feat: implement advanced funnel management with multiple funnels and team assignments
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- Updated DB schema to support multiple funnels (funnels table) and their stages (funnel_stages table).

- Added funnel_id to teams table to link teams to specific funnels.

- Redesigned /admin/funnels page ('Meus Funis') to allow creating multiple funnels, managing their stages, and assigning them to teams.

- Updated Dashboard, UserDetail, and AttendanceDetail to dynamically load the correct funnel based on the selected team or user's assigned team.
This commit is contained in:
Cauê Faleiros
2026-03-13 14:19:52 -03:00
parent 7ab54053db
commit ea8441d4be
7 changed files with 432 additions and 128 deletions

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@@ -570,11 +570,14 @@ apiRouter.get('/funnels', async (req, res) => {
const effectiveTenantId = req.user.role === 'super_admin' ? tenantId : req.user.tenant_id; const effectiveTenantId = req.user.role === 'super_admin' ? tenantId : req.user.tenant_id;
if (!effectiveTenantId || effectiveTenantId === 'all') return res.json([]); if (!effectiveTenantId || effectiveTenantId === 'all') return res.json([]);
const [rows] = await pool.query('SELECT * FROM tenant_funnels WHERE tenant_id = ? ORDER BY order_index ASC', [effectiveTenantId]); const [funnels] = await pool.query('SELECT * FROM funnels WHERE tenant_id = ? ORDER BY created_at ASC', [effectiveTenantId]);
// If no funnels exist for this tenant, seed the default ones // Seed default funnel if none exists
if (rows.length === 0) { if (funnels.length === 0) {
const defaultFunnels = [ const fid = `funnel_${crypto.randomUUID().split('-')[0]}`;
await pool.query('INSERT INTO funnels (id, tenant_id, name) VALUES (?, ?, ?)', [fid, effectiveTenantId, 'Funil Padrão']);
const defaultStages = [
{ name: 'Sem atendimento', color: 'bg-zinc-100 text-zinc-700 border-zinc-200 dark:bg-dark-input dark:text-dark-muted dark:border-dark-border', order: 0 }, { name: 'Sem atendimento', color: 'bg-zinc-100 text-zinc-700 border-zinc-200 dark:bg-dark-input dark:text-dark-muted dark:border-dark-border', order: 0 },
{ name: 'Identificação', color: 'bg-blue-100 text-blue-700 border-blue-200 dark:bg-blue-900/30 dark:text-blue-400 dark:border-blue-800', order: 1 }, { name: 'Identificação', color: 'bg-blue-100 text-blue-700 border-blue-200 dark:bg-blue-900/30 dark:text-blue-400 dark:border-blue-800', order: 1 },
{ name: 'Negociação', color: 'bg-purple-100 text-purple-700 border-purple-200 dark:bg-purple-900/30 dark:text-purple-400 dark:border-purple-800', order: 2 }, { name: 'Negociação', color: 'bg-purple-100 text-purple-700 border-purple-200 dark:bg-purple-900/30 dark:text-purple-400 dark:border-purple-800', order: 2 },
@@ -582,51 +585,61 @@ apiRouter.get('/funnels', async (req, res) => {
{ name: 'Perdidos', color: 'bg-red-100 text-red-700 border-red-200 dark:bg-red-900/30 dark:text-red-400 dark:border-red-800', order: 4 } { name: 'Perdidos', color: 'bg-red-100 text-red-700 border-red-200 dark:bg-red-900/30 dark:text-red-400 dark:border-red-800', order: 4 }
]; ];
for (const f of defaultFunnels) { for (const s of defaultStages) {
const fid = `funnel_${crypto.randomUUID().split('-')[0]}`; const sid = `stage_${crypto.randomUUID().split('-')[0]}`;
await pool.query( await pool.query(
'INSERT INTO tenant_funnels (id, tenant_id, name, color_class, order_index) VALUES (?, ?, ?, ?, ?)', 'INSERT INTO funnel_stages (id, funnel_id, name, color_class, order_index) VALUES (?, ?, ?, ?, ?)',
[fid, effectiveTenantId, f.name, f.color, f.order] [sid, fid, s.name, s.color, s.order]
); );
} }
const [newRows] = await pool.query('SELECT * FROM tenant_funnels WHERE tenant_id = ? ORDER BY order_index ASC', [effectiveTenantId]); // Update all teams of this tenant to use this funnel if they have none
return res.json(newRows); await pool.query('UPDATE teams SET funnel_id = ? WHERE tenant_id = ? AND funnel_id IS NULL', [fid, effectiveTenantId]);
funnels.push({ id: fid, tenant_id: effectiveTenantId, name: 'Funil Padrão' });
} }
res.json(rows); const [stages] = await pool.query('SELECT * FROM funnel_stages WHERE funnel_id IN (?) ORDER BY order_index ASC', [funnels.map(f => f.id)]);
const [teams] = await pool.query('SELECT id, funnel_id FROM teams WHERE tenant_id = ? AND funnel_id IS NOT NULL', [effectiveTenantId]);
const result = funnels.map(f => ({
...f,
stages: stages.filter(s => s.funnel_id === f.id),
teamIds: teams.filter(t => t.funnel_id === f.id).map(t => t.id)
}));
res.json(result);
} catch (error) { } catch (error) {
console.error("GET /funnels error:", error);
res.status(500).json({ error: error.message }); res.status(500).json({ error: error.message });
} }
}); });
