feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB
Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6,
#7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real
assignee column on interests, defer until ownership model lands) and #12
(keyboard shortcuts — explicit user call).
Interest list (the rep's main triage surface):
- Last activity column replaces Created (sortable by
dateLastContact). Postgres NULLs-last on DESC means
never-contacted leads sort to the bottom — exactly the right
triage default.
- Comment-icon next to client name when notesCount > 0, with a
tooltip showing the count. Cheap, glanceable signal that the
lead has correspondence to peek at.
- Urgency badges under stage when criteria fire: "Silent Nd"
for mid-funnel interests with no contact in 7+ days,
"EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd"
for eoi_signed interests with no deposit after 21 days.
Pure derived — no extra fetch, computed from the dates the
row already returns.
- Bulk select checkbox column with bulk-archive (existing
DataTable.bulkActions API; just wired with a confirm-dialog
and a Promise.all fan-out).
- Mobile FAB (+) for new interest, anchored above the bottom-tab
bar with safe-area inset awareness.
All four signals mirrored on the mobile InterestCard (comment
icon, urgency badges, last-activity footer).
Interest detail:
- Reminder bell badge in the header showing pending/snoozed
reminder count linked to the interest. Surfaced via
getInterestById's new `activeReminderCount`.
- "Latest note" teaser on the Overview tab — truncated 3-line
preview of the most recent threaded note + relative time +
"View all" link to the Notes tab. Saves a click for the
common "what was discussed last?" peek.
- Color-block swatches in InlineStagePicker dropdown (rounded-sm
mini-bars in the stage's progressive saturation color, replacing
the previous tiny dots). Reads as a visual scan instead of a
list.
Dashboard:
- MyRemindersRail on the right sidebar above the existing
AlertRail. Shows pending+snoozed reminders for the current
user (overdue first), each with priority pill, relative due
time, and click-through to the linked interest/client/berth.
Berth detail:
- BerthInterestPulse card at the top of the Overview tab,
replacing the old "buried in tab" pattern. Shows up to 5
active interests with avatar, stage pill, urgency badges, and
last-activity. Mirrors the old Nuxt CRM's beloved "Interested
Parties" panel but with the new triage signals.
Realtime toasts:
- New <RealtimeToasts /> mounted inside SocketProvider in the
dashboard layout. Subscribes to interest:stageChanged,
document:completed, document:signer:signed, and
interest:outcomeSet — fires sonner toasts so reps watching any
page learn about pipeline events without refreshing.
Service layer:
- listInterests: notesCount per row (left join + count + groupBy).
- getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164
(for the Email/Call/WhatsApp buttons added last commit; phone
pieces were missing), notesCount, recentNote, activeReminderCount.
- sortColumn switch handles 'dateLastContact' explicitly; default
stays 'updatedAt'.
tsc clean. vitest 835/835 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
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'use client';
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import Link from 'next/link';
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import { useParams } from 'next/navigation';
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import { useQuery } from '@tanstack/react-query';
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import { formatDistanceToNowStrict, isAfter, isBefore } from 'date-fns';
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import { AlarmClock, ChevronRight } from 'lucide-react';
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
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import { Badge } from '@/components/ui/badge';
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import { apiFetch } from '@/lib/api/client';
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import { cn } from '@/lib/utils';
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interface ReminderRow {
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id: string;
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title: string;
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dueAt: string;
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status: string;
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priority?: string | null;
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interestId?: string | null;
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clientId?: string | null;
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entityType?: string | null;
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entityId?: string | null;
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}
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interface MyRemindersResponse {
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data: ReminderRow[];
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}
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const PRIORITY_BADGE: Record<string, string> = {
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high: 'bg-rose-100 text-rose-700',
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medium: 'bg-amber-100 text-amber-700',
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low: 'bg-slate-100 text-slate-700',
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};
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/**
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* Compact reminders rail for the dashboard sidebar. Lists reminders assigned
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* to the current user (overdue first, then upcoming). Each item links to its
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* subject — interest preferred, then client, then the generic entity ref.
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*
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* Limited to 6 items; "View all" routes to /reminders.
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*/
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export function MyRemindersRail() {
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const params = useParams<{ portSlug: string }>();
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const portSlug = params?.portSlug ?? '';
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const { data, isLoading } = useQuery<MyRemindersResponse>({
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queryKey: ['reminders', 'my'],
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queryFn: () => apiFetch<MyRemindersResponse>('/api/v1/reminders/my'),
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staleTime: 60_000,
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});
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const items = data?.data ?? [];
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const now = new Date();
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// Overdue first, then upcoming, capped at 6 for the rail.
