Merge pull request #189 from Hestia-Homes/main

guiness partnership live tracker
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Jun-te Kim 2026-02-26 16:36:16 +00:00 committed by GitHub
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"use client";
import { useMemo } from "react";
import { BarList, Card, Title } from "@tremor/react";
const STAGE_ORDER = [
"Initial planning",
"Booking Team to contact tenant",
"In Assessment",
"In Coordination",
"In Design",
"Completed",
"Queries",
];
const stage = (label: string) => STAGE_ORDER.find((s) => s === label)!;
// 🔧 Helper function to determine stage label after assessment based on coordination and design status
const getAfterAssessmentLabel = (
coordinationStatus?: string,
designStatus?: string
): string => {
// Normalize strings to uppercase for case-insensitive comparison
const coordStatusUpper = coordinationStatus?.toUpperCase() ?? "";
const designStatusUpper = designStatus?.toUpperCase() ?? "";
// 1. If coordination status is 'ra issue', return to 'queries'
if (coordStatusUpper === "RA ISSUE") {
return "Queries";
}
// 2. If coordination status contains v1/v2/v3 ioe/mtp completed, show as 'In Design'
if (
coordStatusUpper.includes("(V1) IOE/MTP COMPLETE") ||
coordStatusUpper.includes("(V2) IOE/MTP COMPLETE") ||
coordStatusUpper.includes("(V3) IOE/MTP COMPLETE")
) {
// 3. If design status is 'Uploaded', show as 'Completed'
if (designStatusUpper === "UPLOADED") {
return "Completed";
}
// Otherwise show as 'In Design'
return "In Design";
}
// Default to 'In Coordination'
return "In Coordination";
};
// 🏷️ Deal stage → display stage mapping
const STAGE_LABELS: Record<string, string> = {
"1617223910": stage("Initial planning"), // 0 - [Ops] Backlog
"3583836399": stage("Initial planning"), // 0 - [Ops] Route Planning
"3589581001": stage("Booking team to contact tenant"), // 1 - [Bookings] Ready for Bookings Team
"3569878239": stage("Booking team to contact tenant"), // 1 - [Bookings] Send initial booking SMS
"1617223911": stage("Booking team to contact tenant"), // 1 - [Bookings] Send Email
"1984184569": stage("Booking team to contact tenant"), // 1 - [Bookings] Phone booking
"3569572028": stage("Booking team to contact tenant"), // 1 - [Bookings] Preferences received from Tenant
"3570936026": stage("Booking team to contact tenant"), // 1 - [Bookings] Send Confirmation Comms
"2663668937": stage("Queries"), // 4 - [Bookings/Sales] Booking issues - needs HA support (Check with Aidan)
"1984401629": stage("In Assessment"), // 2 - [Bookings/Ops/Sales] No Contact Details - Ready for Route
"2558220518": stage("Booking team to contact tenant"), // 1 - [Ops] Not attempted - needs reallocation
"3474594026": stage("Booking team to contact tenant"), // 1 - [Ops/Bookings] Rebooked - Needs updating
"1617223912": stage("In Assessment"), // 2 - [Ops] Ready for Assignment to Route
"1617223913": stage("In Assessment"), // 2 - [Ops] Survey in Progress
"3206388924": stage("In Assessment"), // 2 - [Ops] Surveyed - Pending Upload from Surveyor
"1617223915": stage("In Assessment"), // 2 - [Ops] No Access - Need Sign Off
"1617223917": stage("Queries"), // 3 - [Ops] No Access - No Revisit
"2571417798": stage("Booking team to contact tenant"), // 1 - [Ops] Surveyed under 2019 - Needs Re-survey
"1617223916": stage("In Assessment"), // 5 - [Ops] Properties to Review Manually
// 🔧 ===== AFTER ASSESSMENT - Determine exact stage using coordination/design status logic =====
// These are special internal stages that will be processed by getAfterAssessmentLabel
// and mapped to their final display stages ("In Coordination", "In Design", "Completed")
"2628341989": "AFTER_ASSESSMENT", // 5 - [Ops] Assessment needs correction
"3441170637": "AFTER_ASSESSMENT", // 5 - [Ops] Awaiting PV Design
"1617223914": "AFTER_ASSESSMENT", // 5 - [Ops] Surveyed in Pashub, Transit Job to Co-ordination
"2628233422": "AFTER_ASSESSMENT", // 5 - [Coordination] Ready for coordination
"2702650617": "AFTER_ASSESSMENT", // 5 - [Design] Ready for Design
"2473886962": "AFTER_ASSESSMENT", // 5 - [Design] Design in progress
"1668803774": "AFTER_ASSESSMENT", // 6 - [Finance] Ready for Invoicing
"3440363736": "AFTER_ASSESSMENT", // 6 - [Finance] Needs Invoicing - Files Sent
// 🔧 Exception stages (handled separately)
"1887735998": stage("Queries"), // 3 - [Ops] Not Viable
"3061261536": stage("Queries"), // 4 - [Sales/Tech] Major condition issue
"1887735999": stage("Queries"), // 4 - [Ops] Needs HA Works
"3016601828": stage("Queries"), // 4 - [Engagement Team] EPC C Before Works
"2769407183": stage("Queries"), // 4 - [Ops] PV - Needs Heating Upgrade (Pre EPR D)
};
// 🧩 Reasons for exception stages (HA support / Not viable)
const STAGE_REASONS: Record<string, string> = {
// ---- Needs support from HA ----
"2663668937": "Booking issues due to tenant difficulties.",
"3061261536": "Awaab's Law",
"1887735999": "<Please contact the Tech Team for implementation>",
"3016601828": "RA is currently EPR C. Convert to EPC?",
"2769407183": "Needs HA heating upgrade. Domna/HA discussion required.",
// ---- Not viable for funding ----
"1617223917": "<Please contact the Tech Team for implementation>",
"1887735998": "<Please contact the Tech Team for implementation>",
};
// ✅ Define an explicit Deal type for clarity
interface Deal {
dealname: string;
landlordPropertyId: string;
dealstage: string;
coordinationStatus?: string;
designStatus?: string;
reason?: string;
[key: string]: any;
}
interface DealStageChartProps {
deals: Deal[];
onOpenTable?: (
stageName: string,
filteredDeals: Deal[],
columns?: string[],
columnLabels?: { [key: string]: string }
) => void;
}
export function DealStageChart({ deals, onOpenTable }: DealStageChartProps) {
const data = useMemo(() => {
const counts: Record<string, number> = {};
deals.forEach((d) => {
const stageId = d.dealstage || "unknown";
let stageName = STAGE_LABELS[stageId] || "Unknown Stage";
// 🔧 For deals marked as "AFTER_ASSESSMENT", determine exact stage using coordination/design status logic
if (stageName === "AFTER_ASSESSMENT") {
const label = getAfterAssessmentLabel(d.coordinationStatus, d.designStatus);
stageName = label || "In Coordination"; // Default to "In Coordination" if no label returned
}
// 🔧 For "Initial Planning" deals, check if coordination status is 'RA ISSUE'
if (stageName === "Initial planning") {
const coordStatusUpper = d.coordinationStatus?.toUpperCase() ?? "";
if (coordStatusUpper === "RA ISSUE") {
stageName = "Queries";
}
}
counts[stageName] = (counts[stageName] || 0) + 1;
});
return STAGE_ORDER.map((name) => ({
name,
value: counts[name] || 0,
}));
}, [deals]);
const total = deals.length;
const handleBarClick = (value: { name: string; value: number }) => {
const filteredDeals: Deal[] = deals
.filter((d) => {
let stageName = STAGE_LABELS[d.dealstage] || "Unknown Stage";
// 🔧 For deals marked as "AFTER_ASSESSMENT", determine exact stage using coordination/design status logic
if (stageName === "AFTER_ASSESSMENT") {
const label = getAfterAssessmentLabel(d.coordinationStatus, d.designStatus);
stageName = label || "In Coordination"; // Default to "In Coordination" if no label returned
}
// 🔧 For "Initial Planning" deals, check if coordination status is 'RA ISSUE'
if (stageName === "Initial planning") {
const coordStatusUpper = d.coordinationStatus?.toUpperCase() ?? "";
if (coordStatusUpper === "RA ISSUE") {
stageName = "Queries";
}
}
return stageName === value.name;
})
.map((d) => ({
...d,
// ✅ Always provide a string to avoid undefined issues
reason: STAGE_REASONS[d.dealstage] ?? "",
}));
const isException =
value.name === "Needs support from HA" ||
value.name === "Not viable for funding";
// Add "Reason" column if it's an exception stage
const columns = isException
? ["dealname", "landlordPropertyId", "reason"]
: ["dealname", "landlordPropertyId"];
const columnLabels = isException
? {
dealname: "Address Ref.",
landlordPropertyId: "Property Ref.",
reason: "Reason",
}
: {
dealname: "Address Ref.",
landlordPropertyId: "Property Ref.",
};
// ✅ Explicit cast ensures no type mismatch
onOpenTable?.(value.name, filteredDeals, columns, columnLabels as Record<string, string>);
};
// Split into normal + exception stages
const normalStages = data.filter(
(d) =>
!["Queries"].includes(d.name) &&
d.name !== ""
);
const exceptionStages = data.filter((d) =>
["Queries"].includes(d.name)
);
return (
<div className="flex flex-col gap-3">
{/* ✅ Main Progress Chart */}
<Card className="bg-white rounded-xl shadow-sm hover:shadow-md transition-all duration-200 p-6 flex flex-col items-center justify-center">
<div className="text-center mb-3">
<Title className="text-gray-800 text-base font-semibold">
Project Progress by Stage
</Title>
<p className="text-xs text-gray-500 mt-0.5">
Click a bar to view related properties
</p>
<p className="text-xs text-gray-700 font-medium mt-1">
Total: {total.toLocaleString()} properties
</p>
</div>
<div className="w-full max-w-md">
<BarList
data={normalStages}
color="blue"
sortOrder="none"
className="cursor-pointer"
onValueChange={handleBarClick}
/>
</div>
</Card>
{/* 🚨 Exception Chart */}
<Card className="bg-white rounded-xl shadow-sm hover:shadow-md transition-all duration-200 p-6 flex flex-col items-center justify-center">
<div className="text-center mb-3">
<Title className="text-gray-800 text-base font-semibold">
Needs HA Support & Not Viable
</Title>
<p className="text-xs text-gray-500 mt-0.5">
Click to explore exception properties (reasons appear in table)
</p>
</div>
<div className="w-full max-w-md">
<BarList
data={exceptionStages}
color="red"
sortOrder="none"
className="cursor-pointer"
onValueChange={handleBarClick}
/>
</div>
</Card>
</div>
);
}

