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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@@ -1,7 +1,8 @@
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import { and, desc, eq, inArray, isNull, sql } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import { interests, interestTags } from '@/lib/db/schema/interests';
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import { interests, interestTags, interestNotes } from '@/lib/db/schema/interests';
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import { reminders } from '@/lib/db/schema/operations';
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import { clients, clientAddresses, clientContacts } from '@/lib/db/schema/clients';
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import { berths } from '@/lib/db/schema/berths';
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import { yachts } from '@/lib/db/schema/yachts';
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@@ -182,6 +183,11 @@ export async function listInterests(portId: string, query: ListInterestsInput) {
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return interests.leadCategory;
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case 'createdAt':
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return interests.createdAt;
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case 'dateLastContact':
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// Postgres sorts NULLs last on DESC by default, which is the right
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// behaviour for triage (recently-contacted first, never-contacted
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// at the bottom).
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return interests.dateLastContact;
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default:
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return interests.updatedAt;
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}
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@@ -221,6 +227,7 @@ export async function listInterests(portId: string, query: ListInterestsInput) {
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let clientsMap: Record<string, string> = {};
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let berthsMap: Record<string, string> = {};
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const tagsByInterestId: Record<string, Array<{ id: string; name: string; color: string }>> = {};
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const notesCountByInterestId: Record<string, number> = {};
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if (clientIds.length > 0) {
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const clientRows = await db
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@@ -254,6 +261,19 @@ export async function listInterests(portId: string, query: ListInterestsInput) {
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if (!tagsByInterestId[row.interestId]) tagsByInterestId[row.interestId] = [];
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tagsByInterestId[row.interestId]!.push({ id: row.id, name: row.name, color: row.color });
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}
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// Note counts per interest, for the comment-icon row affordance.
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const noteCountRows = await db
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.select({
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interestId: interestNotes.interestId,
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count: sql<number>`count(*)::int`,
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})
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.from(interestNotes)
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.where(inArray(interestNotes.interestId, interestIds))
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.groupBy(interestNotes.interestId);
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for (const row of noteCountRows) {
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notesCountByInterestId[row.interestId] = row.count;
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}
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}
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const data = (result.data as Array<Record<string, unknown>>).map((i) => ({
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@@ -261,6 +281,7 @@ export async function listInterests(portId: string, query: ListInterestsInput) {
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clientName: clientsMap[i.clientId as string] ?? null,
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berthMooringNumber: i.berthId ? (berthsMap[i.berthId as string] ?? null) : null,
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tags: tagsByInterestId[i.id as string] ?? [],
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notesCount: notesCountByInterestId[i.id as string] ?? 0,
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}));
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return { data, total: result.total };
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@@ -328,6 +349,34 @@ export async function getInterestById(id: string, portId: string) {
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.innerJoin(tags, eq(interestTags.tagId, tags.id))
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.where(eq(interestTags.interestId, id));
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// Most-recent note preview for the Overview tab (the "do you have anything
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// outstanding on this lead?" peek). Returns the latest note's truncated
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// content + author/timestamp so the UI can render a one-line teaser.
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const [recentNote] = await db
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.select({
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id: interestNotes.id,
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content: interestNotes.content,
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authorId: interestNotes.authorId,
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createdAt: interestNotes.createdAt,
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})
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.from(interestNotes)
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.where(eq(interestNotes.interestId, id))
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.orderBy(desc(interestNotes.createdAt))
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.limit(1);
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const [{ count: notesCount } = { count: 0 }] = await db
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.select({ count: sql<number>`count(*)::int` })
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.from(interestNotes)
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.where(eq(interestNotes.interestId, id));
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// Active reminder count for the interest's bell badge. Counts reminders
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// directly linked via interestId — `pending` and `snoozed` only;
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// completed/dismissed don't surface.
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const [{ count: activeReminderCount } = { count: 0 }] = await db
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.select({ count: sql<number>`count(*)::int` })
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.from(reminders)
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.where(and(eq(reminders.interestId, id), inArray(reminders.status, ['pending', 'snoozed'])));
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return {
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...interest,
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clientName: clientRow?.fullName ?? null,
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@@ -337,6 +386,9 @@ export async function getInterestById(id: string, portId: string) {
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clientHasAddress: !!addressRow,
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berthMooringNumber,
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tags: tagRows,
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notesCount,
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recentNote: recentNote ?? null,
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activeReminderCount,
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};
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}
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