Follow-ups
The week's follow-ups as a checklist with their priority — ticking one completes it on the server and says so; reads followUps().
Preview
"use client"
import * as React from "react"
import { Callout } from "@/components/ui/callout"
import { Checkbox } from "@/components/ui/checkbox"
import { PriorityBadge, type Priority } from "@/components/ui/priority-badge"
import { Widget } from "@/components/ui/widget"
import { completeFollowUp } from "../actions"
import { type FollowUp } from "../data"
/** How many rows the card shows before it counts the rest in its footer. */
const SHOWN = 6
const DUE_DAY = new Intl.DateTimeFormat("en-US", {
weekday: "short",
month: "short",
day: "numeric",
timeZone: "UTC",
})
/** A priority read off the days left: overdue or due by tomorrow is high, inside three days medium. */
function priorityOf(row: FollowUp): Extract<Priority, "high" | "medium" | "low"> {
if (row.overdue || row.daysUntil <= 1) return "high"
if (row.daysUntil <= 3) return "medium"
return "low"
}
function dueText(row: FollowUp): string {
if (row.overdue) return `Overdue · ${DUE_DAY.format(row.dueAt)}`
if (row.daysUntil === 0) return "Due today"
if (row.daysUntil === 1) return "Due tomorrow"
return `Due ${DUE_DAY.format(row.dueAt)}`
}
export type FollowUpsProps = { rows: FollowUp[] }
/**
* The week's follow-ups as a checklist. Ticking one writes through the server
* and takes the row off the list; the name lands in a status line, because a
* row that quietly vanished would not tell anyone what happened, and a refusal
* gets its own alert rather than sharing that line.
*/
export function FollowUps({ rows }: FollowUpsProps) {
const [list, setList] = React.useState(rows)
const [notice, setNotice] = React.useState("")
const [refusal, setRefusal] = React.useState("")
const shown = list.slice(0, SHOWN)
const rest = list.length - shown.length
async function tick(row: FollowUp) {
setRefusal("")
setNotice("")
const result = await completeFollowUp(row.id)
if (!result.ok) return setRefusal(result.error.message)
setList((current) => current.filter((entry) => entry.id !== row.id))
setNotice(`Done — ${result.data.name} is off the list.`)
}
return (
<Widget
data-widget="widget-crm-overview-follow-ups"
title="Follow-ups"
description={`${list.length} due this week`}
footer={rest > 0 ? `${rest} more this week` : undefined}
className="h-full"
>
<div className="flex flex-col gap-2">
{refusal ? (
<Callout variant="danger" role="alert">
{refusal}
</Callout>
) : null}
<ul data-slot="follow-ups" aria-label="Follow-ups due this week" className="flex flex-col">
{shown.map((row) => (
<li
key={row.id}
className="flex items-start gap-3 border-b py-2.5 first:pt-0 last:border-b-0 last:pb-0"
>
<Checkbox
aria-label={`Mark ${row.name} done`}
className="mt-0.5"
onCheckedChange={(checked) => {
if (checked) void tick(row)
}}
/>
<div className="min-w-0 flex-1">
<p className="truncate text-sm font-medium">{row.name}</p>
<p className="truncate text-xs text-muted-foreground">
<span>{row.company}</span>
<span aria-hidden="true">{" · "}</span>
<span>{dueText(row)}</span>
</p>
</div>
<PriorityBadge priority={priorityOf(row)} size="sm" className="mt-0.5" />
</li>
))}
</ul>
{list.length === 0 ? (
<p className="py-6 text-center text-sm text-muted-foreground">Nothing due this week.</p>
) : null}
<p role="status" aria-live="polite" className="min-h-4 text-xs text-muted-foreground">
{notice}
</p>
</div>
</Widget>
)
}Install
$
npx shadcn@latest add @vibra/widget-crm-overview-follow-upsNeeds the @vibra registry in your components.json — set it up once.