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"use client"
interface ExpandableCountBarProps<T> {
title: string
items: T[]
count?: number
percentage?: number
inProgressPercentage?: number
total?: number
secondaryStats?: Array<{ label: string; count: number }>
onClick?: (items: T[]) => void
className?: string
}
export default function ExpandableCountBar<T>({
title,
items,
count,
percentage,
inProgressPercentage,
total,
secondaryStats,
onClick,
className = "",
}: ExpandableCountBarProps<T>) {
const displayCount = count ?? items.length
const displayTotal = total ?? items.length
const displayPercentage = percentage ?? 0
const displayInProgressPercentage = inProgressPercentage ?? 0
const radius = 40
const circumference = 2 * Math.PI * radius
const completedStrokeDashoffset = circumference - (displayPercentage / 100) * circumference
const inProgressStrokeDashoffset = circumference - ((displayPercentage + displayInProgressPercentage) / 100) * circumference
return (
<button
onClick={() => onClick?.(items)}
className={`w-full cursor-pointer rounded-xl border border-brandblue/20 bg-gradient-to-br from-brandlightblue/20 to-brandlightblue/5 shadow-sm hover:shadow-md hover:border-brandblue/40 transition-all duration-300 p-6 flex flex-col gap-4 group active:scale-95 ${className}`}
>
<div className="flex items-center justify-between gap-4">
<div className="flex-1 text-left">
<p className="text-base font-semibold text-brandblue group-hover:text-brandmidblue transition-colors">
{title}
</p>
<p className="text-xs text-gray-500 mt-1">Click to view breakdown</p>
</div>
{/* Circular Progress */}
<div className="relative w-24 h-24 flex-shrink-0">
<svg className="w-full h-full transform -rotate-90" viewBox="0 0 100 100">
{/* Background circle */}
<circle
cx="50"
cy="50"
r={radius}
fill="none"
stroke="currentColor"
strokeWidth="3"
className="text-brandblue/10"
/>
{/* In Progress circle (gold) - drawn first so it appears underneath */}
{displayInProgressPercentage > 0 && (
<circle
cx="50"
cy="50"
r={radius}
fill="none"
stroke="#f59e0b"
strokeWidth="3"
strokeDasharray={circumference}
strokeDashoffset={inProgressStrokeDashoffset}
strokeLinecap="round"
className="transition-all duration-700 ease-out"
/>
)}
{/* Completed progress circle (blue) - drawn last so it appears on top */}
{displayPercentage > 0 && (
<circle
cx="50"
cy="50"
r={radius}
fill="none"
stroke="#14163d"
strokeWidth="3"
strokeDasharray={circumference}
strokeDashoffset={completedStrokeDashoffset}
strokeLinecap="round"
className="transition-all duration-700 ease-out"
/>
)}
</svg>
{/* Center text */}
<div className="absolute inset-0 flex flex-col items-center justify-center">
<span className="text-lg font-bold text-brandblue">
{displayPercentage.toFixed(0)}%
</span>
<span className="text-xs text-gray-600 font-semibold">
{displayCount}/{displayTotal}
</span>
</div>
</div>
</div>
{/* Secondary Stats */}
{secondaryStats && secondaryStats.length > 0 && (
<div className="grid grid-cols-2 gap-2 pt-3 border-t border-brandblue/10">
{secondaryStats.map((stat, index) => (
<div key={stat.label} className="text-left">
<p className="text-xs text-gray-600 font-medium mb-1">{stat.label}</p>
<p className={`text-lg font-bold ${index === 0 ? 'text-brandblue' : 'text-amber-500'}`}>{stat.count}</p>
</div>
))}
</div>
)}
<span className="text-brandblue/40 group-hover:text-brandblue/70 text-xl transition-colors transform group-hover:-rotate-180 duration-300 self-end"></span>
</button>
)
}

