https://incommand.ai/assets/PracticeManagement-25wihBhb.js

1import{j as e}from"./vendor-radix-BnNg3BH5.js";import{r as d,i as Ke,d as Qe}from"./vendor-react-67mgcWXU.js";import{C as w,a as S,b as C,d as P}from"./card-DpKBVi42.js";import{s as N,q as I,D as $e,e as Ae,f as Ee,g as De,v as re,I as fe,w as Me,x as ze,y as ke,z as Te,A as Y,G as Ue,B as $,b as _e,ab as We,U as Xe,V as Je,W as J,Y as Z}from"./index-Epr9psQo.js";import{B as z}from"./badge-Cl7apleB.js";import{S as q}from"./skeleton-CXDkv5zX.js";import{u as Ze}from"./usePracticeLeadership-ClHdx9at.js";import{a as es}from"./formatLabel-C4RR0vUw.js";import{S as Ge}from"./settings-CFzYyjTl.js";import{P as Fe}from"./percent-De53lZjx.js";import{D as ce}from"./dollar-sign-CC-jyV1q.js";import{C as Ie}from"./clock-BYWbH6MV.js";import{C as pe}from"./checkbox-CaPhqoy3.js";import{S as ve}from"./scroll-area-OnGFamwr.js";import{U as ee}from"./users-uAR6_Qvs.js";import{U as Le}from"./user-plus-Cz5haDJC.js";import{U as ss}from"./user-minus-qCg8sxPr.js";import{F as Ne}from"./folder-kanban-C52eeuLF.js";import{B as ye}from"./building-2-DODpaxwc.js";import{M as G}from"./metric-DK0Tcl4m.js";import{P as le}from"./progress-OXAVVpg3.js";import{s as Ve}from"./startOfMonth-DSkvSDwv.js";import{f as ne}from"./format-Bw8okCdv.js";import{s as ts}from"./subMonths-Cf3G1AKu.js";import{e as as}from"./endOfMonth-BJH_LSY0.js";import{T as de}from"./trending-up-CXZcoU_y.js";import{T as rs}from"./target-CyHaUH9t.js";import{R as ns,A as is,C as ls,X as cs,Y as ds,T as os,L as ms,e as qe}from"./vendor-charts-Dck3qfzI.js";import{T as us}from"./trending-down-CFwiQb3W.js";import{C as xs}from"./crown-BKEU7eeR.js";import{L as hs}from"./layout-dashboard-C8KK_nWn.js";import{P as ge}from"./plus-DRTmwF2W.js";import"./vendor-supabase-CTlrDMdV.js";import"./vendor-query-PMAhJHCS.js";import"./vendor-motion-CSzk-Fqg.js";import"./en-US-DJiZ5LCQ.js";import"./addMonths-CAHQ-5pQ.js";function fs({practiceId:a,open:m,onOpenChange:s,onSaved:u}){const[o,r]=d.useState({utilization_target:80,revenue_goal:null,target_margin_percent:null,default_hourly_rate:null,billing_increment_override:null}),[h,g]=d.useState(!1),[j,i]=d.useState(!1);d.useEffect(()=>{m&&a&&p()},[m,a]);const p=async()=>{g(!0);try{const{data:n}=await N.from("practices").select("utilization_target, revenue_goal, target_margin_percent").eq("id",a).maybeSingle(),{data:y}=await N.from("practice_settings").select("default_hourly_rate, billing_increment_override").eq("practice_id",a).maybeSingle();r({utilization_target:n?.utilization_target??80,revenue_goal:n?.revenue_goal??null,target_margin_percent:n?.target_margin_percent??null,default_hourly_rate:y?.default_hourly_rate??null,billing_increment_override:y?.billing_increment_override??null})}catch(n){console.error("Error loading practice settings:",n),I.error("Failed to load settings")}finally{g(!1)}},f=async()=>{i(!0);try{const{error:n}=await N.from("practices").update({utilization_target:o.utilization_target,revenue_goal:o.revenue_goal,target_margin_percent:o.target_margin_percent}).eq("id",a);if(n)throw n;const{error:y}=await N.from("practice_settings").upsert({practice_id:a,default_hourly_rate:o.default_hourly_rate,billing_increment_override:o.billing_increment_override},{onConflict:"practice_id"});if(y)throw y;I.success("Practice settings saved"),s(!1),u?.