Files
LynkedUpPro_CRM/src/pages/owner/OwnerSnapshot.jsx
T
2026-05-14 13:24:16 +05:30

428 lines
25 KiB
React

import React, { useState, useMemo } from 'react';
import { useNavigate } from 'react-router-dom';
import { useAuth } from '../../context/AuthContext';
import { useMockStore } from '../../data/mockStore';
import FinancialKPICards from '../../components/owner/FinancialKPICards';
import UrgentItemsPanel from '../../components/owner/UrgentItemsPanel';
import FinancialDetailsModal from '../../components/owner/FinancialDetailsModal';
import ActionCenterModal from '../../components/owner/ActionCenterModal';
import TeamManagementPanel from '../../components/owner/TeamManagementPanel';
import CommissionDistributionPanel from '../../components/owner/CommissionDistributionPanel';
import { SpotlightCard } from '../../components/SpotlightCard';
import {
BarChart, Bar, XAxis, YAxis, Tooltip, ResponsiveContainer, PieChart, Pie, Cell, Legend
} from 'recharts';
import {
Briefcase, TrendingUp, AlertTriangle, Shield, ChevronRight, ArrowUpRight, Users, ChevronDown
} from 'lucide-react';
const OwnerSnapshot = () => {
const { user } = useAuth();
const navigate = useNavigate();
const {
owners, projects, users, personnel,
orgCommissionDefaults, userCommissionOverrides,
roleCommissionOverrides, orgMembers,
addJobTeamMember, removeJobTeamMember, updateJobTeamMember,
} = useMockStore();
// Find the current owner profile
const owner = useMemo(() =>
owners?.find(o => o.id === user?.id) || null
, [owners, user]);
// Filter projects for this owner
const ownerProjects = useMemo(() =>
projects.filter(p => p.ownerId === user?.id)
, [projects, user]);
// Modal States
const [financialModal, setFinancialModal] = useState({ isOpen: false, type: 'revenue' });
const [actionModal, setActionModal] = useState({ isOpen: false, filter: 'all' });
// ── Team Management (Owner's Box) ──────────────────────────────────────
const [selectedProjectId, setSelectedProjectId] = useState(null);
const selectedProject = useMemo(() => {
const id = selectedProjectId || ownerProjects.find(p => p.status === 'active')?.id;
return ownerProjects.find(p => p.id === id) || ownerProjects[0] || null;
}, [selectedProjectId, ownerProjects]);
const teamFinancials = useMemo(() => {
if (!selectedProject) return { totalReceived: 0, grossProfit: 0 };
const paid = (selectedProject.paymentSchedule || [])
.filter(ps => ps.status === 'paid')
.reduce((s, ps) => s + (ps.amount || 0), 0);
const totalReceived = paid || (selectedProject.budget || 0);
const totalCosts = Number(selectedProject.actualCost ?? selectedProject.spent) || 0;
return { totalReceived, grossProfit: totalReceived - totalCosts };
}, [selectedProject]);
const handleFinancialClick = (type) => {
setFinancialModal({ isOpen: true, type });
};
const handleActionClick = (id) => {
const filterMap = { docs: 'docs', vendors: 'vendors', invoices: 'invoices', all: 'all' };
setActionModal({ isOpen: true, filter: filterMap[id] || 'all' });
};
// Greeting
const hour = new Date().getHours();
const greeting = hour < 12 ? 'Good Morning' : hour < 18 ? 'Good Afternoon' : 'Good Evening';
// --- Derived Stats ---
const projectStats = useMemo(() => {
const active = ownerProjects.filter(p => p.status === 'active').length;
const completed = ownerProjects.filter(p => p.status === 'completed').length;
const delayed = ownerProjects.filter(p => p.status === 'delayed').length;
const onHold = ownerProjects.filter(p => p.status === 'on_hold').length;