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"use client";
import { useState } from "react";
import ProgressOverview from "./ProgressOverview";
import SurveyedResultsPieChart from "./SurveyedResultsPieChart";
import TableViewer from "./TableViewer";
import { Card, CardContent } from "@/app/shadcn_components/ui/card";
import { Home, AlertTriangle } from "lucide-react";
import { motion } from "framer-motion";
import type { LiveTrackerProps, TableModal, ClassifiedDeal, HubspotDeal } from "./types";
export default function LiveTracker({
projects,
totalDeals,
majorConditionDeals,
}: LiveTrackerProps) {
// UI State: which table modal is open
const [openTable, setOpenTable] = useState<TableModal | null>(null);
// UI State: which project tab is selected
const projectCodes = projects.map((p) => p.projectCode);
const [currentProjectCode, setCurrentProjectCode] = useState(projectCodes[0]);
const currentProject = projects.find(
(p) => p.projectCode === currentProjectCode
);
// Compute minor stuff inline (not data processing)
const majorIssues = majorConditionDeals.length;
const majorPercent = ((majorIssues / totalDeals) * 100).toFixed(1);
const hasSurveyData = (currentProject?.outcomePieSlices.length ?? 0) > 0;
// Group allDeals by outcome for pie chart click handler
const dealsByOutcome: Record<string, ClassifiedDeal[]> = {};
for (const deal of currentProject?.allDeals ?? []) {
if (deal.outcome) {
(dealsByOutcome[deal.outcome] ??= []).push(deal);
}
}
const handleOpenTable = (
stage: string,
filteredDeals: ClassifiedDeal[],
columns?: (keyof HubspotDeal)[],
columnLabels?: Partial<Record<keyof HubspotDeal, string>>,
breakdown?: Record<string, ClassifiedDeal[]>
) => {
setOpenTable({
stage,
data: filteredDeals,
columns: columns || ["dealname", "landlordPropertyId"],
columnLabels: columnLabels || {
dealname: "Address Ref.",
landlordPropertyId: "Property Ref.",
},
breakdown,
});
};
if (!totalDeals) {
return (
<Card className="p-8 text-center bg-gradient-to-br from-brandlightblue/30 to-white border border-brandblue/10 shadow-sm">
<CardContent>
<p className="text-gray-600 text-sm">No deal data available.</p>
</CardContent>
</Card>
);
}
return (
<div className="space-y-6 w-full">
{/* 🌍 Global Overview */}
<div className="grid grid-cols-1 sm:grid-cols-3 gap-4">
{/* Project Selector */}
<Card className="flex flex-col justify-center items-center border border-brandblue/10 bg-gradient-to-br from-brandlightblue/20 to-white shadow-sm hover:shadow-md transition-shadow p-5">
<div className="w-full flex flex-col">
<p className="text-xs uppercase tracking-wide text-gray-600 mb-3 font-semibold">
Select Project
</p>
<div className="relative">
<select
id="projectSelect"
value={currentProjectCode}
onChange={(e) => setCurrentProjectCode(e.target.value)}
className="w-full px-4 py-2.5 pr-10 border border-brandblue/20 rounded-lg bg-white text-gray-800 font-medium text-center focus:ring-2 focus:ring-brandblue focus:border-brandblue focus:outline-none transition-all appearance-none"
>
{projectCodes.map((code) => (
<option key={code} value={code}>
{code}
</option>
))}
</select>
</div>
</div>
</Card>
{/* Total Properties */}
<StatCard
icon={Home}
title="Total Properties"
value={totalDeals}
onClick={() =>
handleOpenTable(
"All Properties",
projects.flatMap((p) => p.allDeals),
["dealname", "landlordPropertyId", "projectCode"],
{
dealname: "Address Ref.",
landlordPropertyId: "Property Ref.",
projectCode: "Project Code",
}
)
}
accent="brandblue"
/>
{/* Major Issues */}
<StatCard
icon={AlertTriangle}
title="Awaab's Law Reporting"
value={`${majorIssues}`}
subtitle={`(${majorPercent}%)`}
onClick={() =>
handleOpenTable(
"Awaab's Law Reporting",
majorConditionDeals,
[
"dealname",
"landlordPropertyId",
"majorConditionIssueDescription",
"majorConditionIssuePhotosS3",
],
{
dealname: "Address Ref.",
landlordPropertyId: "Property Ref.",
majorConditionIssueDescription: "Surveyor's Notes",
majorConditionIssuePhotosS3: "Photo Evidence",
}
)
}
accent={majorIssues > 0 ? "bright-red" : "red"}
/>
</div>
{/* 📊 Project Insights */}
{currentProject && (
<div>
<div className="mb-6 pb-4 border-b border-brandblue/20 text-center">
<h2 className="text-lg font-bold text-brandblue break-words">
Project-Level Insights {" "}
<span className="text-brandmidblue">{currentProjectCode}</span>
</h2>
</div>
<div
className={`grid gap-6 ${
hasSurveyData
? "grid-cols-1 md:grid-cols-2"
: "grid-cols-1 max-w-3xl mx-auto"
}`}
>
<motion.div
whileHover={{ scale: 1.01 }}
className="transition-all duration-300"
>
<ProgressOverview
data={currentProject.progress}
onOpenTable={handleOpenTable}
/>
</motion.div>
{hasSurveyData && (
<motion.div
whileHover={{ scale: 1.01 }}
className="transition-all duration-300"
>
<SurveyedResultsPieChart
slices={currentProject.outcomePieSlices}
dealsByOutcome={dealsByOutcome}
onOpenTable={handleOpenTable}
/>
</motion.div>
)}
</div>
</div>
)}
{/* 🔹 Table Modal */}
{openTable && (
<div
className="fixed inset-0 z-50 flex items-center justify-center bg-black/40 backdrop-blur-md transition-opacity"
onClick={() => setOpenTable(null)}
>
<motion.div
initial={{ opacity: 0, scale: 0.95 }}
animate={{ opacity: 1, scale: 1 }}
transition={{ duration: 0.2 }}
className="bg-white rounded-2xl shadow-2xl p-8 w-full max-w-6xl h-[90vh] flex flex-col border border-brandblue/10"
onClick={(e) => e.stopPropagation()}
>
<div className="mb-6 border-b border-brandblue/10 pb-6">
<h2 className="text-2xl font-bold text-brandblue mb-3">
{openTable.stage}
</h2>
<p className="text-sm text-gray-600 mb-4">
Showing{" "}
<span className="font-semibold text-brandblue">
{openTable.data.length}
</span>{" "}
properties
</p>
{/* Breakdown Stats */}
{openTable.breakdown && (
<div className="grid grid-cols-2 gap-3">
{Object.entries(openTable.breakdown).map(([category, items]) => {
const isCompleted = category.includes("Completed");
const bgColor = isCompleted
? "bg-gradient-to-br from-brandblue/25 to-brandblue/15"
: "bg-gradient-to-br from-amber-100/40 to-amber-50/30";
const borderColor = isCompleted
? "border-brandblue/40"
: "border-amber-200/50";
const textColor = isCompleted
? "text-brandblue"
: "text-amber-600";
const labelColor = isCompleted
? "text-brandblue"
: "text-amber-600/70";
return (
<div
key={category}
className={`${bgColor} rounded-lg p-3 border ${borderColor}`}
>
<p
className={`text-xs uppercase tracking-wide font-semibold ${labelColor} mb-1`}
>
{category}
</p>
<p className={`text-2xl font-bold ${textColor}`}>
{items.length}
</p>
<p className="text-xs text-gray-500 mt-1">
{(
((items.length / openTable.data.length) * 100) |
0
)}
% of total
</p>
</div>
);
})}
</div>
)}
</div>
<div className="flex-1 overflow-auto rounded-lg border border-gray-100">
<TableViewer
data={openTable.data}
columns={openTable.columns}
columnLabels={openTable.columnLabels}
breakdown={openTable.breakdown}
/>
</div>
<div className="mt-6 flex justify-end gap-3">
<button
onClick={(e) => {
e.stopPropagation();
setOpenTable(null);
}}
className="px-6 py-2.5 bg-gradient-to-r from-brandblue to-brandmidblue text-white font-medium rounded-lg hover:shadow-md transition-all duration-200 hover:opacity-90"
>
Close
</button>
</div>
</motion.div>
</div>
)}
</div>
);
}
/** 🔸Small stat card component */
function StatCard({
icon: Icon,
title,
value,
subtitle,
onClick,
accent = "brandblue",
}: {
icon: any;
title: string;
value: string | number;
subtitle?: string;
onClick: () => void;
accent?: "brandblue" | "red" | "bright-red";
}) {
const accentConfig = {
brandblue: {
gradient: "from-brandlightblue/30 to-brandlightblue/10",
border: "border-brandblue/20",
text: "text-brandblue",
value: "text-brandblue",
hover: "hover:border-brandblue/40 hover:shadow-lg",
icon: "text-brandblue",
},
red: {
gradient: "from-red-100/30 to-red-50/20",
border: "border-red-300/40",
text: "text-red-500",
value: "text-red-500",
hover: "hover:border-red-300/60 hover:shadow-lg",
icon: "text-red-500",
},
"bright-red": {
gradient: "from-red-100 to-red-50",
border: "border-red-500",
text: "text-red-700",
value: "text-red-900",
hover: "hover:border-red-600 hover:shadow-lg",
icon: "text-red-700",
},
};
const config = accentConfig[accent];
return (
<motion.button
onClick={onClick}
whileHover={{ scale: 1.02 }}
className={`group relative text-left border rounded-xl bg-gradient-to-br ${config.gradient} ${config.border} transition-all duration-300 shadow-sm ${config.hover} p-6`}
>
<div className="flex items-center justify-between">
<div>
<p
className={`text-xs uppercase tracking-wide font-semibold ${config.text} opacity-70 mb-3`}
>
{title}
</p>
<p
className={`text-3xl font-bold ${config.value} opacity-50 group-hover:opacity-75 transition-opacity`}
>
{value}
{subtitle && (
<span className="text-base font-medium text-gray-600 ml-2">
{subtitle}
</span>
)}
</p>
</div>
<Icon
className={`h-8 w-8 ${config.icon} opacity-40 group-hover:opacity-70 transition-all duration-300`}
/>
</div>
</motion.button>
);
}

