https://estimatekit.com/assets/Customers-D280wSkh.js

1const __vite__mapDeps=(i,m=__vite__mapDeps,d=(m.f||(m.f=["assets/onboarding-flags-izowS2nh.js","assets/index-CbvCveKN.js","assets/index-DK9kCj9D.css"])))=>i.map(i=>d[i]);
2import{r,o as F,j as e,T as ye,U as ve,V as we,W as Ne,Y as ke,a7 as Ce,ai as le,B as G,Q as Se,_ as _e,K as Q,a9 as Fe,k as Ee,m as Ae,z as V,I as H}from"./index-CbvCveKN.js";import{i as ce}from"./initials-a0OX-QAT.js";import{D as De,P as Oe,U as Pe,f as de}from"./PageContainer-Bx7SVsdy.js";import{P as Ie}from"./PageHeader-ohyr15TW.js";import{F as $e}from"./FilterChips-CYAfenlT.js";import{E as me}from"./EmptyState-CvKdOS6b.js";import{S as Le}from"./SearchInput-CwtZ1bZ_.js";import{T as ze}from"./textarea-BGGCYgxW.js";import{S as pe}from"./skeleton-CQrTucTw.js";import{e as Ue}from"./pipeline-57THQ7iX.js";import{S as Be,a as Te,b as Me,c as Ve,d as Re}from"./select-C3XbO4_1.js";import{a as te,f as Je,p as He,n as qe}from"./csv-BqE4KxYN.js";import{F as We}from"./file-up-B8H2Y9hJ.js";import{D as Ze}from"./download-q_CUCbMH.js";import{T as Ge}from"./triangle-alert-BJBV5PBt.js";import{U as Qe}from"./upload-BDKwK5D_.js";import{U as xe}from"./users-BkZzL3s4.js";import{F as Ke}from"./file-text-DDhZ7a0t.js";import{C as Ye}from"./calendar-clock-CsLtIGEm.js";import{P as ue}from"./phone-C9i08TZ5.js";import{S as Xe}from"./search-fqqyqjqf.js";import{d as fe}from"./differenceInDays-DKaeRypT.js";import{p as Z}from"./parseISO-B0WEjCD3.js";import{s as et}from"./differenceInCalendarDays-BmAYwV3_.js";import{i as tt}from"./isAfter-BG9KlOmt.js";import"./check-Bjw6cCk6.js";import"./index-Jf4OHjGl.js";import"./chevron-right-f4vsMuAf.js";import"./en-US-wdCzBwgh.js";import"./plus-kYCBPFxU.js";import"./layout-dashboard-rEexJXnQ.js";import"./ek-mark-light-Y4_w-cFG.js";import"./plug-BAhKXAxN.js";import"./chevron-down-yKD6BMcU.js";import"./GrainGradient-kJbOtAvv.js";import"./index-CKxf6gP2.js";import"./index-DlFerWUd.js";const he={name:"Full name",first_name:"First name",last_name:"Last name",company:"Company",email:"Email",phone:"Phone",phone2:"Second phone",address:"Street address",address2:"Address line 2",city:"City",state:"State / Province",zip:"ZIP / Postal",notes:"Notes",skip:"Don't import"},ge={name:["name","full name","customer","customer name","client","client name","contact","contact name","display name","primary contact"],first_name:["first name","first","given name","contact first name"],last_name:["last name","last","surname","family name","contact last name"],company:["company","company name","business","business name","organization"],email:["email","e mail","email address","primary email","e mail 1 value","customer email"],phone:["phone","phone number","primary phone","mobile","mobile phone","cell","cell phone","phone 1 value","main phone","customer phone","telephone"],phone2:["phone 2","secondary phone","home phone","work phone","other phone","phone 2 value","alt phone"],address:["address","street","street address","address 1","address line 1","service address","billing address","address street","street 1","address 1 street","address 1 formatted"],address2:["address 2","address line 