const disputed = ownerProjects.filter(p => p.status === 'disputed').length;
const totalBudget = ownerProjects.reduce((sum, p) => sum + (p.approvedBudget || p.budget || 0), 0);
const totalSpent = ownerProjects.reduce((sum, p) => sum + (p.actualCost || p.spent || 0), 0);
const avgHealth = ownerProjects.length > 0
? Math.round(ownerProjects.reduce((sum, p) => sum + (p.healthScore || 0), 0) / ownerProjects.length)
: 0;
return { active, completed, delayed, onHold, disputed, totalBudget, totalSpent, avgHealth, total: ownerProjects.length };
}, [ownerProjects]);
// --- Chart Data ---
const statusChartData = useMemo(() => [
{ name: 'Active', value: projectStats.active, color: '#22c55e' },
{ name: 'Completed', value: projectStats.completed, color: '#3b82f6' },
{ name: 'Delayed', value: projectStats.delayed, color: '#f59e0b' },
{ name: 'On Hold', value: projectStats.onHold, color: '#a855f7' },
{ name: 'Disputed', value: projectStats.disputed, color: '#ef4444' },
].filter(d => d.value > 0), [projectStats]);
const budgetChartData = useMemo(() =>
ownerProjects.slice(0, 6).map(p => ({
name: p.projectType.length > 14 ? p.projectType.slice(0, 14) + '...' : p.projectType,
budget: (p.approvedBudget || p.budget || 0) / 1000,
spent: (p.actualCost || p.spent || 0) / 1000,
}))
, [ownerProjects]);
const monthlySpendData = owner?.dashboardSummary?.monthlySpend || [];
// Activity feed from owner's projects
const activityFeed = useMemo(() => {
const items = [];
ownerProjects.forEach(p => {
if (p.activityTimeline) {
p.activityTimeline.forEach(a => items.push({ ...a, projectType: p.projectType, projectId: p.id }));
}
});
// Sort by date desc, take top 5
items.sort((a, b) => new Date(b.date) - new Date(a.date));
return items.slice(0, 5);
}, [ownerProjects]);
const formatCurrency = (val) => {
if (val >= 1000000) return `$${(val / 1000000).toFixed(1)}M`;
if (val >= 1000) return `$${(val / 1000).toFixed(0)}k`;
return `$${val}`;
};
const getRiskColor = (score) => {
if (score <= 30) return 'text-emerald-500 bg-emerald-100 dark:bg-emerald-500/10';
if (score <= 60) return 'text-amber-500 bg-amber-100 dark:bg-amber-500/10';
return 'text-red-500 bg-red-100 dark:bg-red-500/10';
};
const getHealthColor = (score) => {
if (score >= 70) return 'text-emerald-500';
if (score >= 40) return 'text-amber-500';
return 'text-red-500';
};
const CustomTooltip = ({ active, payload, label }) => {
if (active && payload?.length) {
return (
<div className="bg-white dark:bg-zinc-900 border border-zinc-200 dark:border-white/10 rounded-xl px-4 py-3 shadow-xl text-sm">
<p className="font-bold text-zinc-900 dark:text-white mb-1">{label}</p>
{payload.map((p, i) => (
<p key={i} className="text-zinc-600 dark:text-zinc-400">
<span className="font-semibold" style={{ color: p.color }}>{p.name}:</span> ${p.value}k
</p>
))}
</div>
);
}
return null;
};
return (
<div className="min-h-full bg-zinc-50 dark:bg-[#09090b] text-zinc-900 dark:text-white relative pb-20 transition-colors duration-300">
{/* Ambient Background Glows */}
<div className="fixed top-0 left-0 w-full h-full overflow-hidden pointer-events-none z-0">
<div className="absolute top-[-10%] left-[-10%] w-[50%] h-[50%] bg-purple-500/5 dark:bg-purple-900/10 rounded-full blur-[120px]" />
<div className="absolute bottom-[-10%] right-[-10%] w-[50%] h-[50%] bg-blue-500/5 dark:bg-blue-900/10 rounded-full blur-[120px]" />
</div>
<div className="relative z-10 p-4 sm:p-8 max-w-7xl mx-auto space-y-8">
{/* Header Section */}
<header className="flex flex-col md:flex-row justify-between items-start md:items-center border-b border-zinc-200 dark:border-white/5 pb-6">
