOUNT_EMAIL, + key: process.env.GOOGLE_PRIVATE_KEY?.replace(/\\n/g, '\n'), + scopes: ['https://www.googleapis.com/auth/spreadsheets.readonly'], + }); +} + +async function fetchTab(sheets: ReturnType, tab: string): Promise { + const res = await sheets.spreadsheets.values.get({ + spreadsheetId: SPREADSHEET_ID, + range: `${tab}!A:Z`, + }); + return (res.data.values as string[][]) || []; +} + +function rowsToObjects(rows: string[][]): T[] { + if (rows.length < 2) return []; + const headers = rows[0]; + return rows.slice(1).map(row => { + const obj: Record = {}; + headers.forEach((h, i) => { + obj[h] = row[i] ?? null; + }); + return obj as unknown as T; + }); +} + +function parsePipeline(raw: Record[]): PipelineRecord[] { + return raw.map(r => ({ + Opportunity_ID: r.Opportunity_ID || '', + Account_Name: r.Account_Name || '', + District_Name: r.District_Name || '', + Stage: (r.Stage || 'Discovery') as PipelineRecord['Stage'], + Forecast_Category: (r.Forecast_Category || 'Pipeline') as PipelineRecord['Forecast_Category'], + Amount_USD: parseFloat(r.Amount_USD || '0') || 0, + Closed_Amount_USD: r.Closed_Amount_USD ? parseFloat(r.Closed_Amount_USD) : null, + Probability_Pct: parseInt(r.Probability_Pct || '0') || 0, + Created_Date: r.Created_Date || '', + Expected_Close_Date: r.Expected_Close_Date || '', + Closed_Date: r.Closed_Date || null, + Champion_Name: r.Champion_Name || null, + Economic_Buyer: r.Economic_Buyer || null, + Next_Step: r.Next_Step || null, + Next_Step_Date: r.Next_Step_Date || null, + Primary_Objection: r.Primary_Objection || null, + Competitor: r.Competitor || null, + Source_Play: r.Source_Play || null, + Product: r.Product || 'AgentMinder', + })); +} + +function parseAccounts(raw: Record[]): AccountRecord[] { + return raw.map(r => ({ + Account_Name: r.Account_Name || '', + District_Name: r.District_Name || '', + Tier: (r.Tier || '3') as AccountRecord['Tier'], + Priority: (r.Priority || 'Low') as AccountRecord['Priority'], + AgentMinder_Status: (r.AgentMinder_Status || 'Not Touched') as AccountRecord['AgentMinder_Status'], + Current_ARR_USD: r.Current_ARR_USD ? parseFloat(r.Current_ARR_USD) : null, + Touch_Count: r.Touch_Count ? parseInt(r.Touch_Count) : null, + Date_First_Touched: r.Date_First_Touched || null, + Date_Last_Touched: r.Date_Last_Touched || null, + MAP_In_Place_YN: (r.MAP_In_Place_YN as AccountRecord['MAP_In_Place_YN']) || null, + })); +} + +function parseActivities(raw: Record[]): ActivityRecord[] { + return raw.map(r => ({ + Activity_Date: r.Activity_Date || '', + Activity_Type: r.Activity_Type || '', + Account_Name: r.Account_Name || '', + District_Name: r.District_Name || '', + Contact_Name: r.Contact_Name || null, + Notes: r.Notes || null, + })); +} + +function parseTargets(raw: Record[]): TargetRecord[] { + return raw.map(r => ({ + Account_Name: r.Account_Name || '', + Implementation_Stage: (r.Implementation_Stage || 'Contract Signed') as TargetRecord['Implementation_Stage'], + Go_Live_Date: r.Go_Live_Date || null, + Health_Status: (r.Health_Status as TargetRecord['Health_Status']) || null, + Notes: r.Notes || null, + })); +} + +export async function fetchSheetData(): Promise { + const auth = getAuth(); + const sheets = google.sheets({ version: 'v4', auth }); + + const [pipelineRows, accountRows, activityRows, targetRows] = await