2","unit","apt","suite","street 2"],city:["city","town","address city","service city","billing city","address 1 city"],state:["state","province","state province","region","address state","service state","address 1 region"],zip:["zip","zip code","postal","postal code","zipcode","address zip","service zip","postcode","address 1 postal code"],notes:["notes","note","comments","description","customer notes","memo"]},je=m=>{const g=qe(m);for(const[N,L]of Object.entries(ge))if(L.includes(g))return N;const j=["zip","city","state","address2","email","phone2","phone","first_name","last_name","company","notes","name","address"];for(const N of j)if(ge[N].some(L=>g.includes(L)))return N;return"skip"},st=`Name,Company,Email,Phone,Address,City,State,ZIP,Notes
3Jane Smith,,[email protected],(555) 010-2020,100 Main St,Phoenix,AZ,85001,Gate code 1234
4`,at=({open:m,onOpenChange:g,onImported:j})=>{const[N,L]=r.useState([]),[ae,q]=r.useState(""),[z,E]=r.useState([]),[U,R]=r.useState(!0),[P,ne]=r.useState("skip"),[A,oe]=r.useState([]),[B,b]=r.useState(!1),[K,W]=r.useState(0),[k,T]=r.useState(null),J=r.useRef(null);r.useEffect(()=>{m&&(T(null),F.from("accounts").select("id, client_name, email, phone, zip").then(({data:s})=>oe(s||[])))},[m]);const re=async s=>{const n=He(await s.text());q(s.name),L(n);

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5R(s.target.checked),className:"h-4 w-4 rounded"})," First row is a header"]}),e.jsx("button",{type:"button",className:"text-[12.5px] font-medium text-info underline-offset-2 hover:underline",onClick:p,children:"Choose another file"})]})]}),e.jsxs("div",{className:"overflow-hidden rounded-xl border border-ink/[0.06]",children:[e.jsxs("div",{className:"grid grid-cols-[1fr_1fr_1fr] gap-2 border-b border-ink/[0.06] bg-card px-4 py-2.5 font-mono text-[11.5px] uppercase tracking-[0.08em] text-foreground-tertiary",children:[e.jsx("span",{children:"Column in your file"}),e.jsx("span",{children:"Example"}),e.jsx("span",{children:"Imports as"})]}),e.jsx("div",{className:"max-h-56 divide-y divide-ink/[0.06] overflow-y-auto bg-card",children:(N[0]||[]).map((s,n)=>{var x;return e.jsxs("div",{className:"grid grid-cols-[1fr_1fr_1fr] items-center gap-2 px-4 py-2 text-[14px]",children:[e.jsx("span",{className:"truncate font-medium text-foreground",children:U?s||`Column ${n+1}`:`Column ${n+1}`}),e.jsx("span",{className:"truncate text-foreground-secondary",children:((x=f[0])==null?void 0:x[n])||"—"}),e.jsxs(Be,{value:z[n]||"skip",onValueChange:u=>E(_=>_.map((i,l)=>l===n?u:i)),children:[e.jsx(Te,{className:"h-9 text-sm",children:e.jsx(Me,{})}),e.jsx(Ve,{className:"z-[110]",children:Object.keys(he).map(u=>e.jsx(Re,{value:u,children:he[u]},u))})]})]},n)})})]}),!y&&e.jsxs("p",{className:"flex items-center gap-2 text-[13px] text-warn",children:[e.jsx(Ge,{className:"h-4 w-4 shrink-0",strokeWidth:1.8})," Pick which column is the customer's name (or company) to continue."]