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"use client";
import { Card } from "@tremor/react";
import { AlertCircle } from "lucide-react";
import { motion } from "framer-motion";
import ExpandableCountBar from "./ExpandableCountBar";
import type { ProjectProgressData, ClassifiedDeal, HubspotDeal } from "./types";
interface ProgressOverviewProps {
data: ProjectProgressData;
onOpenTable?: (
stage: string,
deals: ClassifiedDeal[],
columns?: (keyof HubspotDeal)[],
columnLabels?: Partial<Record<keyof HubspotDeal, string>>,
breakdown?: Record<string, ClassifiedDeal[]>
) => void;
}
export default function ProgressOverview({
data,
onOpenTable,
}: ProgressOverviewProps) {
// Pre-computed values from props
const {
completedPercentage,
completedCount,
totalDeals,
queriesDeals,
coordination,
design,
} = data;
// SVG circle calculations (pure, no memo needed)
const radius = 40;
const circumference = 2 * Math.PI * radius;
const strokeDashoffset = circumference - (completedPercentage / 100) * circumference;
const handleCompletedClick = () => {
if (onOpenTable) {
onOpenTable(
"Completed Properties",
data.completedDeals,
["dealname", "landlordPropertyId"],
{
dealname: "Address Ref.",
landlordPropertyId: "Property Ref.",
}
);
}
};
const handleCoordinationClick = () => {
if (onOpenTable) {
const coordinationBreakdown = {
"Coordination Completed": coordination.completedDeals,
"Coordination in Progress": coordination.inProgressDeals,
};
const allCoordDeals = [
...coordination.completedDeals,
...coordination.inProgressDeals,
];
onOpenTable(
"Coordination Status",
allCoordDeals,
undefined,
undefined,
coordinationBreakdown
);
}
};
const handleDesignClick = () => {
if (onOpenTable) {
const designBreakdown = {
"Design Completed": design.completedDeals,
"Design in Progress": design.inProgressDeals,
};
const allDesignDeals = [
...design.completedDeals,
...design.inProgressDeals,
];
onOpenTable(
"Design Status",
allDesignDeals,
undefined,
undefined,
designBreakdown
);
}
};
const handleQueriesClick = () => {
if (onOpenTable && queriesDeals.length > 0) {
onOpenTable(
"Properties Needing Attention",
queriesDeals,
["dealname", "landlordPropertyId", "coordinationStatus"],
{
dealname: "Address Ref.",
landlordPropertyId: "Property Ref.",
coordinationStatus: "Issue",
}
);
}
};
return (
<div className="space-y-6">
{/* Work Completed - Full Width Overview at Top */}
<motion.button
onClick={handleCompletedClick}
whileHover={{ scale: 1.02 }}
className="group relative text-left w-full"
>
<Card className="bg-gradient-to-br from-emerald-50/80 to-emerald-50/40 border-2 border-emerald-300/60 rounded-xl shadow-sm hover:shadow-md transition-all duration-300 p-8 hover:border-emerald-400">
<div className="space-y-6">
{/* Header with Circular Progress */}
<div className="flex items-center justify-between gap-6">
<div className="flex-1">
<p className="text-3xl font-semibold text-emerald-900 uppercase tracking-wide mb-2">
Work Completed
</p>
<p className="text-lg text-emerald-700">
End-to-end project overview
</p>
</div>
{/* Circular Progress */}
<div className="relative w-32 h-32 flex-shrink-0">
<svg
className="w-full h-full transform -rotate-90"
viewBox="0 0 100 100"
>
{/* Background circle */}
<circle
cx="50"
cy="50"
r={radius}
fill="none"
stroke="currentColor"
strokeWidth="3"
className="text-emerald-200"
/>
{/* Progress circle */}
<circle
cx="50"
cy="50"
r={radius}
fill="none"
stroke="url(#completedGradient)"
strokeWidth="4"
strokeDasharray={circumference}
strokeDashoffset={strokeDashoffset}
strokeLinecap="round"
className="transition-all duration-700 ease-out"
/>
<defs>
<linearGradient
id="completedGradient"
x1="0%"
y1="0%"
x2="100%"
y2="100%"
>
<stop offset="0%" stopColor="#059669" />
<stop offset="100%" stopColor="#10b981" />
</linearGradient>
</defs>
</svg>
{/* Center text */}
<div className="absolute inset-0 flex flex-col items-center justify-center">
<span className="text-3xl font-bold text-emerald-700">
{completedPercentage.toFixed(0)}%
</span>
<span className="text-sm text-emerald-600 font-semibold mt-1">
{completedCount}/{totalDeals}
</span>
</div>
</div>
</div>
{/* CTA */}
<div className="flex items-center gap-2 text-emerald-700 group-hover:text-emerald-900 transition-colors pt-2 border-t border-emerald-200/50">
<span className="text-sm font-semibold">View Completed Properties</span>
<span className="text-lg"></span>
</div>
</div>
</Card>
</motion.button>
{/* Early Stage Cards - Scope, Booking, Assessment */}
{(() => {
const earlyStages = [
"Scope & Planning",
"Booking in Progress",
"Assessment in Progress",
];
const earlyStageItems = data.stageProgress.filter((s) =>
earlyStages.includes(s.stage)
);
return earlyStageItems.length > 0 ? (
<div className="grid grid-cols-3 gap-3">
{earlyStageItems.map((item) => (
<motion.button
key={item.stage}
onClick={() => {
if (onOpenTable) {
onOpenTable(
item.stage,
item.deals,
["dealname", "landlordPropertyId"],
{
dealname: "Address Ref.",
landlordPropertyId: "Property Ref.",
}
);
}
}}
whileHover={{ scale: 1.02 }}
className="group relative text-left"
>
<Card className="bg-gradient-to-br from-blue-50/80 to-blue-50/40 border-2 border-blue-300/60 rounded-xl shadow-sm hover:shadow-md transition-all duration-300 p-4 hover:border-blue-400 h-full flex flex-col">
<div className="space-y-3 flex-1 flex flex-col justify-between">
<div>
<p className="text-sm font-semibold text-blue-900 uppercase tracking-wide mb-1">
{item.stage}
</p>
<p className="text-2xl font-bold text-blue-700">
{item.count}
</p>
</div>
<div className="border-t border-blue-200/50 pt-3">
<p className="text-xs text-blue-600 font-semibold">
{item.percentage.toFixed(0)}% of total
</p>
</div>
<div className="flex items-center gap-2 text-blue-600 group-hover:text-blue-800 transition-colors">
<span className="text-xs font-semibold">View</span>
<span className="text-sm"></span>
</div>
</div>
</Card>
</motion.button>
))}
</div>
) : null;
})()}
{/* Project Summary Cards - Coordination & Design */}
<div className="grid grid-cols-2 gap-3">
<ExpandableCountBar
title="Coordination Completed"
count={coordination.completedCount}
percentage={coordination.completedPercentage}
inProgressPercentage={coordination.inProgressPercentage}
total={coordination.total}
secondaryStats={[
{
label: "Coordination Completed",
count: coordination.completedCount,
},
{
label: "Coordination in Progress",
count: coordination.inProgressCount,
},
]}
items={[
...coordination.completedDeals,
...coordination.inProgressDeals,
]}
onClick={handleCoordinationClick}
/>
<ExpandableCountBar
title="Design Completed"
count={design.completedCount}
percentage={design.completedPercentage}
inProgressPercentage={design.inProgressPercentage}
total={design.total}
secondaryStats={[
{ label: "Design Completed", count: design.completedCount },
{ label: "Design in Progress", count: design.inProgressCount },
]}
items={[...design.completedDeals, ...design.inProgressDeals]}
onClick={handleDesignClick}
/>
</div>
{/* Queries / Attention Required Section */}
{queriesDeals.length > 0 && (
<motion.button
onClick={handleQueriesClick}
whileHover={{ scale: 1.02 }}
className="group relative text-left w-full"
>
<Card className="bg-gradient-to-br from-amber-50/80 to-amber-50/40 border-2 border-amber-300/60 rounded-xl shadow-sm hover:shadow-md transition-all duration-300 p-6 hover:border-amber-400">
<div className="space-y-4">
{/* Header with Alert */}
<div className="flex items-start gap-3">
<div className="flex-shrink-0 mt-0.5">
<AlertCircle className="w-6 h-6 text-amber-600 animate-pulse" />
</div>
<div className="flex-1">
<p className="text-sm font-bold text-amber-900 uppercase tracking-wide">
Requires Your Input
</p>
<p className="text-xs text-amber-700 mt-1">
These properties need your feedback or assistance to progress
</p>
</div>
</div>
{/* Count Display */}
<div className="pt-3 border-t border-amber-200/50">
<p className="text-4xl font-black text-amber-600 mb-1">
{queriesDeals.length}
</p>
<p className="text-xs font-semibold text-amber-700 opacity-70">
{queriesDeals.length === 1 ? "property" : "properties"}{" "}
awaiting action
</p>
</div>
{/* CTA */}
<div className="flex items-center gap-2 text-amber-700 group-hover:text-amber-900 transition-colors">
<span className="text-sm font-semibold">Review Details</span>
<span className="text-lg"></span>
</div>
</div>
</Card>
</motion.button>
)}
</div>
);
}