apiRouter.post('/funnels', requireRole(['admin', 'owner', 'manager', 'super_admin']), async (req, res) => { apiRouter.post('/funnels', requireRole(['admin', 'owner', 'manager', 'super_admin']), async (req, res) => {
const { name, color_class, order_index, tenantId } = req.body; const { name, tenantId } = req.body;
const effectiveTenantId = req.user.role === 'super_admin' ? tenantId : req.user.tenant_id; const effectiveTenantId = req.user.role === 'super_admin' ? tenantId : req.user.tenant_id;
try { try {
const fid = `funnel_${crypto.randomUUID().split('-')[0]}`; const fid = `funnel_${crypto.randomUUID().split('-')[0]}`;
await pool.query( await pool.query('INSERT INTO funnels (id, tenant_id, name) VALUES (?, ?, ?)', [fid, effectiveTenantId, name]);
'INSERT INTO tenant_funnels (id, tenant_id, name, color_class, order_index) VALUES (?, ?, ?, ?, ?)', res.status(201).json({ id: fid });
[fid, effectiveTenantId, name, color_class, order_index || 0]
);
res.status(201).json({ id: fid, message: 'Etapa do funil criada com sucesso.' });
} catch (error) { } catch (error) {
res.status(500).json({ error: error.message }); res.status(500).json({ error: error.message });
} }
}); });
apiRouter.put('/funnels/:id', requireRole(['admin', 'owner', 'manager', 'super_admin']), async (req, res) => { apiRouter.put('/funnels/:id', requireRole(['admin', 'owner', 'manager', 'super_admin']), async (req, res) => {
const { name, color_class, order_index } = req.body; const { name, teamIds } = req.body;
try { try {
const [existing] = await pool.query('SELECT * FROM tenant_funnels WHERE id = ?', [req.params.id]); if (name) {
if (existing.length === 0) return res.status(404).json({ error: 'Etapa não encontrada' }); await pool.query('UPDATE funnels SET name = ? WHERE id = ?', [name, req.params.id]);
if (req.user.role !== 'super_admin' && existing[0].tenant_id !== req.user.tenant_id) return res.status(403).json({ error: 'Acesso negado' }); }
if (teamIds && Array.isArray(teamIds)) {
await pool.query( await pool.query('UPDATE teams SET funnel_id = NULL WHERE funnel_id = ?', [req.params.id]);
'UPDATE tenant_funnels SET name = ?, color_class = ?, order_index = ? WHERE id = ?', if (teamIds.length > 0) {
[name || existing[0].name, color_class || existing[0].color_class, order_index !== undefined ? order_index : existing[0].order_index, req.params.id] await pool.query('UPDATE teams SET funnel_id = ? WHERE id IN (?)', [req.params.id, teamIds]);
); }
res.json({ message: 'Etapa do funil atualizada.' }); }
res.json({ message: 'Funnel updated.' });
} catch (error) { } catch (error) {
res.status(500).json({ error: error.message }); res.status(500).json({ error: error.message });
} }
@@ -634,12 +647,49 @@ apiRouter.put('/funnels/:id', requireRole(['admin', 'owner', 'manager', 'super_a
apiRouter.delete('/funnels/:id', requireRole(['admin', 'owner', 'manager', 'super_admin']), async (req, res) => { apiRouter.delete('/funnels/:id', requireRole(['admin', 'owner', 'manager', 'super_admin']), async (req, res) => {
try { try {
const [existing] = await pool.query('SELECT * FROM tenant_funnels WHERE id = ?', [req.params.id]); await pool.query('DELETE FROM funnel_stages WHERE funnel_id = ?', [req.params.id]);
if (existing.length === 0) return res.status(404).json({ error: 'Etapa não encontrada' }); await pool.query('UPDATE teams SET funnel_id = NULL WHERE funnel_id = ?', [req.params.id]);
if (req.user.role !== 'super_admin' && existing[0].tenant_id !== req.user.tenant_id) return res.status(403).json({ error: 'Acesso negado' }); await pool.query('DELETE FROM funnels WHERE id = ?', [req.params.id]);
res.json({ message: 'Funnel deleted.' });
} catch (error) {
res.status(500).json({ error: error.message });
}
});
await pool.query('DELETE FROM tenant_funnels WHERE id = ?', [req.params.id]); apiRouter.post('/funnels/:id/stages', requireRole(['admin', 'owner', 'manager', 'super_admin']), async (req, res) => {
res.json({ message: 'Etapa do funil excluída.' }); const { name, color_class, order_index } = req.body;
try {
const sid = `stage_${crypto.randomUUID().split('-')[0]}`;
await pool.query(
'INSERT INTO funnel_stages (id, funnel_id, name, color_class, order_index) VALUES (?, ?, ?, ?, ?)',
[sid, req.params.id, name, color_class, order_index || 0]
);
res.status(201).json({ id: sid });
} catch (error) {
res.status(500).json({ error: error.message });
}
});
apiRouter.put('/funnel_stages/:id', requireRole(['admin', 'owner', 'manager', 'super_admin']), async (req, res) => {
const { name, color_class, order_index } = req.body;
try {
const [existing] = await pool.query('SELECT * FROM funnel_stages WHERE id = ?', [req.params.id]);
if (existing.length === 0) return res.status(404).json({ error: 'Stage not found' });
await pool.query(
'UPDATE funnel_stages SET name = ?, color_class = ?, order_index = ? WHERE id = ?',