}),y&&e.jsxs("div",{className:"grid gap-px overflow-hidden rounded-xl border border-ink/[0.06] bg-ink/[0.06] sm:grid-cols-3",children:[e.jsxs("div",{className:"flex flex-col gap-1.5 bg-card px-[18px] py-4",children:[e.jsx("p",{className:"text-[12.5px] text-foreground-secondary",children:"Ready to add"}),e.jsx("p",{className:"font-mono text-[18px] font-medium tracking-[-0.02em] text-foreground",children:v.ready})]}),e.jsxs("div",{className:"flex flex-col gap-1.5 bg-card px-[18px] py-4",children:[e.jsx("p",{className:"text-[12.5px] text-foreground-secondary",children:"Already in your list"}),e.jsx("p",{className:"font-mono text-[18px] font-medium tracking-[-0.02em] text-foreground",children:v.dupes})]}),e.jsxs("div",{className:"flex flex-col gap-1.5 bg-card px-[18px] py-4",children:[e.jsx("p",{className:"text-[12.5px] text-foreground-secondary",children:"Missing a name"}),e.jsx("p",{className:`font-mono text-[18px] font-medium tracking-[-0.02em] ${v.problems?"text-warn":"text-foreground"}`,children:v.problems})]})]}),y&&v.dupes>0&&e.jsxs("div",{className:"flex flex-wrap items-center justify-between gap-2 rounded-xl border border-ink/[0.06] bg-card px-4 py-3 text-[14px]",children:[e.jsx("span",{className:"text-foreground-secondary",children:"For customers already in your list:"}),e.jsx("div",{role:"tablist",className:"flex rounded-xl border border-ink/[0.06] bg-card p-[3px]",children:[["skip","Skip them"],["update","Fill in missing details"]].map(([s,n])=>e.jsx("button",{role:"tab","aria-selected":P===s,onClick:()=>ne(s),className:`h-8 min-h-0 rounded-md px-3 text-[12.5px] font-semibold transition-colors ${P===s?"bg-ink/[0.08] text-foreground":"text-foreground-secondary hover:text-foreground"}`,children:n},s))})]}),y&&e.jsxs("div",{className:"overflow-hidden rounded-xl border border-ink/[0.06]",children:[e.jsx("div",{className:"border-b border-ink/[0.06] bg-card px-4 py-2.5 font-mono text-[11.5px] uppercase tracking-[0.08em] text-foreground-tertiary",children:"Preview"}),e.jsxs("div",{className:"max-h-48 divide-y divide-ink/[0.06] overflow-y-auto bg-card",children:[h.slice(0,10).map(s=>e.jsxs("div",{className:"flex items-center gap-3 px-4 py-2.5 text-[14px]",children:[e.jsxs("span",{className:"min-w-0 flex-1",children:[e.jsx("span",{className:"block truncate font-semibold text-foreground",children:s.client_name||e.jsx("span",{className:"text-warn",children:"(no name)"})}),e.jsx("span",{className:"block truncate text-[12px] text-foreground-secondary",children:[s.phone,s.email,[s.city,s.state].filter(

5Boolean).join(", ")].filter(Boolean).join(" · ")||"no contact details"})]}),e.jsx("span",{className:"shrink-0 text-xs font-semibold",children:s.problem?e.jsx("span",{className:"whitespace-nowrap rounded-full bg-amber-500/15 px-2.5 py-[3px] text-warn",children:s.problem}):s.duplicateOf?e.jsx("span",{className:"whitespace-nowrap rounded-full bg-ink/10 px-2.5 py-[3px] text-muted-foreground",children:P==="update"?"Update":"Skip · exists"}):e.jsx("span",{className:"whitespace-nowrap rounded-full bg-emerald-500/15 px-2.5 py-[3px] text-ok",children:"Add"})})]},s.rowIndex)),h.length>10&&e.jsxs("div",{className:"px-4 py-2.5 text-[12px] text-foreground-tertiary",children:["…and ",h.length-10," more"]})]})]}),B&&e.jsx("div",{className:"h-1.5 overflow-hidden rounded-full bg-ink/[0.08]",children:e.jsx("div",{className:"h-full bg-cta-orange transition-all",style:{width:`${K}%`}})}),e.jsxs(le,{className:"gap-2",children:[e.jsx(G,{variant:"outline",onClick:()=>g(!1),disabled:B,children:"Cancel"}),e.jsxs(G,{variant:"orange",onClick:t,disabled:B||!y||v.ready===0&&!