Source
"use client"
import * as React from "react"
import { Callout } from "@/components/ui/callout"
import { Checkbox } from "@/components/ui/checkbox"
import { PriorityBadge, type Priority } from "@/components/ui/priority-badge"
import { Widget } from "@/components/ui/widget"
import { completeFollowUp } from "../actions"
import { type FollowUp } from "../data"
/** How many rows the card shows before it counts the rest in its footer. */
const SHOWN = 6
const DUE_DAY = new Intl.DateTimeFormat("en-US", {
weekday: "short",
month: "short",
day: "numeric",
timeZone: "UTC",
})
/** A priority read off the days left: overdue or due by tomorrow is high, inside three days medium. */
function priorityOf(row: FollowUp): Extract<Priority, "high" | "medium" | "low"> {
if (row.overdue || row.daysUntil <= 1) return "high"
if (row.daysUntil <= 3) return "medium"
return "low"
}
function dueText(row: FollowUp): string {
if (row.overdue) return `Overdue · ${DUE_DAY.format(row.dueAt)}`
if (row.daysUntil === 0) return "Due today"
if (row.daysUntil === 1) return "Due tomorrow"
return `Due ${DUE_DAY.format(row.dueAt)}`
}
export type FollowUpsProps = { rows: FollowUp[] }
/**
* The week's follow-ups as a checklist. Ticking one writes through the server
* and takes the row off the list; the name lands in a status line, because a
* row that quietly vanished would not tell anyone what happened, and a refusal
* gets its own alert rather than sharing that line.
*/
export function FollowUps({ rows }: FollowUpsProps) {
const [list, setList] = React.useState(rows)
const [notice, setNotice] = React.useState("")
const [refusal, setRefusal] = React.useState("")
const shown = list.slice(0, SHOWN)
const rest = list.length - shown.length
async function tick(row: FollowUp) {
setRefusal("")
setNotice("")
const result = await completeFollowUp(row.id)
if (!result.ok) return setRefusal(result.error.message)
setList((current) => current.filter((entry) => entry.id !== row.id))
setNotice(`Done — ${result.data.name} is off the list.`)
}
return (
<Widget
data-widget="widget-crm-overview-follow-ups"
title="Follow-ups"
description={`${list.length} due this week`}
footer={rest > 0 ? `${rest} more this week` : undefined}
className="h-full"
>
<div className="flex flex-col gap-2">
{refusal ? (
<Callout variant="danger" role="alert">
{refusal}
</Callout>
) : null}
<ul data-slot="follow-ups" aria-label="Follow-ups due this week" className="flex flex-col">
{shown.map((row) => (
<li
key={row.id}
className="flex items-start gap-3 border-b py-2.5 first:pt-0 last:border-b-0 last:pb-0"
>
<Checkbox
aria-label={`Mark ${row.name} done`}
className="mt-0.5"
onCheckedChange={(checked) => {
if (checked) void tick(row)
}}
/>
<div className="min-w-0 flex-1">
<p className="truncate text-sm font-medium">{row.name}</p>
<p className="truncate text-xs text-muted-foreground">
<span>{row.company}</span>
<span aria-hidden="true">{" · "}</span>
<span>{dueText(row)}</span>
</p>
</div>
<PriorityBadge priority={priorityOf(row)} size="sm" className="mt-0.5" />
</li>
))}
</ul>
{list.length === 0 ? (
<p className="py-6 text-center text-sm text-muted-foreground">Nothing due this week.</p>
) : null}
<p role="status" aria-live="polite" className="min-h-4 text-xs text-muted-foreground">
{notice}
</p>
</div>
</Widget>
)
}/**
* What /crm reads. The leads are `db.leads`, the pipeline and the quarter's
* won value are `db.deals`, the customer count is `db.customers`, and the
* target is a rule over the won deals rather than a number written down.
* "Now" is `REFERENCE_DATE`, and the quarter is the one it falls in.
*
* The client islands import only the types below; `db` never crosses into the
* browser.