[name || existing[0].name, color_class || existing[0].color_class, order_index !== undefined ? order_index : existing[0].order_index, req.params.id]
);
res.json({ message: 'Stage updated.' });
} catch (error) {
res.status(500).json({ error: error.message });
}
});
apiRouter.delete('/funnel_stages/:id', requireRole(['admin', 'owner', 'manager', 'super_admin']), async (req, res) => {
try {
await pool.query('DELETE FROM funnel_stages WHERE id = ?', [req.params.id]);
res.json({ message: 'Stage deleted.' });
} catch (error) { } catch (error) {
res.status(500).json({ error: error.message }); res.status(500).json({ error: error.message });
} }
@@ -1043,20 +1093,39 @@ const provisionSuperAdmin = async (retries = 10, delay = 10000) => {
console.log('Schema update note (funnel_stage):', err.message); console.log('Schema update note (funnel_stage):', err.message);
} }
// Create tenant_funnels table // Create funnels table
await connection.query(` await connection.query(`
CREATE TABLE IF NOT EXISTS tenant_funnels ( CREATE TABLE IF NOT EXISTS funnels (
id varchar(36) NOT NULL, id varchar(36) NOT NULL,
tenant_id varchar(36) NOT NULL, tenant_id varchar(36) NOT NULL,
name varchar(255) NOT NULL, name varchar(255) NOT NULL,
color_class varchar(255) DEFAULT 'bg-zinc-100 text-zinc-800 border-zinc-200',
order_index int DEFAULT 0,
created_at timestamp NULL DEFAULT CURRENT_TIMESTAMP, created_at timestamp NULL DEFAULT CURRENT_TIMESTAMP,
PRIMARY KEY (id), PRIMARY KEY (id),
KEY tenant_id (tenant_id) KEY tenant_id (tenant_id)
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci; ) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci;
`); `);
// Create funnel_stages table
await connection.query(`
CREATE TABLE IF NOT EXISTS funnel_stages (
id varchar(36) NOT NULL,
funnel_id varchar(36) NOT NULL,
name varchar(255) NOT NULL,
color_class varchar(255) DEFAULT 'bg-zinc-100 text-zinc-800 border-zinc-200',
order_index int DEFAULT 0,
created_at timestamp NULL DEFAULT CURRENT_TIMESTAMP,
PRIMARY KEY (id),
KEY funnel_id (funnel_id)
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci;
`);
// Add funnel_id to teams
try {
await connection.query("ALTER TABLE teams ADD COLUMN funnel_id VARCHAR(36) DEFAULT NULL");
} catch (err) {
if (err.code !== 'ER_DUP_FIELDNAME') console.log('Schema update note (teams.funnel_id):', err.message);
}
connection.release(); connection.release();
// Ensure system tenant exists // Ensure system tenant exists
await pool.query('INSERT IGNORE INTO tenants (id, name, slug, admin_email, status) VALUES (?, ?, ?, ?, ?)', ['system', 'System Admin', 'system', email, 'active']); await pool.query('INSERT IGNORE INTO tenants (id, name, slug, admin_email, status) VALUES (?, ?, ?, ?, ?)', ['system', 'System Admin', 'system', email, 'active']);

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@@ -17,17 +17,25 @@ export const AttendanceDetail: React.FC = () => {
setLoading(true); setLoading(true);
try { try {
const tenantId = localStorage.getItem('ctms_tenant_id') || ''; const tenantId = localStorage.getItem('ctms_tenant_id') || '';
const [att, fDefs] = await Promise.all([ const [att, fetchedFunnels] = await Promise.all([
getAttendanceById(id), getAttendanceById(id),
getFunnels(tenantId) getFunnels(tenantId)
]); ]);
setData(att); setData(att);
setFunnelDefs(fDefs);
if (att) { if (att) {
const u = await getUserById(att.user_id); const u = await getUserById(att.user_id);
setAgent(u); setAgent(u);
// Determine which funnel was used based on the agent's team
const targetTeamId = u?.team_id || null;
let activeFunnel = fetchedFunnels[0];
if (targetTeamId) {
const matchedFunnel = fetchedFunnels.find(f => f.teamIds?.includes(targetTeamId));
if (matchedFunnel) activeFunnel = matchedFunnel;
}
setFunnelDefs(activeFunnel && activeFunnel.stages ? activeFunnel.stages : []);
} }
} catch (error) { } catch (error) {
console.error("Error loading details", error); console.error("Error loading details", error);

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@@ -70,8 +70,18 @@ export const Dashboard: React.FC = () => {
setData(fetchedData); setData(fetchedData);
setPrevData(prevFetchedData); setPrevData(prevFetchedData);
setTeams(fetchedTeams); setTeams(fetchedTeams);
setFunnelDefs(fetchedFunnels.sort((a, b) => a.order_index - b.order_index));
if (me) setCurrentUser(me); if (me) setCurrentUser(me);
// Determine which funnel to display
const targetTeamId = filters.teamId !== 'all' ? filters.teamId : (me?.team_id || null);
let activeFunnel = fetchedFunnels[0]; // fallback to first/default
if (targetTeamId) {
const matchedFunnel = fetchedFunnels.find(f => f.teamIds?.includes(targetTeamId));
if (matchedFunnel) activeFunnel = matchedFunnel;
}
setFunnelDefs(activeFunnel && activeFunnel.stages ? activeFunnel.stages.sort((a: any, b: any) => a.order_index - b.order_index) : []);