(P==="update"&&v.dupes>0),children:[B?e.jsx(Se,{className:"h-4 w-4 animate-spin"}):null,P==="update"&&v.dupes>0?`Import ${v.ready} · update ${v.dupes}`:`Import ${v.ready}`]})]})]})]})})},se=m=>`$${m.toLocaleString("en-US",{maximumFractionDigits:0})}`,ie=(m,g)=>m?g?tt(Z(m),Z(g))?m:g:m:g,be={client_name:"",email:"",phone:"",address:"",city:"",state:"",zip:"",notes:""},Mt=()=>{const m=Fe(),g=Ee(),[j,N]=r.useState([]),[L,ae]=r.useState(!0),[q,z]=r.useState(""),[E,U]=r.useState("all"),[R,P]=r.useState("recent"),[ne,A]=r.useState(!1),[oe,B]=r.useState(!1),[b,K]=r.useState(be),[W,k]=r.useState(!1),T=async()=>{try{const t=et(new Date).toISOString().slice(0,10),[p,a,s,n,x]=await Promise.all([F.from("accounts").select("*").order("client_name"),F.from("estimates").select("id, account_id, status, created_at, approved_at, approved_tier_id, estimate_settings(total), estimate_tiers!estimate_tiers_estimate_id_fkey(id, total, is_recommended)"),F.from("jobs").select("customer_id, scheduled_date, status, created_at"),F.from("customer_contacts").select("customer_id, contact_date, follow_up_date, follow_up_completed"),F.from("invoices").select("customer_id, total, status, paid_at")]);if(p.error)throw p.error;const u=(c,C)=>{const w=new Map;for(const D of c||[]){const S=C(D);S&&w.set(S,[...w.get(S)||[],D])}return w},_=u(a.data,c=>c.account_id),i=u(s.data,c=>c.customer_id),l=u(n.data,c=>c.customer_id),d=u(x.data,c=>c.customer_id),I=(p.data||[]).map(c=>{const C=_.get(c.id)||[],w=i.get(c.id)||[],D=l.get(c.id)||[],S=d.get(c.id)||[],Y=C.filter(o=>["sent","viewed"].includes(o.status)),X=o=>Ue(o).value,$=S.filter(o=>o.status==="paid").reduce((o,M)=>o+Number(M.total||0),0),ee=C.filter(o=>o.status==="approved"||o.status==="completed").reduce((o,M)=>o+X(M),0);let O=c.created_at;for(const o of C)O=ie(O,o.created_at);for(const o of w)O=ie(O,o.created_at);for(const o of D)O=ie(O,o.contact_date);return{...c,lastActivity:O,openEstimates:Y.length,openValue:Y.reduce((o,M)=>o+X(M),0),upcomingJobs:w.filter(o=>o.scheduled_date>=t&&!["completed","cancelled"].includes(o.status)).length,totalJobs:w.length,lifetimeValue:$>0?$:ee,followUpDue:D.some(o=>o.follow_up_date&&!o.follow_up_completed&&o.follow_up_date<=t)}});N(I)}catch(t){Q({title:"Couldn't load customers",description:t instanceof Error?t.message:"",variant:"destructive"})}finally{ae(!1)}};r.useEffect(()=>{T()},[]);const[J,re]=Ae();r.useEffect(()=>{J.get("new")==="1"&&(A(!0),J.delete("new"),re(J,{replace:!0}))},[J]);const f=r.useMemo(()=>({all:j.length,followup:j.filter(t=>t.followUpDue).length,open:j.filter(t=>t.openEstimates>0).length,jobs:j.filter(t=>t.upcomingJobs>0).length,quiet:j.filter(t=>!t.lastActivity||fe(new Date,Z(t.lastActivity))>90).length,openValue:j.reduce((t,p)=>t+p.openValue,0)}),[j]),h=r.useMemo(()=>{const t=q.trim().toLowerCase();return j.filter(a=>E==="followup"&&!a.followUpDue||E==="open"&&a.openEstimates===0||E==="jobs"&&a.upcomingJobs===0||E==="quiet"&&a.lastActivity&&fe(new Date,Z(a.lastActivity))<=90?!1:t?[a.client_name,a.phone,a.email,a.address,a.city,a.zip].some(s=>s==null?void 0:s.toLowerCase().includes(t)):!0).sort((a,s)=>R==="name"?a.client_name.localeCompare(s.client_name):(s.lastActivity||"").localeCompare(a.lastActivity||""))},[j,q,E,R]),v=async()=>

