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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@@ -33,6 +33,7 @@ MAP={
'2508925045':'a5a250b4-e79a-4cb3-bfa1-4f9a6d908a03', '2508925045':'a5a250b4-e79a-4cb3-bfa1-4f9a6d908a03',
'4418211066':'48919ad2-6af0-4ef0-96a3-fd9ca0a46cd2', '4418211066':'48919ad2-6af0-4ef0-96a3-fd9ca0a46cd2',
'1323363601':'0b3c5fc0-6901-4caf-b26a-b6a0201d8541', '1323363601':'0b3c5fc0-6901-4caf-b26a-b6a0201d8541',
'1064441284':'8bec977a-6032-4759-aa7f-b5042081f450', # BPS / Blue Parrot School
} }
def call(method, path, body=None): def call(method, path, body=None):

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@@ -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}
/>
);
}

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@@ -5,6 +5,7 @@ import MetricsDashboard from '@/components/MetricsDashboard';
import { resolveActiveTenant, restGet } from '@/lib/tenant-context'; import { resolveActiveTenant, restGet } from '@/lib/tenant-context';
import { import {
AdDailyRow, AdDailyRow,
CrmLeadRow,
KpiWeeklyRow, KpiWeeklyRow,
buildChannelSeries, buildChannelSeries,
buildComparisons, buildComparisons,
@@ -12,10 +13,55 @@ import {
sumDaily, sumDaily,
sumWeekly, sumWeekly,
} from '@/lib/metrics'; } from '@/lib/metrics';
import { isAgencyRole, userRole } from '@/lib/agency'; import { isAgencyRole, serviceHeaders, supabaseUrl, userRole } from '@/lib/agency';
export const dynamic = 'force-dynamic'; 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() { export default async function KpisPage() {
const supabase = await createClient(); const supabase = await createClient();
const { const {
@@ -28,6 +74,7 @@ export default async function KpisPage() {
let weekly: KpiWeeklyRow[] = []; let weekly: KpiWeeklyRow[] = [];
let daily: AdDailyRow[] = []; let daily: AdDailyRow[] = [];
let crmLeads: CrmLeadRow[] = [];
if (agency && (ctx.portfolioWide || ctx.viaView)) { if (agency && (ctx.portfolioWide || ctx.viaView)) {
// Service role for portfolio / zoom (bypass single-tenant RLS) // Service role for portfolio / zoom (bypass single-tenant RLS)
@@ -40,6 +87,8 @@ export default async function KpisPage() {
); );
weekly = w.data || []; weekly = w.data || [];
daily = d.data || []; daily = d.data || [];
// Attribution cross is clearest per-tenant; skip portfolio dump.
crmLeads = [];
} else if (ctx.tenantId) { } else if (ctx.tenantId) {
const tid = encodeURIComponent(ctx.tenantId); const tid = encodeURIComponent(ctx.tenantId);
const w = await restGet<KpiWeeklyRow[]>( const w = await restGet<KpiWeeklyRow[]>(
@@ -50,6 +99,7 @@ export default async function KpisPage() {
); );
weekly = w.data || []; weekly = w.data || [];
daily = d.data || []; daily = d.data || [];
crmLeads = await fetchCrmLeads(ctx.tenantId, true);
} }
} else { } else {
const { data: w } = await supabase const { data: w } = await supabase
@@ -63,6 +113,7 @@ export default async function KpisPage() {
.limit(5000); .limit(5000);
weekly = (w as KpiWeeklyRow[]) || []; weekly = (w as KpiWeeklyRow[]) || [];
daily = (d as AdDailyRow[]) || []; daily = (d as AdDailyRow[]) || [];
crmLeads = await fetchCrmLeads(ctx.tenantId, false);
} }
weekly = resolveWeeklyRows(weekly, daily); weekly = resolveWeeklyRows(weekly, daily);
@@ -88,6 +139,7 @@ export default async function KpisPage() {
weeklyRows={weekly} weeklyRows={weekly}
channelPoints={channelSeries.points} channelPoints={channelSeries.points}
dailyRows={daily} dailyRows={daily}
crmLeads={crmLeads}
/> />
); );
} }

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@@ -11,7 +11,8 @@ import {
UserCheck, UserCheck,
CalendarDays, CalendarDays,
Radio, Radio,
Megaphone Megaphone,
Contact
