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

@@ -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 && (