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5{const p=[t.city,t.state].filter(Boolean).join(", "),a=t.lastActivity?de(Z(t.lastActivity),{addSuffix:!0}):"No activity";return e.jsxs("button",{role:"row",type:"button",onClick:()=>g(`/customers/${t.id}`),className:"grid w-full grid-cols-[minmax(0,2fr)_minmax(0,1.2fr)_minmax(0,1.3fr)_120px_130px_130px] items-center border-b border-ink/[0.05] px-4 py-2.5 text-left text-[13px] transition-colors last:border-b-0 hover:bg-[#FAFAF9]",children:[e.jsxs("span",{className:"flex min-w-0 items-center gap-2.5 pr-3",children:[e.jsx("span",{className:"flex h-7 w-7 shrink-0 items-center justify-center rounded-full bg-[#EC4899]/10 text-[11px] font-medium text-[#BE185D]",children:ce(t.client_name)}),e.jsx("span",{className:"truncate text-foreground",children:t.client_name}),t.followUpDue&&e.jsx("span",{className:"shrink-0 rounded-md bg-warn/10 px-1.5 py-0.5 text-[11px] font-medium text-warn",children:"Follow up"})]}),e.jsx("span",{className:"truncate pr-3 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bg-[#FAFAF9] px-4 text-[12.5px] text-foreground-secondary",children:[e.jsxs("span",{className:"ek-num",children:[h.length," ",h.length===1?"customer":"customers"]}),e.jsx("span",{}),e.jsx("span",{}),e.jsx("span",{}),e.jsx("span",{}),e.jsx("span",{className:"ek-num text-right text-foreground",children:m.office?se(h.reduce((t,p)=>t+(p.lifetimeValue||0),0)):""})]})]}),e.jsx("div",{className:"ek-zebra flex flex-col gap-px overflow-hidden rounded-xl border border-ink/[0.06] bg-ink/[0.05] md:hidden",children:h.map(t=>{const p=[t.city,t.state].filter(Boolean).join(", "),a=t.lastActivity?de(Z(t.lastActivity),{addSuffix:!0}):"no activity";return e.jsxs("div",{className:"flex items-center gap-3 bg-card py-3.5 pl-4 pr-4 transition-colors hover:bg-ink/[0.04] md:pr-5",children:[e.jsxs("button",{type:"button",onClick:()=>g(`/customers/${t.id}`),className:"flex min-w-0 flex-1 cursor-pointer items-center gap-3.5 text-left",children:[e.jsx("span",{className:"flex h-10 w-10 shrink-0 items-center justify-center rounded-full bg-[#EC4899]/10 text-[13px] font-medium text-[#BE185D]",children:ce(t.client_name)}),e.jsxs("span",{className:"flex min-w-0 flex-1 flex-col gap-[3px]",children:[e.jsxs("span",{className:"flex min-w-0 items-center gap-2",children:[e.jsx("span",{className:"truncate text-[14px] font-semibold text-foreground",children:t.client_name}),t.followUpDue&&e.jsx("span",{className:"shrink-0 rounded-[5px] bg-amber-500/15 px-1.5 py-px text-[11px] font-medium text-warn",children:"Follow up"})]}),e.jsx("span",{className:"block truncate text-[13px] text-foreground-secondary",children:m.canSeeContact?