From 2d3766cc3debff346f27c1505ffbaa1d54f31213 Mon Sep 17 00:00:00 2001 From: ordinarthur <@arthurbarre.js@gmail.com> Date: Thu, 7 May 2026 10:11:45 +0200 Subject: [PATCH] =?UTF-8?q?feat(dashboard):=20dataviz=20coh=C3=A9rente=20D?= =?UTF-8?q?A=20Rubis=20(3=20charts=20+=20page=20Insights)?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Backend - Service dashboard.ts : computeTimeseries + computeClientTimeseries (helper fetchPaidByMonth DRY entre les deux). Buckets pré-créés sur N mois pour pas afficher de "trous" quand un mois n'a aucun paiement. - GET /dashboard/timeseries?range=3|6|12 (paidByMonth + pipelineByStatus) - GET /clients/:id/timeseries?range=3|6|12 (paidByMonth filtré) Frontend — Recharts (43 deps, ~50KB gzip) - components/charts/theme.ts : palette stricte (rubis + neutres chauds, pas de bleu/vert), couleurs statuts cohérentes avec les badges côté liste, format fr-FR pour les axes/tooltips - ChartTooltip themed : carte cream + bordure rubis-glow, font Inter, tabular-nums, série label override - EncaisseChart (area, dégradé rubis-glow → transparent) - DsoTrendChart (line ink + référence pointillée à 30j = norme LME) - PipelineChart (donut avec total au centre + PipelineLegend séparée) - ClientPaidChart (bar chart compact pour fiche client) Wiring - Dashboard / : encaissé + DSO côte à côte, pipeline + top retards en dessous - Fiche client /clients/:id : mini bar chart "encaissés sur 6 mois" entre les stats et la liste factures - Page /insights : version pleine largeur des 3 charts + range selector 3m/6m/12m + 3 cards récap (encaissé total, factures payées, DSO moyen). Lien "Insights" ajouté au sidebar desktop (icône TrendingUp). Co-Authored-By: Claude Opus 4.7 --- .../api/app/controllers/clients_controller.ts | 34 +++ .../app/controllers/dashboard_controller.ts | 29 +- apps/api/app/services/dashboard.ts | 138 +++++++++ apps/api/commands/seed_demo.ts | 14 +- apps/api/start/routes.ts | 7 + apps/web/package.json | 1 + .../src/components/charts/ChartTooltip.tsx | 68 +++++ .../src/components/charts/ClientPaidChart.tsx | 91 ++++++ .../src/components/charts/DsoTrendChart.tsx | 105 +++++++ .../src/components/charts/EncaisseChart.tsx | 76 +++++ .../src/components/charts/PipelineChart.tsx | 120 ++++++++ apps/web/src/components/charts/theme.ts | 81 +++++ apps/web/src/components/layout/AppSidebar.tsx | 2 + .../plans/wizard/AiGenerateModal.tsx | 2 +- apps/web/src/routes/_app/clients_.$id.tsx | 30 ++ apps/web/src/routes/_app/index.tsx | 98 +++++- apps/web/src/routes/_app/insights.tsx | 190 ++++++++++++ apps/web/src/routes/_app/plans_.nouveau.tsx | 2 +- pnpm-lock.yaml | 288 ++++++++++++++++++ 19 files changed, 1364 insertions(+), 12 deletions(-) create mode 100644 apps/web/src/components/charts/ChartTooltip.tsx create mode 100644 apps/web/src/components/charts/ClientPaidChart.tsx create mode 100644 apps/web/src/components/charts/DsoTrendChart.tsx create mode 100644 apps/web/src/components/charts/EncaisseChart.tsx create mode 100644 apps/web/src/components/charts/PipelineChart.tsx create mode 100644 apps/web/src/components/charts/theme.ts create mode 100644 apps/web/src/routes/_app/insights.tsx diff --git a/apps/api/app/controllers/clients_controller.ts b/apps/api/app/controllers/clients_controller.ts index fd74d50..bc179bb 100644 --- a/apps/api/app/controllers/clients_controller.ts +++ b/apps/api/app/controllers/clients_controller.ts @@ -4,8 +4,14 @@ import ClientTransformer from '#transformers/client_transformer' import InvoiceTransformer from '#transformers/invoice_transformer' import { createClientValidator, updateClientValidator } from '#validators/client' import { bulkComputeClientStats } from '#services/client_stats' +import { computeClientTimeseries, type RangeMonths } from '#services/dashboard' import type { HttpContext } from '@adonisjs/core/http' import { Exception } from '@adonisjs/core/exceptions' +import vine from '@vinejs/vine' + +const timeseriesValidator = vine.create({ + range: vine.number().in([3, 6, 12]).optional(), +}) // Priorité d'affichage : ce qui est actionnable en haut. const INVOICE_STATUS_PRIORITY: Record = { @@ -176,6 +182,34 @@ export default class ClientsController { return response.status(201).json({ data: serializeClient(created) }) } + /** + * GET /clients/:id/timeseries?range=6 — encaissé mensuel pour ce client. + * Utilisé par le mini-chart sur la fiche client (santé du compte). + */ + async timeseries({ auth, request, params, response }: HttpContext) { + const organizationId = requireOrgId(auth) + + const exists = await Client.query() + .where('organization_id', organizationId) + .where('id', params.id) + .first() + if (!exists) { + throw new Exception('Client introuvable', { status: 404, code: 'not_found' }) + } + + const { range } = await request.validateUsing(timeseriesValidator, { + data: { + range: request.input('range') ? Number(request.input('range')) : undefined, + }, + }) + const data = await computeClientTimeseries( + organizationId, + params.id, + (range ?? 