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>

src/app/(dashboard)/layout.tsx

@@ -13,6 +13,7 @@ import { PermissionsProvider } from '@/providers/permissions-provider';
 import { Sidebar } from '@/components/layout/sidebar';
 import { Topbar } from '@/components/layout/topbar';
 import { MobileLayout } from '@/components/layout/mobile/mobile-layout';
+import { RealtimeToasts } from '@/components/shared/realtime-toasts';
 
 export default async function DashboardLayout({ children }: { children: React.ReactNode }) {
   const session = await auth.api.getSession({ headers: await headers() });
@@ -38,6 +39,7 @@ export default async function DashboardLayout({ children }: { children: React.Re
       <PortProvider ports={ports} defaultPortId={ports[0]?.id ?? null}>
         <PermissionsProvider>
           <SocketProvider>
+            <RealtimeToasts />
             {/* Desktop shell — hidden by CSS on mobile */}
             <div data-shell="desktop" className="flex h-screen overflow-hidden bg-background">
               <Sidebar

src/components/berths/berth-interest-pulse.tsx

@@ -0,0 +1,166 @@
+'use client';
+
+import Link from 'next/link';
+import { useParams } from 'next/navigation';
+import { useQuery } from '@tanstack/react-query';
+import { ChevronRight, Users } from 'lucide-react';
+import { formatDistanceToNowStrict } from 'date-fns';
+
+import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
+import { apiFetch } from '@/lib/api/client';
+import { stageBadgeClass, stageLabel } from '@/lib/constants';
+import { computeUrgencyBadges } from '@/components/interests/urgency';
+import type { InterestRow } from '@/components/interests/interest-columns';
+import { cn } from '@/lib/utils';
+
+interface InterestsResponse {
+  data: InterestRow[];
+}
+
+const PREVIEW_LIMIT = 5;
+
+/**
+ * Top-of-overview pulse for the berth detail page. Lists the active
+ * interested parties with their stage + last activity, so the rep can do
+ * berth-level triage ("who's on this slip and how warm are they?")
+ * without clicking into the Interests tab.
+ *
+ * Borrows from the old Nuxt CRM's BerthDetailsModal "Interested Parties"
+ * pattern but uses the new at-a-glance signals (urgency badges, last
+ * activity).
+ */
+export function BerthInterestPulse({ berthId }: { berthId: string }) {
+  const params = useParams<{ portSlug: string }>();
+  const portSlug = params?.portSlug ?? '';
+
+  const { data, isLoading } = useQuery<InterestsResponse>({
+    queryKey: ['interests', { berthId, sort: 'dateLastContact', order: 'desc' }],
+    queryFn: () =>
+      apiFetch<InterestsResponse>(
+        `/api/v1/interests?berthId=${berthId}&limit=10&sort=dateLastContact&order=desc`,
+      ),
+    staleTime: 30_000,
+  });
+
+  const all = data?.data ?? [];
+  const active = all.filter((i) => !i.archivedAt && !i.outcome);
+  const preview = active.slice(0, PREVIEW_LIMIT);
+  const more = active.length - preview.length;
+
+  if (isLoading) {
+    return (
+      <Card>
+        <CardHeader className="pb-3">
+          <CardTitle className="text-sm font-medium">Interested parties</CardTitle>
+        </CardHeader>
+        <CardContent className="pt-0">
+          <div className="space-y-2">
+            {[0, 1, 2].map((i) => (
+              <div key={i} className="h-10 animate-pulse rounded-md bg-muted/40" />
+            ))}
+          </div>
+        </CardContent>
+      </Card>
+    );
+  }
+
+  if (active.length === 0) {
+    return (
+      <Card>
+        <CardHeader className="pb-3">
+          <CardTitle className="flex items-center gap-1.5 text-sm font-medium">
+            <Users className="size-3.5" />
+            Interested parties
+          </CardTitle>
+        </CardHeader>
+        <CardContent className="pt-0">
+          <p className="text-sm text-muted-foreground">No active interests on this berth.</p>
+        </CardContent>
+      </Card>
+    );
+  }
+
+  return (
+    <Card>
+      <CardHeader className="flex flex-row items-center justify-between pb-3 space-y-0">
+        <CardTitle className="flex items-center gap-1.5 text-sm font-medium">
+          <Users className="size-3.5" />
+          Interested parties
+          <span className="ml-1 rounded-full bg-muted px-1.5 py-0.5 text-[10px] font-medium text-muted-foreground">
+            {active.length}
+          </span>
+        </CardTitle>
+      </CardHeader>
+      <CardContent className="pt-0">
+        <ul className="divide-y divide-border">
+          {preview.map((i) => {
+            const lastIso = i.dateLastContact ?? i.updatedAt ?? null;
+            const lastActivity = lastIso
+              ? formatDistanceToNowStrict(new Date(lastIso), { addSuffix: true })
+              : null;
+            const urgency = computeUrgencyBadges(i);
+            const initials = (i.clientName ?? '?')
+              .split(/\s+/)
+              .filter(Boolean)
+              .slice(0, 2)
+              .map((p) => p[0]!.toUpperCase())
+              .join('');
+            return (
+              <li key={i.id}>
+                <Link
+                  href={`/${portSlug}/interests/${i.id}`}
+                  className="group flex items-center gap-3 px-1 py-2.5 transition-colors hover:bg-foreground/5 rounded-md -mx-1"
+                >
+                  <span className="flex size-8 shrink-0 items-center justify-center rounded-full bg-brand-100 text-xs font-semibold text-brand-700">
+                    {initials || '?'}
+                  </span>
+                  <div className="min-w-0 flex-1 space-y-0.5">
+                    <div className="flex items-center gap-2 flex-wrap">
+                      <span className="truncate text-sm font-medium text-foreground">
+                        {i.clientName ?? 'Unknown'}
+                      </span>
+                      <span
+                        className={cn(
+                          'inline-flex items-center rounded-full px-2 py-0.5 text-[10px] font-medium',
+                          stageBadgeClass(i.pipelineStage),
+                        )}
+                      >
+                        {stageLabel(i.pipelineStage)}
+                      </span>
+                      {urgency.map((b) => (
+                        <span
+                          key={b.id}
+                          title={b.detail}
+                          className={cn(
+                            'inline-flex items-center rounded-full px-1.5 py-0.5 text-[10px] font-medium',
+                            b.className,
+                          )}
+                        >
+                          {b.label}
+                        </span>
+                      ))}
+                    </div>
+                    {lastActivity ? (
+                      <p className="text-[11px] tabular-nums text-muted-foreground">
+                        Last activity {lastActivity}
+                      </p>
+                    ) : null}
+                  </div>
+                  <ChevronRight className="size-4 shrink-0 text-muted-foreground/60 transition-transform group-hover:translate-x-0.5" />
+                </Link>
+              </li>
+            );
+          })}
+        </ul>
+        {more > 0 ? (
+          <Link
+            href={`/${portSlug}/berths/${berthId}?tab=interests`}
+            className="mt-2 inline-flex text-xs font-medium text-primary hover:underline"
+          >
+            View all {active.length} interests →
+          </Link>
+        ) : null}
+      </CardContent>
+    </Card>
+  );
+}