*/
import { formatDate, formatNumber, getInitials } from "@/lib/format"
import { REFERENCE_DATE, db, type Deal, type Lead, type Member } from "@/lib/sample-data"
import { money } from "./money"
const DAY = 86_400_000
const NOW = REFERENCE_DATE.getTime()
/** Midnight UTC on the first day of the quarter `offset` quarters from the current one. */
function quarterStart(offset: number): number {
const month = Math.floor(REFERENCE_DATE.getUTCMonth() / 3) * 3 + offset * 3
return Date.UTC(REFERENCE_DATE.getUTCFullYear(), month, 1)
}
/** Midnight UTC on the first of the month `offset` months from the current one. */
function monthStart(offset: number): number {
return Date.UTC(REFERENCE_DATE.getUTCFullYear(), REFERENCE_DATE.getUTCMonth() + offset, 1)
}
/** "Q3 2026" — the quarter every number on the page is measured over. */
export const QUARTER_LABEL = `Q${Math.floor(REFERENCE_DATE.getUTCMonth() / 3) + 1} ${REFERENCE_DATE.getUTCFullYear()}`
const OPEN_STAGES: Deal["stage"][] = ["lead", "qualified", "proposal", "negotiation"]
/** The change from `before` to `now` as a ratio; flat when there was nothing before. */
const change = (now: number, before: number): number => (before === 0 ? 0 : (now - before) / before)
/** Closed-won value for the deals that closed inside a window; a won deal closes on its expected day. */
function wonBetween(from: number, to: number): number {
return db.deals
.all()
.filter((deal) => deal.stage === "won")
.filter((deal) => deal.expectedCloseAt.getTime() >= from && deal.expectedCloseAt.getTime() < to)
.reduce((sum, deal) => sum + deal.amountCents, 0)
}
export type QuarterTarget = {
wonCents: number
targetCents: number
/** Whole percent of the target reached, capped at 100 for the ring. */
percent: number
}
/**
* The quarter's target, set from the quarter itself: a third again over what
* has been won so far, rounded to a round figure — the number a sales lead
* would put on the wall rather than one the seed wrote.
*/
export function quarterTarget(): QuarterTarget {
const wonCents = wonBetween(quarterStart(0), NOW)
const targetCents = Math.round((wonCents * 1.35) / 1000) * 1000
const percent = targetCents === 0 ? 0 : Math.min(100, Math.round((wonCents / targetCents) * 100))
return { wonCents, targetCents, percent }
}
export type CrmStat = {
key: "customers" | "open" | "won"
label: string
value: string
/** Change against the period before, as a ratio. */
delta?: number
description: string
}
/** The three counted headline numbers; the target beside them is `quarterTarget`. */
export function crmStats(): CrmStat[] {
const customers = db.customers.all()
const atLastMonthEnd = customers.filter((customer) => customer.createdAt.getTime() < monthStart(0)).length
const open = db.deals.all().filter((deal) => OPEN_STAGES.includes(deal.stage))
const openValue = open.reduce((sum, deal) => sum + deal.amountCents, 0)
const won = wonBetween(quarterStart(0), NOW)
const wonBefore = wonBetween(quarterStart(-1), quarterStart(0))
return [
{
key: "customers",
label: "Customers",
value: formatNumber(customers.length),
delta: change(customers.length, atLastMonthEnd),
description: "vs last month",
},
{
key: "open",
label: "Open deals",
value: formatNumber(open.length),
description: `${money(openValue)} in play`,
},
{
key: "won",
label: "Won this quarter",
value: money(won),
delta: change(won, wonBefore),
description: "vs last quarter",
},
]
}
export type SourceCount = { source: Lead["source"]; count: number }
/** How many leads each channel brought in, largest first. */
export function leadsBySource(): SourceCount[] {
const counts = new Map<Lead["source"], number>()
for (const lead of db.leads.all()) counts.set(lead.source, (counts.get(lead.source) ?? 0) + 1)
return [...counts.entries()]
.map(([source, count]) => ({ source, count }))
.sort((a, b) => b.count - a.count)
}
export type FollowUp = {
id: string
name: string
company: string
dueAt: Date
/** Whole days from today to the due day; negative when it has slipped past. */
daysUntil: number
overdue: boolean
}
const utcDay = (at: number) => Math.floor(at / DAY)
/** Every lead whose next action falls inside the week, soonest first. */
export function followUps(): FollowUp[] {
return db.leads
.all()
// Unset and null both mean no follow-up; only a Date is one to list.
