feat: pestaña CRM con % a cliente por canal y cruce ads vs Clientify

Co-authored-by: Cursor <cursoragent@cursor.com>

src/app/dashboard/crm/page.tsx

@@ -0,0 +1,138 @@
+import React from 'react';
+import { createClient } from '@/lib/supabase/server';
+import { redirect } from 'next/navigation';
+import CrmDashboard from '@/components/CrmDashboard';
+import CrmPortfolioBoard from '@/components/CrmPortfolioBoard';
+import { resolveActiveTenant } from '@/lib/tenant-context';
+import { AdDailyRow, CrmLeadRow } from '@/lib/metrics';
+import { isAgencyRole, serviceHeaders, supabaseUrl, userRole } from '@/lib/agency';
+
+export const dynamic = 'force-dynamic';
+
+async function fetchCrmLeads(
+  tenantId: string | null,
+  useServiceRole: boolean,
+  includeTenantId: boolean
+): Promise<CrmLeadRow[]> {
+  const select = includeTenantId
+    ? 'tenant_id,source,created_at,status'
+    : 'source,created_at,status';
+  const pageSize = 1000;
+  const out: CrmLeadRow[] = [];
+
+  if (useServiceRole) {
+    const headers = serviceHeaders();
+    const base = supabaseUrl();
+    if (!headers || !base) return [];
+    const tidFilter = tenantId
+      ? `&tenant_id=eq.${encodeURIComponent(tenantId)}`
+      : '';
+    for (let offset = 0; offset < 80000; offset += pageSize) {
+      const r = await fetch(
+        `${base}/rest/v1/leads?select=${select}${tidFilter}&crm=eq.clientify&order=created_at.desc&limit=${pageSize}&offset=${offset}`,
+        { headers, cache: 'no-store' }
+      );
+      if (!r.ok) break;
+      const chunk = (await r.json()) as CrmLeadRow[];
+      out.push(...chunk);
+      if (chunk.length < pageSize) break;
+    }
+    return out;
+  }
+
+  const supabase = await createClient();
+  for (let offset = 0; offset < 80000; offset += pageSize) {
+    const { data } = await supabase
+      .from('leads')
+      .select(select)
+      .eq('crm', 'clientify')
+      .order('created_at', { ascending: false })
+      .range(offset, offset + pageSize - 1);
+    const chunk = (data as CrmLeadRow[]) || [];
+    out.push(...chunk);
+    if (chunk.length < pageSize) break;
+  }
+  return out;
+}
+
+async function fetchAdDaily(
+  tenantId: string | null,
+  useServiceRole: boolean
+): Promise<AdDailyRow[]> {
+  if (useServiceRole) {
+    const headers = serviceHeaders();
+    const base = supabaseUrl();
+    if (!headers || !base) return [];
+    const tidFilter = tenantId
+      ? `&tenant_id=eq.${encodeURIComponent(tenantId)}`
+      : '';
+    const r = await fetch(
+      `${base}/rest/v1/ad_daily?select=date,platform,spend,platform_leads${tidFilter}&order=date.desc&limit=5000`,
+      { headers, cache: 'no-store' }
+    );
+    if (!r.ok) return [];
+    return (await r.json()) as AdDailyRow[];
+  }
+  const supabase = await createClient();
+  const { data } = await supabase
+    .from('ad_daily')
+    .select('date,platform,spend,platform_leads')
+    .order('date', { ascending: false })
+    .limit(5000);
+  return (data as AdDailyRow[]) || [];
+}
+
+async function fetchTenantNames(): Promise<Record<string, string>> {
+  const headers = serviceHeaders();
+  const base = supabaseUrl();
+  if (!headers || !base) return {};
+  const r = await fetch(`${base}/rest/v1/tenants?select=id,name,slug`, {
+    headers,
+    cache: 'no-store',
+  });
+  if (!r.ok) return {};
+  const rows = (await r.json()) as { id: string; name: string; slug: string }[];
+  const map: Record<string, string> = {};
+  for (const t of rows) map[t.id] = t.name || t.slug;
+  return map;
+}
+
+export default async function CrmPage() {
+  const supabase = await createClient();
+  const {
+    data: { user },
+  } = await supabase.auth.getUser();
+  if (!user) redirect('/login');
+
+  const ctx = await resolveActiveTenant(user);
+  const agency = isAgencyRole(userRole(user));
+  const useService = agency && (ctx.portfolioWide || ctx.viaView);
+
+  if (agency && ctx.portfolioWide) {
+    const [leads, names] = await Promise.all([
+      fetchCrmLeads(null, true, true),
+      fetchTenantNames(),
+    ]);
+    return (
+      <CrmPortfolioBoard
+        leads={leads}
+        tenantNames={names}
+      />
+    );
+  }
+
+  const tenantId = ctx.tenantId;
+  const [crmLeads, dailyRows] = await Promise.all([
+    fetchCrmLeads(tenantId, useService, false),
+    fetchAdDaily(tenantId, useService),
+  ]);
+
+  return (
+    <CrmDashboard
+      label={ctx.label}
+      portfolioWide={false}
+      crmLeads={crmLeads}
+      dailyRows={dailyRows}
+    />
+  );
+}

src/app/dashboard/kpis/page.tsx

@@ -5,6 +5,7 @@ import MetricsDashboard from '@/components/MetricsDashboard';
 import { resolveActiveTenant, restGet } from '@/lib/tenant-context';
 import {
   AdDailyRow,
+  CrmLeadRow,
   KpiWeeklyRow,
   buildChannelSeries,
   buildComparisons,
@@ -12,10 +13,55 @@ import {
   sumDaily,
   sumWeekly,
 } from '@/lib/metrics';
-import { isAgencyRole, userRole } from '@/lib/agency';
+import { isAgencyRole, serviceHeaders, supabaseUrl, userRole } from '@/lib/agency';
 
 export const dynamic = 'force-dynamic';
 