View file

@ -1,284 +0,0 @@
"use client";
import { useState } from "react";
import { DealStageChart } from "./DealStageChart";
import SurveyedPieChart from "./SurveyedResultsPieChart";
import TableViewer from "./TableViewer";
import {
Card,
CardHeader,
CardTitle,
CardContent,
} from "@/app/shadcn_components/ui/card";
import { Home, AlertTriangle } from "lucide-react";
import { motion } from "framer-motion";
interface ReportsProps {
deals: Record<string, any>[];
}
const MAJOR_CONDITION_STAGE_ID = "3061261536";
export default function LiveTracker({ deals }: ReportsProps) {
const groupedDeals = deals.reduce(
(acc, deal) => {
const project = deal.projectCode || "Unknown Project";
(acc[project] ||= []).push(deal);
return acc;
},
{} as Record<string, any[]>
);
const [openTable, setOpenTable] = useState<{
stage: string;
data: any[];
columns: string[];
columnLabels: Record<string, string>;
} | null>(null);
const projectCodes = Object.keys(groupedDeals);
const [currentProjectCode, setCurrentProjectCode] = useState(projectCodes[0]);
const currentDeals = groupedDeals[currentProjectCode];
// Check if there's any survey data
const surveyorOutcomes = [
"Surveyed",
"Surveyed - Pending Upload",
"Tenant Refusal",
"Other",
"Not Viable",
"Not Attempted",
"No Answer",
"Cancelled / No Show",
"Rescheduled",
];
const hasSurveyData = currentDeals.some((deal: any) =>
deal.outcome && surveyorOutcomes.includes(deal.outcome)
);
const totalProperties = deals.length;
const majorConditionDeals = deals.filter(
(d) => d.dealstage === MAJOR_CONDITION_STAGE_ID
);
const majorIssues = majorConditionDeals.length;
const majorPercent = ((majorIssues / totalProperties) * 100).toFixed(1);
const handleOpenTable = (
stage: string,
filteredDeals: any[],
columns?: string[],
columnLabels?: Record<string, string>
) => {
setOpenTable({
stage,
data: filteredDeals,
columns:
columns || ["dealname", "landlordPropertyId"],
columnLabels:
columnLabels || {
dealname: "Address Ref.",
landlordPropertyId: "Property Ref.",
},
});
};
if (!deals?.length) {
return (
<Card className="p-8 text-center bg-gradient-to-br from-white to-gray-50 border border-gray-100 shadow-sm">
<CardContent>
<p className="text-gray-500 text-sm">No deal data available.</p>
</CardContent>
</Card>
);
}
return (
<div className="space-y-4 w-full">
{/* 🌍 Global Overview */}
<div className="grid grid-cols-1 sm:grid-cols-3 gap-4">
{/* Total Properties */}
<StatCard
icon={Home}
title="Total Properties"
value={totalProperties}
onClick={() =>
handleOpenTable(
"All Properties",
deals,
["dealname", "landlordPropertyId", "projectCode"],
{
dealname: "Address Ref.",
landlordPropertyId: "Property Ref.",
projectCode: "Project Code",
}
)
}
accent="brandblue"
/>
{/* Major Issues */}
<StatCard
icon={AlertTriangle}
title="Awaab's Law Reporting"
value={`${majorIssues}`}
subtitle={`(${majorPercent}%)`}
onClick={() =>
handleOpenTable(
"Awaab's Law Reporting",
majorConditionDeals,
[
"dealname",
"landlordPropertyId",
"majorConditionIssueDescription",
"majorConditionIssuePhotosS3"
],
{
dealname: "Address Ref.",
landlordPropertyId: "Property Ref.",
majorConditionIssueDescription: "Surveyor's Notes",
majorConditionIssuePhotosS3: "Photo Evidence"
}
)
}
accent="red"
/>
{/* Project Selector */}
<Card className="flex flex-col justify-center items-center border border-gray-100 bg-gradient-to-br from-white to-gray-50 shadow-sm">
<CardHeader className="pb-2">
<CardTitle className="font-normal">
<p className="text-xs uppercase text-gray-500 mb-1">
Select Project
</p>
</CardTitle>
</CardHeader>
<CardContent>
<div className="relative w-56">
<select
id="projectSelect"
value={currentProjectCode}
onChange={(e) => setCurrentProjectCode(e.target.value)}
className="w-full px-3 py-2 border rounded-lg bg-white text-gray-800 focus:ring-2 focus:ring-brandblue focus:outline-none"
>
{projectCodes.map((code) => (
<option key={code} value={code}>
{code}
</option>
))}
</select>
<div className="absolute right-3 top-2.5 text-gray-400 pointer-events-none">
</div>
</div>
</CardContent>
</Card>
</div>
{/* 📊 Project Insights */}
<Card className="border border-gray-100 bg-gradient-to-br from-white to-gray-50 shadow-md">
<CardHeader>
<CardTitle className="text-center text-lg font-semibold text-brandblue tracking-tight">
Project-Level Insights {currentProjectCode}
</CardTitle>
</CardHeader>
<CardContent className={`grid gap-6 ${hasSurveyData ? "grid-cols-1 md:grid-cols-2" : "grid-cols-1 max-w-2xl mx-auto"}`}>
<motion.div
whileHover={{ scale: 1.01 }}
className="border rounded-xl p-5 bg-white shadow-sm hover:shadow-md transition"
>
<DealStageChart
deals={currentDeals}
onOpenTable={handleOpenTable}
/>
</motion.div>
{hasSurveyData && (
<motion.div
whileHover={{ scale: 1.01 }}
className="border rounded-xl p-5 bg-white shadow-sm hover:shadow-md transition"
>
<SurveyedPieChart
deals={currentDeals}
onOpenTable={handleOpenTable}
/>
</motion.div>
)}
</CardContent>
</Card>
{/* 🔹 Table Modal */}
{openTable && (
<div className="fixed inset-0 z-50 flex items-center justify-center bg-black/50 backdrop-blur-sm transition-opacity">
<div className="bg-white rounded-2xl shadow-2xl p-6 w-full max-w-6xl h-[90vh] flex flex-col animate-fadeIn">
<h2 className="text-2xl font-semibold mb-4 text-center text-gray-800">
{openTable.stage} {openTable.data.length} Properties
</h2>
<div className="flex-1 overflow-auto">
<TableViewer
data={openTable.data}
columns={openTable.columns}
columnLabels={openTable.columnLabels}
/>
</div>
<div className="mt-4 flex justify-center">
<button
onClick={() => setOpenTable(null)}
className="px-6 py-2 bg-gray-200 hover:bg-gray-300 rounded-lg transition"
>
Close
</button>
</div>
</div>
</div>
)}
</div>
);
}
/** 🔸Small stat card component */
function StatCard({
icon: Icon,
title,
value,
subtitle,
onClick,
accent = "brandblue",
}: {
icon: any;
title: string;
value: string | number;
subtitle?: string;
onClick: () => void;
accent?: "brandblue" | "red";
}) {
const accentColor =
accent === "red"
? "from-red-50 to-white text-red-600 hover:border-red-300"
: "from-brandlightblue/20 to-white text-brandblue hover:border-brandblue/40";
return (
<motion.button
onClick={onClick}
whileHover={{ scale: 1.02 }}
className={`group relative text-left border rounded-xl bg-gradient-to-br ${accentColor} transition-all duration-200 shadow-sm hover:shadow-md p-5`}
>
<div className="flex items-center justify-between">
<div>
<p className="text-xs uppercase text-gray-500 mb-1">{title}</p>
<p className="text-3xl font-bold text-gray-800 group-hover:text-inherit">
{value}
{subtitle && (
<span className="text-base font-medium text-gray-500 ml-1">
{subtitle}
</span>
)}
</p>
</div>
<Icon className="h-6 w-6 opacity-50 group-hover:opacity-100 transition" />
</div>
</motion.button>
);
}