6) as RangeMonths + ) + return response.json({ data }) + } + /** * PATCH /clients/:id — édition partielle. */ diff --git a/apps/api/app/controllers/dashboard_controller.ts b/apps/api/app/controllers/dashboard_controller.ts index e535bfb..5a68585 100644 --- a/apps/api/app/controllers/dashboard_controller.ts +++ b/apps/api/app/controllers/dashboard_controller.ts @@ -1,7 +1,17 @@ import ActivityEvent from '#models/activity_event' -import { computeKpis, topLatePayers } from '#services/dashboard' +import { + computeKpis, + computeTimeseries, + topLatePayers, + type RangeMonths, +} from '#services/dashboard' import type { HttpContext } from '@adonisjs/core/http' import { Exception } from '@adonisjs/core/exceptions' +import vine from '@vinejs/vine' + +const timeseriesValidator = vine.create({ + range: vine.number().in([3, 6, 12]).optional(), +}) const ACTIVITY_DEFAULT_LIMIT = 20 @@ -62,4 +72,21 @@ export default class DashboardController { const data = await topLatePayers(organizationId) return response.json({ data }) } + + /** + * GET /dashboard/timeseries?range=6 + * + * Séries temporelles pour les graphes (encaissé mensuel + DSO mensuel + * + pipeline par statut). Range : 3, 6 ou 12 mois (défaut 6). + */ + async timeseries({ auth, request, response }: HttpContext) { + const organizationId = requireOrgId(auth) + const { range } = await request.validateUsing(timeseriesValidator, { + data: { + range: request.input('range') ? Number(request.input('range')) : undefined, + }, + }) + const data = await computeTimeseries(organizationId, (range ?? 6) as RangeMonths) + return response.json({ data }) + } } diff --git a/apps/api/app/services/dashboard.ts b/apps/api/app/services/dashboard.ts index 30b79e1..825ed68 100644 --- a/apps/api/app/services/dashboard.ts +++ b/apps/api/app/services/dashboard.ts @@ -148,3 +148,141 @@ export async function topLatePayers( lateInvoicesCount: r.late_invoices_count, })) } + +// =========================================================================== +// Time series — pour les graphes du dashboard et de /insights +// =========================================================================== + +export type RangeMonths = 3 | 6 | 12 + +export type PaidByMonthPoint = { + /** Premier jour du mois en ISO date "YYYY-MM-01". */ + month: string + /** Total encaissé sur le mois (centimes). */ + encaisseCents: number + /** Nombre de factures payées sur le mois. */ + paidCount: number + /** DSO moyen sur le mois (jours, 0 si aucun paiement). */ + dsoDays: number +} + +export type PipelineSlice = { + status: 'pending' | 'awaiting_user_confirmation' | 'in_relance' | 'litigation' | 'paid' + count: number + amountCents: number +} + +export type DashboardTimeseries = { + range: RangeMonths + paidByMonth: PaidByMonthPoint[] + pipelineByStatus: PipelineSlice[] +} + +/** + * Calcule les séries temporelles pour le dashboard / insights. + * + * `paidByMonth` : N derniers mois (range), 1 ligne par mois même si vide + * (sinon les charts affichent des "trous"). + * + * `pipelineByStatus` : breakdown du portefeuille (count + montant) — pour + * donut/stacked-bar. Cancelled exclus pour réduire le bruit. + */ +export async function computeTimeseries( + organizationId: string, + range: RangeMonths = 6 +): Promise { + const paidByMonth = await fetchPaidByMonth({ organizationId, range }) + + const pipelineRows = (await db + .from('invoices') + .where('organization_id', organizationId) + .select('status') + .select(db.raw('count(*)::int as count')) + .select(db.raw('coalesce(sum(amount_ttc_cents), 0)::int as amount_cents')) + .groupBy('status')) as Array<{ + status: PipelineSlice['status'] | 'cancelled' + count: number + amount_cents: number + }> + + const pipelineOrder: PipelineSlice['status'][] = [ + 'pending', + 'awaiting_user_confirmation', + 'in_relance', + 'litigation', + 'paid', + ] + const pipelineMap = new Map(pipelineRows.map((r) => [r.status, r])) + const pipelineByStatus: PipelineSlice[] = pipelineOrder.map((status) => { + const r = pipelineMap.get(status) + return { status, count: r?.count ?? 0, amountCents: r?.amount_cents ?? 0 } + }) + + return { range, paidByMonth, pipelineByStatus } +} + +/** Variante par client — on filtre paidByMonth sur un client_id. */ +export async function computeClientTimeseries( + organizationId: string, + clientId: string, + range: RangeMonths = 6 +): Promise<{ range: RangeMonths; paidByMonth: PaidByMonthPoint[] }> { + const paidByMonth = await fetchPaidByMonth({ organizationId, clientId, range }) + return { range, paidByMonth } +} + +/** + * Helper interne — DRY entre computeTimeseries et computeClientTimeseries. + * Renvoie N buckets mensuels (range derniers mois inclus) avec encaisse/count/dso. + */ +async function fetchPaidByMonth(params: { + organizationId: string + clientId?: string + range: RangeMonths +}): Promise { + const now = DateTime.utc() + const firstBucket = now.minus({ months: params.range - 1 }).startOf('month') + + const buckets = new Map() + for (let i = 0; i < params.range; i++) { + const m = firstBucket.plus({ months: i }).toFormat('yyyy-LL-01') + buckets.set(m, { month: m, encaisseCents: 0, paidCount: 0, dsoDays: 0 }) + } + + const query = db + .from('invoices') + .where('organization_id', params.organizationId) + .where('status', 'paid') + .where('paid_at', '>=', firstBucket.toJSDate()) + + if (params.clientId) query.where('client_id', params.clientId) + + const rows = (await query + .select( + db.raw(`to_char(date_trunc('month', paid_at), 'YYYY-MM-01') as month`), + db.raw(`coalesce(sum(amount_ttc_cents), 0)::int as encaisse_cents`), + db.raw(`count(*)::int as paid_count`), + db.raw( + `coalesce(avg(extract(epoch from (paid_at - issue_date)) / 86400)::int, 0) as dso_days` + ) + ) + .groupByRaw(`date_trunc('month', paid_at)`) + .orderByRaw(`date_trunc('month', paid_at)`)) as Array<{ + month: string + encaisse_cents: number + paid_count: number + dso_days: number + }> + + for (const r of rows) { + if (!buckets.has(r.month)) continue + buckets.set(r.month, { + month: r.month, + encaisseCents: r.encaisse_cents, + paidCount: r.paid_count, + dsoDays: r.dso_days, + }) + } + + return Array.from(buckets.values()) +} diff --git a/apps/api/commands/seed_demo.ts b/apps/api/commands/seed_demo.ts index 0717c71..815cf49 100644 --- a/apps/api/commands/seed_demo.ts +++ b/apps/api/commands/seed_demo.ts @@ -1,4 +1,4 @@ -import { BaseCommand, args, flags } from '@adonisjs/core/ace' +import { BaseCommand, flags } from '@adonisjs/core/ace' import type { CommandOptions } from '@adonisjs/core/types/ace' import db from '@adonisjs/lucid/services/db' @@ -28,8 +28,11 @@ export default class SeedDemo extends BaseCommand { startApp: true, } - @args.string({ description: 'Email du user dont on peuple l\'org', required: false }) - declare email: string | undefined + @flags.string({ + description: "Email du user dont on peuple l'org", + required: true, + }) + declare email: string @flags.boolean({ description: @@ -39,12 +42,13 @@ export default class SeedDemo extends BaseCommand { declare reset: boolean @flags.string({ - description: "Nom à donner à l'organisation (ex. 'Maçonnerie Dupont'). Si vide, on ne touche pas.", + description: + "Nom à donner à l'organisation (ex. 'Arthur Barré'). Si vide, on garde le nom existant ou fallback.", }) declare orgName?: string async run() { - const email = this.email ?? this.parsed.flags.email + const email = this.email if (!email) { this.logger.error('Argument requis : --email ') this.exitCode = 1 diff --git a/apps/api/start/routes.ts b/apps/api/start/routes.ts index c0ed991..a62eef5 100644 --- a/apps/api/start/routes.ts +++ b/apps/api/start/routes.ts @@ -103,6 +103,10 @@ router router.get('', [controllers.Clients, 'index']).as('index') router.post('', [controllers.Clients, 'store']).as('store') router.get(':id', [controllers.Clients, 'show']).as('show').where('id', router.matchers.uuid()) + router + .get(':id/timeseries', [controllers.Clients, 'timeseries']) + .as('timeseries') + .where('id', router.matchers.uuid()) router.patch(':id', [controllers.Clients, 'update']).as('update').where('id', router.matchers.uuid()) }) .prefix('clients') @@ -145,6 +149,9 @@ router router.get('kpis', [controllers.Dashboard, 'kpis']).as('kpis') router.get('activity', [controllers.Dashboard, 'activity']).as('activity') router.get('top-late', [controllers.Dashboard, 'topLate']).as('top-late') + router + .get('timeseries', [controllers.Dashboard, 'timeseries']) + .as('timeseries') }) .prefix('dashboard') .as('dashboard') diff --git a/apps/web/package.json b/apps/web/package.json index bddfc5b..f3a0467 100644 --- a/apps/web/package.json +++ b/apps/web/package.json @@ -38,6 +38,7 @@ "lucide-react": "^0.475.0", "react": "^19.2.5", "react-dom": "^19.2.5", + "recharts": "^3.8.1", "sonner": "^1.7.4", "tailwind-merge": "^3.0.1", "zod": "^3.24.1" diff --git a/apps/web/src/components/charts/ChartTooltip.tsx b/apps/web/src/components/charts/ChartTooltip.tsx new file mode 100644 index 0000000..43f5406 --- /dev/null +++ b/apps/web/src/components/charts/ChartTooltip.tsx @@ -0,0 +1,68 @@ +import type { TooltipProps } from "recharts"; +import { cn } from "@/lib/utils"; + +/** + * Tooltip thémé Rubis — petite card cream + bordure rubis-glow. + * Reçoit en props un formatter pour personnaliser l'affichage des + * valeurs (ex. "1 240,00 €" pour les montants, "12 j" pour le DSO). + */ +type ChartTooltipProps = TooltipProps & { + /** Convertit le label X (ex. "2026-04-01" → "avril 2026"). */ + formatLabel?: (label: string) => string; + /** Convertit chaque valeur. Reçoit (value, dataKey). */ + formatValue?: (value: number, dataKey: string) => string; + /** Label personnalisé pour chaque dataKey. Défaut : dataKey lui-même. */ + seriesLabel?: Record; + className?: string; +}; + +export function ChartTooltip({ + active, + payload, + label, + formatLabel, + formatValue, + seriesLabel, + className, +}: ChartTooltipProps) { + if (!active || !payload || payload.length === 0) return null; + + return ( +
+ {label && ( +