Promise.all([ + fetchTab(sheets, 'Pipeline'), + fetchTab(sheets, 'Accounts'), + fetchTab(sheets, 'Activity_Log'), + fetchTab(sheets, 'Targets'), + ]); + + const requiredHeaders: Record = { + Pipeline: ['Opportunity_ID', 'Account_Name', 'District_Name', 'Stage', 'Amount_USD'], + Accounts: ['Account_Name', 'District_Name', 'Tier', 'Priority', 'AgentMinder_Status'], + Activity_Log: ['Activity_Date', 'Activity_Type', 'Account_Name', 'District_Name'], + Targets: ['Account_Name', 'Implementation_Stage'], + }; + + for (const [tab, required] of Object.entries(requiredHeaders)) { + const rows = { Pipeline: pipelineRows, Accounts: accountRows, Activity_Log: activityRows, Targets: targetRows }[tab]!; + const headers = rows[0] || []; + const missing = required.filter(h => !headers.includes(h)); + if (missing.length > 0) { + console.warn(`[Sheets] Tab "${tab}" missing columns: ${missing.join(', ')}`); + } + } + + return { + pipeline: parsePipeline(rowsToObjects(pipelineRows)), + accounts: parseAccounts(rowsToObjects(accountRows)), + activities: parseActivities(rowsToObjects(activityRows)), + targets: parseTargets(rowsToObjects(targetRows)), + lastRefreshed: new Date().toISOString(), + }; +} diff --git a/src/lib/mock-data.ts b/src/lib/mock-data.ts new file mode 100644 index 0000000..c15ad2d --- /dev/null +++ b/src/lib/mock-data.ts @@ -0,0 +1,251 @@ +import { + PipelineRecord, + AccountRecord, + ActivityRecord, + TargetRecord, + ImplementationRecord, + MetricTarget, + DashboardData, + DashboardConfig, +} from '@/types/data'; + +const districts = ['SE-SUNSHINE', 'SE-PEACHTREE', 'SE-MISS-VALLEY', 'SE-MID-ATL'] as const; +const tiers = ['Tier 1', 'Tier 2', 'Tier 3', 'Tier 4'] as const; +const priorities = ['High', 'Medium', 'Low'] as const; +const statuses = ['10% - Prospect', '20% - Research', 'Not Touched'] as const; +const stages = ['02-Discovery', '03-Evaluation', '04-Business Case', '05-Negotiation', '06-Closed Won', '07-Closed Lost'] as const; +const forecastCats = ['Commit', 'Best Case', 'Pipeline', 'Closed', 'Omit'] as const; +const activityTypes = ['Launch Briefing', 'Discovery', 'QBR Attach', 'Exec Meeting', 'Demo', 'Workshop', 'Email', 'Call'] as const; +const competitors = ['Competitor A', 'Competitor B', 'Competitor C', 'Incumbent', null]; +const sourcePlays = ['Attach', 'Renewal-Trigger', 'Champion Referral', 'Cold Outbound', 'Event Follow-Up']; +const implStages = ['Not Started', 'In Progress', 'Complete', 'Stalled'] as const; + +function randomDate(start: Date, end: Date): string { + const d = new Date(start.getTime() + Math.random() * (end.getTime() - start.getTime())); + return d.toISOString().split('T')[0]; +} + +function pick(arr: readonly T[]): T { + return arr[Math.floor(Math.random() * arr.length)]; +} + +function weightedPick(arr: readonly T[], weights: number[]): T { + const total = weights.reduce((a, b) => a + b, 0); + let r = Math.random() * total; + for (let i = 0; i < arr.length; i++) { + r -= weights[i]; + if (r <= 0) return arr[i]; + } + return arr[arr.length - 1]; +} + +const accountNames = [ + 'Baptist Health System', 'Emory Healthcare', 'Piedmont Healthcare', 'Grady Health', 'WellStar Health', + 'Southeast Regional Medical', 'Atrium Health', 'Prisma Health', 'HCA Florida', 'AdventHealth