View file

@ -1,29 +1,20 @@
"use client";
import { DonutChart, Card, Title } from "@tremor/react";
import { useMemo, useState } from "react";
import { useState } from "react";
import type { OutcomeSlice, ClassifiedDeal } from "./types";
interface SurveyedPieChartProps {
deals: Record<string, any>[];
onOpenTable?: (outcome: string, filteredDeals: Record<string, any>[]) => void;
slices: OutcomeSlice[];
dealsByOutcome: Record<string, ClassifiedDeal[]>;
onOpenTable?: (outcome: string, filteredDeals: ClassifiedDeal[]) => void;
}
export default function SurveyedPieChart({
deals,
export default function SurveyedResultsPieChart({
slices,
dealsByOutcome,
onOpenTable,
}: SurveyedPieChartProps) {
const surveyorOutcomes = [
"Surveyed",
"Surveyed - Pending Upload",
"Tenant Refusal",
"Other",
"Not Viable",
"Not Attempted",
"No Answer",
"Cancelled / No Show",
"Rescheduled",
];
const colors = [
"indigo-600",
"indigo-400",
@ -36,43 +27,34 @@ export default function SurveyedPieChart({
"gray-200",
];
const data = useMemo(() => {
const outcomeCounts: Record<string, number> = {};
deals.forEach((deal) => {
const outcome = deal.outcome;
if (outcome && surveyorOutcomes.includes(outcome)) {
outcomeCounts[outcome] = (outcomeCounts[outcome] || 0) + 1;
}
});
const total = Object.values(outcomeCounts).reduce((a, b) => a + b, 0);
return Object.entries(outcomeCounts).map(([name, amount]) => ({
name,
amount,
percentage: total ? ((amount / total) * 100).toFixed(1) : "0.0",
}));
}, [deals]);
const handleClick = (value: { name: string; amount: number }) => {
if (!value) return;
const filteredDeals = deals.filter((d) => d.outcome === value.name);
onOpenTable?.(value.name, filteredDeals);
};
const [hovered, setHovered] = useState<string | null>(null);
const handleClick = (slice: OutcomeSlice) => {
if (!slice) return;
const filteredDeals = dealsByOutcome[slice.name] ?? [];
onOpenTable?.(slice.name, filteredDeals);
};
// Don't show the chart if there's no data
if (data.length === 0) {
if (slices.length === 0) {
return null;
}
// Convert OutcomeSlice to chart data format
const chartData = slices.map((slice) => ({
name: slice.name,
amount: slice.amount,
percentage: slice.percentage,
}));
return (
<Card className="flex flex-col items-center p-6 pt-10 pb-8 bg-white">
<Card className="flex flex-col items-center p-8 bg-gradient-to-br from-white to-brandlightblue/5 border border-brandblue/10">
{/* Header */}
<div className="text-center mb-4">
<Title className="text-gray-800 text-[15px] font-semibold tracking-tight">
<div className="text-center mb-8 pb-6 border-b border-brandblue/10 w-full">
<Title className="text-brandblue text-[16px] font-bold tracking-tight mb-2">
Survey Performance
</Title>
<p className="text-xs text-gray-500 mt-1">
<p className="text-xs text-gray-500">
Click a segment or label to view filtered properties
</p>
</div>
@ -80,7 +62,7 @@ export default function SurveyedPieChart({
{/* Donut Chart (Centered) */}
<div className="relative flex justify-center items-center mt-6">
<DonutChart
data={data}
data={chartData}
category="amount"
index="name"
valueFormatter={(n) => `${n.toLocaleString()}`}
@ -94,64 +76,68 @@ export default function SurveyedPieChart({
const { name, amount } = item;
return (
<div
className="bg-white/80 backdrop-blur-md px-4 py-2.5 rounded-lg shadow-md
border border-gray-200 text-gray-800 text-sm font-medium"
className="bg-white/90 backdrop-blur-md px-4 py-3 rounded-lg shadow-lg
border border-brandblue/20 text-gray-800 text-sm font-medium"
>
<div className="flex flex-col items-center">
<span className="text-[0.95rem] font-semibold text-gray-900">
<span className="text-[0.95rem] font-bold text-brandblue">
{name}
</span>
<span className="opacity-70">{amount.toLocaleString()}</span>
<span className="text-gray-600 text-xs mt-1">
{amount.toLocaleString()}
</span>
</div>
</div>
);
}}
/>
{data.length > 0 && (
{slices.length > 0 && (
<div className="absolute text-center">
<span className="text-3xl font-semibold text-gray-800">
{data.reduce((a, b) => a + b.amount, 0)}
<span className="text-4xl font-bold text-brandblue">
{slices.reduce((a, b) => a + b.amount, 0)}
</span>
</div>
)}
</div>
{/* Legend (Clean Grid Layout) */}
<div className="mt-8 flex flex-wrap justify-center gap-x-6 gap-y-3 max-w-[90%]">
{data.map((item, idx) => (
<div
key={item.name}
onClick={() => handleClick(item)}
onMouseEnter={() => setHovered(item.name)}
<div className="mt-10 flex flex-wrap justify-center gap-x-6 gap-y-3 max-w-[95%] border-t border-brandblue/10 pt-8">
{slices.map((slice, idx) => (
<button
key={slice.name}
onClick={() => handleClick(slice)}
onMouseEnter={() => setHovered(slice.name)}
onMouseLeave={() => setHovered(null)}
className="relative flex items-center space-x-2 text-sm text-gray-700 hover:text-gray-900 cursor-pointer transition-colors"
className="relative flex items-center space-x-2 text-sm text-gray-700 hover:text-brandblue cursor-pointer transition-colors px-3 py-2 rounded-lg hover:bg-brandlightblue/20"
>
<span
className={`inline-block w-3.5 h-3.5 rounded-full bg-${colors[idx]} border border-gray-300 flex-shrink-0`}
className={`inline-block w-3 h-3 rounded-full bg-${colors[idx]} border-2 border-${colors[idx]}/40 flex-shrink-0 transition-all`}
/>
<span className="font-medium truncate max-w-[110px]">
{item.name}
<span className="font-medium truncate max-w-[100px]">
{slice.name}
</span>
<span className="text-xs text-gray-500 ml-1 whitespace-nowrap">
{item.percentage}%
<span className="text-xs text-gray-500 ml-1 whitespace-nowrap font-semibold">
{slice.percentage}%
</span>
{/* Tooltip on hover */}
{hovered === item.name && (
{hovered === slice.name && (
<div
className="absolute -top-11 left-1/2 -translate-x-1/2 bg-white/80 backdrop-blur-md
px-4 py-2.5 rounded-lg shadow-md border border-gray-200 text-gray-800
className="absolute -top-12 left-1/2 -translate-x-1/2 bg-white/95 backdrop-blur-md
px-4 py-3 rounded-lg shadow-lg border border-brandblue/20 text-gray-800
text-sm font-medium whitespace-nowrap z-20"
>
<div className="flex flex-col items-center">
<span className="text-[0.95rem] font-semibold text-gray-900">
{item.name}
<span className="text-[0.95rem] font-bold text-brandblue">
{slice.name}
</span>
<span className="text-gray-600 text-xs mt-1">
{slice.amount.toLocaleString()}
</span>
<span className="opacity-70">{item.amount.toLocaleString()}</span>
</div>
</div>
)}
</div>
</button>
))}
</div>
</Card>