+ {formatLabel ? formatLabel(String(label)) : String(label)} +

+ )} +
    + {payload.map((p, i) => { + const dataKey = String(p.dataKey ?? p.name ?? i); + const value = typeof p.value === "number" ? p.value : Number(p.value); + return ( +
  • +
    • + ); + })} +
+
+ ); +} diff --git a/apps/web/src/components/charts/ClientPaidChart.tsx b/apps/web/src/components/charts/ClientPaidChart.tsx new file mode 100644 index 0000000..83284bf --- /dev/null +++ b/apps/web/src/components/charts/ClientPaidChart.tsx @@ -0,0 +1,91 @@ +import { useMemo } from "react"; +import { + Bar, + BarChart, + CartesianGrid, + ResponsiveContainer, + Tooltip, + XAxis, + YAxis, +} from "recharts"; + +import { formatEuros } from "@/lib/format"; +import { + AXIS_TICK_STYLE, + chartColors, + formatMonthLong, + formatMonthShort, +} from "./theme"; +import { ChartTooltip } from "./ChartTooltip"; + +/** + * Mini bar chart "encaissé par mois" pour la fiche client. + * Format compact (height 140) + barres rubis-glow / rubis selon que + * le mois a eu un paiement ou non. Pas d'axe Y, montants dans le tooltip. + */ +type ClientPaidChartProps = { + data: Array<{ month: string; encaisseCents: number; paidCount: number }>; + height?: number; +}; + +export function ClientPaidChart({ data, height = 140 }: ClientPaidChartProps) { + const c = chartColors(); + + // Si aucun paiement sur la période, on affiche un message — un chart vide + // (que des barres à 0) raconte rien. + const hasAnyPaid = useMemo( + () => data.some((d) => d.paidCount > 0), + [data], + ); + + if (!hasAnyPaid) { + return ( +
+ Aucun paiement reçu de ce client sur les 6 derniers mois. +
+ ); + } + + return ( + + + + + + + key === "encaisseCents" + ? formatEuros(v) + : `${v} facture${v > 1 ? "s" : ""}` + } + seriesLabel={{ + encaisseCents: "Encaissé", + paidCount: "Paiements", + }} + /> + } + cursor={{ fill: c.cream2, opacity: 0.6 }} + /> + + + + ); +} diff --git a/apps/web/src/components/charts/DsoTrendChart.tsx b/apps/web/src/components/charts/DsoTrendChart.tsx new file mode 100644 index 0000000..895fa86 --- /dev/null +++ b/apps/web/src/components/charts/DsoTrendChart.tsx @@ -0,0 +1,105 @@ +import { + CartesianGrid, + Line, + LineChart, + ReferenceLine, + ResponsiveContainer, + Tooltip, + XAxis, + YAxis, +} from "recharts"; + +import { + AXIS_TICK_STYLE, + chartColors, + formatMonthLong, + formatMonthShort, +} from "./theme"; +import { ChartTooltip } from "./ChartTooltip"; + +/** + * DSO mensuel — line chart en ink (pas rubis pour distinguer du chart + * encaissé). Une ReferenceLine pointillée à 30j sert de repère visuel + * (norme LME pour le délai de paiement standard B2B). + */ +type DsoTrendChartProps = { + data: Array<{ month: string; dsoDays: number; paidCount: number }>; + height?: number; + /** Référence à afficher en pointillé (30j = LME standard). */ + reference?: number; +}; + +export function DsoTrendChart({ + data, + height = 200, + reference = 30, +}: DsoTrendChartProps) { + const c = chartColors(); + + // On ne plotte pas les mois sans paiement — sinon la ligne tombe à 0 + // et raconte une histoire fausse. On filtre ces points et on les + // gardera comme "trous" visuels (Recharts gère via connectNulls=false + // si on met null sur la valeur). + const enriched = data.map((d) => ({ + ...d, + dsoDays: d.paidCount > 0 ? d.dsoDays : null, + })); + + return ( + + + + + `${v}j`} + domain={[0, "dataMax + 5"]} + /> + + + key === "dsoDays" ? `${Math.round(v)} jours` : String(v) + } + seriesLabel={{ dsoDays: "DSO moyen" }} + /> + } + cursor={{ stroke: c.ink3, strokeWidth: 1, strokeDasharray: "4 4" }} + /> + + + + ); +} diff --git a/apps/web/src/components/charts/EncaisseChart.tsx b/apps/web/src/components/charts/EncaisseChart.tsx new file mode 100644 index 0000000..cd8ee43 --- /dev/null +++ b/apps/web/src/components/charts/EncaisseChart.tsx @@ -0,0 +1,76 @@ +import { + Area, + AreaChart, + CartesianGrid, + ResponsiveContainer, + Tooltip, + XAxis, + YAxis, +} from "recharts"; + +import { formatEuros } from "@/lib/format"; +import { + AXIS_TICK_STYLE, + chartColors, + formatMonthLong, + formatMonthShort, +} from "./theme"; +import { ChartTooltip } from "./ChartTooltip"; + +/** + * Encaissé mensuel — area chart avec dégradé rubis. + * X = mois (avr, mai, juin…), Y = euros encaissés. + * Pas d'axe Y visible : les valeurs sont dans le tooltip pour rester + * visuellement épuré (le client veut "j'ai gagné combien ce mois", pas + * une grille graduée). + */ +type EncaisseChartProps = { + data: Array<{ month: string; encaisseCents: number }>; + /** Hauteur fixe en px (défaut 220). */ + height?: number; +}; + +export function EncaisseChart({ data, height = 220 }: EncaisseChartProps) { + const c = chartColors(); + return ( + + + + + + + + + + + + formatEuros(v)} + seriesLabel={{ encaisseCents: "Encaissé" }} + /> + } + cursor={{ stroke: c.rubis, strokeWidth: 1, strokeDasharray: "4 4" }} + /> + + + + ); +} diff --git a/apps/web/src/components/charts/PipelineChart.tsx b/apps/web/src/components/charts/PipelineChart.tsx new file mode 100644 index 0000000..b26f8eb --- /dev/null +++ b/apps/web/src/components/charts/PipelineChart.tsx @@ -0,0 +1,120 @@ +import { Cell, Pie, PieChart, ResponsiveContainer, Tooltip } from "recharts"; + +import { formatEuros } from "@/lib/format"; +import { chartColors, STATUS_COLOR, STATUS_LABEL } from "./theme"; +import { ChartTooltip } from "./ChartTooltip"; + +/** + * Pipeline factures par statut — donut chart. + * + * Affiche le nombre de factures (count) par statut, avec un total + * centré au milieu du donut. Les montants sont dans le tooltip. + * + * Les statuts sans facture sont filtrés (sinon le donut a des slices + * de 0 qui chargent le visuel). + */ +type PipelineChartProps = { + data: Array<{ status: string; count: number; amountCents: number }>; + height?: number; +}; + +export function PipelineChart({ data, height = 220 }: PipelineChartProps) { + const c = chartColors(); + const filtered = data.filter((d) => d.count > 0); + const total = filtered.reduce((s, d) => s + d.count, 0); + + if (total === 0) { + return ( +
+ Aucune facture pour l'instant — créez-en une depuis l'écran factures. +
+ ); + } + + return ( +
+ + + + key === "count" ? `${v} factures` : formatEuros(v) + } + seriesLabel={{ count: "Nombre", amountCents: "Montant" }} + /> + } + /> + + {filtered.map((entry) => ( + + ))} + + + + + {/* Total centré au milieu du donut */} +
+