} catch (error) { } catch (error) {
console.error("Error loading dashboard data:", error); console.error("Error loading dashboard data:", error);
} finally { } finally {

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@@ -1,16 +1,23 @@
import React, { useState, useEffect } from 'react'; import React, { useState, useEffect } from 'react';
import { Layers, Plus, Edit, Trash2, ChevronUp, ChevronDown, Loader2, X, CheckCircle2 } from 'lucide-react'; import { Layers, Plus, Edit, Trash2, ChevronUp, ChevronDown, Loader2, X, Users } from 'lucide-react';
import { getFunnels, createFunnel, updateFunnel, deleteFunnel } from '../services/dataService'; import { getFunnels, createFunnel, updateFunnel, deleteFunnel, createFunnelStage, updateFunnelStage, deleteFunnelStage, getTeams } from '../services/dataService';
import { FunnelStageDef } from '../types'; import { FunnelDef, FunnelStageDef } from '../types';
export const Funnels: React.FC = () => { export const Funnels: React.FC = () => {
const [funnels, setFunnels] = useState<FunnelStageDef[]>([]); const [funnels, setFunnels] = useState<FunnelDef[]>([]);
const [teams, setTeams] = useState<any[]>([]);
const [selectedFunnelId, setSelectedFunnelId] = useState<string | null>(null);
const [loading, setLoading] = useState(true); const [loading, setLoading] = useState(true);
const [isModalOpen, setIsModalOpen] = useState(false); const [isModalOpen, setIsModalOpen] = useState(false);
const [editingFunnel, setEditingFunnel] = useState<FunnelStageDef | null>(null); const [editingStage, setEditingStage] = useState<FunnelStageDef | null>(null);
const [formData, setFormData] = useState({ name: '', color_class: '' }); const [formData, setFormData] = useState({ name: '', color_class: '' });
const [isSaving, setIsSaving] = useState(false); const [isSaving, setIsSaving] = useState(false);
// Funnel creation state
const [isFunnelModalOpen, setIsFunnelModalOpen] = useState(false);
const [funnelName, setFunnelName] = useState('');
const tenantId = localStorage.getItem('ctms_tenant_id') || ''; const tenantId = localStorage.getItem('ctms_tenant_id') || '';
const PRESET_COLORS = [ const PRESET_COLORS = [
@@ -22,28 +29,84 @@ export const Funnels: React.FC = () => {
{ label: 'Vermelho (Perda)', value: 'bg-red-100 text-red-700 border-red-200 dark:bg-red-900/30 dark:text-red-400 dark:border-red-800' }, { label: 'Vermelho (Perda)', value: 'bg-red-100 text-red-700 border-red-200 dark:bg-red-900/30 dark:text-red-400 dark:border-red-800' },
]; ];
const loadFunnels = async () => { const loadData = async () => {
setLoading(true); setLoading(true);
const data = await getFunnels(tenantId); const [fetchedFunnels, fetchedTeams] = await Promise.all([
setFunnels(data.sort((a, b) => a.order_index - b.order_index)); getFunnels(tenantId),
getTeams(tenantId)
]);
setFunnels(fetchedFunnels);
setTeams(fetchedTeams);
if (!selectedFunnelId && fetchedFunnels.length > 0) {
setSelectedFunnelId(fetchedFunnels[0].id);
}
setLoading(false); setLoading(false);
}; };
useEffect(() => { useEffect(() => {
loadFunnels(); loadData();
}, [tenantId]); }, [tenantId]);
const handleSave = async (e: React.FormEvent) => { const selectedFunnel = funnels.find(f => f.id === selectedFunnelId);
// --- Funnel Handlers ---
const handleCreateFunnel = async (e: React.FormEvent) => {
e.preventDefault(); e.preventDefault();
setIsSaving(true); setIsSaving(true);
try { try {
if (editingFunnel) { const res = await createFunnel({ name: funnelName, tenantId });
await updateFunnel(editingFunnel.id, formData); setSelectedFunnelId(res.id);
setIsFunnelModalOpen(false);
setFunnelName('');
loadData();
} catch (err) {
alert("Erro ao criar funil.");
} finally {
setIsSaving(false);
}
};
const handleDeleteFunnel = async (id: string) => {
if (funnels.length <= 1) {
alert("Você precisa ter pelo menos um funil ativo.");
return;
}
if (confirm('Tem certeza que deseja excluir este funil e todas as suas etapas?')) {
await deleteFunnel(id);
setSelectedFunnelId(null);
loadData();
}
};
const handleToggleTeam = async (teamId: string) => {
if (!selectedFunnel) return;
const currentTeamIds = selectedFunnel.teamIds || [];
const newTeamIds = currentTeamIds.includes(teamId)
? currentTeamIds.filter(id => id !== teamId)
: [...currentTeamIds, teamId];
// Optimistic
const newFunnels = [...funnels];
const idx = newFunnels.findIndex(f => f.id === selectedFunnel.id);
newFunnels[idx].teamIds = newTeamIds;
setFunnels(newFunnels);
await updateFunnel(selectedFunnel.id, { teamIds: newTeamIds });
};
// --- Stage Handlers ---
const handleSaveStage = async (e: React.FormEvent) => {
e.preventDefault();
if (!selectedFunnel) return;
setIsSaving(true);
try {
if (editingStage) {
await updateFunnelStage(editingStage.id, formData);