src/components/berths/berth-tabs.tsx

@@ -5,6 +5,7 @@ import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
 import { TagBadge } from '@/components/shared/tag-badge';
 import { BerthReservationsTab } from './berth-reservations-tab';
 import { BerthInterestsTab } from './berth-interests-tab';
+import { BerthInterestPulse } from './berth-interest-pulse';
 
 type BerthData = {
   id: string;
@@ -72,6 +73,11 @@ function OverviewTab({ berth }: { berth: BerthData }) {
     : null;
 
   return (
+    <div className="space-y-6">
+      {/* Sales pulse — top-of-page so reps doing berth-level triage can see
+          who's interested + how warm without clicking into the Interests tab. */}
+      <BerthInterestPulse berthId={berth.id} />
+
       <div className="grid grid-cols-1 md:grid-cols-2 gap-6">
         {/* Specifications */}
         <Card>
@@ -161,6 +167,7 @@ function OverviewTab({ berth }: { berth: BerthData }) {
           )}
         </div>
       </div>
+    </div>
   );
 }
 

src/components/dashboard/dashboard-shell.tsx

@@ -11,6 +11,7 @@ import { PipelineFunnelChart } from './pipeline-funnel-chart';
 import { OccupancyTimelineChart } from './occupancy-timeline-chart';
 import { RevenueBreakdownChart } from './revenue-breakdown-chart';
 import { LeadSourceChart } from './lead-source-chart';
+import { MyRemindersRail } from './my-reminders-rail';
 import { WidgetErrorBoundary } from './widget-error-boundary';
 import { AlertRail } from '@/components/alerts/alert-rail';
 import type { DateRange } from '@/lib/services/analytics.service';
@@ -49,7 +50,7 @@ export function DashboardShell() {
         actions={<DateRangePicker value={range} onChange={setRange} />}
       />
 