+ {total} +

+

+ Factures +

+
+
+ ); +} + +/** + * Légende compacte à afficher à côté du donut. Liste les statuts non-zero + * avec leur couleur, count et montant. + */ +export function PipelineLegend({ + data, +}: { + data: Array<{ status: string; count: number; amountCents: number }>; +}) { + const filtered = data.filter((d) => d.count > 0); + return ( +
    + {filtered.map((d) => ( +
  • +
    • + ))} +
+ ); +} diff --git a/apps/web/src/components/charts/theme.ts b/apps/web/src/components/charts/theme.ts new file mode 100644 index 0000000..9b9c947 --- /dev/null +++ b/apps/web/src/components/charts/theme.ts @@ -0,0 +1,81 @@ +/** + * Tokens et primitives partagés par tous les charts Rubis. + * On reste **strict** sur la palette : que des couleurs marque (rubis + + * neutres chauds), pas de bleu/vert/catégoriel générique de BI dashboard. + */ + +import type { CSSProperties } from "react"; + +/** Lit la valeur d'une CSS custom-property posée par @theme dans app.css. */ +function cssVar(name: string): string { + // Côté SSR / tests, document est absent — on fallback hex. + if (typeof window === "undefined") return ""; + return getComputedStyle(document.documentElement).getPropertyValue(name).trim(); +} + +/** + * Couleurs résolues à l'usage (pas en module-scope car les CSS vars + * peuvent ne pas être prêtes au tout premier import). Cf. `chartColors()`. + */ +export function chartColors() { + return { + rubis: cssVar("--color-rubis") || "#9F1239", + rubisDeep: cssVar("--color-rubis-deep") || "#771328", + rubisLight: cssVar("--color-rubis-light") || "#C9415C", + rubisGlow: cssVar("--color-rubis-glow") || "#FBE4EA", + cream: cssVar("--color-cream") || "#FAF7F2", + cream2: cssVar("--color-cream-2") || "#F5EFE7", + line: cssVar("--color-line") || "#E8E0D6", + ink: cssVar("--color-ink") || "#1A1410", + ink2: cssVar("--color-ink-2") || "#4F4640", + ink3: cssVar("--color-ink-3") || "#8A7F76", + }; +} + +/** + * Couleur d'un statut de facture — réutilise l'identité des badges côté + * liste pour que pipeline charts et tableaux racontent la même histoire. + */ +export const STATUS_COLOR: Record = { + pending: "#E8E0D6", // line — neutre, en attente + awaiting_user_confirmation: "#FBE4EA", // rubis-glow + in_relance: "#9F1239", // rubis primaire + litigation: "#1A1410", // ink — sérieux + paid: "#771328", // rubis-deep +}; + +export const STATUS_LABEL: Record = { + pending: "En attente", + awaiting_user_confirmation: "Check-in en cours", + in_relance: "En relance", + litigation: "Litige", + paid: "Encaissé", +}; + +/** Style label commun pour les axes (Inter, tabular-nums, ink-3). */ +export const AXIS_TICK_STYLE: CSSProperties = { + fontFamily: "var(--font-sans)", + fontSize: 11, + fontFeatureSettings: '"tnum"', + fill: "var(--color-ink-3)", +}; + +/** Format mois "2026-04-01" → "avr" pour les ticks X compacts. */ +const MONTH_FORMAT = new Intl.DateTimeFormat("fr-FR", { month: "short" }); +export function formatMonthShort(monthIso: string): string { + // "2026-04-01" → date locale (no need for parseISO, Date est suffisant) + const d = new Date(monthIso); + if (Number.isNaN(d.getTime())) return monthIso; + return MONTH_FORMAT.format(d).replace(".", ""); +} + +/** Format mois long pour les tooltips. */ +const MONTH_LONG = new Intl.DateTimeFormat("fr-FR", { + month: "long", + year: "numeric", +}); +export function formatMonthLong(monthIso: string): string { + const d = new Date(monthIso); + if (Number.isNaN(d.getTime())) return monthIso; + return MONTH_LONG.format(d); +} diff --git a/apps/web/src/components/layout/AppSidebar.tsx b/apps/web/src/components/layout/AppSidebar.tsx index 3d9c035..b7ca64a 100644 --- a/apps/web/src/components/layout/AppSidebar.tsx +++ b/apps/web/src/components/layout/AppSidebar.tsx @@ -5,6 +5,7 @@ import { ListChecks, Users, Settings, + TrendingUp, } from "lucide-react"; import { Brand } from "@/components/brand/Brand"; @@ -36,6 +37,7 @@ export function AppSidebar({ rubisThisMonth = 0 }: { rubisThisMonth?: number }) } label="Factures" /> } label="Plans de relance" /> } label="Clients" /> + } label="Insights" /> } label="Paramètres" /> diff --git a/apps/web/src/components/plans/wizard/AiGenerateModal.tsx b/apps/web/src/components/plans/wizard/AiGenerateModal.tsx index ebc6866..3aadc4e 100644 --- a/apps/web/src/components/plans/wizard/AiGenerateModal.tsx +++ b/apps/web/src/components/plans/wizard/AiGenerateModal.tsx @@ -84,7 +84,7 @@ export function AiGenerateModal({ - + Générer avec l'IA diff --git a/apps/web/src/routes/_app/clients_.$id.tsx b/apps/web/src/routes/_app/clients_.$id.tsx index 42eea7e..c1328e7 100644 --- a/apps/web/src/routes/_app/clients_.$id.tsx +++ b/apps/web/src/routes/_app/clients_.$id.tsx @@ -28,9 +28,20 @@ import { Card } from "@/components/ui/Card"; import { Eyebrow } from "@/components/ui/Eyebrow"; import { Textarea } from "@/components/ui/Textarea"; import { StatusBadge } from "@/components/ui/StatusBadge"; +import { ClientPaidChart } from "@/components/charts/ClientPaidChart"; import type { InvoiceListItem } from "@/components/factures/InvoiceTable"; import type { ClientWithStats } from "@/components/clients/ClientTable"; +type ClientTimeseries = { + range: 3 | 6 | 12; + paidByMonth: Array<{ + month: string; + encaisseCents: number; + paidCount: number; + dsoDays: number; + }>; +}; + type ClientDetail = ClientWithStats & { invoices: InvoiceListItem[]; }; @@ -55,6 +66,12 @@ function ClientDetailPage() { queryFn: () => api.get(`/api/v1/clients/${id}`), }); + const { data: timeseries } = useQuery({ + queryKey: ["clients", id, "timeseries", 6] as const, + queryFn: () => + api.get(`/api/v1/clients/${id}/timeseries?range=6`), + }); + // Notes : édition locale + sauvegarde sur blur. Garde le draft local pour // ne pas refetch écraser ce que l'user est en train de taper. const [notesDraft, setNotesDraft] = useState(""); @@ -190,6 +207,19 @@ function ClientDetailPage() { /> + {/* Mini chart "encaissé sur 6 mois" pour ce client */} + +
+
+ Paiements · 6 mois +

