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

@@ -0,0 +1,91 @@
/**
* Sales-triage urgency badges for interest list rows + cards.
*
* Derived purely from the dates we already return on the row, so this is a
* pure function — no DB hits, no extra fetch. Mirrors the logic the
* server-side alert-rules engine uses, but for at-a-glance rendering on
* the list itself.
*/
const SILENT_DAYS_THRESHOLD = 7;
const EOI_AWAITING_DAYS_THRESHOLD = 14;
const DEPOSIT_PENDING_DAYS_THRESHOLD = 21;
const ACTIVE_MID_FUNNEL_STAGES = new Set(['details_sent', 'in_communication']);
export interface InterestUrgencyInput {
pipelineStage: string;
outcome?: string | null;
archivedAt?: string | null;
dateLastContact?: string | null;
updatedAt?: string;
dateEoiSent?: string | null;
eoiStatus?: string | null;
dateDepositReceived?: string | null;
}
export interface UrgencyBadge {
/** Stable id for keying. */
id: 'silent' | 'eoi_awaiting' | 'deposit_pending';
label: string;
/** Long form for tooltip / aria-label. */
detail: string;
/** Tailwind classes for the pill. */
className: string;
}
function daysSince(iso: string | null | undefined): number | null {
if (!iso) return null;
const t = new Date(iso).getTime();
if (Number.isNaN(t)) return null;
return Math.floor((Date.now() - t) / 86_400_000);
}
export function computeUrgencyBadges(row: InterestUrgencyInput): UrgencyBadge[] {
// Closed / archived interests don't need triage signals.
if (row.archivedAt || row.outcome) return [];
const badges: UrgencyBadge[] = [];
// Silent in mid-funnel stages — most actionable.
if (ACTIVE_MID_FUNNEL_STAGES.has(row.pipelineStage)) {
const lastTouchIso = row.dateLastContact ?? row.updatedAt ?? null;
const days = daysSince(lastTouchIso);
if (days !== null && days >= SILENT_DAYS_THRESHOLD) {
badges.push({
id: 'silent',
label: `Silent ${days}d`,
detail: `No contact in ${days} days`,
className: 'bg-amber-100 text-amber-800 border border-amber-200',
});
}
}
// EOI sent but not signed for too long.
if (row.eoiStatus === 'waiting_for_signatures') {
const days = daysSince(row.dateEoiSent);
if (days !== null && days >= EOI_AWAITING_DAYS_THRESHOLD) {
badges.push({
id: 'eoi_awaiting',
label: `EOI ${days}d`,
detail: `EOI awaiting signature for ${days} days`,
className: 'bg-orange-100 text-orange-800 border border-orange-200',
});
}
}
// EOI signed but deposit not received.
if (row.pipelineStage === 'eoi_signed' && !row.dateDepositReceived && row.dateEoiSent) {
const days = daysSince(row.dateEoiSent);
if (days !== null && days >= DEPOSIT_PENDING_DAYS_THRESHOLD) {
badges.push({
id: 'deposit_pending',
label: `Deposit ${days}d`,
detail: `Awaiting deposit for ${days} days since EOI sent`,
className: 'bg-rose-100 text-rose-800 border border-rose-200',
});
}
}
return badges;
}