View file

@ -1,36 +1,95 @@
"use client";
import { useState, useMemo } from "react";
import { useState } from "react";
import { Download } from "lucide-react";
import type { ClassifiedDeal, HubspotDeal } from "./types";
interface TableViewerProps {
data: Record<string, any>[];
columns?: string[];
columnLabels?: Record<string, string>;
data: ClassifiedDeal[];
columns?: (keyof HubspotDeal)[];
columnLabels?: Partial<Record<keyof HubspotDeal, string>>;
breakdown?: Record<string, ClassifiedDeal[]>;
}
export default function TableViewer({
data,
columns,
columnLabels,
breakdown,
}: TableViewerProps) {
const [searchTerms, setSearchTerms] = useState<Record<string, string>>({});
const visibleColumns = columns?.length
? columns
: Object.keys(data?.[0] || {});
: (Object.keys(data?.[0] || {}) as (keyof HubspotDeal)[]);
const filteredData = useMemo(() => {
return data.filter((row) =>
visibleColumns.every((col) => {
const term = searchTerms[col]?.toLowerCase() || "";
if (!term) return true;
const value = String(row[col] ?? "").toLowerCase();
return value.includes(term);
})
);
}, [data, searchTerms, visibleColumns]);
// Helper: Get category for a row based on breakdown
const getCategoryForRow = (
row: ClassifiedDeal,
brk: Record<string, ClassifiedDeal[]> | undefined
): string | undefined => {
if (!brk) return undefined;
for (const [category, items] of Object.entries(brk)) {
if (items.includes(row)) return category;
}
return undefined;
};
const renderCellContent = (col: string, value: any) => {
const getRowStatus = (row: ClassifiedDeal) => {
if (!breakdown) return "untouched";
const category = getCategoryForRow(row, breakdown);
if (category?.includes("Completed")) {
return "completed";
} else if (category?.includes("Progress")) {
return "progress";
}
return "untouched";
};
const getRowBackgroundColor = (status: string) => {
switch (status) {
case "completed":
return "bg-white";
case "progress":
return "bg-white";
case "untouched":
return "bg-white";
default:
return "bg-white";
}
};
const getSortPriority = (status: string) => {
switch (status) {
case "completed":
return 0;
case "progress":
return 1;
case "untouched":
return 2;
default:
return 3;
}
};
// Inline filter derivation (no useMemo)
const filteredData = data.filter((row) =>
visibleColumns.every((col) => {
const term = searchTerms[col]?.toLowerCase() || "";
if (!term) return true;
const value = String(row[col as keyof ClassifiedDeal] ?? "").toLowerCase();
return value.includes(term);
})
);
// Inline sort derivation (no useMemo)
const sortedFilteredData = [...filteredData].sort((a, b) => {
const statusA = getRowStatus(a);
const statusB = getRowStatus(b);
return getSortPriority(statusA) - getSortPriority(statusB);
});
const renderCellContent = (col: keyof HubspotDeal, value: any) => {
if (col === "majorConditionIssuePhotosS3" && value) {
let urls: string[] = [];
@ -78,10 +137,10 @@ export default function TableViewer({
<button
key={idx}
onClick={() => handleDownload(url)}
className="flex items-center gap-1 px-2 py-1 bg-blue-50 text-blue-600 text-xs rounded hover:bg-blue-100 transition"
className="flex items-center gap-2 px-3 py-1.5 bg-gradient-to-r from-brandblue/10 to-brandmidblue/10 text-brandblue text-xs font-medium rounded-lg hover:from-brandblue/20 hover:to-brandmidblue/20 border border-brandblue/20 hover:border-brandblue/40 transition-all duration-300 active:scale-95"
>
<Download className="w-3 h-3" />
<span>Download Photos</span>
<Download className="w-3.5 h-3.5" />
<span>Download</span>
</button>
))}
</div>
@ -92,21 +151,20 @@ export default function TableViewer({
};
return (
<div className="overflow-x-auto border rounded-xl shadow-lg bg-white">
<div className="overflow-x-auto border border-brandblue/10 rounded-xl shadow-lg bg-white">
<table className="min-w-full text-sm border-collapse">
<thead className="bg-gray-100 sticky top-0">
<thead className="bg-gradient-to-r from-brandblue/5 to-brandmidblue/5 sticky top-0 border-b border-brandblue/10">
<tr>
{visibleColumns.map((col) => (
<th
key={col}
className="border-b p-3 text-left text-gray-700 font-semibold"
>
<div className="flex flex-col gap-1">
<span>{columnLabels?.[col] || col}</span>
<th key={col as string} className="p-4 text-left font-bold text-brandblue">
<div className="flex flex-col gap-2">
<span className="text-xs uppercase tracking-wide">
{columnLabels?.[col] || (col as string)}
</span>
<input
type="text"
placeholder="Search..."
className="p-1 border border-gray-300 rounded text-xs focus:ring-1 focus:ring-blue-400 outline-none"
className="p-2 border border-brandblue/20 rounded-lg text-xs focus:ring-2 focus:ring-brandblue focus:border-brandblue outline-none bg-white hover:border-brandblue/40 transition-all"
onChange={(e) =>
setSearchTerms((prev) => ({
...prev,
@ -120,28 +178,34 @@ export default function TableViewer({
</tr>
</thead>
<tbody>
{filteredData.length === 0 ? (
{sortedFilteredData.length === 0 ? (
<tr>
<td
colSpan={visibleColumns.length}
className="text-center py-6 text-gray-400"
className="text-center py-8 text-gray-500 font-medium"
>
No results found
</td>
</tr>
) : (
filteredData.map((row, i) => (
<tr
key={i}
className="odd:bg-white even:bg-gray-50 hover:bg-blue-50 transition"
>
{visibleColumns.map((col) => (
<td key={col} className="border-b p-3 text-gray-700">
{renderCellContent(col, row[col])}
</td>
))}
</tr>
))
sortedFilteredData.map((row, i) => {
const status = getRowStatus(row);
return (
<tr
key={i}
className={`${getRowBackgroundColor(status)} hover:opacity-75 transition-all border-b border-brandblue/5 last:border-b-0`}
>
{visibleColumns.map((col) => (
<td key={col as string} className="p-4 text-gray-800">
{renderCellContent(
col,
row[col as keyof ClassifiedDeal]
)}
</td>
))}
</tr>
);
})
)}
</tbody>
</table>

View file

@ -5,7 +5,9 @@ import { surveyDB } from "../../../../../db/surveyDB/connection";
import { hubspotDealData } from "../../../../../db/schema/crm/hubspot_deal_table";
import { hubspotCompanyData } from "@/app/db/schema/crm/hubspot_company_table";
import { eq } from "drizzle-orm";
import LiveTracker from "./Report";
import LiveTracker from "./LiveTracker";
import { computeLiveTrackerData } from "./transforms";
import type { HubspotDeal } from "./types";
export default async function LiveReportingPage(props: {
params: Promise<{ slug: string }>;
@ -51,6 +53,9 @@ export default async function LiveReportingPage(props: {
);
}
// 🔄 Transform raw deals to typed and computed data
const trackerData = computeLiveTrackerData(deals as HubspotDeal[]);
return (
<div className="max-w-7xl mx-auto px-6 pb-10 space-y-4">
<div className="mb-6">
@ -63,7 +68,7 @@ export default async function LiveReportingPage(props: {
<div className="h-px bg-gray-200 mt-2" />
</div>
<LiveTracker deals={deals} />
<LiveTracker {...trackerData} />
</div>
);
}

