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:
@@ -2,7 +2,7 @@
|
||||
|
||||
import { useState } from 'react';
|
||||
import { useParams } from 'next/navigation';
|
||||
import { Plus, LayoutList, Kanban } from 'lucide-react';
|
||||
import { Plus, LayoutList, Kanban, Archive } from 'lucide-react';
|
||||
import { useMutation, useQueryClient } from '@tanstack/react-query';
|
||||
|
||||
import { Button } from '@/components/ui/button';
|
||||
@@ -69,6 +69,18 @@ export function InterestList() {
|
||||
},
|
||||
});
|
||||
|
||||
const bulkArchiveMutation = useMutation({
|
||||
mutationFn: async (ids: string[]) => {
|
||||
// Concurrent fan-out — small batches in practice (page size cap = 100).
|
||||
// If a single delete fails the others still run; the rejected one
|
||||
// surfaces a toast via the standard apiFetch error path.
|
||||
await Promise.all(ids.map((id) => apiFetch(`/api/v1/interests/${id}`, { method: 'DELETE' })));
|
||||
},
|
||||
onSuccess: () => {
|
||||
queryClient.invalidateQueries({ queryKey: ['interests'] });
|
||||
},
|
||||
});
|
||||
|
||||
const columns = getInterestColumns({
|
||||
portSlug,
|
||||
onEdit: (interest) => setEditInterest(interest),
|
||||
@@ -146,6 +158,24 @@ export function InterestList() {
|
||||
onSortChange={setSort}
|
||||
isLoading={isFetching && !isLoading}
|
||||
getRowId={(row) => row.id}
|
||||
bulkActions={[
|
||||
{
|
||||
label: 'Archive',
|
||||
icon: Archive,
|
||||
variant: 'destructive',
|
||||
onClick: (ids) => {
|
||||
if (ids.length === 0) return;
|
||||
if (
|
||||
!window.confirm(
|
||||
`Archive ${ids.length} interest${ids.length === 1 ? '' : 's'}? This can be undone from the archived list.`,
|
||||
)
|
||||
) {
|
||||
return;
|
||||
}
|
||||
bulkArchiveMutation.mutate(ids);
|
||||
},
|
||||
},
|
||||
]}
|
||||
cardRender={(row) => (
|
||||
<InterestCard
|
||||
interest={row.original}
|
||||
@@ -164,6 +194,20 @@ export function InterestList() {
|
||||
/>
|
||||
)}
|
||||
|
||||
{/* Mobile FAB — primary "New interest" affordance for the bottom-tab UX.
|
||||
Sits above the bottom nav (pb-safe-bottom + 70px tab height + 16px
|
||||
gap). Hidden on lg+ where the header button already does the job. */}
|
||||
<PermissionGate resource="interests" action="create">
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setCreateOpen(true)}
|
||||
aria-label="New interest"
|
||||
className="fixed bottom-[calc(env(safe-area-inset-bottom)+86px)] right-4 z-40 inline-flex h-12 w-12 items-center justify-center rounded-full bg-primary text-primary-foreground shadow-lg transition-transform hover:scale-105 active:scale-95 lg:hidden"
|
||||
>
|
||||
<Plus className="h-6 w-6" />
|
||||
</button>
|
||||
</PermissionGate>
|
||||
|
||||
<InterestForm open={createOpen} onOpenChange={setCreateOpen} />
|
||||
|
||||
{editInterest && (
|
||||
|
||||
Reference in New Issue
Block a user