} else { } else {
await createFunnel({ ...formData, tenantId, order_index: funnels.length }); await createFunnelStage(selectedFunnel.id, { ...formData, order_index: selectedFunnel.stages.length });
} }
setIsModalOpen(false); setIsModalOpen(false);
loadFunnels(); loadData();
} catch (err) { } catch (err) {
alert("Erro ao salvar etapa."); alert("Erro ao salvar etapa.");
} finally { } finally {
@@ -51,110 +114,209 @@ export const Funnels: React.FC = () => {
} }
}; };
const handleDelete = async (id: string) => { const handleDeleteStage = async (id: string) => {
if (confirm('Tem certeza que deseja excluir esta etapa?')) { if (confirm('Tem certeza que deseja excluir esta etapa?')) {
await deleteFunnel(id); await deleteFunnelStage(id);
loadFunnels(); loadData();
} }
}; };
const handleMove = async (index: number, direction: 'up' | 'down') => { const handleMoveStage = async (index: number, direction: 'up' | 'down') => {
if (!selectedFunnel) return;
const stages = selectedFunnel.stages;
if (direction === 'up' && index === 0) return; if (direction === 'up' && index === 0) return;
if (direction === 'down' && index === funnels.length - 1) return; if (direction === 'down' && index === stages.length - 1) return;
const newIndex = direction === 'up' ? index - 1 : index + 1; const newIndex = direction === 'up' ? index - 1 : index + 1;
const newFunnels = [...funnels];
// Swap order_index const tempOrder = stages[index].order_index;
const tempOrder = newFunnels[index].order_index; stages[index].order_index = stages[newIndex].order_index;
newFunnels[index].order_index = newFunnels[newIndex].order_index; stages[newIndex].order_index = tempOrder;
newFunnels[newIndex].order_index = tempOrder;
// Optimistic UI update setFunnels([...funnels]); // trigger re-render
setFunnels(newFunnels.sort((a, b) => a.order_index - b.order_index));
// Persist to backend
await Promise.all([ await Promise.all([
updateFunnel(newFunnels[index].id, { order_index: newFunnels[index].order_index }), updateFunnelStage(stages[index].id, { order_index: stages[index].order_index }),
updateFunnel(newFunnels[newIndex].id, { order_index: newFunnels[newIndex].order_index }) updateFunnelStage(stages[newIndex].id, { order_index: stages[newIndex].order_index })
]); ]);
}; };
const openModal = (funnel?: FunnelStageDef) => { const openStageModal = (stage?: FunnelStageDef) => {
if (funnel) { if (stage) {
setEditingFunnel(funnel); setEditingStage(stage);
setFormData({ name: funnel.name, color_class: funnel.color_class }); setFormData({ name: stage.name, color_class: stage.color_class });
} else { } else {
setEditingFunnel(null); setEditingStage(null);
setFormData({ name: '', color_class: PRESET_COLORS[0].value }); setFormData({ name: '', color_class: PRESET_COLORS[0].value });
} }
setIsModalOpen(true); setIsModalOpen(true);
}; };
if (loading) return <div className="p-12 flex justify-center"><Loader2 className="animate-spin text-zinc-400" size={32} /></div>; if (loading && funnels.length === 0) return <div className="p-12 flex justify-center"><Loader2 className="animate-spin text-zinc-400" size={32} /></div>;
return ( return (
<div className="max-w-4xl mx-auto space-y-6 pb-12 transition-colors duration-300"> <div className="max-w-6xl mx-auto space-y-6 pb-12 transition-colors duration-300 flex flex-col md:flex-row gap-8">
<div className="flex flex-col sm:flex-row justify-between items-start sm:items-center gap-4">
<div> {/* Sidebar: Funnels List */}
<h1 className="text-2xl font-bold text-zinc-900 dark:text-zinc-50 tracking-tight">Personalizar Funil</h1> <div className="w-full md:w-64 shrink-0 space-y-4">
<p className="text-zinc-500 dark:text-zinc-400 text-sm">Crie, edite e reordene as etapas do funil de vendas da sua organização.</p> <div className="flex items-center justify-between">
</div> <h2 className="text-lg font-bold text-zinc-900 dark:text-zinc-50">Meus Funis</h2>
<button onClick={() => openModal()} className="bg-zinc-900 dark:bg-brand-yellow text-white dark:text-zinc-950 px-4 py-2 rounded-lg flex items-center gap-2 text-sm font-bold shadow-sm hover:opacity-90 transition-all shrink-0"> <button onClick={() => setIsFunnelModalOpen(true)} className="p-1.5 bg-zinc-100 dark:bg-dark-bg text-zinc-600 dark:text-dark-muted rounded-lg hover:bg-zinc-200 dark:hover:bg-dark-border transition-colors">
<Plus size={16} /> Nova Etapa <Plus size={16} />
</button> </button>
</div>
<div className="bg-white dark:bg-dark-card rounded-2xl border border-zinc-200 dark:border-dark-border shadow-sm overflow-hidden">
<div className="px-6 py-4 border-b border-zinc-100 dark:border-dark-border bg-zinc-50/50 dark:bg-dark-bg/50">
<h3 className="font-bold text-zinc-900 dark:text-zinc-50 flex items-center gap-2">
<Layers className="text-brand-yellow" size={18} /> Etapas do Funil
</h3>
</div> </div>