+ Évolution des encaissements de ce client. +

+
+
+ + +
{/* Liste des factures du client */}
diff --git a/apps/web/src/routes/_app/index.tsx b/apps/web/src/routes/_app/index.tsx index ad84987..02fe888 100644 --- a/apps/web/src/routes/_app/index.tsx +++ b/apps/web/src/routes/_app/index.tsx @@ -1,12 +1,14 @@ -import { createFileRoute } from "@tanstack/react-router"; +import { createFileRoute, Link } from "@tanstack/react-router"; import { useQuery } from "@tanstack/react-query"; -import { Camera, Plus, ArrowDownRight } from "lucide-react"; +import { Camera, Plus, ArrowDownRight, ArrowRight } from "lucide-react"; import { api } from "@/lib/api"; import { queryKeys } from "@/lib/queryKeys"; import { formatEuros } from "@/lib/format"; import { Button } from "@/components/ui/Button"; +import { Card } from "@/components/ui/Card"; +import { Eyebrow } from "@/components/ui/Eyebrow"; import { RubisHero } from "@/components/dashboard/RubisHero"; import { KpiCard } from "@/components/dashboard/KpiCard"; import { @@ -17,6 +19,27 @@ import { TopLatePayers, type LatePayer, } from "@/components/dashboard/TopLatePayers"; +import { EncaisseChart } from "@/components/charts/EncaisseChart"; +import { DsoTrendChart } from "@/components/charts/DsoTrendChart"; +import { + PipelineChart, + PipelineLegend, +} from "@/components/charts/PipelineChart"; + +type Timeseries = { + range: 3 | 6 | 12; + paidByMonth: Array<{ + month: string; + encaisseCents: number; + paidCount: number; + dsoDays: number; + }>; + pipelineByStatus: Array<{ + status: string; + count: number; + amountCents: number; + }>; +}; type DashboardKpis = { rubisCount: number; @@ -61,6 +84,11 @@ function DashboardPage() { queryFn: () => api.get("/api/v1/dashboard/top-late"), }); + const { data: timeseries } = useQuery({ + queryKey: ["dashboard", "timeseries", 6] as const, + queryFn: () => api.get("/api/v1/dashboard/timeseries?range=6"), + }); + return (
{/* Actions mobile : visibles seulement sur mobile (le topbar mobile montre la marque). */} @@ -127,11 +155,73 @@ function DashboardPage() { />
-
- + {/* Charts — encaissé + DSO côte à côte, puis pipeline en pleine largeur. + Cliquable vers /insights pour la version avec range selector. */} +
+ +
+
+ Encaissé · 6 mois +

