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>
This commit is contained in:
Matt Ciaccio
2026-05-02 04:09:51 +02:00
parent c824b2df12
commit a767652d74
15 changed files with 1033 additions and 107 deletions

View File

@@ -0,0 +1,166 @@
'use client';
import Link from 'next/link';
import { useParams } from 'next/navigation';
import { useQuery } from '@tanstack/react-query';
import { ChevronRight, Users } from 'lucide-react';
import { formatDistanceToNowStrict } from 'date-fns';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { apiFetch } from '@/lib/api/client';
import { stageBadgeClass, stageLabel } from '@/lib/constants';
import { computeUrgencyBadges } from '@/components/interests/urgency';
import type { InterestRow } from '@/components/interests/interest-columns';
import { cn } from '@/lib/utils';
interface InterestsResponse {
data: InterestRow[];
}
const PREVIEW_LIMIT = 5;
/**
* Top-of-overview pulse for the berth detail page. Lists the active
* interested parties with their stage + last activity, so the rep can do
* berth-level triage ("who's on this slip and how warm are they?")
* without clicking into the Interests tab.
*
* Borrows from the old Nuxt CRM's BerthDetailsModal "Interested Parties"
* pattern but uses the new at-a-glance signals (urgency badges, last
* activity).
*/
export function BerthInterestPulse({ berthId }: { berthId: string }) {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const { data, isLoading } = useQuery<InterestsResponse>({
queryKey: ['interests', { berthId, sort: 'dateLastContact', order: 'desc' }],
queryFn: () =>
apiFetch<InterestsResponse>(
`/api/v1/interests?berthId=${berthId}&limit=10&sort=dateLastContact&order=desc`,
),
staleTime: 30_000,
});
const all = data?.data ?? [];
const active = all.filter((i) => !i.archivedAt && !i.outcome);
const preview = active.slice(0, PREVIEW_LIMIT);
const more = active.length - preview.length;
if (isLoading) {
return (
<Card>
<CardHeader className="pb-3">
<CardTitle className="text-sm font-medium">Interested parties</CardTitle>
</CardHeader>
<CardContent className="pt-0">
<div className="space-y-2">
{[0, 1, 2].map((i) => (
<div key={i} className="h-10 animate-pulse rounded-md bg-muted/40" />
))}
</div>
</CardContent>
</Card>
);
}
if (active.length === 0) {
return (
<Card>
<CardHeader className="pb-3">
<CardTitle className="flex items-center gap-1.5 text-sm font-medium">
<Users className="size-3.5" />
Interested parties
</CardTitle>
</CardHeader>
<CardContent className="pt-0">
<p className="text-sm text-muted-foreground">No active interests on this berth.</p>
</CardContent>
</Card>
);
}
return (
<Card>
<CardHeader className="flex flex-row items-center justify-between pb-3 space-y-0">
<CardTitle className="flex items-center gap-1.5 text-sm font-medium">
<Users className="size-3.5" />
Interested parties
<span className="ml-1 rounded-full bg-muted px-1.5 py-0.5 text-[10px] font-medium text-muted-foreground">
{active.length}
</span>
</CardTitle>
</CardHeader>
<CardContent className="pt-0">
<ul className="divide-y divide-border">
{preview.map((i) => {
const lastIso = i.dateLastContact ?? i.updatedAt ?? null;
const lastActivity = lastIso
? formatDistanceToNowStrict(new Date(lastIso), { addSuffix: true })
: null;
const urgency = computeUrgencyBadges(i);
const initials = (i.clientName ?? '?')