<div className="divide-y divide-zinc-100 dark:divide-dark-border"> <div className="flex flex-col gap-2">
{funnels.map((f, index) => ( {funnels.map(f => (
<div key={f.id} className="p-4 flex items-center justify-between group hover:bg-zinc-50 dark:hover:bg-dark-bg transition-colors"> <button
<div className="flex items-center gap-4"> key={f.id}
<div className="flex flex-col gap-1"> onClick={() => setSelectedFunnelId(f.id)}
<button onClick={() => handleMove(index, 'up')} disabled={index === 0} className="p-1 text-zinc-300 hover:text-zinc-900 dark:hover:text-white disabled:opacity-30 transition-colors"> className={`text-left px-4 py-3 rounded-xl text-sm font-medium transition-all ${selectedFunnelId === f.id ? 'bg-zinc-900 dark:bg-brand-yellow text-white dark:text-zinc-950 shadow-md' : 'bg-white dark:bg-dark-card text-zinc-600 dark:text-zinc-400 hover:bg-zinc-50 dark:hover:bg-dark-bg border border-zinc-200 dark:border-dark-border'}`}
<ChevronUp size={16} /> >
</button> <div className="flex justify-between items-center">
<button onClick={() => handleMove(index, 'down')} disabled={index === funnels.length - 1} className="p-1 text-zinc-300 hover:text-zinc-900 dark:hover:text-white disabled:opacity-30 transition-colors"> <span>{f.name}</span>
<ChevronDown size={16} /> <span className={`text-[10px] px-1.5 py-0.5 rounded-full ${selectedFunnelId === f.id ? 'bg-white/20 dark:bg-black/20' : 'bg-zinc-100 dark:bg-dark-bg'}`}>{f.stages?.length || 0}</span>
</button>
</div>
<div>
<span className={`px-3 py-1 rounded-full text-xs font-bold uppercase tracking-wide border ${f.color_class}`}>
{f.name}
</span>
</div>
</div> </div>
</button>
<div className="flex gap-2">
<button onClick={() => openModal(f)} className="p-2 text-zinc-400 hover:text-brand-yellow hover:bg-zinc-100 dark:hover:bg-dark-input rounded-lg transition-colors">
<Edit size={16} />
</button>
<button onClick={() => handleDelete(f.id)} className="p-2 text-zinc-400 hover:text-red-600 hover:bg-red-50 dark:hover:bg-red-900/30 rounded-lg transition-colors">
<Trash2 size={16} />
</button>
</div>
</div>
))} ))}
{funnels.length === 0 && (
<div className="p-8 text-center text-zinc-500 dark:text-dark-muted">Nenhuma etapa configurada.</div>
)}
</div> </div>
</div> </div>
{/* Main Content: Selected Funnel Details */}
<div className="flex-1 space-y-6">
{selectedFunnel ? (
<>
<div className="flex flex-col sm:flex-row justify-between items-start sm:items-center gap-4 border-b border-zinc-200 dark:border-dark-border pb-6">
<div>
<h1 className="text-2xl font-bold text-zinc-900 dark:text-zinc-50 tracking-tight">{selectedFunnel.name}</h1>
<p className="text-zinc-500 dark:text-zinc-400 text-sm">Gerencie as etapas deste funil e quais times o utilizam.</p>
</div>
<button onClick={() => handleDeleteFunnel(selectedFunnel.id)} className="text-red-500 hover:text-red-700 bg-red-50 dark:bg-red-900/20 px-3 py-2 rounded-lg text-sm font-semibold transition-colors flex items-center gap-2">
<Trash2 size={16} /> Excluir Funil
</button>
</div>
{/* Teams Assignment */}
<div className="bg-white dark:bg-dark-card rounded-2xl border border-zinc-200 dark:border-dark-border shadow-sm overflow-hidden">
<div className="px-6 py-4 border-b border-zinc-100 dark:border-dark-border bg-zinc-50/50 dark:bg-dark-bg/50">
<h3 className="font-bold text-zinc-900 dark:text-zinc-50 flex items-center gap-2">
<Users className="text-brand-yellow" size={18} /> Times Atribuídos
</h3>
</div>
<div className="p-6">
{teams.length === 0 ? (
<p className="text-sm text-zinc-500">Nenhum time cadastrado na organização.</p>
) : (
<div className="flex flex-wrap gap-3">
{teams.map(t => {
const isAssigned = selectedFunnel.teamIds?.includes(t.id);
return (
<button
key={t.id}
onClick={() => handleToggleTeam(t.id)}
className={`px-3 py-1.5 rounded-lg text-sm font-medium border transition-all ${isAssigned ? 'bg-brand-yellow/10 border-brand-yellow text-zinc-900 dark:text-zinc-100' : 'bg-white dark:bg-dark-input border-zinc-200 dark:border-dark-border text-zinc-500 dark:text-zinc-400 hover:border-zinc-300 dark:hover:border-zinc-700'}`}
>
{t.name}
</button>
);
})}
</div>
)}
<p className="text-xs text-zinc-400 mt-4">Times não atribuídos a um funil específico usarão o Funil Padrão.</p>
</div>
</div>
{/* Stages */}
<div className="bg-white dark:bg-dark-card rounded-2xl border border-zinc-200 dark:border-dark-border shadow-sm overflow-hidden">
<div className="px-6 py-4 border-b border-zinc-100 dark:border-dark-border bg-zinc-50/50 dark:bg-dark-bg/50 flex justify-between items-center">
<h3 className="font-bold text-zinc-900 dark:text-zinc-50 flex items-center gap-2">
<Layers className="text-brand-yellow" size={18} /> Etapas do Funil
</h3>
<button onClick={() => openStageModal()} className="text-sm font-bold text-brand-yellow hover:underline flex items-center gap-1">