} from 'lucide-react'; } from 'lucide-react';
import { createClient } from '@/lib/supabase/server'; import { createClient } from '@/lib/supabase/server';
import { logoutAction } from '@/app/auth/actions'; import { logoutAction } from '@/app/auth/actions';
@@ -57,6 +58,13 @@ export default async function DashboardLayout({
<BarChart3 className="w-4 h-4 text-brand-500" /> <BarChart3 className="w-4 h-4 text-brand-500" />
Métricas Métricas
</Link> </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 <Link
href="/dashboard/seguimiento" 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" 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"

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@@ -0,0 +1,350 @@
'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>
);
}

View File

@@ -0,0 +1,254 @@
'use client';
import React, { useMemo, useState } from 'react';
import {
CalendarRange,
Percent,
UserCheck,
Users,
} from 'lucide-react';
import {
CrmLeadRow,
KpiRangeKey,
buildCrmChannelStats,
buildCrmFunnel,
filterLeadsByDayRange,
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 CrmPortfolioBoard({
leads,
tenantNames,
}: {
leads: CrmLeadRow[];
tenantNames: Record<string, string>;
}) {
const [range, setRange] = useState<RangeKey>('all');
const dayWindow = useMemo(() => resolveKpiDayRange(range), [range]);
const ranged = useMemo(() => {
if (!leads.length) return [];
if (!dayWindow) return leads;
return filterLeadsByDayRange(leads, dayWindow.since, dayWindow.until);
}, [leads, dayWindow]);
const byTenant = useMemo(() => {
const map = new Map<string, CrmLeadRow[]>();
for (const r of ranged) {
const tid = r.tenant_id || 'unknown';
const cur = map.get(tid) || [];
cur.push(r);
map.set(tid, cur);
}
return [...map.entries()]
.map(([tenantId, rows]) => {
const funnel = buildCrmFunnel(rows);
const channels = buildCrmChannelStats(rows);
const meta = channels.find((c) => c.channel === 'meta');
const google = channels.find((c) => c.channel === 'google');
return {
tenantId,
name: tenantNames[tenantId] || tenantId.slice(0, 8),
funnel,
channels,
meta,
google,
};
})
.filter((t) => t.funnel.total > 0)
.sort((a, b) => b.funnel.cliente - a.funnel.cliente);
}, [ranged, tenantNames]);
const rangeHint = dayWindow
? `${dayWindow.since} → ${dayWindow.until}`
: 'todo el histórico';
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 · Portafolio
</h2>
<p className="text-sm text-gray-400 mt-1">
% a cliente (ganado) por canal y cliente · {rangeHint}. Zoom un
cliente en Contexto para el detalle completo.
</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>
{!byTenant.length ? (
<p className="text-sm text-amber-400/90 border border-amber-500/20 rounded-lg px-4 py-3">
Sin leads Clientify en el portafolio todavía.
</p>
) : null}
<div className="overflow-x-auto bg-[#111827] border border-gray-800 rounded-xl p-5">
<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">Cliente</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">% global</th>
<th className="py-2 pr-3 font-medium">Meta leads</th>
<th className="py-2 pr-3 font-medium">Meta %→cli</th>
<th className="py-2 pr-3 font-medium">Google leads</th>
<th className="py-2 font-medium">Google %→cli</th>
</tr>
</thead>
<tbody>
{byTenant.map((t) => (
<tr
key={t.tenantId}
className="border-b border-gray-900 hover:bg-white/[0.02]"
>
<td className="py-2.5 pr-3 text-white font-semibold">
{t.name}
</td>
<td className="py-2.5 pr-3 text-gray-200">
{formatNum(t.funnel.total)}
</td>
<td className="py-2.5 pr-3 text-emerald-300">
{formatNum(t.funnel.cliente)}
</td>
<td
className={`py-2.5 pr-3 font-semibold ${rateClass(t.funnel.clienteRate)}`}
>
{t.funnel.clienteRate.toFixed(1)}%
</td>