<div>
<h1 className="text-3xl sm:text-4xl font-extrabold text-transparent bg-clip-text bg-gradient-to-r from-zinc-900 to-zinc-600 dark:from-white dark:to-white/60 tracking-tight">
{greeting}, {user?.name?.split(' ')[0] || 'Owner'}
</h1>
<p className="text-zinc-500 dark:text-zinc-400 mt-2 font-light">
{owner ? `${owner.companyName}${owner.portfolioSize} projects in portfolio` : "Here's your business snapshot for today."}
</p>
</div>
<div className="mt-4 md:mt-0 flex flex-wrap gap-3">
<button className="px-4 py-2 bg-zinc-100 dark:bg-white/5 hover:bg-zinc-200 dark:hover:bg-white/10 rounded-xl text-sm font-bold text-zinc-700 dark:text-zinc-300 transition-colors border border-zinc-200 dark:border-white/5 shadow-sm">
Download Report
</button>
<button
onClick={() => navigate('/owner/projects')}
className="px-4 py-2 bg-amber-500 hover:bg-amber-600 text-black font-bold rounded-xl text-sm transition-colors shadow-lg shadow-amber-500/20 flex items-center gap-2"
>
View Projects <ArrowUpRight size={16} />
</button>
</div>
</header>
{/* Quick Stats Row */}
<section className="grid grid-cols-2 sm:grid-cols-4 gap-4">
{[
{ label: 'Total Projects', value: projectStats.total, icon: Briefcase, color: 'text-blue-500', onClick: () => navigate('/owner/projects') },
{ label: 'Active', value: projectStats.active, icon: TrendingUp, color: 'text-emerald-500', onClick: () => navigate('/owner/projects') },
{ label: 'Avg Health', value: `${projectStats.avgHealth}%`, icon: Shield, color: getHealthColor(projectStats.avgHealth), onClick: () => navigate('/owner/projects') },
{ label: 'Risk Score', value: owner?.riskScore ?? '—', icon: AlertTriangle, color: owner ? getRiskColor(owner.riskScore).split(' ')[0] : 'text-zinc-500', onClick: () => handleActionClick('all') },
].map((stat, i) => (
<SpotlightCard key={i} className="p-4 cursor-pointer" onClick={stat.onClick}>
<div className="flex items-center gap-3">
<div className={`p-2 rounded-xl bg-zinc-100 dark:bg-zinc-800 ${stat.color}`}>
<stat.icon size={18} />
</div>
<div>
<div className="text-2xl font-extrabold text-zinc-900 dark:text-white">{stat.value}</div>
<div className="text-[10px] uppercase font-bold tracking-wider text-zinc-500">{stat.label}</div>
</div>
</div>
</SpotlightCard>
))}
</section>
{/* Financial KPIs */}
<section>
<h2 className="text-xl font-bold text-zinc-900 dark:text-white/90 mb-4 flex items-center">
<span className="w-2 h-8 bg-emerald-500 rounded-full mr-3"></span>
Financial Overview
</h2>
<FinancialKPICards onCardClick={handleFinancialClick} ownerId={user?.id} />
</section>
{/* Charts Row */}
<section className="grid grid-cols-1 lg:grid-cols-3 gap-6">
{/* Budget vs Actual */}
<SpotlightCard className="lg:col-span-2 p-6">
<h3 className="text-lg font-bold text-zinc-900 dark:text-white mb-1">Budget vs Actual Spend</h3>
<p className="text-xs text-zinc-500 dark:text-zinc-400 mb-4">Per project (in $k)</p>
<div className="h-64">
<ResponsiveContainer width="100%" height={256}>
<BarChart data={budgetChartData} barGap={4}>
<XAxis dataKey="name" tick={{ fontSize: 11, fill: '#a1a1aa' }} axisLine={false} tickLine={false} />
<YAxis tick={{ fontSize: 11, fill: '#a1a1aa' }} axisLine={false} tickLine={false} />
<Tooltip content={<CustomTooltip />} />
<Bar dataKey="budget" name="Budget" fill="#3b82f6" radius={[6, 6, 0, 0]} />
<Bar dataKey="spent" name="Spent" fill="#f59e0b" radius={[6, 6, 0, 0]} />
</BarChart>
</ResponsiveContainer>
</div>
</SpotlightCard>
