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

@@ -11,6 +11,7 @@ import { PipelineFunnelChart } from './pipeline-funnel-chart';
import { OccupancyTimelineChart } from './occupancy-timeline-chart';
import { RevenueBreakdownChart } from './revenue-breakdown-chart';
import { LeadSourceChart } from './lead-source-chart';
import { MyRemindersRail } from './my-reminders-rail';
import { WidgetErrorBoundary } from './widget-error-boundary';
import { AlertRail } from '@/components/alerts/alert-rail';
import type { DateRange } from '@/lib/services/analytics.service';
@@ -49,7 +50,7 @@ export function DashboardShell() {
actions={<DateRangePicker value={range} onChange={setRange} />}
/>
<div className="grid gap-4 grid-cols-1 sm:grid-cols-2 lg:grid-cols-4">
<div className="grid gap-3 grid-cols-2 sm:gap-4 lg:grid-cols-4">
<KpiCardsWithBoundary />
</div>
@@ -68,7 +69,10 @@ export function DashboardShell() {
<LeadSourceChart range={range} />
</WidgetErrorBoundary>
</div>
<aside className="min-w-0">
<aside className="min-w-0 space-y-4">
<WidgetErrorBoundary>
<MyRemindersRail />
</WidgetErrorBoundary>
<WidgetErrorBoundary>
<AlertRail />
</WidgetErrorBoundary>

View File

@@ -0,0 +1,153 @@
'use client';
import Link from 'next/link';
import { useParams } from 'next/navigation';
import { useQuery } from '@tanstack/react-query';
import { formatDistanceToNowStrict, isAfter, isBefore } from 'date-fns';
import { AlarmClock, ChevronRight } from 'lucide-react';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { Badge } from '@/components/ui/badge';
import { apiFetch } from '@/lib/api/client';
import { cn } from '@/lib/utils';
interface ReminderRow {
id: string;
title: string;
dueAt: string;
status: string;
priority?: string | null;
interestId?: string | null;
clientId?: string | null;
entityType?: string | null;
entityId?: string | null;
}
interface MyRemindersResponse {
data: ReminderRow[];
}
const PRIORITY_BADGE: Record<string, string> = {
high: 'bg-rose-100 text-rose-700',
medium: 'bg-amber-100 text-amber-700',
low: 'bg-slate-100 text-slate-700',
};
/**
* Compact reminders rail for the dashboard sidebar. Lists reminders assigned
* to the current user (overdue first, then upcoming). Each item links to its
* subject — interest preferred, then client, then the generic entity ref.
*
* Limited to 6 items; "View all" routes to /reminders.
*/
export function MyRemindersRail() {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const { data, isLoading } = useQuery<MyRemindersResponse>({
queryKey: ['reminders', 'my'],
queryFn: () => apiFetch<MyRemindersResponse>('/api/v1/reminders/my'),
staleTime: 60_000,
});
const items = data?.data ?? [];
const now = new Date();
// Overdue first, then upcoming, capped at 6 for the rail.
const sorted = [...items]
.sort((a, b) => new Date(a.dueAt).getTime() - new Date(b.dueAt).getTime())
.slice(0, 6);
const overdueCount = items.filter((r) => isBefore(new Date(r.dueAt), now)).length;
function hrefFor(r: ReminderRow): string {
if (r.interestId) return `/${portSlug}/interests/${r.interestId}`;
if (r.clientId) return `/${portSlug}/clients/${r.clientId}`;
if (r.entityType === 'client' && r.entityId) return `/${portSlug}/clients/${r.entityId}`;
if (r.entityType === 'interest' && r.entityId) return `/${portSlug}/interests/${r.entityId}`;
if (r.entityType === 'berth' && r.entityId) return `/${portSlug}/berths/${r.entityId}`;
return `/${portSlug}/reminders`;
}
return (
<Card className="h-full">
<CardHeader className="flex flex-row items-start justify-between gap-2 space-y-0 pb-3">
<div className="space-y-0.5">
<CardTitle className="flex items-center gap-1.5 text-base">
<AlarmClock className="size-4" />
Reminders
</CardTitle>
{overdueCount > 0 ? (
<p className="text-xs text-rose-700">{overdueCount} overdue</p>
) : items.length > 0 ? (
<p className="text-xs text-muted-foreground">{items.length} pending</p>
) : null}
</div>
<Link
href={`/${portSlug}/reminders` as never}
className="text-xs font-medium text-primary hover:underline"
>
View all
</Link>
</CardHeader>
<CardContent className="pt-0">
{isLoading ? (
<div className="space-y-2">
{[0, 1, 2].map((i) => (
<div key={i} className="h-9 animate-pulse rounded-md bg-muted/40" />
))}
</div>
) : sorted.length === 0 ? (
<p className="py-3 text-center text-sm text-muted-foreground">
All caught up no reminders.
</p>
) : (
<ul className="space-y-1">
{sorted.map((r) => {
const due = new Date(r.dueAt);
const isOverdue = isBefore(due, now);
const isUpcoming = isAfter(due, now);
return (
<li key={r.id}>
<Link
href={hrefFor(r) as never}
className={cn(
'group flex items-center gap-2 rounded-md px-2 py-1.5 text-sm transition-colors',
'hover:bg-foreground/5',
)}
>
<span
aria-hidden
className={cn(
'size-1.5 shrink-0 rounded-full',
isOverdue ? 'bg-rose-500' : 'bg-amber-400',
)}
/>
<span className="min-w-0 flex-1 truncate">{r.title}</span>
{r.priority && r.priority !== 'low' ? (
<Badge
variant="outline"
className={cn(
'border-transparent text-[10px]',
PRIORITY_BADGE[r.priority] ?? 'bg-muted text-muted-foreground',
)}
>
{r.priority}
</Badge>
) : null}
<span className="shrink-0 text-[11px] tabular-nums text-muted-foreground">
{isOverdue
? formatDistanceToNowStrict(due) + ' overdue'
: isUpcoming
? 'in ' + formatDistanceToNowStrict(due)
: 'now'}
</span>
<ChevronRight className="size-3.5 shrink-0 text-muted-foreground/60 transition-transform group-hover:translate-x-0.5" />
</Link>
</li>
);
})}
</ul>
)}
</CardContent>
</Card>
);
}