<td className="py-2.5 pr-3 text-gray-200">
{t.meta ? formatNum(t.meta.leads) : '—'}
</td>
<td
className={`py-2.5 pr-3 font-semibold ${rateClass(t.meta?.clienteRate || 0)}`}
>
{t.meta ? `${t.meta.clienteRate.toFixed(1)}%` : '—'}
</td>
<td className="py-2.5 pr-3 text-gray-200">
{t.google ? formatNum(t.google.leads) : '—'}
</td>
<td
className={`py-2.5 font-semibold ${rateClass(t.google?.clienteRate || 0)}`}
>
{t.google ? `${t.google.clienteRate.toFixed(1)}%` : '—'}
</td>
</tr>
))}
</tbody>
</table>
</div>
{/* Expanded channel matrix per tenant */}
<div className="space-y-4">
{byTenant.map((t) => (
<section
key={`ch-${t.tenantId}`}
className="bg-[#111827] border border-gray-800 rounded-xl p-5"
>
<div className="flex items-center justify-between gap-2 mb-3">
<h3 className="text-sm font-semibold text-white">{t.name}</h3>
<div className="flex items-center gap-3 text-[11px] text-gray-500">
<span className="inline-flex items-center gap-1">
<Users className="w-3 h-3" />
{formatNum(t.funnel.total)}
</span>
<span className="inline-flex items-center gap-1 text-emerald-400/80">
<UserCheck className="w-3 h-3" />
{formatNum(t.funnel.cliente)}
</span>
<span className="inline-flex items-center gap-1 text-brand-400/80">
<Percent className="w-3 h-3" />
{t.funnel.clienteRate.toFixed(1)}%
</span>
</div>
</div>
<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">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">Oportunidad</th>
<th className="py-2 pr-3 font-medium">Frío*</th>
<th className="py-2 font-medium">Perdido</th>
</tr>
</thead>
<tbody>
{t.channels.slice(0, 12).map((row) => (
<tr
key={row.channel}
className="border-b border-gray-900 hover:bg-white/[0.02]"
>
<td className="py-2 pr-3 text-brand-300 font-semibold capitalize">
{row.channel}
</td>
<td className="py-2 pr-3 text-gray-200">
{formatNum(row.leads)}
</td>
<td className="py-2 pr-3 text-emerald-300">
{formatNum(row.cliente)}
</td>
<td
className={`py-2 pr-3 font-semibold ${rateClass(row.clienteRate)}`}
>
{row.clienteRate.toFixed(1)}%
</td>
<td className="py-2 pr-3 text-gray-200">
{formatNum(row.enOportunidad)}
</td>
<td className="py-2 pr-3 text-gray-200">
{formatNum(row.leadFrio)}
</td>
<td className="py-2 text-gray-200">
{formatNum(row.leadPerdido)}
</td>
</tr>
))}
</tbody>
</table>
</div>
</section>
))}
</div>
</div>
);
}

View File

@@ -16,14 +16,17 @@ import {
} from 'lucide-react'; } from 'lucide-react';
import { import {
AdDailyRow, AdDailyRow,
AttributionChannelRow,
ChannelWeekPoint, ChannelWeekPoint,
CrmLeadRow,
Delta, Delta,
MetricTotals, MetricTotals,
formatEur, formatEur,
formatNum, formatNum,
formatPct, formatPct,
channelTotalsFromDaily, attributionCross,
filterDailyByDayRange, filterDailyByDayRange,
filterLeadsByDayRange,
metricTotalsFromDaily, metricTotalsFromDaily,
resolveKpiDayRange, resolveKpiDayRange,
sumWeekly, sumWeekly,
@@ -88,6 +91,14 @@ function DeltaTriple({ delta, invert }: { delta: Delta; invert?: boolean }) {
); );
} }
function gapClass(gap: number): string {
if (gap === 0) return 'text-gray-400';
const abs = Math.abs(gap);
if (abs <= 5) return 'text-emerald-400';
if (abs <= 25) return 'text-amber-400';
return 'text-red-400';
}
export default function MetricsDashboard({ export default function MetricsDashboard({
label, label,
portfolioWide, portfolioWide,
@@ -99,6 +110,7 @@ export default function MetricsDashboard({
weeklyRows = [], weeklyRows = [],
channelPoints = [], channelPoints = [],
dailyRows = [], dailyRows = [],
crmLeads = [],
}: { }: {
label: string; label: string;
portfolioWide: boolean; portfolioWide: boolean;
@@ -116,6 +128,8 @@ export default function MetricsDashboard({
channelPoints?: ChannelWeekPoint[]; channelPoints?: ChannelWeekPoint[];