.split(/\s+/)
.filter(Boolean)
.slice(0, 2)
.map((p) => p[0]!.toUpperCase())
.join('');
return (
<li key={i.id}>
<Link
href={`/${portSlug}/interests/${i.id}`}
className="group flex items-center gap-3 px-1 py-2.5 transition-colors hover:bg-foreground/5 rounded-md -mx-1"
>
<span className="flex size-8 shrink-0 items-center justify-center rounded-full bg-brand-100 text-xs font-semibold text-brand-700">
{initials || '?'}
</span>
<div className="min-w-0 flex-1 space-y-0.5">
<div className="flex items-center gap-2 flex-wrap">
<span className="truncate text-sm font-medium text-foreground">
{i.clientName ?? 'Unknown'}
</span>
<span
className={cn(
'inline-flex items-center rounded-full px-2 py-0.5 text-[10px] font-medium',
stageBadgeClass(i.pipelineStage),
)}
>
{stageLabel(i.pipelineStage)}
</span>
{urgency.map((b) => (
<span
key={b.id}
title={b.detail}
className={cn(
'inline-flex items-center rounded-full px-1.5 py-0.5 text-[10px] font-medium',
b.className,
)}
>
{b.label}
</span>
))}
</div>
{lastActivity ? (
<p className="text-[11px] tabular-nums text-muted-foreground">
Last activity {lastActivity}
</p>
) : null}
</div>
<ChevronRight className="size-4 shrink-0 text-muted-foreground/60 transition-transform group-hover:translate-x-0.5" />
</Link>
</li>
);
})}
</ul>
{more > 0 ? (
<Link
href={`/${portSlug}/berths/${berthId}?tab=interests`}
className="mt-2 inline-flex text-xs font-medium text-primary hover:underline"
>
View all {active.length} interests
</Link>
) : null}
</CardContent>
</Card>
);
}

View File

@@ -5,6 +5,7 @@ import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { TagBadge } from '@/components/shared/tag-badge';
import { BerthReservationsTab } from './berth-reservations-tab';
import { BerthInterestsTab } from './berth-interests-tab';
import { BerthInterestPulse } from './berth-interest-pulse';
type BerthData = {
id: string;
@@ -72,93 +73,99 @@ function OverviewTab({ berth }: { berth: BerthData }) {
: null;
return (
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
{/* Specifications */}
<Card>
<CardHeader className="pb-3">
<CardTitle className="text-sm font-medium">Specifications</CardTitle>
</CardHeader>
<CardContent className="pt-0 divide-y">
<SpecRow label="Length" value={formatDim(berth.lengthFt, berth.lengthM)} />
<SpecRow
label="Width"
value={
formatDim(berth.widthFt, berth.widthM)
? `${formatDim(berth.widthFt, berth.widthM)}${berth.widthIsMinimum ? ' (min)' : ''}`
: null
}
/>
<SpecRow label="Draft" value={formatDim(berth.draftFt, berth.draftM)} />
<SpecRow
label="Nominal Boat Size"
value={berth.nominalBoatSize || berth.nominalBoatSizeM}
/>
<SpecRow
label="Water Depth"
value={
berth.waterDepth || berth.waterDepthM
? `${formatDim(berth.waterDepth, berth.waterDepthM)}${berth.waterDepthIsMinimum ? ' (min)' : ''}`
: null
}
/>
<SpecRow label="Mooring Type" value={berth.mooringType} />
<SpecRow label="Side Pontoon" value={berth.sidePontoon} />
<SpecRow label="Bow Facing" value={berth.bowFacing} />
<SpecRow label="Access" value={berth.access} />
<SpecRow label="Approved" value={berth.berthApproved ? 'Yes' : null} />
</CardContent>
</Card>
<div className="space-y-6">
{/* Sales pulse — top-of-page so reps doing berth-level triage can see
who's interested + how warm without clicking into the Interests tab. */}
<BerthInterestPulse berthId={berth.id} />
{/* Infrastructure & Pricing */}
<div className="space-y-6">
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
{/* Specifications */}
<Card>
<CardHeader className="pb-3">
<CardTitle className="text-sm font-medium">Infrastructure</CardTitle>
</CardHeader>
<CardContent className="pt-0 divide-y">