<Plus size={16} /> Nova Etapa
</button>
</div>
<div className="divide-y divide-zinc-100 dark:divide-dark-border">
{selectedFunnel.stages?.sort((a,b) => a.order_index - b.order_index).map((f, index) => (
<div key={f.id} className="p-4 flex items-center justify-between group hover:bg-zinc-50 dark:hover:bg-dark-bg transition-colors">
<div className="flex items-center gap-4">
<div className="flex flex-col gap-1">
<button onClick={() => handleMoveStage(index, 'up')} disabled={index === 0} className="p-1 text-zinc-300 hover:text-zinc-900 dark:hover:text-white disabled:opacity-30 transition-colors">
<ChevronUp size={16} />
</button>
<button onClick={() => handleMoveStage(index, 'down')} disabled={index === selectedFunnel.stages.length - 1} className="p-1 text-zinc-300 hover:text-zinc-900 dark:hover:text-white disabled:opacity-30 transition-colors">
<ChevronDown size={16} />
</button>
</div>
<div>
<span className={`px-3 py-1 rounded-full text-xs font-bold uppercase tracking-wide border ${f.color_class}`}>
{f.name}
</span>
</div>
</div>
<div className="flex gap-2">
<button onClick={() => openStageModal(f)} className="p-2 text-zinc-400 hover:text-brand-yellow hover:bg-zinc-100 dark:hover:bg-dark-input rounded-lg transition-colors">
<Edit size={16} />
</button>
<button onClick={() => handleDeleteStage(f.id)} className="p-2 text-zinc-400 hover:text-red-600 hover:bg-red-50 dark:hover:bg-red-900/30 rounded-lg transition-colors">
<Trash2 size={16} />
</button>
</div>
</div>
))}
{(!selectedFunnel.stages || selectedFunnel.stages.length === 0) && (
<div className="p-8 text-center text-zinc-500 dark:text-dark-muted">Nenhuma etapa configurada neste funil.</div>
)}
</div>
</div>
</>
) : (
<div className="p-12 text-center text-zinc-500">Selecione ou crie um funil.</div>
)}
</div>
{/* Funnel Creation Modal */}
{isFunnelModalOpen && (
<div className="fixed inset-0 z-50 flex items-center justify-center p-4 bg-zinc-950/80 backdrop-blur-sm">
<div className="bg-white dark:bg-dark-card rounded-xl shadow-xl w-full max-w-sm overflow-hidden animate-in fade-in zoom-in duration-200">
<div className="px-6 py-4 border-b border-zinc-100 dark:border-dark-border flex justify-between items-center bg-zinc-50/50 dark:bg-dark-bg/50">
<h3 className="font-bold text-zinc-900 dark:text-zinc-50">Novo Funil</h3>
<button onClick={() => setIsFunnelModalOpen(false)} className="text-zinc-400 hover:text-zinc-600 dark:hover:text-zinc-300"><X size={20} /></button>
</div>
<form onSubmit={handleCreateFunnel} className="p-6 space-y-4">
<div>
<label className="text-xs font-bold text-zinc-500 dark:text-dark-muted uppercase mb-1 block">Nome do Funil</label>
<input
type="text"
value={funnelName}
onChange={e => setFunnelName(e.target.value)}
placeholder="Ex: Vendas B2B"
className="w-full bg-white dark:bg-dark-input border border-zinc-200 dark:border-dark-border p-3 rounded-lg text-sm text-zinc-900 dark:text-zinc-100 focus:ring-2 focus:ring-brand-yellow/20 outline-none transition-all"
required
/>
</div>
<div className="pt-4 flex justify-end gap-3 mt-6 border-t border-zinc-100 dark:border-dark-border pt-6">
<button type="button" onClick={() => setIsFunnelModalOpen(false)} className="px-4 py-2 text-zinc-600 dark:text-zinc-400 hover:bg-zinc-100 dark:hover:bg-dark-border rounded-lg text-sm font-medium transition-colors">Cancelar</button>
<button type="submit" disabled={isSaving || !funnelName.trim()} className="px-6 py-2 bg-zinc-900 dark:bg-brand-yellow text-white dark:text-zinc-950 rounded-lg text-sm font-bold flex items-center gap-2 hover:opacity-90 transition-all shadow-sm disabled:opacity-70">
{isSaving ? <Loader2 className="animate-spin" size={16} /> : 'Criar Funil'}
</button>
</div>
</form>
</div>
</div>
)}
{/* Stage Modal */}
{isModalOpen && ( {isModalOpen && (
<div className="fixed inset-0 z-50 flex items-center justify-center p-4 bg-zinc-950/80 backdrop-blur-sm"> <div className="fixed inset-0 z-50 flex items-center justify-center p-4 bg-zinc-950/80 backdrop-blur-sm">
<div className="bg-white dark:bg-dark-card rounded-xl shadow-xl w-full max-w-md overflow-hidden animate-in fade-in zoom-in duration-200"> <div className="bg-white dark:bg-dark-card rounded-xl shadow-xl w-full max-w-md overflow-hidden animate-in fade-in zoom-in duration-200">
<div className="px-6 py-4 border-b border-zinc-100 dark:border-dark-border flex justify-between items-center bg-zinc-50/50 dark:bg-dark-bg/50"> <div className="px-6 py-4 border-b border-zinc-100 dark:border-dark-border flex justify-between items-center bg-zinc-50/50 dark:bg-dark-bg/50">
<h3 className="font-bold text-zinc-900 dark:text-zinc-50">{editingFunnel ? 'Editar Etapa' : 'Nova Etapa'}</h3> <h3 className="font-bold text-zinc-900 dark:text-zinc-50">{editingStage ? 'Editar Etapa' : 'Nova Etapa'}</h3>