/** Raw ad_daily — period totals/matrix use calendar days (same as Ad Tracker). */ /** Raw ad_daily — period totals/matrix use calendar days (same as Ad Tracker). */
dailyRows?: AdDailyRow[]; dailyRows?: AdDailyRow[];
/** Clientify leads for CRM vs platform attribution. */
crmLeads?: CrmLeadRow[];
}) { }) {
const [range, setRange] = useState<RangeKey>('7d'); const [range, setRange] = useState<RangeKey>('7d');
@@ -127,6 +141,12 @@ export default function MetricsDashboard({
return filterDailyByDayRange(dailyRows, dayWindow.since, dayWindow.until); return filterDailyByDayRange(dailyRows, dayWindow.since, dayWindow.until);
}, [dailyRows, dayWindow]); }, [dailyRows, dayWindow]);
const rangedLeads = useMemo(() => {
if (!crmLeads.length) return [];
if (!dayWindow) return crmLeads;
return filterLeadsByDayRange(crmLeads, dayWindow.since, dayWindow.until);
}, [crmLeads, dayWindow]);
const periodTotals = useMemo(() => { const periodTotals = useMemo(() => {
if (rangedDaily.length) return metricTotalsFromDaily(rangedDaily); if (rangedDaily.length) return metricTotalsFromDaily(rangedDaily);
// Fallback when no ad_daily: approximate from weekly (legacy) // Fallback when no ad_daily: approximate from weekly (legacy)
@@ -141,12 +161,12 @@ export default function MetricsDashboard({
return ranged.length ? sumWeekly(ranged) : month; return ranged.length ? sumWeekly(ranged) : month;
}, [rangedDaily, weeklyRows, dayWindow, month]); }, [rangedDaily, weeklyRows, dayWindow, month]);
const channelRows = useMemo(() => { const attributionRows: AttributionChannelRow[] = useMemo(() => {
if (rangedDaily.length) return channelTotalsFromDaily(rangedDaily); if (rangedDaily.length || rangedLeads.length) {
const map = new Map< return attributionCross(rangedDaily, rangedLeads);
string, }
{ spend: number; leads: number; deals: number; revenue: number } // Fallback: weekly series without CRM cross
>(); const map = new Map<string, { spend: number; leads: number }>();
const src = const src =
range === 'all' range === 'all'
? channelPoints ? channelPoints
@@ -156,27 +176,26 @@ export default function MetricsDashboard({
return d >= dayWindow.since && d <= dayWindow.until; return d >= dayWindow.since && d <= dayWindow.until;
}); });
for (const p of src) { for (const p of src) {
const cur = map.get(p.channel) || { const cur = map.get(p.channel) || { spend: 0, leads: 0 };
spend: 0,
leads: 0,
deals: 0,
revenue: 0,
};
cur.spend += p.spend; cur.spend += p.spend;
cur.leads += p.leads; cur.leads += p.leads;
cur.deals += p.deals;
cur.revenue += p.revenue;
map.set(p.channel, cur); map.set(p.channel, cur);
} }
return [...map.entries()] return [...map.entries()]
.map(([channel, v]) => ({ .map(([channel, v]) => ({
channel, channel,
...v, spend: v.spend,
cpl: v.leads > 0 ? v.spend / v.leads : 0, platformLeads: v.leads,
roas: v.spend > 0 ? v.revenue / v.spend : 0, crmLeads: 0,
gap: -v.leads,
cplPlatform: v.leads > 0 ? v.spend / v.leads : 0,
cplCrm: 0,
})) }))
.sort((a, b) => b.spend - a.spend); .sort((a, b) => b.spend - a.spend);
}, [rangedDaily, channelPoints, range, dayWindow]); }, [rangedDaily, rangedLeads, channelPoints, range, dayWindow]);
const crmPeriodTotal = rangedLeads.length;
const hasCrm = crmLeads.length > 0;
const rangeHint = dayWindow const rangeHint = dayWindow
? `${dayWindow.since} → ${dayWindow.until}` ? `${dayWindow.since} → ${dayWindow.until}`
@@ -283,17 +302,21 @@ export default function MetricsDashboard({
<div className="grid grid-cols-2 lg:grid-cols-4 gap-3"> <div className="grid grid-cols-2 lg:grid-cols-4 gap-3">
{[ {[
{ label: 'Inversión periodo', value: formatEur(periodTotals.spend) }, { label: 'Inversión periodo', value: formatEur(periodTotals.spend) },