()}catch(n){console.error("Error saving settings:",n),I.error("Failed to save settings")}finally{i(!1)}};return e.jsx($e,{open:m,onOpenChange:s,children:e.jsxs(Ae,{className:"sm:max-w-md",children:[e.jsx(Ee,{children:e.jsxs(De,{className:"flex items-center gap-2",children:[e.jsx(Ge,{className:"h-5 w-5"}),"Practice Settings"]})}),e.jsxs("div",{className:"space-y-4 py-4",children:[e.jsxs("div",{className:"space-y-2",children:[e.jsxs(re,{htmlFor:"utilization",className:"flex items-center gap-2",children:[e.jsx(Fe,{className:"h-4 w-4 text-muted-foreground"}),"Utilization 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45",value:o.target_margin_percent??"",onChange:n=>r({...o,target_margin_percent:n.target.value?parseFloat(n.target.value):null}),disabled:h})]}),e.jsxs("div",{className:"space-y-2",children:[e.jsxs(re,{htmlFor:"rate",className:"flex items-center gap-2",children:[e.jsx(ce,{className:"h-4 w-4 text-muted-foreground"}),"Default Hourly Rate"]}),e.jsx(fe,{id:"rate",type:"number",min:0,placeholder:"e.g., 175",value:o.default_hourly_rate??"",onChange:n=>r({...o,default_hourly_rate:n.target.value?parseFloat(n.target.value):null}),disabled:h})]}),e.jsxs("div",{className:"space-y-2",children:[e.jsxs(re,{htmlFor:"increment",className:"flex items-center gap-2",children:[e.jsx(Ie,{className:"h-4 w-4 text-muted-foreground"}),"Billing Increment Override"]}),e.jsxs(Me,{value:o.billing_increment_override?.toString()||"__default__",onValueChange:n=>r({...o,billing_increment_override:n==="__default__"?null:parseInt(n)}),disabled:h,children:[e.jsx(ze,{children:e.jsx(ke,{placeholder:"Use organization default"})}),e.jsxs(Te,{children:[e.jsx(Y,{value:"__default__",children:"Use organization default"}),e.jsx(Y,{value:"6",children:"6 minutes"}),e.jsx(Y,{value:"15",children:"15 minutes"}),e.jsx(Y,{value:"30",children:"30 minutes"})]})]})]})]}),e.jsxs(Ue,{children:[e.jsx($,{variant:"outline",onClick:()=>s(!1),children:"Cancel"}),e.jsx($,{onClick:f,disabled:j||h,children:j?"Saving...":"Save Settings"})]})]})})}function gs({practiceId:a,practiceName:m,open:s,onOpenChange:u,onAssigned:o}

1){const[r,h]=d.useState([]),[g,j]=d.useState([]),[i,p]=d.useState(new Set),[f,n]=d.useState(new Set),[y,A]=d.useState(!1),[k,E]=d.useState(!1),{currentTenant:b}=_e();d.useEffect(()=>{s&&b?.id&&L()},[s,b?.id,a]);const L=async()=>{if(b?.id){A(!0);try{const{data:l}=await N.from("tenant_members").select("user_id").eq("tenant_id",b.id),x=l?.map(v=>v.user_id)||[];if(x.length===0){h([]),j([]);return}const{data:R}=await N.from("profiles").select("id, user_id, full_name, title, practice_id").in("user_id",x).is("practice_id",null),{data:c}=await N.from("profiles").select("id, user_id, full_name, title, practice_id").in("user_id",x).eq("practice_id",a);h(R||[]),j(c||[]),p(new Set),n(new Set)}catch(l){console.error("Error loading staff:",l),I.error("Failed to load staff members")}finally{A(!1)}}},F=async()=>{E(!0);try{if(i.size>0){const{error:x}=await N.from("profiles").update({practice_id:a}).in("id",Array.from(i));if(x)throw x}if(f.size>0){const{error:x}=await N.from("profiles").update({practice_id:null}).in("id",Array.from(f));if(x)throw x}const l=i.size+f.size;I.success(`Updated ${l} staff assignment${l!