+ Argent récupéré chaque mois. +

+
+ + Détails → + +
+ + + + +
+
+ DSO · 6 mois +

+ Délai moyen entre émission et paiement. +

+
+ + Détails → + +
+ + +
+ +
+ +
+ Pipeline factures + + Voir + +
+
+ + +
+ +
+
+ +
+ {/* Petite signature visuelle en bas — discret, juste pour aérer. */}

+
+
+ Insights +

+ Comprendre vos flux +

+

+ Vue d'ensemble du portefeuille et des encaissements. Filtre la + période pour comparer. +

+
+ + +
+ + {/* Récap chiffré au-dessus des charts pour ancrer la lecture. */} +
+ + + 0 ? `${dsoMoyen} j` : "—"} /> +
+ + {/* Encaissé — pleine largeur, chart le plus important */} + +
+ Encaissement mensuel +

+ Total facturé encaissé chaque mois sur la période sélectionnée. +

+
+ + + + {/* DSO + Pipeline côte à côte */} +
+ +
+ Délai de paiement (DSO) +

+ Jours moyens entre l'émission et le paiement. La référence + à 30 j est la norme LME pour le B2B. +

+
+ + + + +
+ Pipeline factures +

+ Répartition par statut sur l'ensemble du portefeuille. +

+
+
+ + +
+ +
+
+ ); +} + +function RangePicker({ + value, + onChange, +}: { + value: Range; + onChange: (r: Range) => void; +}) { + return ( +
+ {RANGES.map((r) => { + const active = r.value === value; + return ( + + ); + })} +
+ ); +} + +function SummaryCard({ label, value }: { label: string; value: string }) { + return ( + +

+ {label} +

+

+ {value} +

+ + ); +} diff --git a/apps/web/src/routes/_app/plans_.nouveau.tsx b/apps/web/src/routes/_app/plans_.nouveau.tsx index da17eb1..9373f69 100644 --- a/apps/web/src/routes/_app/plans_.nouveau.tsx +++ b/apps/web/src/routes/_app/plans_.nouveau.tsx @@ -628,7 +628,7 @@ function StepMessages({ Étape {selectedIdx + 1} · J{selected.offsetDays >= 0 ? "+" : ""} {selected.offsetDays}

-
diff --git a/pnpm-lock.yaml b/pnpm-lock.yaml index 943f21a..cf3abe3 100644 --- a/pnpm-lock.yaml +++ b/pnpm-lock.yaml @@ -222,6 +222,9 @@ importers: react-dom: specifier: ^19.2.5 version: 19.2.5(react@19.2.5) + recharts: + specifier: ^3.8.1 + version: 3.8.1(@types/react@19.2.14)(react-dom@19.2.5(react@19.2.5))(react-is@18.3.1)(react@19.2.5)(redux@5.0.1) sonner: specifier: ^1.7.4 version: 1.7.4(react-dom@19.2.5(react@19.2.5))(react@19.2.5) @@ -1931,6 +1934,17 @@ packages: '@radix-ui/rect@1.1.1': resolution: {integrity: sha512-HPwpGIzkl28mWyZqG52jiqDJ12waP11Pa1lGoiyUkIEuMLBP0oeK/C89esbXrxsky5we7dfd8U58nm0SgAWpVw==} + '@reduxjs/toolkit@2.11.2': + resolution: {integrity: sha512-Kd6kAHTA6/nUpp8mySPqj3en3dm0tdMIgbttnQ1xFMVpufoj+ADi8pXLBsd4xzTRHQa7t/Jv8W5UnCuW4kuWMQ==} + peerDependencies: + react: ^16.9.0 || ^17.0.0 || ^18 || ^19 + react-redux: ^7.2.1 || ^8.1.3 || ^9.0.0 + peerDependenciesMeta: + react: + optional: true + react-redux: + optional: true + 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