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:
166
src/components/berths/berth-interest-pulse.tsx
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166
src/components/berths/berth-interest-pulse.tsx
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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 { ChevronRight, Users } from 'lucide-react';
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import { formatDistanceToNowStrict } from 'date-fns';
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
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import { apiFetch } from '@/lib/api/client';
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import { stageBadgeClass, stageLabel } from '@/lib/constants';
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import { computeUrgencyBadges } from '@/components/interests/urgency';
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import type { InterestRow } from '@/components/interests/interest-columns';
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import { cn } from '@/lib/utils';
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interface InterestsResponse {
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data: InterestRow[];
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}
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const PREVIEW_LIMIT = 5;
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/**
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* Top-of-overview pulse for the berth detail page. Lists the active
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* interested parties with their stage + last activity, so the rep can do
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* berth-level triage ("who's on this slip and how warm are they?")
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* without clicking into the Interests tab.
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*
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* Borrows from the old Nuxt CRM's BerthDetailsModal "Interested Parties"
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* pattern but uses the new at-a-glance signals (urgency badges, last
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* activity).
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*/
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export function BerthInterestPulse({ berthId }: { berthId: string }) {
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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<InterestsResponse>({
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queryKey: ['interests', { berthId, sort: 'dateLastContact', order: 'desc' }],
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queryFn: () =>
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apiFetch<InterestsResponse>(
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`/api/v1/interests?berthId=${berthId}&limit=10&sort=dateLastContact&order=desc`,
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),
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staleTime: 30_000,
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});
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const all = data?.data ?? [];
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const active = all.filter((i) => !i.archivedAt && !i.outcome);
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const preview = active.slice(0, PREVIEW_LIMIT);
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const more = active.length - preview.length;
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if (isLoading) {
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return (
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<Card>
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<CardHeader className="pb-3">
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<CardTitle className="text-sm font-medium">Interested parties</CardTitle>
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</CardHeader>
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<CardContent className="pt-0">
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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-10 animate-pulse rounded-md bg-muted/40" />
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))}
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</div>
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</CardContent>
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</Card>
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);
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}
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if (active.length === 0) {
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return (
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<Card>
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<CardHeader className="pb-3">
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<CardTitle className="flex items-center gap-1.5 text-sm font-medium">
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<Users className="size-3.5" />
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Interested parties
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</CardTitle>
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</CardHeader>
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<CardContent className="pt-0">
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<p className="text-sm text-muted-foreground">No active interests on this berth.</p>
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</CardContent>
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</Card>
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);
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}
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return (
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<Card>
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<CardHeader className="flex flex-row items-center justify-between pb-3 space-y-0">
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<CardTitle className="flex items-center gap-1.5 text-sm font-medium">
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<Users className="size-3.5" />
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Interested parties
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<span className="ml-1 rounded-full bg-muted px-1.5 py-0.5 text-[10px] font-medium text-muted-foreground">
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{active.length}
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</span>
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</CardTitle>
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</CardHeader>
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<CardContent className="pt-0">
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<ul className="divide-y divide-border">
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{preview.map((i) => {
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const lastIso = i.dateLastContact ?? i.updatedAt ?? null;
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const lastActivity = lastIso
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? formatDistanceToNowStrict(new Date(lastIso), { addSuffix: true })
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: null;
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const urgency = computeUrgencyBadges(i);
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const initials = (i.clientName ?? '?')
