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>
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@@ -48,6 +48,15 @@ interface InterestTabsOptions {
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reminderDays: number | null;
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reminderLastFired: string | null;
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notes: string | null;
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/** Surfaced by getInterestById for the Overview "most recent note"
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* teaser — saves a click into the Notes tab to peek at the latest. */
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notesCount?: number;
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recentNote?: {
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id: string;
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content: string;
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authorId: string;
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createdAt: string;
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} | null;
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tags?: Array<{ id: string; name: string; color: string }>;
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};
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}
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@@ -431,6 +440,37 @@ function OverviewTab({
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</div>
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)}
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{/* Most-recent threaded note teaser. Saves a click into the Notes
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tab when the rep just wants to peek at "what was discussed last."
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Hidden when there's nothing to show. */}
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{interest.recentNote ? (
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<div className="space-y-1 md:col-span-2">
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<div className="mb-2 flex items-center justify-between">
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<h3 className="text-sm font-medium">Latest note</h3>
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<Link
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href={`/${portSlug}/interests/${interestId}?tab=notes`}
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className="text-xs font-medium text-primary hover:underline"
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>
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View all
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{interest.notesCount && interest.notesCount > 1 ? ` ${interest.notesCount}` : ''}
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</Link>
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</div>
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<div className="rounded-md border border-border bg-muted/30 px-3 py-2 text-sm">
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<p className="line-clamp-3 whitespace-pre-wrap text-foreground/90">
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{interest.recentNote.content}
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</p>
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<p className="mt-1 text-xs text-muted-foreground">
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{formatDistanceToNowStrict(new Date(interest.recentNote.createdAt), {
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addSuffix: true,
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})}
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{interest.recentNote.authorId
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? ` · ${interest.recentNote.authorId === 'system' ? 'system' : interest.recentNote.authorId}`
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: ''}
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</p>
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</div>
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</div>
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) : null}
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{/* Notes (editable, multiline) */}
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<div className="space-y-1 md:col-span-2">
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<h3 className="text-sm font-medium mb-2">Notes</h3>
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