[p,t.phone].filter(Boolean).join(" · ")||t.email||"No contact info":p||""})]}),e.jsxs("span",{className:"flex shrink-0 flex-col items-end gap-[3px] text-right",children:[m.office&&t.lifetimeValue>0&&e.jsx("span",{className:"font-mono text-[14px] text-foreground",children:se(t.lifetimeValue)}),e.jsx("span",{className:"text-[12px] text-foreground-tertiary",children:a}),(t.openEstimates>0||t.upcomingJobs>0)&&e.jsxs("span",{className:"hidden gap-1.5 sm:flex",children:[t.openEstimates>0&&e.jsxs("span",{className:"rounded-[5px] bg-sky-500/15 px-1.5 py-px text-[11px] font-medium text-info",children:[t.openEstimates," open"]}),t.upcomingJobs>0&&e.jsxs("span",{className:"rounded-[5px] bg-emerald-500/15 px-1.5 py-px text-[11px] font-medium text-ok",children:[t.upcomingJobs," job",t.upcomingJobs===1?"":"s"]})]})]})]}),t.phone&&m.canSeeContact&&e.jsx("a",{href:`tel:${t.phone}`,"aria-label":`Call ${t.client_name}`,className:"flex h-11 md:h-9 w-11 md:w-9 shrink-0 items-center justify-center rounded-full border border-ink/[0.12] text-ink/80 hover:border-ink/25 hover:text-foreground md:hidden",children:e.jsx(ue,{className:"h-4 w-4",strokeWidth:1.8})})]},t.id)})})]})]})]}),e.jsx(at,{open:oe,onOpenChange:B,onImported:T}),e.jsx(ye,{open:ne,onOpenChange:A,children:e.jsxs(ve,{className:"sm:max-w-md",children:[e.jsxs(we,{children:[e.jsx(Ne,{children:"Add customer"}),e.jsx(ke,{children:"You can fill in the rest later from their page."})]}),e.jsxs("div",{className:"space-y-3",children:[e.jsxs("div",{children:[e.jsx(V,{htmlFor:"c-name",children:"Name"}),e.jsx(H,{id:"c-name",value:b.client_name,onChange:t=>y("client_name",t.target.value),className:"mt-1.5",placeholder:"Jane Smith or Smith Re

5sidence",autoFocus:!0})]}),e.jsxs("div",{className:"grid grid-cols-2 gap-3",children:[e.jsxs("div",{children:[e.jsx(V,{htmlFor:"c-phone",children:"Phone"}),e.jsx(H,{id:"c-phone",type:"tel",value:b.phone,onChange:t=>y("phone",t.target.value),className:"mt-1.5"})]}),e.jsxs("div",{children:[e.jsx(V,{htmlFor:"c-email",children:"Email"}),e.jsx(H,{id:"c-email",type:"email",value:b.email,onChange:t=>y("email",t.target.value),className:"mt-1.5"})]})]}),e.jsxs("div",{children:[e.jsx(V,{htmlFor:"c-address",children:"Address"}),e.jsx(H,{id:"c-address",value:b.address,onChange:t=>y("address",t.target.value),className:"mt-1.5"})]}),e.jsxs("div",{className:"grid grid-cols-[1fr_5rem_6rem] gap-3",children:[e.jsxs("div",{children:[e.jsx(V,{htmlFor:"c-city",children:"City"}),e.jsx(H,{id:"c-city",value:b.city,onChange:t=>y("city",t.target.value),className:"mt-1.5"})]}),e.jsxs("div",{children:[e.jsx(V,{htmlFor:"c-state",children:"State"}),e.jsx(H,{id:"c-state",value:b.state,onChange:t=>y("state",t.target.value),className:"mt-1.5"})]}),e.jsxs("div",{children:[e.jsx(V,{htmlFor:"c-zip",children:"ZIP"}),e.jsx(H,{id:"c-zip",value:b.zip,onChange:t=>y("zip",t.target.value),className:"mt-1.5"})]})]}),e.jsxs("div",{children:[e.jsx(V,{htmlFor:"c-notes",children:"Notes"}),e.jsx(ze,{id:"c-notes",value:b.notes,onChange:t=>y("notes",t.target.value),className:"mt-1.5 min-h-[70px]",placeholder:"Gate code, dog in yard, preferred contact time…"})]})]}),e.jsxs(le,{className:"gap-2",children:[e.jsx(G,{variant:"outline",onClick:()=>A(!1),children:"Cancel"}),e.jsx(G,{variant:"orange",onClick:v,disabled:W,children:W?"Saving…":"Add customer"})]})]})})]})};export{Mt as default};