==1?"s":""}`),u(!1),o?.()}catch(l){console.error("Error updating assignments:",l),I.error("Failed to update staff assignments")}finally{E(!1)}},V=l=>{const x=new Set(i);x.has(l)?x.delete(l):x.add(l),p(x)},D=l=>{const x=new Set(f);x.has(l)?x.delete(l):x.add(l),n(x)},T=i.size>0||f.size>0;return e.jsx($e,{open:s,onOpenChange:u,children:e.jsxs(Ae,{className:"sm:max-w-2xl max-h-[90vh]",children:[e.jsx(Ee,{children:e.jsxs(De,{className:"flex items-center gap-2",children:[e.jsx(ee,{className:"h-5 w-5"}),"Manage Staff - ",m]})}),e.jsxs("div",{className:"grid md:grid-cols-2 gap-4 py-4",children:[e.jsxs("div",{className:"space-y-2",children:[e.jsxs("div",{className:"flex items-center justify-between",children:[e.jsxs("h4",{className:"text-sm font-medium flex items-center gap-2",children:[e.jsx(Le,{className:"h-4 w-4 text-muted-foreground"}),"Unassigned Staff"]}),e.jsx(z,{variant:"outline",children:r.length})]}),e.jsx(ve,{className:"h-64 border rounded-md p-2",children:y?e.jsx("p",{className:"text-sm text-muted-foreground text-center py-4",children:"Loading..."}):r.length===0?e.jsx("p",{className:"text-sm text-muted-foreground text-center py-4",children:"No unassigned staff"}):e.jsx("div",{className:"space-y-2",children:r.map(l=>e.jsxs("div",{className:"flex items-center gap-3 p-2 rounded-md hover:bg-muted cursor-pointer",onClick:()=>V(l.id),children:[e.jsx(pe,{checked:i.has(l.id),onCheckedChange:()=>V(l.id)}),e.jsxs("div",{className:"flex-1 min-w-0",children:[e.jsx("p",{className:"text-sm font-medium truncate",children:l.full_name||"Unnamed"}),e.jsx("p",{className:"text-xs text-muted-foreground truncate",children:l.title||"No title"})]})]},l.id))})}),i.size>0&&e.jsxs("p",{className:"text-xs text-success",children:[i.size," to be assigned"]})]}),e.jsxs("div",{className:"space-y-2",children:[e.jsxs("div",{className:"flex items-center justify-between",children:[e.jsxs("h4",{className:"text-sm font-medium flex items-center gap-2",children:[e.jsx(ss,{className:"h-4 w-4 text-muted-foreground"}),"Current Members"]}),e.jsx(z,{variant:"secondary",children:g.length})]}),e.jsx(ve,{className:"h-64 border rounded-md p-2",children:y?e.jsx("p",{className:"text-sm text-muted-foreground text-center py-4",children:"Loading..."}):g.length===0?e.jsx("p",{className:"text-sm text-muted-foreground text-center py-4",children:"No staff assigned yet"}):e.jsx("div",{className:"space-y-2",children:g.map(l=>e.jsxs("div",{className:"flex items-center gap-3 p-2 rounded-md hover:bg-muted cursor-pointer",onClick:()=>D(l.id),children:[e.jsx(pe,{checked:f.has(l.id),onCheckedChange:()=>D(l.id)}),e.jsxs("div",{className:"flex-1 min-w-0",children:[e.jsx("p",{className:"text-sm font-medium truncate",children:l.full_name||"Unnamed"}),e.jsx("p",{className:"text-xs text-muted-foreground truncate",children:l.title||"No title"})]})]},l.id))})}),f.size>0&&e.jsxs("p",{className:"text-xs text-destructive",children:[f.size," to be unassigned"]})]})]}),e.jsxs(Ue,{children:[e.jsx($,{variant:"outline",onClick:()=>u(!1),children:"Cancel"}