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const sorted = [...items]
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.sort((a, b) => new Date(a.dueAt).getTime() - new Date(b.dueAt).getTime())
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.slice(0, 6);
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const overdueCount = items.filter((r) => isBefore(new Date(r.dueAt), now)).length;
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function hrefFor(r: ReminderRow): string {
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if (r.interestId) return `/${portSlug}/interests/${r.interestId}`;
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if (r.clientId) return `/${portSlug}/clients/${r.clientId}`;
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if (r.entityType === 'client' && r.entityId) return `/${portSlug}/clients/${r.entityId}`;
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if (r.entityType === 'interest' && r.entityId) return `/${portSlug}/interests/${r.entityId}`;
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if (r.entityType === 'berth' && r.entityId) return `/${portSlug}/berths/${r.entityId}`;
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return `/${portSlug}/reminders`;
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}
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2026-05-03 16:15:20 +02:00
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// `h-full` only at xl: where the dashboard grid pairs this rail with
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// a sibling chart column. On mobile (stacked) it produced a weirdly
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// tall empty card.
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feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB
Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6,
#7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real
assignee column on interests, defer until ownership model lands) and #12
(keyboard shortcuts — explicit user call).
Interest list (the rep's main triage surface):
- Last activity column replaces Created (sortable by
dateLastContact). Postgres NULLs-last on DESC means
never-contacted leads sort to the bottom — exactly the right
triage default.
- Comment-icon next to client name when notesCount > 0, with a
tooltip showing the count. Cheap, glanceable signal that the
lead has correspondence to peek at.
- Urgency badges under stage when criteria fire: "Silent Nd"
for mid-funnel interests with no contact in 7+ days,
"EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd"
for eoi_signed interests with no deposit after 21 days.
Pure derived — no extra fetch, computed from the dates the
row already returns.
- Bulk select checkbox column with bulk-archive (existing
DataTable.bulkActions API; just wired with a confirm-dialog
and a Promise.all fan-out).
- Mobile FAB (+) for new interest, anchored above the bottom-tab
bar with safe-area inset awareness.
All four signals mirrored on the mobile InterestCard (comment
icon, urgency badges, last-activity footer).
Interest detail:
- Reminder bell badge in the header showing pending/snoozed
reminder count linked to the interest. Surfaced via
getInterestById's new `activeReminderCount`.
- "Latest note" teaser on the Overview tab — truncated 3-line
preview of the most recent threaded note + relative time +
"View all" link to the Notes tab. Saves a click for the
common "what was discussed last?" peek.
- Color-block swatches in InlineStagePicker dropdown (rounded-sm
mini-bars in the stage's progressive saturation color, replacing
the previous tiny dots). Reads as a visual scan instead of a
list.
Dashboard:
- MyRemindersRail on the right sidebar above the existing
AlertRail. Shows pending+snoozed reminders for the current
user (overdue first), each with priority pill, relative due
time, and click-through to the linked interest/client/berth.
Berth detail:
- BerthInterestPulse card at the top of the Overview tab,
replacing the old "buried in tab" pattern. Shows up to 5
active interests with avatar, stage pill, urgency badges, and
last-activity. Mirrors the old Nuxt CRM's beloved "Interested
Parties" panel but with the new triage signals.
Realtime toasts:
- New <RealtimeToasts /> mounted inside SocketProvider in the
dashboard layout. Subscribes to interest:stageChanged,
document:completed, document:signer:signed, and
interest:outcomeSet — fires sonner toasts so reps watching any
page learn about pipeline events without refreshing.
Service layer:
- listInterests: notesCount per row (left join + count + groupBy).
- getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164
(for the Email/Call/WhatsApp buttons added last commit; phone
pieces were missing), notesCount, recentNote, activeReminderCount.
- sortColumn switch handles 'dateLastContact' explicitly; default
stays 'updatedAt'.
tsc clean. vitest 835/835 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
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return (
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2026-05-03 16:15:20 +02:00
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<Card className="xl:h-full">
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feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB
Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6,
#7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real
assignee column on interests, defer until ownership model lands) and #12
(keyboard shortcuts — explicit user call).
Interest list (the rep's main triage surface):
- Last activity column replaces Created (sortable by
dateLastContact). Postgres NULLs-last on DESC means
never-contacted leads sort to the bottom — exactly the right
triage default.
- Comment-icon next to client name when notesCount > 0, with a
tooltip showing the count. Cheap, glanceable signal that the
lead has correspondence to peek at.
- Urgency badges under stage when criteria fire: "Silent Nd"
for mid-funnel interests with no contact in 7+ days,
"EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd"
for eoi_signed interests with no deposit after 21 days.
Pure derived — no extra fetch, computed from the dates the
row already returns.