<button onClick={() => setIsModalOpen(false)} className="text-zinc-400 hover:text-zinc-600 dark:hover:text-zinc-300"><X size={20} /></button> <button onClick={() => setIsModalOpen(false)} className="text-zinc-400 hover:text-zinc-600 dark:hover:text-zinc-300"><X size={20} /></button>
</div> </div>
<form onSubmit={handleSave} className="p-6 space-y-4"> <form onSubmit={handleSaveStage} className="p-6 space-y-4">
<div> <div>
<label className="text-xs font-bold text-zinc-500 dark:text-dark-muted uppercase mb-1 block">Nome da Etapa</label> <label className="text-xs font-bold text-zinc-500 dark:text-dark-muted uppercase mb-1 block">Nome da Etapa</label>
<input <input

View File

@@ -32,7 +32,7 @@ export const UserDetail: React.FC = () => {
setUser(u); setUser(u);
if (u && tenantId) { if (u && tenantId) {
const [data, funnels] = await Promise.all([ const [data, fetchedFunnels] = await Promise.all([
getAttendances(tenantId, { getAttendances(tenantId, {
...filters, ...filters,
userId: id userId: id
@@ -40,7 +40,14 @@ export const UserDetail: React.FC = () => {
getFunnels(tenantId) getFunnels(tenantId)
]); ]);
setAttendances(data); setAttendances(data);
setFunnelDefs(funnels);
const targetTeamId = u.team_id || null;
let activeFunnel = fetchedFunnels[0];
if (targetTeamId) {
const matchedFunnel = fetchedFunnels.find(f => f.teamIds?.includes(targetTeamId));
if (matchedFunnel) activeFunnel = matchedFunnel;
}
setFunnelDefs(activeFunnel && activeFunnel.stages ? activeFunnel.stages.sort((a: any, b: any) => a.order_index - b.order_index) : []);
} }
} catch (error) { } catch (error) {
console.error("Error loading user details", error); console.error("Error loading user details", error);

View File

@@ -96,7 +96,7 @@ export const getFunnels = async (tenantId: string): Promise<any[]> => {
} }
}; };
export const createFunnel = async (data: any): Promise<any> => { export const createFunnel = async (data: { name: string, tenantId: string }): Promise<any> => {
const response = await fetch(`${API_URL}/funnels`, { const response = await fetch(`${API_URL}/funnels`, {
method: 'POST', method: 'POST',
headers: getHeaders(), headers: getHeaders(),
@@ -109,7 +109,7 @@ export const createFunnel = async (data: any): Promise<any> => {
return await response.json(); return await response.json();
}; };
export const updateFunnel = async (id: string, data: any): Promise<boolean> => { export const updateFunnel = async (id: string, data: { name?: string, teamIds?: string[] }): Promise<boolean> => {
try { try {
const response = await fetch(`${API_URL}/funnels/${id}`, { const response = await fetch(`${API_URL}/funnels/${id}`, {
method: 'PUT', method: 'PUT',
@@ -136,6 +136,46 @@ export const deleteFunnel = async (id: string): Promise<boolean> => {
} }
}; };
export const createFunnelStage = async (funnelId: string, data: any): Promise<any> => {
const response = await fetch(`${API_URL}/funnels/${funnelId}/stages`, {
method: 'POST',
headers: getHeaders(),
body: JSON.stringify(data)
});
if (!response.ok) {
const error = await response.json();
throw new Error(error.error || 'Erro ao criar etapa');
}
return await response.json();
};
export const updateFunnelStage = async (id: string, data: any): Promise<boolean> => {
try {
const response = await fetch(`${API_URL}/funnel_stages/${id}`, {
method: 'PUT',
headers: getHeaders(),
body: JSON.stringify(data)
});
return response.ok;
} catch (error) {
console.error("API Error (updateFunnelStage):", error);
return false;
}
};
export const deleteFunnelStage = async (id: string): Promise<boolean> => {
try {
const response = await fetch(`${API_URL}/funnel_stages/${id}`, {
method: 'DELETE',
headers: getHeaders()
});
return response.ok;
} catch (error) {
console.error("API Error (deleteFunnelStage):", error);
return false;
}
};
export const searchGlobal = async (query: string): Promise<{ members: User[], teams: any[], attendances: any[], organizations?: any[] }> => { export const searchGlobal = async (query: string): Promise<{ members: User[], teams: any[], attendances: any[], organizations?: any[] }> => {
try { try {
const response = await fetch(`${API_URL}/search?q=${encodeURIComponent(query)}`, { const response = await fetch(`${API_URL}/search?q=${encodeURIComponent(query)}`, {

View File

@@ -9,12 +9,20 @@ export enum FunnelStage {
export interface FunnelStageDef { export interface FunnelStageDef {
id: string; id: string;
tenant_id: string; funnel_id: string;
name: string; name: string;
color_class: string; color_class: string;
order_index: number; order_index: number;
} }
export interface FunnelDef {
id: string;
tenant_id: string;
name: string;
stages: FunnelStageDef[];
teamIds: string[];
}
export interface User { export interface User {
id: string; id: string;
tenant_id: string; tenant_id: string;