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

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
4Ventures
2026-09-23 17:33:41 +02:00
parent f436276c3e
commit be45df300b
8 changed files with 1157 additions and 57 deletions

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'use client';
import React, { useMemo, useState } from 'react';
import {
CalendarRange,
Users,
UserCheck,
Percent,
Flame,
UserX,
Briefcase,
} from 'lucide-react';
import {
AdDailyRow,
CrmChannelStats,
CrmLeadRow,
KpiRangeKey,
attributionCross,
buildCrmChannelStats,
buildCrmFunnel,
buildCrmStatusBreakdown,
filterDailyByDayRange,
filterLeadsByDayRange,
formatEur,
formatNum,
resolveKpiDayRange,
} from '@/lib/metrics';
type RangeKey = KpiRangeKey;
function rateClass(rate: number): string {
if (rate >= 8) return 'text-emerald-400';
if (rate >= 3) return 'text-amber-400';
if (rate > 0) return 'text-orange-400';
return 'text-gray-500';
}
export default function CrmDashboard({
label,
portfolioWide,
crmLeads = [],
dailyRows = [],
}: {
label: string;
portfolioWide: boolean;
crmLeads?: CrmLeadRow[];
dailyRows?: AdDailyRow[];
}) {
const [range, setRange] = useState<RangeKey>('all');
const dayWindow = useMemo(() => resolveKpiDayRange(range), [range]);
const rangedLeads = useMemo(() => {
if (!crmLeads.length) return [];
if (!dayWindow) return crmLeads;
return filterLeadsByDayRange(crmLeads, dayWindow.since, dayWindow.until);
}, [crmLeads, dayWindow]);
const rangedDaily = useMemo(() => {
if (!dailyRows.length) return [];
if (!dayWindow) return dailyRows;
return filterDailyByDayRange(dailyRows, dayWindow.since, dayWindow.until);
}, [dailyRows, dayWindow]);
const funnel = useMemo(() => buildCrmFunnel(rangedLeads), [rangedLeads]);
const statusRows = useMemo(
() => buildCrmStatusBreakdown(rangedLeads),
[rangedLeads]
);
const channelRows: CrmChannelStats[] = useMemo(
() => buildCrmChannelStats(rangedLeads),
[rangedLeads]
);
const attribution = useMemo(
() => attributionCross(rangedDaily, rangedLeads),
[rangedDaily, rangedLeads]
);
const spendByChannel = useMemo(() => {
const m = new Map<string, number>();
for (const r of attribution) m.set(r.channel, r.spend);
return m;
}, [attribution]);
const rangeHint = dayWindow
? `${dayWindow.since} → ${dayWindow.until}`
: 'todo el histórico CRM';
const paidChannels = channelRows.filter((r) =>
['meta', 'google'].includes(r.channel)
);
const otherChannels = channelRows.filter(
(r) => !['meta', 'google'].includes(r.channel)
);
return (
<div className="space-y-8">
<div className="flex flex-col md:flex-row md:items-end md:justify-between gap-3">
<div>
<h2 className="text-2xl font-bold tracking-tight text-white">
CRM · Clientify
</h2>
<p className="text-sm text-gray-400 mt-1">
{label}
{portfolioWide ? ' · portafolio' : ' · zoom cliente'}. Funnel y % a
cliente (ganado) por canal · {rangeHint}.
</p>
</div>
<div className="flex items-center gap-2">
<CalendarRange className="w-4 h-4 text-gray-500" />
<div className="flex gap-1 rounded-lg border border-gray-800 p-0.5 bg-black/20">
{(
[
['7d', '7d'],
['30d', '30d'],
['month', 'Mes'],
['all', 'Todo'],
] as [RangeKey, string][]
).map(([k, lbl]) => (
<button
key={k}
type="button"
onClick={() => setRange(k)}
className={`px-2.5 py-1 text-xs rounded-md ${
range === k
? 'bg-brand-500/20 text-brand-300'
: 'text-gray-400 hover:text-white'
}`}
>
{lbl}
</button>
))}
</div>
</div>
</div>
{!crmLeads.length ? (
<p className="text-sm text-amber-400/90 border border-amber-500/20 rounded-lg px-4 py-3">
Sin leads Clientify en este contexto. Importa el histórico o activa el
webhook (`?tenant=…`). En portafolio, elige un cliente en Contexto.
</p>
) : null}
{/* North star */}
<div className="grid grid-cols-2 lg:grid-cols-3 xl:grid-cols-6 gap-3">
{[
{
label: 'Leads CRM',
value: formatNum(funnel.total),
icon: <Users className="w-4 h-4 text-blue-400" />,
},
{
label: 'Clientes (ganado)',
value: formatNum(funnel.cliente),
icon: <UserCheck className="w-4 h-4 text-emerald-400" />,
},
{
label: '% a cliente',
value: `${funnel.clienteRate.toFixed(1)}%`,
icon: <Percent className="w-4 h-4 text-brand-400" />,
},
{
label: 'En oportunidad',
value: formatNum(funnel.enOportunidad),
icon: <Briefcase className="w-4 h-4 text-sky-400" />,
},
{
label: 'Lead frío*',
value: formatNum(funnel.leadFrio),
icon: <Flame className="w-4 h-4 text-amber-400" />,
},
{
label: 'Lead perdido',
value: formatNum(funnel.leadPerdido),
icon: <UserX className="w-4 h-4 text-red-400" />,
},
].map((s) => (
<div
key={s.label}
className="rounded-xl border border-gray-800 bg-[#111827] px-4 py-3"
>
<div className="flex items-center justify-between text-gray-500 mb-1">
<p className="text-[10px] uppercase tracking-wider">{s.label}</p>
{s.icon}
</div>
<p className="text-xl font-bold text-white">{s.value}</p>
</div>
))}
</div>
<p className="text-[11px] text-gray-600 -mt-5">
*Frío incluye templado / caliente / cold-lead.