1),e.jsx($,{onClick:F,disabled:k||!T,children:k?"Saving...":`Save Changes${T?` (${i.size+f.size})`:""}`})]})]})})}function Re({practiceId:a,practiceName:m,entityType:s,open:u,onOpenChange:o,onAssigned:r}){const[h,g]=d.useState([]),[j,i]=d.useState([]),[p,f]=d.useState(new Set),[n,y]=d.useState(new Set),[A,k]=d.useState(!1),[E,b]=d.useState(!1),{currentTenant:L}=_e(),F=s==="projects"?"Projects":"Clients",V=s==="projects"?Ne:ye;d.useEffect(()=>{u&&L?.id&&D()},[u,L?.id,a,s]);const D=async()=>{if(L?.id){k(!0);try{const{data:c}=await N.from(s).select("id, name, status, practice_id").eq("tenant_id",L.id).is("practice_id",null),{data:v}=await N.from(s).select("id, name, status, practice_id").eq("tenant_id",L.id).eq("practice_id",a);g(c||[]),i(v||[]),f(new Set),y(new Set)}catch(c){console.error("Error loading entities:",c),I.error(`Failed to load ${F.toLowerCase()}`)}finally{k(!1)}}},T=async()=>{b(!0);try{if(p.size>0){const{error:v}=await N.from(s).update({practice_id:a}).in("id",Array.from(p));if(v)throw v}if(n.size>0){const{error:v}=await N.from(s).update({practice_id:null}).in("id",Array.from(n));if(v)throw v}const c=p.size+n.size;I.success(`Updated ${c} ${F.toLowerCase()}`),o(!1),r?.()}catch(c){console.error("Error updating assignments:",c),I.error(`Failed to update ${F.toLowerCase()}`)}finally{b(!1)}},l=c=>{const v=new Set(p);v.has(c)?v.delete(c):v.add(c),f(v)},x=c=>{const v=new Set(n);v.has(c)?v.delete(c):v.add(c),y(v)},R=p.size>0||n.size>0;return e.jsx($e,{open:u,onOpenChange:o,children:e.jsxs(Ae,{className:"sm:max-w-2xl max-h-[90vh]",children:[e.jsx(Ee,{children:e.jsxs(De,{className:"flex items-center gap-2",children:[e.jsx(V,{className:"h-5 w-5"}),"Manage ",F," - ",m]})}),e.jsxs("div",{className:"grid md:grid-cols-2 gap-4 py-4",children:[e.jsxs("div",{className:"space-y-2",children:[e.jsxs("div",{className:"flex items-center justify-between",children:[e.jsxs("h4",{className:"text-sm font-medium",children:["Unassigned ",F]}),e.jsx(z,{variant:"outline",children:h.length})]}),e.jsx(ve,{className:"h-64 border rounded-md p-2",children:A?e.jsx("p",{className:"text-sm text-muted-foreground text-center py-4",children:"Loading..."}):h.length===0?e.jsxs("p",{className:"text-sm text-muted-foreground text-center py-4",children:["All ",F.toLowerCase()," are assigned"]}):e.jsx("div",{className:"space-y-2",children:h.map(c=>e.jsxs("div",{className:"flex items-center gap-3 p-2 rounded-md hover:bg-muted cursor-pointer",onClick:()=>l(c.id),children:[e.jsx(pe,{checked:p.has(c.id),onCheckedChange:()=>l(c.id)}),e.jsxs("div",{className:"flex-1 min-w-0",children:[e.jsx("p",{className:"text-sm font-medium truncate",children:c.name}),c.status&&e.jsx(z,{variant:"secondary",className:"text-xs",children:c.status})]})]},c.id))})}),p.size>0&&e.jsxs("p",{className:"text-xs text-success",children:[p.size," to be assigned"]})]}),e.jsxs("div",{className:"space-y-2",children:[e.jsxs("div",{className:"flex items-center justify-between",children:[e.jsxs("h4",{className:"text-sm font-medium",children:["Current ",F]}),e.jsx(z,{variant:"secondary",children:j.length})]}),e.jsx(ve,{className:"h-64 border rounded-md p-2",children:A?e.jsx("p",{className:"text-sm text-muted-foreground text-center py-4",children:"Loading..."