- Bulk select checkbox column with bulk-archive (existing
DataTable.bulkActions API; just wired with a confirm-dialog
and a Promise.all fan-out).
- Mobile FAB (+) for new interest, anchored above the bottom-tab
bar with safe-area inset awareness.
All four signals mirrored on the mobile InterestCard (comment
icon, urgency badges, last-activity footer).
Interest detail:
- Reminder bell badge in the header showing pending/snoozed
reminder count linked to the interest. Surfaced via
getInterestById's new `activeReminderCount`.
- "Latest note" teaser on the Overview tab — truncated 3-line
preview of the most recent threaded note + relative time +
"View all" link to the Notes tab. Saves a click for the
common "what was discussed last?" peek.
- Color-block swatches in InlineStagePicker dropdown (rounded-sm
mini-bars in the stage's progressive saturation color, replacing
the previous tiny dots). Reads as a visual scan instead of a
list.
Dashboard:
- MyRemindersRail on the right sidebar above the existing
AlertRail. Shows pending+snoozed reminders for the current
user (overdue first), each with priority pill, relative due
time, and click-through to the linked interest/client/berth.
Berth detail:
- BerthInterestPulse card at the top of the Overview tab,
replacing the old "buried in tab" pattern. Shows up to 5
active interests with avatar, stage pill, urgency badges, and
last-activity. Mirrors the old Nuxt CRM's beloved "Interested
Parties" panel but with the new triage signals.
Realtime toasts:
- New <RealtimeToasts /> mounted inside SocketProvider in the
dashboard layout. Subscribes to interest:stageChanged,
document:completed, document:signer:signed, and
interest:outcomeSet — fires sonner toasts so reps watching any
page learn about pipeline events without refreshing.
Service layer:
- listInterests: notesCount per row (left join + count + groupBy).
- getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164
(for the Email/Call/WhatsApp buttons added last commit; phone
pieces were missing), notesCount, recentNote, activeReminderCount.
- sortColumn switch handles 'dateLastContact' explicitly; default
stays 'updatedAt'.
tsc clean. vitest 835/835 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
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<CardHeader className="flex flex-row items-start justify-between gap-2 space-y-0 pb-3">
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<div className="space-y-0.5">
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<CardTitle className="flex items-center gap-1.5 text-base">
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<AlarmClock className="size-4" />
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Reminders
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</CardTitle>
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{overdueCount > 0 ? (
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<p className="text-xs text-rose-700">{overdueCount} overdue</p>
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) : items.length > 0 ? (
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<p className="text-xs text-muted-foreground">{items.length} pending</p>
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) : null}
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</div>
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<Link
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href={`/${portSlug}/reminders` as never}
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className="text-xs font-medium text-primary hover:underline"
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>
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View all
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</Link>
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</CardHeader>
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<CardContent className="pt-0">
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{isLoading ? (
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<div className="space-y-2">
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{[0, 1, 2].map((i) => (
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<div key={i} className="h-9 animate-pulse rounded-md bg-muted/40" />
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))}
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</div>
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) : sorted.length === 0 ? (
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<p className="py-3 text-center text-sm text-muted-foreground">
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All caught up — no reminders.
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</p>
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) : (
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<ul className="space-y-1">
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{sorted.map((r) => {
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const due = new Date(r.dueAt);
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const isOverdue = isBefore(due, now);
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const isUpcoming = isAfter(due, now);
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return (
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<li key={r.id}>
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<Link
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href={hrefFor(r) as never}
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className={cn(
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'group flex items-center gap-2 rounded-md px-2 py-1.5 text-sm transition-colors',
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'hover:bg-foreground/5',
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)}
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>
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<span
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aria-hidden
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className={cn(
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'size-1.5 shrink-0 rounded-full',
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isOverdue ? 'bg-rose-500' : 'bg-amber-400',
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)}
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/>
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<span className="min-w-0 flex-1 truncate">{r.title}</span>
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{r.priority && r.priority !== 'low' ? (
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<Badge
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variant="outline"
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className={cn(
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'border-transparent text-[10px]',
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PRIORITY_BADGE[r.priority] ?? 'bg-muted text-muted-foreground',
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)}
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>
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{r.priority}
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</Badge>
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) : null}
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<span className="shrink-0 text-[11px] tabular-nums text-muted-foreground">
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{isOverdue
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? formatDistanceToNowStrict(due) + ' overdue'
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: isUpcoming
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? 'in ' + formatDistanceToNowStrict(due)
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: 'now'}
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</span>
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<ChevronRight className="size-3.5 shrink-0 text-muted-foreground/60 transition-transform group-hover:translate-x-0.5" />
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</Link>
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</li>
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);
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})}
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</ul>
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)}
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</CardContent>
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</Card>
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);
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}
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