Orlando', + 'UF Health Jacksonville', 'Tampa General Hospital', 'Moffitt Cancer Center', 'Mayo Clinic Jacksonville', + 'Nemours Children\'s', 'Duke Energy', 'Southern Company', 'Florida Power & Light', 'Coca-Cola Enterprises', + 'Home Depot Regional', 'Delta Air Lines', 'UPS Southeast Hub', 'Norfolk Southern', 'AutoNation Southeast', + 'Publix Super Markets', 'SunTrust / Truist', 'Regions Financial', 'Synovus Bank', 'Raymond James', + 'Jacksonville Jaguars', 'Georgia Tech Research', 'University of Florida', 'Vanderbilt University', + 'Clemson University', 'Georgia-Pacific', 'Mohawk Industries', 'Interface Inc', 'Aflac', + 'TSYS / Global Payments', 'NCR Corporation', 'Gartner SE Office', 'Genuine Parts Co', 'Rollins Inc', + 'Flowers Foods', 'Americold Realty', 'BlueLinx Holdings', 'Chart Industries', 'EzFill Holdings', + 'MiMedx Group', 'Cardlytics Inc', 'GreenSky', 'Kabbage / Amex', 'Calendly HQ', 'Mailchimp / Intuit', + 'SalesLoft', 'Greenlight Financial', 'OneTrust', 'Ionic Security', 'Pindrop Security', 'CallRail', + 'FullStory', 'Rubicon Global', 'InComm Payments', 'EasySend SE', 'Datacert Legal', 'Aptean SE', + 'Manhattan Associates', 'ControlScan', 'Oversight Systems', 'BitPay', 'Bakkt Holdings', + 'Intercontinental Exchange', 'Invesco SE', 'Jackson Hewitt SE', 'Aaron\'s Holdings', 'FleetCor Technologies', + 'Worldpay SE', 'Fiserv SE', 'Equifax', 'TransUnion SE', 'LexisNexis Risk', 'Verint SE', + 'Encompass Health', 'Community Health Systems', 'Tenet Healthcare SE', 'LifePoint Health', + 'Kindred Healthcare SE', 'Amedisys', 'Brookdale Senior Living', 'Surgery Partners', +]; + +function generateAccounts(): AccountRecord[] { + return accountNames.slice(0, 90).map((name, i) => { + const tier = i < 10 ? 'Tier 1' : i < 25 ? 'Tier 2' : i < 50 ? 'Tier 3' : 'Tier 4'; + const district = districts[i % 4]; + const status = weightedPick(statuses, [10, 5, 85]); + const priority = tier === 'Tier 1' ? 'High' : tier === 'Tier 2' ? weightedPick(priorities, [40, 50, 10]) : weightedPick(priorities, [10, 40, 50]); + const touchCount = status === 'Not Touched' ? 0 : Math.floor(Math.random() * 15) + 1; + const hasTouch = touchCount > 0; + + return { + Account_Name: name, + District_Name: district, + Tier: tier, + Priority: priority, + AgentMinder_Status: status, + Current_ARR_USD: Math.random() > 0.3 ? Math.floor(Math.random() * 500000) + 10000 : null, + Touch_Count: touchCount, + Date_First_Touched: hasTouch ? randomDate(new Date('2026-01-15'), new Date('2026-06-01')) : null, + Date_Last_Touched: hasTouch ? randomDate(new Date('2026-06-01'), new Date('2026-08-25')) : null, + MAP_In_Place_YN: hasTouch && Math.random() > 0.5 ? 'Y' : 'N', + Company_URL: null, + Area_Sales_Leader: null, + DM: null, + AD: null, + IMS_BA: null, + Logo_URL: null, + Next_Renewal_Date: null, + Next_Renewal_EAR: null, + Anchor_Contract_Date: null, + Anchor_Contract_EAR: null, + }; + }); +} + +function generatePipeline(accounts: AccountRecord[]): PipelineRecord[] { + const touchedAccounts = accounts.filter(a => a.AgentMinder_Status !== 'Not Touched'); + const opps: PipelineRecord[] = []; + let oppId = 1; + + for (const account of touchedAccounts) { + const numOpps = account.Tier === 'Tier 1' ? Math.ceil(Math.random() * 2) : Math.random() > 0.5 ? 