View file

@ -0,0 +1,263 @@
/**
* Live Tracking Feature - Pure Data Transformation Functions
* No React, no hooks, no side effects. All business logic lives here.
*/
import type {
HubspotDeal,
ClassifiedDeal,
DisplayStage,
ProjectProgressData,
ProjectData,
OutcomeSlice,
LiveTrackerProps,
WorkPhaseStats,
} from "./types";
import {
STAGE_ORDER,
SURVEYOR_OUTCOMES,
MAJOR_CONDITION_STAGE_ID,
} from "./types";
// -----------------------------------------------------------------------
// Stage ID -> raw label mapping
// -----------------------------------------------------------------------
const STAGE_ID_MAP: Record<string, string> = {
"1617223910": "Scope & Planning",
"3583836399": "Scope & Planning",
"3589581001": "Booking in Progress",
"1984401629": "Assessment in Progress",
"2628233422": "AFTER_ASSESSMENT",
"2702650617": "AFTER_ASSESSMENT",
"2473886962": "AFTER_ASSESSMENT",
"1668803774": "AFTER_ASSESSMENT",
"1887735998": "Queries",
};
// -----------------------------------------------------------------------
// After-assessment sub-classification
// Resolves AFTER_ASSESSMENT deals based on coordinationStatus and designStatus
// -----------------------------------------------------------------------
function resolveAfterAssessmentStage(
coordinationStatus: string | null,
designStatus: string | null
): DisplayStage {
const coord = coordinationStatus?.toUpperCase() ?? "";
const design = designStatus?.toUpperCase() ?? "";
// RA ISSUE always -> Queries
if (coord === "RA ISSUE") return "Queries";
// V1/V2/V3 IOE/MTP COMPLETE pattern
if (
coord.includes("(V1) IOE/MTP COMPLETE") ||
coord.includes("(V2) IOE/MTP COMPLETE") ||
coord.includes("(V3) IOE/MTP COMPLETE")
) {
return design === "UPLOADED" ? "Completed" : "Design in Progress";
}
// Default for AFTER_ASSESSMENT
return "Coordination in Progress";
}
// -----------------------------------------------------------------------
// Resolve display stage for a single deal
// Maps dealstage ID + coordinationStatus + designStatus -> DisplayStage
// -----------------------------------------------------------------------
export function resolveDisplayStage(deal: HubspotDeal): DisplayStage {
const raw = STAGE_ID_MAP[deal.dealstage ?? ""] ?? "Unknown Stage";
if (raw === "AFTER_ASSESSMENT") {
return resolveAfterAssessmentStage(
deal.coordinationStatus,
deal.designStatus
);
}
// RA ISSUE override can apply to other stages too
if (raw === "Scope & Planning" || raw === "Assessment in Progress") {
if (deal.coordinationStatus?.toUpperCase() === "RA ISSUE") {
return "Queries";
}
}
return raw as DisplayStage;
}
// -----------------------------------------------------------------------
// Classify all deals in a list
// Adds displayStage to each deal
// -----------------------------------------------------------------------
export function classifyDeals(deals: HubspotDeal[]): ClassifiedDeal[] {
return deals.map((deal) => ({
...deal,
displayStage: resolveDisplayStage(deal),
}));
}
// -----------------------------------------------------------------------
// Compute all ProjectProgressData for a set of already-classified deals
// -----------------------------------------------------------------------
export function computeProjectProgress(
deals: ClassifiedDeal[]
): ProjectProgressData {
const queriesDeals = deals.filter((d) => d.displayStage === "Queries");
const nonQueryDeals = deals.filter((d) => d.displayStage !== "Queries");
const nonQueryTotal = nonQueryDeals.length;
// Stage counts/percentages (queries excluded from percentage calculation)
const stageBuckets: Record<string, ClassifiedDeal[]> = {};
for (const deal of nonQueryDeals) {
(stageBuckets[deal.displayStage] ??= []).push(deal);
}
const stageProgress = STAGE_ORDER.filter((s) => s !== "Queries").map(
(stage) => {
const stageDeals = stageBuckets[stage] ?? [];
return {
stage,
count: stageDeals.length,
percentage:
nonQueryTotal > 0 ? (stageDeals.length / nonQueryTotal) * 100 : 0,
deals: stageDeals,
};
}
);
const completedDeals = stageBuckets["Completed"] ?? [];
const completedCount = completedDeals.length;
const completedPercentage =
nonQueryTotal > 0 ? (completedCount / nonQueryTotal) * 100 : 0;
const totalDeals = deals.length;
// Coordination phase:
// completed = Design in Progress + Completed (i.e. coordination is done)
// in progress = Coordination in Progress
const coordCompletedDeals = deals.filter(
(d) =>
d.displayStage === "Design in Progress" ||
d.displayStage === "Completed"
);
const coordInProgressDeals = deals.filter(
(d) => d.displayStage === "Coordination in Progress"
);
const coordination: WorkPhaseStats = {
completedDeals: coordCompletedDeals,
inProgressDeals: coordInProgressDeals,
completedCount: coordCompletedDeals.length,
inProgressCount: coordInProgressDeals.length,
completedPercentage:
totalDeals > 0
? (coordCompletedDeals.length / totalDeals) * 100
: 0,
inProgressPercentage:
totalDeals > 0
? (coordInProgressDeals.length / totalDeals) * 100
: 0,
total: totalDeals,
};
// Design phase:
// completed = Completed stage
// in progress = Design in Progress
const designInProgressDeals = deals.filter(
(d) => d.displayStage === "Design in Progress"
);
const design: WorkPhaseStats = {
completedDeals,
inProgressDeals: designInProgressDeals,
completedCount,
inProgressCount: designInProgressDeals.length,
completedPercentage:
totalDeals > 0 ? (completedCount / totalDeals) * 100 : 0,
inProgressPercentage:
totalDeals > 0
? (designInProgressDeals.length / totalDeals) * 100
: 0,
total: totalDeals,
};
return {
stageProgress,
queriesDeals,
completedDeals,
completedCount,
completedPercentage,
nonQueryTotal,
totalDeals,
coordination,
design,
};
}
// -----------------------------------------------------------------------
// Compute outcome pie slices for the surveyed pie chart
// -----------------------------------------------------------------------
export function computeOutcomeSlices(deals: ClassifiedDeal[]): OutcomeSlice[] {
const counts: Partial<Record<string, number>> = {};
for (const deal of deals) {
if (
deal.outcome &&
(SURVEYOR_OUTCOMES as readonly string[]).includes(deal.outcome)
) {
counts[deal.outcome] = (counts[deal.outcome] ?? 0) + 1;
}
}
const total = Object.values(counts).reduce<number>(
(a, b) => a + (b ?? 0),
0
);
return Object.entries(counts).map(([name, amount]) => ({
name,
amount: amount ?? 0,
percentage:
total > 0 ? (((amount ?? 0) / total) * 100).toFixed(1) : "0.0",
}));
}
// -----------------------------------------------------------------------
// Top-level function called by page.tsx
// Orchestrates all transformations: classify, group by project, compute stats
// -----------------------------------------------------------------------
export function computeLiveTrackerData(
rawDeals: HubspotDeal[]
): LiveTrackerProps {
// Classify all deals (add displayStage field)
const classified = classifyDeals(rawDeals);
// Filter for major condition deals (Awaab's Law)
const majorConditionDeals = classified.filter(
(d) => d.dealstage === MAJOR_CONDITION_STAGE_ID
);
// Group deals by projectCode
const grouped: Record<string, ClassifiedDeal[]> = {};
for (const deal of classified) {
const key = deal.projectCode ?? "Unknown Project";
(grouped[key] ??= []).push(deal);
}
// For each project group, compute progress data and outcome slices
const projects: ProjectData[] = Object.entries(grouped).map(
([projectCode, deals]) => ({
projectCode,
progress: computeProjectProgress(deals),
outcomePieSlices: computeOutcomeSlices(deals),
allDeals: deals,
})
);
return {
projects,
totalDeals: classified.length,
majorConditionDeals,
};
}

View file

@ -0,0 +1,153 @@
/**
* Live Tracking Feature - Type Definitions
* Single source of truth for all TypeScript interfaces and constants
*/
// -----------------------------------------------------------------------
// Raw DB row from hubspotDealData table
// -----------------------------------------------------------------------
export type HubspotDeal = {
id: string;
dealId: string;
dealname: string | null;
dealstage: string | null;
companyId: string | null;
projectCode: string | null;
landlordPropertyId: string | null;
uprn: string | null;
outcome: string | null;
outcomeNotes: string | null;
majorConditionIssueDescription: string | null;
majorConditionIssuePhotos: string | null;
majorConditionIssuePhotosS3: string | null;
coordinationStatus: string | null;
designStatus: string | null;
createdAt: Date;
updatedAt: Date;
};
// -----------------------------------------------------------------------
// Stage classification result - human-readable display labels
// -----------------------------------------------------------------------
export type DisplayStage =
| "Scope & Planning"
| "Booking in Progress"
| "Assessment in Progress"
| "Coordination in Progress"
| "Design in Progress"
| "Completed"
| "Queries"
| "Unknown Stage";
// -----------------------------------------------------------------------
// A classified deal - original row plus its resolved display stage
// -----------------------------------------------------------------------
export type ClassifiedDeal = HubspotDeal & {
displayStage: DisplayStage;
};
// -----------------------------------------------------------------------
// One entry in the stage progress bar list
// -----------------------------------------------------------------------
export type StageProgressItem = {
stage: DisplayStage;
count: number;
percentage: number; // out of non-query total
deals: ClassifiedDeal[];
};
// -----------------------------------------------------------------------
// Coordination/Design summary card data
// -----------------------------------------------------------------------
export type WorkPhaseStats = {
completedDeals: ClassifiedDeal[];
inProgressDeals: ClassifiedDeal[];
completedCount: number;
inProgressCount: number;
completedPercentage: number; // out of ALL deals in project
inProgressPercentage: number;
total: number;
};
// -----------------------------------------------------------------------
// All computed data for the ProgressOverview component
// -----------------------------------------------------------------------
export type ProjectProgressData = {
stageProgress: StageProgressItem[];
queriesDeals: ClassifiedDeal[];
completedDeals: ClassifiedDeal[];
completedCount: number;
completedPercentage: number; // out of non-query total
nonQueryTotal: number;
totalDeals: number;
coordination: WorkPhaseStats;
design: WorkPhaseStats;
};
// -----------------------------------------------------------------------
// Surveyed outcome entry (for pie chart)
// -----------------------------------------------------------------------
export type OutcomeSlice = {
name: string; // outcome label
amount: number;
percentage: string; // pre-formatted "12.3"
};
// -----------------------------------------------------------------------
// What LiveTracker receives from page.tsx for one project
// -----------------------------------------------------------------------
export type ProjectData = {
projectCode: string;
progress: ProjectProgressData;
outcomePieSlices: OutcomeSlice[]; // empty array = hide pie chart
allDeals: ClassifiedDeal[]; // for table drill-downs within project
};
// -----------------------------------------------------------------------
// Top-level props for LiveTracker (client root)
// -----------------------------------------------------------------------
export type LiveTrackerProps = {
projects: ProjectData[];
totalDeals: number;
majorConditionDeals: ClassifiedDeal[]; // for Awaab's Law card
};
// -----------------------------------------------------------------------
// Table drill-down shape (stays in LiveTracker state)
// -----------------------------------------------------------------------
export type TableModal = {
stage: string;
data: ClassifiedDeal[];
columns: (keyof HubspotDeal)[];
columnLabels: Partial<Record<keyof HubspotDeal, string>>;
breakdown?: Record<string, ClassifiedDeal[]>;
};
// -----------------------------------------------------------------------
// Surveyor outcome constants (single source of truth)
// -----------------------------------------------------------------------
export const SURVEYOR_OUTCOMES = [
"Surveyed",
"Surveyed - Pending Upload",
"Tenant Refusal",
"Other",
"Not Viable",
"Not Attempted",
"No Answer",
"Cancelled / No Show",
"Rescheduled",
] as const;
export type SurveyorOutcome = (typeof SURVEYOR_OUTCOMES)[number];
export const MAJOR_CONDITION_STAGE_ID = "3061261536" as const;
// Order of stages for grouping/display (queries excluded from this list)
export const STAGE_ORDER: DisplayStage[] = [
"Scope & Planning",
"Booking in Progress",
"Assessment in Progress",
"Coordination in Progress",
"Design in Progress",
"Completed",
];