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

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