<SpecRow label="Power Capacity" value={berth.powerCapacity} />
<SpecRow label="Voltage" value={berth.voltage} />
<SpecRow label="Cleat Type" value={berth.cleatType} />
<SpecRow label="Cleat Capacity" value={berth.cleatCapacity} />
<SpecRow label="Bollard Type" value={berth.bollardType} />
<SpecRow label="Bollard Capacity" value={berth.bollardCapacity} />
</CardContent>
</Card>
<Card>
<CardHeader className="pb-3">
<CardTitle className="text-sm font-medium">Tenure & Pricing</CardTitle>
<CardTitle className="text-sm font-medium">Specifications</CardTitle>
</CardHeader>
<CardContent className="pt-0 divide-y">
<SpecRow label="Length" value={formatDim(berth.lengthFt, berth.lengthM)} />
<SpecRow
label="Tenure Type"
value={berth.tenureType === 'permanent' ? 'Permanent' : 'Fixed Term'}
label="Width"
value={
formatDim(berth.widthFt, berth.widthM)
? `${formatDim(berth.widthFt, berth.widthM)}${berth.widthIsMinimum ? ' (min)' : ''}`
: null
}
/>
{berth.tenureType === 'fixed_term' && (
<>
<SpecRow label="Years" value={berth.tenureYears} />
<SpecRow label="Start Date" value={berth.tenureStartDate} />
<SpecRow label="End Date" value={berth.tenureEndDate} />
</>
)}
<SpecRow label="Price" value={price} />
<SpecRow label="Draft" value={formatDim(berth.draftFt, berth.draftM)} />
<SpecRow
label="Nominal Boat Size"
value={berth.nominalBoatSize || berth.nominalBoatSizeM}
/>
<SpecRow
label="Water Depth"
value={
berth.waterDepth || berth.waterDepthM
? `${formatDim(berth.waterDepth, berth.waterDepthM)}${berth.waterDepthIsMinimum ? ' (min)' : ''}`
: null
}
/>
<SpecRow label="Mooring Type" value={berth.mooringType} />
<SpecRow label="Side Pontoon" value={berth.sidePontoon} />
<SpecRow label="Bow Facing" value={berth.bowFacing} />
<SpecRow label="Access" value={berth.access} />
<SpecRow label="Approved" value={berth.berthApproved ? 'Yes' : null} />
</CardContent>
</Card>
{berth.tags.length > 0 && (
{/* Infrastructure & Pricing */}
<div className="space-y-6">
<Card>
<CardHeader className="pb-3">
<CardTitle className="text-sm font-medium">Tags</CardTitle>
<CardTitle className="text-sm font-medium">Infrastructure</CardTitle>
</CardHeader>
<CardContent className="pt-0">
<div className="flex flex-wrap gap-1.5">
{berth.tags.map((tag) => (
<TagBadge key={tag.id} name={tag.name} color={tag.color} />
))}
</div>
<CardContent className="pt-0 divide-y">
<SpecRow label="Power Capacity" value={berth.powerCapacity} />
<SpecRow label="Voltage" value={berth.voltage} />
<SpecRow label="Cleat Type" value={berth.cleatType} />
<SpecRow label="Cleat Capacity" value={berth.cleatCapacity} />
<SpecRow label="Bollard Type" value={berth.bollardType} />
<SpecRow label="Bollard Capacity" value={berth.bollardCapacity} />
</CardContent>
</Card>
)}
<Card>
<CardHeader className="pb-3">
<CardTitle className="text-sm font-medium">Tenure & Pricing</CardTitle>
</CardHeader>
<CardContent className="pt-0 divide-y">
<SpecRow
label="Tenure Type"
value={berth.tenureType === 'permanent' ? 'Permanent' : 'Fixed Term'}
/>
{berth.tenureType === 'fixed_term' && (
<>
<SpecRow label="Years" value={berth.tenureYears} />
<SpecRow label="Start Date" value={berth.tenureStartDate} />
<SpecRow label="End Date" value={berth.tenureEndDate} />
</>
)}
<SpecRow label="Price" value={price} />
</CardContent>
</Card>
{berth.tags.length > 0 && (
<Card>
<CardHeader className="pb-3">
<CardTitle className="text-sm font-medium">Tags</CardTitle>
</CardHeader>
<CardContent className="pt-0">
<div className="flex flex-wrap gap-1.5">
{berth.tags.map((tag) => (
<TagBadge key={tag.id} name={tag.name} color={tag.color} />
))}
</div>
</CardContent>
</Card>
)}
</div>
</div>
</div>
);