.filter((lead): lead is Lead & { nextActionAt: Date } => lead.nextActionAt instanceof Date)
.filter((lead) => lead.nextActionAt.getTime() <= NOW + 7 * DAY)
.sort((a, b) => a.nextActionAt.getTime() - b.nextActionAt.getTime())
.map((lead) => ({
id: lead.id,
name: lead.name,
company: lead.company,
dueAt: lead.nextActionAt,
daysUntil: utcDay(lead.nextActionAt.getTime()) - utcDay(NOW),
overdue: lead.nextActionAt.getTime() < NOW,
}))
}
export type PipelineStage = {
stage: Exclude<Deal["stage"], "lost">
count: number
valueCents: number
/** This stage's share of the pipeline's value, as a whole percent. */
share: number
}
const PIPELINE: PipelineStage["stage"][] = ["lead", "qualified", "proposal", "negotiation", "won"]
/** The pipeline stage by stage, lost deals aside — they are not on it any more. */
export function pipeline(): PipelineStage[] {
const deals = db.deals.all().filter((deal) => deal.stage !== "lost")
const total = deals.reduce((sum, deal) => sum + deal.amountCents, 0)
return PIPELINE.map((stage) => {
const rows = deals.filter((deal) => deal.stage === stage)
const valueCents = rows.reduce((sum, deal) => sum + deal.amountCents, 0)
return {
stage,
count: rows.length,
valueCents,
share: total === 0 ? 0 : Math.round((valueCents / total) * 100),
}
})
}
/** One row of the leads table. */
export type LeadRow = Pick<
Lead,
"id" | "name" | "email" | "avatarUrl" | "company" | "source" | "status" | "valueCents" | "createdAt"
>
/** Every lead on the books; the table sorts and pages them itself. */
export function leadRows(): LeadRow[] {
return db.leads
.all()
.map(({ id, name, email, company, source, status, valueCents, createdAt }) => ({
id,
name,
email,
company,
source,
status,
valueCents,
createdAt,
}))
}
/** The line under the title: the quarter, and when the numbers were read. */
export function lastUpdated(): string {
return `${QUARTER_LABEL} to date · synced ${formatDate(REFERENCE_DATE, "medium", { timeZone: "UTC" })}`
}
/** The bell's contents: the newest notifications, unread first in the panel. */
export function shellNotifications() {
return db.notifications
.all()
.sort((a, b) => b.at.getTime() - a.at.getTime())
.slice(0, 6)
.map(({ id, title, description, at, read, href }) => ({ id, title, description, at, read, href }))
}
function ownerRow(): Member {
return db.members.all().find((member) => member.role === "owner") ?? db.members.all()[0]
}
/** The person looking at the page: whoever owns this workspace. */
export function currentUser() {
const owner = ownerRow()
return { name: owner.name, email: owner.email, initials: getInitials(owner.name), avatarUrl: owner.avatarUrl }
}/**
* Whole dollars from minor units: a lead's value is an estimate, and cents
* on it would be false precision. The one formatter both sides of the block
* print with — `data.ts` for the figures the server page hands down, the
* islands for the rows they draw — so it lives beside `data.ts` rather than
* in the vocabulary, which is the browser's, and reaches `db` from neither.
*/
import { formatCurrency } from "@/lib/format"
export const money = (cents: number): string => formatCurrency(cents / 100, "USD", { maximumFractionDigits: 0 })"use server"
import { mockAuthAdapter } from "@/lib/auth-adapter"
import { db, type Result } from "@/lib/sample-data"
/**
* What this page changes on its own. Server actions, so the page can stay a
* server component and still hand its client islands something to call, and
* `Result` so every caller reads one success-or-error shape. Converting a
* lead is not here: the leads page does it too, so it is the dashboard's —
* `convertLead` in `@/lib/dashboards/crm/actions`.
*/
export async function signOut(): Promise<Result<{ signedOut: true }>> {
await mockAuthAdapter.signOut()
return { ok: true, data: { signedOut: true } }
}
const notFound = (id: string): Result<never> => ({
ok: false,
error: { code: "not_found", message: `No lead with id "${id}".` },
})
/**
* Ticks a follow-up off: the lead keeps its stage, and its next action is
* written as `null` — the repository's `update` keeps `undefined` out of a
* patch, so null is how the entity spells "done", and every reader of
* `nextActionAt` takes it for no follow-up.
*/
export async function completeFollowUp(id: string): Promise<Result<{ id: string; name: string }>> {
const lead = await db.leads.get(id)
if (!lead) return notFound(id)
if (!lead.nextActionAt) {
return {
ok: false,
error: { code: "nothing_due", message: `${lead.name} has no follow-up to tick off.` },
}
}
const updated = await db.leads.update(id, { nextActionAt: null })
if (!updated.ok) return updated
return { ok: true, data: { id, name: lead.name } }
}Its page
On its page the card sits among the rest of the dashboard and shares its range and its data with them.
From the CRM dashboard page