{ label: 'Leads', value: formatNum(periodTotals.leads) },
{ {
label: 'CAC (paid)', label: 'Leads plataforma',
value: periodTotals.cac value: formatNum(periodTotals.leads),
? `${formatNum(periodTotals.cac)} €`
: '—',
}, },
{ {
label: 'ROAS cohorte', label: 'Leads CRM',
value: periodTotals.roas value: hasCrm ? formatNum(crmPeriodTotal) : '—',
? `${formatNum(periodTotals.roas)}x` },
{
label: 'CPL CRM (paid)',
value:
hasCrm && crmPeriodTotal > 0
? `${formatNum(periodTotals.spend / crmPeriodTotal)} €`
: periodTotals.cpl
? `${formatNum(periodTotals.cpl)} €`
: '—', : '—',
}, },
].map((s) => ( ].map((s) => (
@@ -330,17 +353,26 @@ export default function MetricsDashboard({
))} ))}
</div> </div>
{/* Channel matrix */} {/* Channel attribution cross */}
<section className="bg-[#111827] border border-gray-800 rounded-xl p-5 space-y-3"> <section className="bg-[#111827] border border-gray-800 rounded-xl p-5 space-y-3">
<div className="flex items-center justify-between gap-2"> <div className="flex items-center justify-between gap-2">
<div>
<h3 className="text-sm font-semibold text-white"> <h3 className="text-sm font-semibold text-white">
Matriz por canal Cruce por canal · ads vs CRM
</h3> </h3>
<p className="text-[11px] text-gray-500"> <p className="text-[11px] text-gray-500 mt-0.5">
Clic → dash secundario del canal Plataforma = leads reportados por Meta/Google · CRM = atribución
Clientify (origen/UTM)
{!hasCrm && portfolioWide
? ' · elige un cliente en Contexto para ver CRM'
: ''}
</p> </p>
</div> </div>
{channelRows.length === 0 ? ( <p className="text-[11px] text-gray-500 shrink-0">
Gap = CRM − plat
</p>
</div>
{attributionRows.length === 0 ? (
<p className="text-xs text-gray-500 py-6 text-center"> <p className="text-xs text-gray-500 py-6 text-center">
Sin series de canal en el periodo. Los canales Meta/Google aparecen Sin series de canal en el periodo. Los canales Meta/Google aparecen
cuando hay filas en ad_daily para este cliente (elige uno en cuando hay filas en ad_daily para este cliente (elige uno en
@@ -353,40 +385,60 @@ export default function MetricsDashboard({
<tr> <tr>
<th className="py-2 pr-3 font-medium">Canal</th> <th className="py-2 pr-3 font-medium">Canal</th>
<th className="py-2 pr-3 font-medium">Inversión</th> <th className="py-2 pr-3 font-medium">Inversión</th>
<th className="py-2 pr-3 font-medium">Leads</th> <th className="py-2 pr-3 font-medium">Leads plat</th>
<th className="py-2 pr-3 font-medium">CPL</th> <th className="py-2 pr-3 font-medium">Leads CRM</th>
<th className="py-2 pr-3 font-medium">Revenue</th> <th className="py-2 pr-3 font-medium">Gap</th>
<th className="py-2 font-medium">ROAS</th> <th className="py-2 pr-3 font-medium">CPL plat</th>
<th className="py-2 font-medium">CPL CRM</th>
</tr> </tr>
</thead> </thead>
<tbody> <tbody>
{channelRows.map((row) => ( {attributionRows.map((row) => (
<tr <tr
key={row.channel} key={row.channel}
className="border-b border-gray-900 hover:bg-white/[0.02]" className="border-b border-gray-900 hover:bg-white/[0.02]"
> >
<td className="py-2.5 pr-3"> <td className="py-2.5 pr-3">
{row.spend > 0 ? (
<Link <Link
href={`/dashboard/kpis/canal/${encodeURIComponent(row.channel)}`} href={`/dashboard/kpis/canal/${encodeURIComponent(row.channel)}`}
className="text-brand-400 hover:text-brand-300 font-semibold capitalize" className="text-brand-400 hover:text-brand-300 font-semibold capitalize"
> >
{row.channel} {row.channel}
</Link> </Link>
) : (
<span className="text-gray-300 font-semibold capitalize">
{row.channel}
</span>
)}
</td> </td>
<td className="py-2.5 pr-3 text-gray-200"> <td className="py-2.5 pr-3 text-gray-200">