{/* Project Status Distribution */}
<SpotlightCard className="p-6">
<h3 className="text-lg font-bold text-zinc-900 dark:text-white mb-1">Project Status</h3>
<p className="text-xs text-zinc-500 dark:text-zinc-400 mb-4">Distribution</p>
<div className="h-64 flex items-center justify-center">
<ResponsiveContainer width="100%" height={256}>
<PieChart>
<Pie
data={statusChartData}
cx="50%" cy="50%"
innerRadius={50} outerRadius={80}
paddingAngle={4}
dataKey="value"
>
{statusChartData.map((entry, i) => (
<Cell key={i} fill={entry.color} />
))}
</Pie>
<Tooltip />
<Legend
formatter={(value) => <span className="text-xs text-zinc-600 dark:text-zinc-400">{value}</span>}
/>
</PieChart>
</ResponsiveContainer>
</div>
</SpotlightCard>
</section>
{/* Monthly Spend Trend */}
{monthlySpendData.length > 0 && (
<SpotlightCard className="p-6">
<h3 className="text-lg font-bold text-zinc-900 dark:text-white mb-1">Monthly Spend Trend</h3>
<p className="text-xs text-zinc-500 dark:text-zinc-400 mb-4">Last 12 months (in $k)</p>
<div className="h-56">
<ResponsiveContainer width="100%" height={224}>
<BarChart data={monthlySpendData}>
<XAxis dataKey="month" tick={{ fontSize: 11, fill: '#a1a1aa' }} axisLine={false} tickLine={false} />
<YAxis tick={{ fontSize: 11, fill: '#a1a1aa' }} axisLine={false} tickLine={false} />
<Tooltip content={<CustomTooltip />} />
<Bar dataKey="amount" name="Spend" fill="#8b5cf6" radius={[6, 6, 0, 0]} />
</BarChart>
</ResponsiveContainer>
</div>
</SpotlightCard>
)}
{/* Main Content Grid */}
<div className="grid grid-cols-1 lg:grid-cols-3 gap-8">
{/* Urgent Items Panel */}
<section className="lg:col-span-2">
<UrgentItemsPanel onActionClick={handleActionClick} ownerId={user?.id} />
</section>
{/* Activity Feed */}
<SpotlightCard className="h-full">
<div className="p-6">
<div className="flex items-center mb-6">
<div className="w-2 h-2 rounded-full bg-blue-500 mr-2 animate-pulse"></div>
<h3 className="text-lg font-bold text-zinc-900 dark:text-white">Recent Activity</h3>
</div>
<div className="space-y-3">
{activityFeed.length > 0 ? activityFeed.map((item, i) => (
<div key={i} className="flex items-start space-x-3 p-3 rounded-xl bg-zinc-50 dark:bg-white/5 border border-zinc-200 dark:border-white/5 hover:bg-zinc-100 dark:hover:bg-white/10 transition-colors">
<div className={`w-2 h-2 mt-2 rounded-full shrink-0 ${item.action?.toLowerCase().includes('payment') ? 'bg-emerald-400' :
item.action?.toLowerCase().includes('issue') || item.action?.toLowerCase().includes('dispute') ? 'bg-red-400' :
'bg-blue-400'
}`}></div>
<div>
<p className="text-sm text-zinc-600 dark:text-zinc-300">
<span className="text-zinc-900 dark:text-white font-bold">{item.action}</span>
{item.details && <span className="text-zinc-500"> {item.details}</span>}
</p>
<span className="text-[10px] text-zinc-400 uppercase font-bold tracking-wider">
{item.date} · {item.projectType}
</span>
</div>
</div>
)) : (
// Fallback when no activityTimeline data
<>
{[
{ msg: `${projectStats.active} active projects in progress`, time: 'Current', color: 'bg-blue-400' },
{ msg: `${formatCurrency(projectStats.totalSpent)} spent of ${formatCurrency(projectStats.totalBudget)} total budget`, time: 'Overview', color: 'bg-emerald-400' },
{ msg: `${projectStats.completed} projects completed successfully`, time: 'All time', color: 'bg-purple-400' },
].map((item, i) => (
<div key={i} className="flex items-start space-x-3 p-3 rounded-xl bg-zinc-50 dark:bg-white/5 border border-zinc-200 dark:border-white/5">
