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
@@ -1,6 +1,7 @@
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'use client';
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import { Anchor, Archive, Compass, MoreHorizontal, Pencil } from 'lucide-react';
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import { Anchor, Archive, Compass, MessageSquare, MoreHorizontal, Pencil } from 'lucide-react';
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import { formatDistanceToNowStrict } from 'date-fns';
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import { Button } from '@/components/ui/button';
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import {
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@@ -18,6 +19,7 @@ import {
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} from '@/components/shared/list-card';
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import { cn } from '@/lib/utils';
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import { stageBadgeClass, stageDotClass, stageLabel as toStageLabel } from '@/lib/constants';
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import { computeUrgencyBadges } from '@/components/interests/urgency';
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import type { InterestRow } from './interest-columns';
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const CATEGORY_LABELS: Record<string, string> = {
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@@ -48,9 +50,15 @@ export function InterestCard({ interest, portSlug, onEdit, onArchive }: Interest
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const categoryLabel = interest.leadCategory ? CATEGORY_LABELS[interest.leadCategory] : null;
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const sourceLabel = interest.source ? (SOURCE_LABELS[interest.source] ?? interest.source) : null;
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const tags = interest.tags ?? [];
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const notesCount = interest.notesCount ?? 0;
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const urgencyBadges = computeUrgencyBadges(interest);
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const clientName = interest.clientName ?? 'Unknown client';
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const berthLabel = interest.berthMooringNumber;
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const lastIso = interest.dateLastContact ?? interest.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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return (
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<ListCard
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@@ -86,11 +94,22 @@ export function InterestCard({ interest, portSlug, onEdit, onArchive }: Interest
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<div className="flex items-start gap-3">
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<ListCardAvatar initials={deriveInitials(clientName)} />
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<div className="min-w-0 flex-1">
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{/* Title row: name + spacer for the absolutely-positioned actions menu */}
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{/* Title row: name + comment-icon when notes exist + spacer for actions */}
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<div className="flex items-start justify-between gap-2">
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<h3 className="truncate text-base font-semibold tracking-tight text-foreground">
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{clientName}
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</h3>
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<div className="flex min-w-0 items-center gap-1.5">
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<h3 className="truncate text-base font-semibold tracking-tight text-foreground">
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{clientName}
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</h3>
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{notesCount > 0 ? (
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<span
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title={`${notesCount} note${notesCount === 1 ? '' : 's'}`}
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aria-label={`${notesCount} note${notesCount === 1 ? '' : 's'}`}
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className="inline-flex shrink-0 items-center text-muted-foreground"
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>
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<MessageSquare className="size-3.5" />
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</span>
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) : null}
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</div>
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<span aria-hidden className="block h-9 w-9 shrink-0" />
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</div>
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@@ -135,6 +154,23 @@ export function InterestCard({ interest, portSlug, onEdit, onArchive }: Interest
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) : null}
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</div>
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{urgencyBadges.length > 0 ? (
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<div className="mt-1.5 flex flex-wrap gap-1">
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{urgencyBadges.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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) : null}
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{tags.length > 0 ? (
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<div className="mt-2 flex flex-wrap gap-1">
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{tags.slice(0, 2).map((tag) => (
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@@ -147,6 +183,12 @@ export function InterestCard({ interest, portSlug, onEdit, onArchive }: Interest
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) : null}
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</div>
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) : null}
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{lastActivity ? (
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<p className="mt-1.5 text-[11px] text-muted-foreground tabular-nums">
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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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</div>
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</ListCard>
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