{formatEur(row.spend)} {row.spend ? formatEur(row.spend) : '—'}
</td> </td>
<td className="py-2.5 pr-3 text-gray-200"> <td className="py-2.5 pr-3 text-gray-200">
{formatNum(row.leads)} {formatNum(row.platformLeads)}
</td> </td>
<td className="py-2.5 pr-3 text-gray-200"> <td className="py-2.5 pr-3 text-gray-200">
{row.cpl ? `${formatNum(row.cpl)} €` : '—'} {hasCrm ? formatNum(row.crmLeads) : '—'}
</td>
<td
className={`py-2.5 pr-3 font-medium ${
hasCrm ? gapClass(row.gap) : 'text-gray-500'
}`}
>
{hasCrm
? `${row.gap > 0 ? '+' : ''}${formatNum(row.gap)}`
: '—'}
</td> </td>
<td className="py-2.5 pr-3 text-gray-200"> <td className="py-2.5 pr-3 text-gray-200">
{formatEur(row.revenue)} {row.cplPlatform
? `${formatNum(row.cplPlatform)} €`
: '—'}
</td> </td>
<td className="py-2.5 text-gray-200"> <td className="py-2.5 text-gray-200">
{row.roas ? `${formatNum(row.roas)}x` : '—'} {hasCrm && row.cplCrm
? `${formatNum(row.cplCrm)} €`
: '—'}
</td> </td>
</tr> </tr>
))} ))}
@@ -430,13 +482,17 @@ export default function MetricsDashboard({
</p> </p>
<ul className="text-xs text-gray-400 space-y-1 list-disc list-inside"> <ul className="text-xs text-gray-400 space-y-1 list-disc list-inside">
<li> <li>
El selector de fechas filtra inversión/leads del periodo; WoW/MoM/YoY El selector filtra el mismo calendario que Ad Tracker; el cruce
siguen siendo comparativas de calendario. compara leads de la plataforma ads vs atribución Clientify.
</li> </li>
<li> <li>
CAC unificado con fee/tools y cierre CRM llega en v2. Gap cercano a 0 en Meta/Google = buena atribución. Canales sin
spend (whatsapp, manual…) son orgánicos/CRM.
</li>
<li>
CPL CRM usa inversión paid ÷ leads CRM del canal (más realista
que el CPL de la plataforma cuando hay desfase).
</li> </li>
<li>GEO / LTV aparecen como stubs hasta tener pipeline de datos.</li>
</ul> </ul>
</div> </div>
</div> </div>

View File

@@ -393,3 +393,244 @@ export function metricTotalsFromDaily(rows: AdDailyRow[]): MetricTotals {
cpl: leads > 0 ? spend / leads : 0, cpl: leads > 0 ? spend / leads : 0,
}; };
} }
/** CRM lead row used for channel attribution cross. */
export type CrmLeadRow = {
source?: string | null;
created_at?: string | null;
status?: string | null;
tenant_id?: string | null;
};
/** Map Clientify / UTM sources onto paid channels when possible. */
export function normalizeLeadChannel(source?: string | null): string {
const s = (source || '').toLowerCase().trim();
if (!s) return 'otros';
if (
s === 'meta' ||
s === 'facebook' ||
s === 'instagram' ||
s === 'fb' ||
s === 'facebook-leads' ||
s.includes('facebook') ||
s.includes('instagram')
) {
return 'meta';
}
if (
s === 'google' ||
s === 'google-ads' ||
s === 'google_ads' ||
s.startsWith('google') ||
s.includes('google ads') ||
s.includes('google-ads')
) {
return 'google';
}
if (s === 'inbox_messenger' || s === 'messenger') return 'messenger';
if (s.startsWith('integrations')) return 'integrations-api';
if (s === 'whatsapp') return 'whatsapp';
return s;
}
export function normalizeLeadStatus(status?: string | null): string {
const s = (status || '').toLowerCase().trim();
if (!s) return 'sin-estado';
if (s === 'cold-lead') return 'lead frío';
return s;
}
export function isClienteStatus(status?: string | null): boolean {
return normalizeLeadStatus(status) === 'cliente';
}
export type CrmFunnelTotals = {
total: number;
cliente: number;
enOportunidad: number;
leadFrio: number;
leadPerdido: number;
other: number;
clienteRate: number;
};
export type CrmChannelStats = {
channel: string;
leads: number;
cliente: number;
enOportunidad: number;
leadFrio: number;
leadPerdido: number;
other: number;
/** % leads del canal que son cliente (0–100). */