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.split(/\s+/)
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.filter(Boolean)
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.slice(0, 2)
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.map((p) => p[0]!.toUpperCase())
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.join('');
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return (
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<li key={i.id}>
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<Link
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href={`/${portSlug}/interests/${i.id}`}
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className="group flex items-center gap-3 px-1 py-2.5 transition-colors hover:bg-foreground/5 rounded-md -mx-1"
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>
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<span className="flex size-8 shrink-0 items-center justify-center rounded-full bg-brand-100 text-xs font-semibold text-brand-700">
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{initials || '?'}
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</span>
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<div className="min-w-0 flex-1 space-y-0.5">
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<div className="flex items-center gap-2 flex-wrap">
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<span className="truncate text-sm font-medium text-foreground">
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{i.clientName ?? 'Unknown'}
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</span>
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<span
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className={cn(
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'inline-flex items-center rounded-full px-2 py-0.5 text-[10px] font-medium',
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stageBadgeClass(i.pipelineStage),
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)}
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>
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{stageLabel(i.pipelineStage)}
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</span>
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{urgency.map((b) => (
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<span
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key={b.id}
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title={b.detail}
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className={cn(
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'inline-flex items-center rounded-full px-1.5 py-0.5 text-[10px] font-medium',
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b.className,
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)}
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>
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{b.label}
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</span>
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))}
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</div>
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{lastActivity ? (
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<p className="text-[11px] tabular-nums text-muted-foreground">
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Last activity {lastActivity}
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</p>
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) : null}
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</div>
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<ChevronRight className="size-4 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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{more > 0 ? (
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<Link
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href={`/${portSlug}/berths/${berthId}?tab=interests`}
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className="mt-2 inline-flex text-xs font-medium text-primary hover:underline"
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>
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View all {active.length} interests →
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</Link>
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) : null}
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</CardContent>
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</Card>
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);
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}
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@@ -5,6 +5,7 @@ import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
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import { TagBadge } from '@/components/shared/tag-badge';
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import { BerthReservationsTab } from './berth-reservations-tab';
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import { BerthInterestsTab } from './berth-interests-tab';
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import { BerthInterestPulse } from './berth-interest-pulse';
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type BerthData = {
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id: string;
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@@ -72,93 +73,99 @@ function OverviewTab({ berth }: { berth: BerthData }) {
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: null;
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return (
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<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
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{/* Specifications */}
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<Card>
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<CardHeader className="pb-3">
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<CardTitle className="text-sm font-medium">Specifications</CardTitle>
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</CardHeader>
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<CardContent className="pt-0 divide-y">
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<SpecRow label="Length" value={formatDim(berth.lengthFt, berth.lengthM)} />
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<SpecRow
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label="Width"
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value={
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formatDim(berth.widthFt, berth.widthM)
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? `${formatDim(berth.widthFt, berth.widthM)}${berth.widthIsMinimum ? ' (min)' : ''}`
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: null
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}
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/>
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<SpecRow label="Draft" value={formatDim(berth.draftFt, berth.draftM)} />
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<SpecRow
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label="Nominal Boat Size"
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value={berth.nominalBoatSize || berth.nominalBoatSizeM}
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/>
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<SpecRow
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label="Water Depth"
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value={
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berth.waterDepth || berth.waterDepthM
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? `${formatDim(berth.waterDepth, berth.waterDepthM)}${berth.waterDepthIsMinimum ? ' (min)' : ''}`
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: null
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}
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/>
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<SpecRow label="Mooring Type" value={berth.mooringType} />
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<SpecRow label="Side Pontoon" value={berth.sidePontoon} />
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<SpecRow label="Bow Facing" value={berth.bowFacing} />
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<SpecRow label="Access" value={berth.access} />
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<SpecRow label="Approved" value={berth.berthApproved ? 'Yes' : null} />
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</CardContent>
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</Card>
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<div className="space-y-6">
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{/* Sales pulse — top-of-page so reps doing berth-level triage can see
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who's interested + how warm without clicking into the Interests tab. */}
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<BerthInterestPulse berthId={berth.id} />
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{/* Infrastructure & Pricing */}
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<div className="space-y-6">
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<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
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{/* Specifications */}
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<Card>
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<CardHeader className="pb-3">
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<CardTitle className="text-sm font-medium">Infrastructure</CardTitle>
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</CardHeader>
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<CardContent className="pt-0 divide-y">