+/** Paginate CRM leads (source + created_at) for attribution cross. */
+async function fetchCrmLeads(
+  tenantId: string | null,
+  useServiceRole: boolean
+): Promise<CrmLeadRow[]> {
+  const select = 'source,created_at';
+  const pageSize = 1000;
+  const out: CrmLeadRow[] = [];
+
+  if (useServiceRole) {
+    const headers = serviceHeaders();
+    const base = supabaseUrl();
+    if (!headers || !base) return [];
+    const tidFilter = tenantId
+      ? `&tenant_id=eq.${encodeURIComponent(tenantId)}`
+      : '';
+    for (let offset = 0; offset < 50000; offset += pageSize) {
+      const r = await fetch(
+        `${base}/rest/v1/leads?select=${select}${tidFilter}&crm=eq.clientify&order=created_at.desc&limit=${pageSize}&offset=${offset}`,
+        { headers, cache: 'no-store' }
+      );
+      if (!r.ok) break;
+      const chunk = (await r.json()) as CrmLeadRow[];
+      out.push(...chunk);
+      if (chunk.length < pageSize) break;
+    }
+    return out;
+  }
+
+  // Client path: RLS already scopes tenant
+  const supabase = await createClient();
+  for (let offset = 0; offset < 50000; offset += pageSize) {
+    const { data } = await supabase
+      .from('leads')
+      .select(select)
+      .eq('crm', 'clientify')
+      .order('created_at', { ascending: false })
+      .range(offset, offset + pageSize - 1);
+    const chunk = (data as CrmLeadRow[]) || [];
+    out.push(...chunk);
+    if (chunk.length < pageSize) break;
+  }
+  return out;
+}
+
 export default async function KpisPage() {
   const supabase = await createClient();
   const {
@@ -28,6 +74,7 @@ export default async function KpisPage() {
 
   let weekly: KpiWeeklyRow[] = [];
   let daily: AdDailyRow[] = [];
+  let crmLeads: CrmLeadRow[] = [];
 
   if (agency && (ctx.portfolioWide || ctx.viaView)) {
     // Service role for portfolio / zoom (bypass single-tenant RLS)
@@ -40,6 +87,8 @@ export default async function KpisPage() {
       );
       weekly = w.data || [];
       daily = d.data || [];
+      // Attribution cross is clearest per-tenant; skip portfolio dump.
+      crmLeads = [];
     } else if (ctx.tenantId) {
       const tid = encodeURIComponent(ctx.tenantId);
       const w = await restGet<KpiWeeklyRow[]>(
@@ -50,6 +99,7 @@ export default async function KpisPage() {
       );
       weekly = w.data || [];
       daily = d.data || [];
+      crmLeads = await fetchCrmLeads(ctx.tenantId, true);
     }
   } else {
     const { data: w } = await supabase
@@ -63,6 +113,7 @@ export default async function KpisPage() {
       .limit(5000);
     weekly = (w as KpiWeeklyRow[]) || [];
     daily = (d as AdDailyRow[]) || [];
+    crmLeads = await fetchCrmLeads(ctx.tenantId, false);
   }
 
   weekly = resolveWeeklyRows(weekly, daily);
@@ -88,6 +139,7 @@ export default async function KpisPage() {
       weeklyRows={weekly}
       channelPoints={channelSeries.points}
       dailyRows={daily}
+      crmLeads={crmLeads}
     />
   );
 }

src/app/dashboard/layout.tsx

@@ -11,7 +11,8 @@ import {
   UserCheck,
   CalendarDays,
   Radio,
-  Megaphone
+  Megaphone,
+  Contact
 } from 'lucide-react';
 import { createClient } from '@/lib/supabase/server';
 import { logoutAction } from '@/app/auth/actions';
@@ -57,6 +58,13 @@ export default async function DashboardLayout({
               <BarChart3 className="w-4 h-4 text-brand-500" />
               Métricas
             </Link>
+            <Link
+              href="/dashboard/crm"
+              className="flex items-center gap-3 px-3 py-2.5 rounded-lg text-sm font-medium text-gray-300 hover:text-white hover:bg-gray-800/60 transition-all"
+            >
+              <Contact className="w-4 h-4 text-teal-400" />
+              CRM
+            </Link>
             <Link
               href="/dashboard/seguimiento"
               className="flex items-center gap-3 px-3 py-2.5 rounded-lg text-sm font-medium text-gray-300 hover:text-white hover:bg-gray-800/60 transition-all"