1 : 0; + for (let j = 0; j < numOpps; j++) { + const stage = weightedPick(stages, [25, 15, 15, 10, 25, 10]); + const isClosed = stage === '06-Closed Won' || stage === '07-Closed Lost'; + const amount = account.Tier === 'Tier 1' + ? Math.floor(Math.random() * 400000) + 100000 + : account.Tier === 'Tier 2' + ? Math.floor(Math.random() * 150000) + 25000 + : Math.floor(Math.random() * 50000) + 5000; + + const createdDate = randomDate(new Date('2026-02-01'), new Date('2026-07-15')); + const expectedClose = randomDate(new Date('2026-08-01'), new Date('2026-12-31')); + const prob = stage === '06-Closed Won' ? 100 : stage === '07-Closed Lost' ? 0 + : stage === '05-Negotiation' ? 60 + Math.floor(Math.random() * 20) + : stage === '04-Business Case' ? 40 + Math.floor(Math.random() * 15) + : stage === '03-Evaluation' ? 20 + Math.floor(Math.random() * 15) + : 10 + Math.floor(Math.random() * 10); + + const forecast = + stage === '06-Closed Won' ? 'Closed' + : stage === '07-Closed Lost' ? 'Omit' + : stage === '05-Negotiation' ? weightedPick(['Commit', 'Best Case', 'Pipeline'] as const, [50, 35, 15]) + : stage === '04-Business Case' ? weightedPick(['Best Case', 'Pipeline'] as const, [40, 60]) + : 'Pipeline'; + + opps.push({ + Opportunity_ID: `OPP-${String(oppId++).padStart(4, '0')}`, + Account_Name: account.Account_Name, + District_Name: account.District_Name, + Stage: stage, + Forecast_Category: forecast, + Amount_USD: amount, + Closed_Amount_USD: stage === '06-Closed Won' ? amount : null, + Probability_Pct: prob, + Created_Date: createdDate, + Expected_Close_Date: isClosed ? createdDate : expectedClose, + Closed_Date: isClosed ? randomDate(new Date(createdDate), new Date('2026-08-25')) : null, + Champion_Name: Math.random() > 0.3 ? `Contact ${oppId}` : null, + Economic_Buyer: Math.random() > 0.4 ? `VP ${pick(['Operations', 'IT', 'Finance', 'Clinical'])}` : null, + Next_Step: isClosed ? null : pick(['Schedule executive briefing', 'Send proposal', 'Negotiate terms', 'Technical validation', 'Reference call', 'POC planning']), + Next_Step_Date: isClosed ? null : randomDate(new Date('2026-08-25'), new Date('2026-10-01')), + Primary_Objection: Math.random() > 0.5 ? pick(['Budget timing', 'Competing priority', 'Need more references', 'Integration concerns', 'Contract terms']) : null, + Competitor: pick(competitors), + Source_Play: pick(sourcePlays), + Product: 'AgentMinder', + Deal_Type: null, + Status: null, + Stage_Entered_Date: null, + Tier: account.Tier, + MAP_In_Place_YN: account.MAP_In_Place_YN, + }); + } + } + return opps; +} + +function generateActivities(accounts: AccountRecord[]): ActivityRecord[] { + const activities: ActivityRecord[] = []; + const touchedAccounts = accounts.filter(a => a.AgentMinder_Status !== 'Not Touched'); + + for (const account of touchedAccounts) { + const numActivities = Math.floor(Math.random() * 8) + 1; + for (let j = 0; j < numActivities; j++) { + activities.push({ + Activity_Date: randomDate(new Date('2026-03-01'), new Date('2026-08-27')), + Activity_Type: pick(activityTypes), + Account_Name: account.Account_Name, + District_Name: account.District_Name, + Contact_Name: Math.random() > 0.3 ? `${pick(['Dr.', 'Mr.', 'Ms.'])