<div className={`w-2 h-2 mt-2 rounded-full ${item.color} shrink-0`}></div>
<div>
<p className="text-sm text-zinc-600 dark:text-zinc-300">{item.msg}</p>
<span className="text-[10px] text-zinc-400 uppercase font-bold tracking-wider">{item.time}</span>
</div>
</div>
))}
</>
)}
</div>
<button
onClick={() => navigate('/owner/projects')}
className="w-full mt-6 py-2 text-xs font-bold uppercase tracking-wider text-zinc-500 hover:text-zinc-900 dark:text-zinc-400 dark:hover:text-white border border-zinc-200 dark:border-white/10 hover:bg-zinc-100 dark:hover:bg-white/5 rounded-xl transition-all flex items-center justify-center gap-2"
>
View All Projects <ChevronRight size={14} />
</button>
</div>
</SpotlightCard>
</div>
{/* ── Owner's Box — Team Management ── */}
{selectedProject && (
<section>
<div className="flex items-center justify-between mb-4 flex-wrap gap-3">
<h2 className="text-xl font-bold text-zinc-900 dark:text-white/90 flex items-center">
<span className="w-2 h-8 bg-violet-500 rounded-full mr-3"></span>
Team Management
</h2>
<div className="relative">
<select
value={selectedProject.id}
onChange={e => setSelectedProjectId(e.target.value)}
className="appearance-none pl-3 pr-8 py-2 text-sm font-semibold rounded-xl bg-zinc-100 dark:bg-white/5 border border-zinc-200 dark:border-white/10 text-zinc-900 dark:text-white outline-none focus:border-violet-500 transition-colors cursor-pointer"
>
{ownerProjects.map(p => (
<option key={p.id} value={p.id}>
{p.projectType} {p.address?.split(',')[0] || p.id}
</option>
))}
</select>
<ChevronDown size={14} className="absolute right-2.5 top-1/2 -translate-y-1/2 text-zinc-400 pointer-events-none" />
</div>
</div>
<SpotlightCard className="p-5 lg:p-6" spotlightColor="rgba(139, 92, 246, 0.06)">
<TeamManagementPanel
project={selectedProject}
teamMembers={selectedProject.teamMembers || []}
allUsers={users}
personnel={personnel}
userRole={user?.role}
orgCommissionDefaults={orgCommissionDefaults}
userCommissionOverrides={userCommissionOverrides}
roleCommissionOverrides={roleCommissionOverrides}
orgMembers={orgMembers}
totalReceived={teamFinancials.totalReceived}
grossProfit={teamFinancials.grossProfit}
onAddMember={addJobTeamMember}
onRemoveMember={removeJobTeamMember}
onUpdateMember={updateJobTeamMember}
/>
</SpotlightCard>
</section>
)}
{/* ── Owner's Box — Org-Wide Commission Distribution ── */}
{ownerProjects.length > 0 && (
<section>
<h2 className="text-xl font-bold text-zinc-900 dark:text-white/90 mb-4 flex items-center">
<span className="w-2 h-8 bg-emerald-500 rounded-full mr-3"></span>
Organization Commission Overview
</h2>
<SpotlightCard className="p-5 lg:p-6" spotlightColor="rgba(16, 185, 129, 0.06)">
<CommissionDistributionPanel
ownerProjects={ownerProjects}
orgCommissionDefaults={orgCommissionDefaults}
userCommissionOverrides={userCommissionOverrides}
roleCommissionOverrides={roleCommissionOverrides}
orgMembers={orgMembers}
/>
</SpotlightCard>
</section>
)}
</div>
{/* Interactive Modals */}
<FinancialDetailsModal
isOpen={financialModal.isOpen}
onClose={() => setFinancialModal({ ...financialModal, isOpen: false })}
type={financialModal.type}
ownerId={user?.id}
/>
<ActionCenterModal
isOpen={actionModal.isOpen}
onClose={() => setActionModal({ ...actionModal, isOpen: false })}
defaultFilter={actionModal.filter}
key={actionModal.filter}
/>
<span className="attribution-ghost">{'S'}{':'}{'4'}{':'}{'t'}{':'}{'y'}{':'}{'4'}{':'}{'m'} | LynkedUpPro - Turns out roofing CRMs don't build themselves. Who knew?</span>
</div>
);
};
export default OwnerSnapshot;