}):j.length===0?e.jsxs("p",{className:"text-sm text-muted-foreground text-center py-4",children:["No ",F.toLowerCase()," assigned yet"]}):e.jsx("div",{className:"space-y-2",children:j.map(c=>e.jsxs("div",{className:"flex items-center gap-3 p-2 rounded-md hover:bg-muted cursor-pointer",onClick:()=>x(c.id),children:[e.jsx(pe,{checked:n.has(c.id),onCheckedChange:()=>x(c.id)}),e.jsxs("div",{className:"flex-1 min-w-0",children:[e.jsx("p",{className:"text-sm font-medium truncate",children:c.name}),c.status&&e.jsx(z,{variant:"secondary",className:"text-xs",children:c.status})]})]},c.id))})}),n.size>0&&e.jsxs("p",{className:"text-xs text-destructive",children:[n.size," to be unassigned"]})]})]}),e.jsxs(Ue,{children:[e.jsx($,{variant:"outline",onClick:()=>o(!1),children:"Cancel"}),e.jsx($,{onClick:T,disabled:E||!R,children:E?"Saving...":`Save Changes${R?` (${p.size+n.size})`:""}`})]})]})})}function He(a,m="quarter"){const[s,u]=d.useState({revenue:0,laborCost:0,grossProfit:0,grossMarginPercent:0,utilizationRate:0,staffCount:0,revenuePerStaff:0,costPerStaff:0,billableHours:0,totalHours:0,revenueVsGoal:0,marginVsTarget:0,pipelineValue:0,pipelineCoverage:0}),[o,r]=d.useState([]),[h,g]=d.useState(!0),{currentTenant:j}=_e(),i=d.useCallback(f=>{const n=new Date;let y;switch(f){case"month":y=Ve(n);break;case"quarter":const A=Math.floor(n.getMonth()/3)*3;y=new Date(n.getFullYear(),A,1);break;case"year":y=new Date(n.getFullYear(),0,1);break}return{startDate:ne(y,"yyyy-MM-dd"),endDate:ne(n,"yyyy-MM-dd")}},[]),p=d.useCallback(async()=>

1{if(!a||!j?.id){g(!1);return}g(!0);const{startDate:f,endDate:n}=i(m);try{const{data:y}=await N.from("tenant_members").select("user_id").eq("tenant_id",j.id),A=y?.map(M=>M.user_id)||[];let k=[];if(A.length>0){const{data:M}=await N.from("profiles").select("id, user_id, hourly_rate, weekly_hours_target, utilization_target, profile_financials(hourly_cost)").in("user_id",A).eq("practice_id",a);k=(M||[]).map(_=>{const O=Array.isArray(_.profile_financials)?_.profile_financials[0]:_.profile_financials;return{..._,hourly_cost:O?.hourly_cost??null}})}const E=k?.map(M=>M.id)||[],b=k?.length||0,{data:L}=await N.from("practices").select("utilization_target, revenue_goal, target_margin_percent").eq("id",a).maybeSingle(),F=L?.utilization_target||80,V=L?.revenue_goal||0,D=L?.target_margin_percent||40;let T=0,l=0,x=0,R=0;if(E.length>0){const{data:M}=await N.from("time_entries").select("user_id, hours, billable_minutes, actual_minutes, rate_override, is_billable").in("user_id",E).gte("date",f).lte("date",n);if(M)for(const _ of M){const O=k?.find(he=>he.id===_.user_id),K=_.rate_override||O?.hourly_rate||150,te=O?.hourly_cost||(O?.hourly_rate?O.hourly_rate*.6:90),ae=_.billable_minutes||0,B=_.actual_minutes||Math.round(_.hours*60)||0;_.is_billable&&(T+=ae/60*K,x+=ae),l+=B/60*te,R+=B}}const{data:c}=await N.from("prospects").select("deal_value").eq("tenant_id",j.id).eq("practice_id",a).not("stage","in","(won,lost)"),v=c?.reduce((M,_)=>M+(_.deal_value||0),0)||0,Q=T-l,oe=T>0?Q/T*100:0,W=x/60,me=R/60,be=m==="month"?4:m==="quarter"?13:52,ue=k?.reduce((M,_)=>M+(_.weekly_hours_target||40),0)/(b||1),H=b*ue*be,X=H>0?W/H*100:0,we=b>0?T/b:0,t=b>0?l/b:0,Se=V>0?T/V*100:0,Ce=D>0?oe/D*100:0,se=V>0?v/V*100:0;u({revenue:T,laborCost:l,grossProfit:Q,grossMarginPercent:oe,utilizationRate:X,staffCount:b,revenuePerStaff:we,costPerStaff:t,billableHours:W,totalHours:me,revenueVsGoal:Se,marginVsTarget:Ce,pipelineValue:v,pipelineCoverage:se});const 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