} ${pick(['Smith', 'Johnson', 'Williams', 'Brown', 'Davis', 'Garcia', 'Miller', 'Wilson', 'Anderson', 'Thomas'])}` : null, + Notes: Math.random() > 0.4 ? pick([ + 'Positive meeting - moving forward with evaluation', + 'Discussed ROI framework and implementation timeline', + 'Champion is engaged, need exec sponsor alignment', + 'Competitor mentioned - need to differentiate on security', + 'Budget approved for Q3 - accelerating timeline', + 'Technical team needs integration documentation', + 'Follow-up scheduled for next week', + 'QBR went well - expansion opportunity identified', + 'Need to address compliance requirements before proceeding', + 'Demo completed - strong interest from clinical team', + ]) : null, + Play: null, + Channel: null, + Persona: null, + Outcome: null, + Logged_By: null, + }); + } + } + + return activities.sort((a, b) => b.Activity_Date.localeCompare(a.Activity_Date)); +} + +function generateTargets(pipeline: PipelineRecord[]): TargetRecord[] { + const closedWon = pipeline.filter(p => p.Stage === '06-Closed Won'); + return closedWon.map(opp => { + const implStage = weightedPick(implStages, [15, 30, 35, 20]); + return { + Account_Name: opp.Account_Name, + Implementation_Stage: implStage, + Go_Live_Date: implStage === 'Complete' + ? randomDate(new Date('2026-05-01'), new Date('2026-08-20')) + : implStage === 'Stalled' ? null + : randomDate(new Date('2026-09-01'), new Date('2026-11-30')), + Health_Status: implStage === 'Stalled' ? 'Red' + : implStage === 'Complete' ? 'Green' + : weightedPick(['Green', 'Yellow', 'Red'] as const, [50, 35, 15]), + Notes: pick([ + 'On track for target go-live', + 'Awaiting IT resource allocation', + 'Configuration in progress - 60% complete', + 'Successfully live - collecting reference feedback', + 'Blocked on SSO integration', + 'Training sessions scheduled', + null, + ]), + }; + }); +} + +let cachedData: DashboardData | null = null; + +export function getMockData(): DashboardData { + if (cachedData) return cachedData; + + const accounts = generateAccounts(); + const pipeline = generatePipeline(accounts); + const activities = generateActivities(accounts); + const targets = generateTargets(pipeline); + + cachedData = { + pipeline, + accounts, + activities, + targets, + implementations: [], + metricTargets: [], + lastRefreshed: new Date().toISOString(), + }; + + return cachedData; +} + +export function getMockConfig(): DashboardConfig { + return { + quotaTarget: 5000000, + weeklyActivityTarget: 25, + }; +} diff --git a/src/types/data.ts b/src/types/data.ts new file mode 100644 index 0000000..805dcf3 --- /dev/null +++ b/src/types/data.ts @@ -0,0 +1,135 @@ +export interface PipelineRecord { + Opportunity_ID: string; + Account_Name: string; + District_Name: string; + Stage: string; + Forecast_Category: string; + Amount_USD: number; + Closed_Amount_USD: number | null; + Probability_Pct: number; + Created_Date: string; + Expected_Close_Date: string; + Closed_Date: string | null; + Champion_Name: string | null; + Economic_Buyer: string | null; + Next_Step: string | null; + Next_Step_Date: string | null; + Primary_Objection: string | null; + Competitor: string | null; + Source_Play: string | null; + Product: string; + Deal_Type: string | null; + Status: string | null; + Stage_Entered_Date: string | null; + Tier: string | null; + MAP_In_Place_YN: string | null; +} + +export interface AccountRecord { + Account_Name: string; + District_Name: string; + Tier: string; + Priority: string; + AgentMinder_Status: string; + Current_ARR_USD: number | null; + Touch_Count: number | null; + Date_First_Touched: string | null; + Date_Last_Touched: string | null; + MAP_In_Place_YN: 'Y' | 'N' | null; + Company_URL: string | null; + Area_Sales_Leader: string | null; + DM: string | null; + AD: string | null; + IMS_BA: string | null; + Logo_URL: string | null; + Next_Renewal_Date: string | null; + Next_Renewal_EAR: number | null; + Anchor_Contract_Date: string | null; + Anchor_Contract_EAR: number | null; + Google_Drive_URL: string | null; + Campaign_Artifacts_URL: string | null; +} + +export interface ActivityRecord { + Activity_Date: string; + Activity_Type: string; + Account_Name: string; + District_Name: string; + Contact_Name: string | null; + Notes: string | null; + Play: string | null; + Channel: string | null; + Persona: string | null; + Outcome: string | null; + Logged_By: string | null; +} + +export interface TargetRecord { + Account_Name: string; + Implementation_Stage: string; + Go_Live_Date: string | null; + Health_Status: string | null; + Notes: string | null; +} + +export interface ImplementationRecord { + Implementation_ID: string; + Opportunity_ID: string | null; + Account_Name: string; + District_Name: string | null; + Tier: string | null; + Closed_Date: string | null; + Closed_Amount_USD: number | null; + Kickoff_Date: string | null; + Go_Live_Target: string | null; + Go_Live_Actual: string | null; + Deployment_Status: string; + Health_RYG: string | null; + Milestones_Complete: number; + Milestones_Total: number; + Onboarding_Owner: string | null; + Risk_Notes: string | null; +} + +export interface MetricTarget { + Target_ID: string; + Period_Type: string; + Period_Label: string; + District_Name: string; + Metric: string; + Target_Value: number; + Notes: string | null; +} + +export interface DashboardData { + pipeline: PipelineRecord[]; + accounts: AccountRecord[]; + activities: ActivityRecord[]; + targets: TargetRecord[]; + implementations: ImplementationRecord[]; + metricTargets: MetricTarget[]; + lastRefreshed: string; +} + +export interface DashboardConfig { + quotaTarget: number; + weeklyActivityTarget: number; +} + +export type District = 'SE-SUNSHINE' | 'SE-PEACHTREE' | 'SE-MISS-VALLEY' | 'SE-MID-ATL'; + +export const DISTRICTS: District[] = ['SE-SUNSHINE', 'SE-PEACHTREE', 'SE-MISS-VALLEY', 'SE-MID-ATL']; + +export const STAGES = [ + '01-Qualified', '02-Discovery', '03-Evaluation', '04-Business Case', + '05-Negotiation', '06-Closed Won', '07-Closed Lost' +] as const; + +export const FORECAST_CATEGORIES = ['Commit', 'Best Case', 'Pipeline', 'Closed', 'Omit'] as const; + +export const IMPLEMENTATION_STAGES = ['Not Started', 'In Progress', 'Complete', 'Stalled'] as const; + +export const ACTIVITY_TYPES = [ + 'Launch Briefing', 'Discovery', 'QBR Attach', 'Exec Meeting', + 'Demo', 'Workshop', 'Email', 'Call' +] as const; diff --git a/start.command b/start.command new file mode 100755 index 0000000..1f07705 --- /dev/null +++ b/start.command @@ -0,0 +1,7 @@ +#!/bin/bash +cd "$(dirname "$0")" +echo "Starting Campaign Command Center..." +echo "Dashboard will open at http://localhost:3000" +echo "" +open "http://localhost:3000" +npm run dev