clienteRate: number;
};
export type CrmStatusRow = {
status: string;
count: number;
pct: number;
};
function bucketStatus(status: string): keyof Omit<CrmFunnelTotals, 'total' | 'clienteRate'> | 'cliente' {
if (status === 'cliente') return 'cliente';
if (status === 'en oportunidad') return 'enOportunidad';
if (
status === 'lead frío' ||
status === 'lead caliente' ||
status === 'lead templado'
) {
return 'leadFrio';
}
if (status === 'lead perdido' || status === 'cliente perdido') {
return 'leadPerdido';
}
return 'other';
}
export function buildCrmFunnel(leads: CrmLeadRow[]): CrmFunnelTotals {
const t: CrmFunnelTotals = {
total: leads.length,
cliente: 0,
enOportunidad: 0,
leadFrio: 0,
leadPerdido: 0,
other: 0,
clienteRate: 0,
};
for (const r of leads) {
const b = bucketStatus(normalizeLeadStatus(r.status));
t[b] += 1;
}
t.clienteRate = t.total > 0 ? (100 * t.cliente) / t.total : 0;
return t;
}
export function buildCrmStatusBreakdown(leads: CrmLeadRow[]): CrmStatusRow[] {
const map = new Map<string, number>();
for (const r of leads) {
const st = normalizeLeadStatus(r.status);
map.set(st, (map.get(st) || 0) + 1);
}
const total = leads.length || 1;
return [...map.entries()]
.map(([status, count]) => ({
status,
count,
pct: (100 * count) / total,
}))
.sort((a, b) => b.count - a.count);
}
/** % cliente (ganado) por canal de atribución CRM. */
export function buildCrmChannelStats(leads: CrmLeadRow[]): CrmChannelStats[] {
const map = new Map<
string,
{
leads: number;
cliente: number;
enOportunidad: number;
leadFrio: number;
leadPerdido: number;
other: number;
}
>();
for (const r of leads) {
const channel = normalizeLeadChannel(r.source);
const cur = map.get(channel) || {
leads: 0,
cliente: 0,
enOportunidad: 0,
leadFrio: 0,
leadPerdido: 0,
other: 0,
};
cur.leads += 1;
const b = bucketStatus(normalizeLeadStatus(r.status));
cur[b] += 1;
map.set(channel, cur);
}
return [...map.entries()]
.map(([channel, v]) => ({
channel,
...v,
clienteRate: v.leads > 0 ? (100 * v.cliente) / v.leads : 0,
}))
.sort((a, b) => b.cliente - a.cliente || b.leads - a.leads);
}
export function filterLeadsByDayRange(
rows: CrmLeadRow[],
since: string,
until: string
): CrmLeadRow[] {
return rows.filter((r) => {
const d = (r.created_at || '').slice(0, 10);
return d >= since && d <= until;
});
}
export type AttributionChannelRow = {
channel: string;
spend: number;
platformLeads: number;
crmLeads: number;
gap: number;
cplPlatform: number;
cplCrm: number;
};
/**
* Cross paid platform leads (ad_daily) vs CRM-attributed leads (Clientify).
* Gap = CRM − platform (positive ⇒ CRM claims more than the ad UI).
*/
export function attributionCross(
daily: AdDailyRow[],
leads: CrmLeadRow[]
): AttributionChannelRow[] {
const map = new Map<
string,
{ spend: number; platformLeads: number; crmLeads: number }
>();
for (const r of daily) {
const channel = (r.platform || 'otros').toLowerCase();
const cur = map.get(channel) || {
spend: 0,
platformLeads: 0,
crmLeads: 0,
};
cur.spend += n(r.spend);
cur.platformLeads += n(r.platform_leads ?? r.conversions);
map.set(channel, cur);
}
for (const r of leads) {
const channel = normalizeLeadChannel(r.source);
const cur = map.get(channel) || {
spend: 0,
platformLeads: 0,
crmLeads: 0,
};
cur.crmLeads += 1;
map.set(channel, cur);
}
return [...map.entries()]
.map(([channel, v]) => ({
channel,
spend: v.spend,
platformLeads: v.platformLeads,
crmLeads: v.crmLeads,
gap: v.crmLeads - v.platformLeads,
cplPlatform: v.platformLeads > 0 ? v.spend / v.platformLeads : 0,
cplCrm: v.crmLeads > 0 ? v.spend / v.crmLeads : 0,
}))
.sort(
(a, b) =>
b.spend - a.spend ||
b.crmLeads + b.platformLeads - (a.crmLeads + a.platformLeads)
);
}