</p>
{/* % cliente por canal — paid first */}
<section className="bg-[#111827] border border-gray-800 rounded-xl p-5 space-y-3">
<div>
<h3 className="text-sm font-semibold text-white">
% a cliente por canal
</h3>
<p className="text-[11px] text-gray-500 mt-0.5">
Estado Clientify = <span className="text-gray-400">cliente</span>{' '}
(ganado). Paid arriba; resto de atribución abajo.
</p>
</div>
{channelRows.length === 0 ? (
<p className="text-xs text-gray-500 py-6 text-center">
Sin canales en el periodo.
</p>
) : (
<div className="overflow-x-auto space-y-6">
<ChannelTable
title="Paid (Meta / Google)"
rows={paidChannels}
spendByChannel={spendByChannel}
/>
<ChannelTable
title="Resto de canales CRM"
rows={otherChannels}
spendByChannel={spendByChannel}
/>
</div>
)}
</section>
{/* Funnel statuses */}
<section className="bg-[#111827] border border-gray-800 rounded-xl p-5 space-y-3">
<h3 className="text-sm font-semibold text-white">Funnel por estado</h3>
{statusRows.length === 0 ? (
<p className="text-xs text-gray-500 py-4 text-center">Sin datos.</p>
) : (
<div className="overflow-x-auto">
<table className="w-full text-left text-xs">
<thead className="text-gray-500 border-b border-gray-800">
<tr>
<th className="py-2 pr-3 font-medium">Estado</th>
<th className="py-2 pr-3 font-medium">Leads</th>
<th className="py-2 font-medium">% del total</th>
</tr>
</thead>
<tbody>
{statusRows.map((row) => (
<tr
key={row.status}
className="border-b border-gray-900 hover:bg-white/[0.02]"
>
<td className="py-2.5 pr-3 text-gray-200 capitalize">
{row.status}
</td>
<td className="py-2.5 pr-3 text-gray-200">
{formatNum(row.count)}
</td>
<td className="py-2.5 text-gray-200">
{row.pct.toFixed(1)}%
</td>
</tr>
))}
</tbody>
</table>
</div>
)}
</section>
<p className="text-[11px] text-gray-600">
La inversión por canal (si hay ads) es solo referencia; el % a cliente es
100% CRM (Clientify).
</p>
</div>
);
}
function ChannelTable({
title,
rows,
spendByChannel,
}: {
title: string;
rows: CrmChannelStats[];
spendByChannel: Map<string, number>;
}) {
if (!rows.length) {
return (
<div>
<p className="text-[11px] uppercase tracking-wider text-gray-500 mb-2">
{title}
</p>
<p className="text-xs text-gray-600">Sin filas.</p>
</div>
);
}
return (
<div>
<p className="text-[11px] uppercase tracking-wider text-gray-500 mb-2">
{title}
</p>
<table className="w-full text-left text-xs">
<thead className="text-gray-500 border-b border-gray-800">
<tr>
<th className="py-2 pr-3 font-medium">Canal</th>
<th className="py-2 pr-3 font-medium">Leads</th>
<th className="py-2 pr-3 font-medium">Clientes</th>
<th className="py-2 pr-3 font-medium">% a cliente</th>
<th className="py-2 pr-3 font-medium">En oportunidad</th>
<th className="py-2 pr-3 font-medium">Frío*</th>
<th className="py-2 pr-3 font-medium">Perdido</th>
<th className="py-2 font-medium">Spend ads</th>
</tr>
</thead>
<tbody>
{rows.map((row) => {
const spend = spendByChannel.get(row.channel) || 0;
return (
<tr
key={row.channel}
className="border-b border-gray-900 hover:bg-white/[0.02]"
>
<td className="py-2.5 pr-3 text-brand-300 font-semibold capitalize">
{row.channel}
</td>
<td className="py-2.5 pr-3 text-gray-200">
{formatNum(row.leads)}
</td>
<td className="py-2.5 pr-3 text-emerald-300 font-medium">
{formatNum(row.cliente)}
</td>
<td
className={`py-2.5 pr-3 font-semibold ${rateClass(row.clienteRate)}`}
>
{row.clienteRate.toFixed(1)}%
</td>
<td className="py-2.5 pr-3 text-gray-200">
{formatNum(row.enOportunidad)}
</td>
<td className="py-2.5 pr-3 text-gray-200">
{formatNum(row.leadFrio)}
</td>
<td className="py-2.5 pr-3 text-gray-200">
{formatNum(row.leadPerdido)}
</td>
<td className="py-2.5 text-gray-400">
{spend ? formatEur(spend) : '—'}
</td>
</tr>
);
})}
</tbody>
</table>
</div>
);
}