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<SpecRow label="Power Capacity" value={berth.powerCapacity} />
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<SpecRow label="Voltage" value={berth.voltage} />
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<SpecRow label="Cleat Type" value={berth.cleatType} />
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<SpecRow label="Cleat Capacity" value={berth.cleatCapacity} />
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<SpecRow label="Bollard Type" value={berth.bollardType} />
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<SpecRow label="Bollard Capacity" value={berth.bollardCapacity} />
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</CardContent>
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</Card>
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<Card>
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<CardHeader className="pb-3">
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<CardTitle className="text-sm font-medium">Tenure & Pricing</CardTitle>
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<CardTitle className="text-sm font-medium">Specifications</CardTitle>
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</CardHeader>
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<CardContent className="pt-0 divide-y">
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<SpecRow label="Length" value={formatDim(berth.lengthFt, berth.lengthM)} />
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<SpecRow
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label="Tenure Type"
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value={berth.tenureType === 'permanent' ? 'Permanent' : 'Fixed Term'}
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label="Width"
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value={
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formatDim(berth.widthFt, berth.widthM)
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? `${formatDim(berth.widthFt, berth.widthM)}${berth.widthIsMinimum ? ' (min)' : ''}`
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: null
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}
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/>
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{berth.tenureType === 'fixed_term' && (
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<>
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<SpecRow label="Years" value={berth.tenureYears} />
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<SpecRow label="Start Date" value={berth.tenureStartDate} />
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<SpecRow label="End Date" value={berth.tenureEndDate} />
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</>
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)}
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<SpecRow label="Price" value={price} />
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<SpecRow label="Draft" value={formatDim(berth.draftFt, berth.draftM)} />
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<SpecRow
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label="Nominal Boat Size"
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value={berth.nominalBoatSize || berth.nominalBoatSizeM}
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/>
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<SpecRow
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label="Water Depth"
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value={
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berth.waterDepth || berth.waterDepthM
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? `${formatDim(berth.waterDepth, berth.waterDepthM)}${berth.waterDepthIsMinimum ? ' (min)' : ''}`
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: null
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}
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/>
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<SpecRow label="Mooring Type" value={berth.mooringType} />
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<SpecRow label="Side Pontoon" value={berth.sidePontoon} />
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<SpecRow label="Bow Facing" value={berth.bowFacing} />
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<SpecRow label="Access" value={berth.access} />
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<SpecRow label="Approved" value={berth.berthApproved ? 'Yes' : null} />
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</CardContent>
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</Card>
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{berth.tags.length > 0 && (
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{/* Infrastructure & Pricing */}
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<div className="space-y-6">
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<Card>
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<CardHeader className="pb-3">
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<CardTitle className="text-sm font-medium">Tags</CardTitle>
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<CardTitle className="text-sm font-medium">Infrastructure</CardTitle>
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</CardHeader>
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<CardContent className="pt-0">
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<div className="flex flex-wrap gap-1.5">
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{berth.tags.map((tag) => (
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<TagBadge key={tag.id} name={tag.name} color={tag.color} />
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))}
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</div>
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<CardContent className="pt-0 divide-y">
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<SpecRow label="Power Capacity" value={berth.powerCapacity} />
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<SpecRow label="Voltage" value={berth.voltage} />
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<SpecRow label="Cleat Type" value={berth.cleatType} />
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<SpecRow label="Cleat Capacity" value={berth.cleatCapacity} />
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<SpecRow label="Bollard Type" value={berth.bollardType} />
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<SpecRow label="Bollard Capacity" value={berth.bollardCapacity} />
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</CardContent>
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</Card>
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)}
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<Card>
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<CardHeader className="pb-3">
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<CardTitle className="text-sm font-medium">Tenure & Pricing</CardTitle>
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</CardHeader>
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<CardContent className="pt-0 divide-y">
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<SpecRow
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label="Tenure Type"
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value={berth.tenureType === 'permanent' ? 'Permanent' : 'Fixed Term'}
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/>
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{berth.tenureType === 'fixed_term' && (
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<>
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<SpecRow label="Years" value={berth.tenureYears} />
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<SpecRow label="Start Date" value={berth.tenureStartDate} />
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<SpecRow label="End Date" value={berth.tenureEndDate} />
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</>
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)}
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<SpecRow label="Price" value={price} />
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</CardContent>
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</Card>
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{berth.tags.length > 0 && (
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<Card>
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<CardHeader className="pb-3">
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<CardTitle className="text-sm font-medium">Tags</CardTitle>
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</CardHeader>
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<CardContent className="pt-0">
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<div className="flex flex-wrap gap-1.5">
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{berth.tags.map((tag) => (
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<TagBadge key={tag.id} name={tag.name} color={tag.color} />
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))}
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</div>
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</CardContent>
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</Card>
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)}
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</div>
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</div>
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</div>
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);
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