-      <div className="grid gap-4 grid-cols-1 sm:grid-cols-2 lg:grid-cols-4">
+      <div className="grid gap-3 grid-cols-2 sm:gap-4 lg:grid-cols-4">
         <KpiCardsWithBoundary />
       </div>
 
@@ -68,7 +69,10 @@ export function DashboardShell() {
             <LeadSourceChart range={range} />
           </WidgetErrorBoundary>
         </div>
-        <aside className="min-w-0">
+        <aside className="min-w-0 space-y-4">
+          <WidgetErrorBoundary>
+            <MyRemindersRail />
+          </WidgetErrorBoundary>
           <WidgetErrorBoundary>
             <AlertRail />
           </WidgetErrorBoundary>

src/components/dashboard/my-reminders-rail.tsx

@@ -0,0 +1,153 @@
+'use client';
+
+import Link from 'next/link';
+import { useParams } from 'next/navigation';
+import { useQuery } from '@tanstack/react-query';
+import { formatDistanceToNowStrict, isAfter, isBefore } from 'date-fns';
+import { AlarmClock, ChevronRight } from 'lucide-react';
+
+import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
+import { Badge } from '@/components/ui/badge';
+import { apiFetch } from '@/lib/api/client';
+import { cn } from '@/lib/utils';
+
+interface ReminderRow {
+  id: string;
+  title: string;
+  dueAt: string;
+  status: string;
+  priority?: string | null;
+  interestId?: string | null;
+  clientId?: string | null;
+  entityType?: string | null;
+  entityId?: string | null;
+}
+
+interface MyRemindersResponse {
+  data: ReminderRow[];
+}
+
+const PRIORITY_BADGE: Record<string, string> = {
+  high: 'bg-rose-100 text-rose-700',
+  medium: 'bg-amber-100 text-amber-700',
+  low: 'bg-slate-100 text-slate-700',
+};
+
+/**
+ * Compact reminders rail for the dashboard sidebar. Lists reminders assigned
+ * to the current user (overdue first, then upcoming). Each item links to its
+ * subject — interest preferred, then client, then the generic entity ref.
+ *
+ * Limited to 6 items; "View all" routes to /reminders.
+ */
+export function MyRemindersRail() {
+  const params = useParams<{ portSlug: string }>();
+  const portSlug = params?.portSlug ?? '';
+
+  const { data, isLoading } = useQuery<MyRemindersResponse>({
+    queryKey: ['reminders', 'my'],
+    queryFn: () => apiFetch<MyRemindersResponse>('/api/v1/reminders/my'),
+    staleTime: 60_000,
+  });
+
+  const items = data?.data ?? [];
+  const now = new Date();
+  // Overdue first, then upcoming, capped at 6 for the rail.
+  const sorted = [...items]
+    .sort((a, b) => new Date(a.dueAt).getTime() - new Date(b.dueAt).getTime())
+    .slice(0, 6);
+  const overdueCount = items.filter((r) => isBefore(new Date(r.dueAt), now)).length;
+
+  function hrefFor(r: ReminderRow): string {
+    if (r.interestId) return `/${portSlug}/interests/${r.interestId}`;
+    if (r.clientId) return `/${portSlug}/clients/${r.clientId}`;
+    if (r.entityType === 'client' && r.entityId) return `/${portSlug}/clients/${r.entityId}`;
+    if (r.entityType === 'interest' && r.entityId) return `/${portSlug}/interests/${r.entityId}`;
+    if (r.entityType === 'berth' && r.entityId) return `/${portSlug}/berths/${r.entityId}`;
+    return `/${portSlug}/reminders`;
+  }
+
+  return (
+    <Card className="h-full">
+      <CardHeader className="flex flex-row items-start justify-between gap-2 space-y-0 pb-3">
+        <div className="space-y-0.5">
+          <CardTitle className="flex items-center gap-1.5 text-base">
+            <AlarmClock className="size-4" />
+            Reminders
+          </CardTitle>
+          {overdueCount > 0 ? (
+            <p className="text-xs text-rose-700">{overdueCount} overdue</p>
+          ) : items.length > 0 ? (
+            <p className="text-xs text-muted-foreground">{items.length} pending</p>
+          ) : null}
+        </div>
+        <Link
+          href={`/${portSlug}/reminders` as never}
+          className="text-xs font-medium text-primary hover:underline"
+        >
+          View all
+        </Link>
+      </CardHeader>
+      <CardContent className="pt-0">
+        {isLoading ? (
+          <div className="space-y-2">
+            {[0, 1, 2].map((i) => (
+              <div key={i} className="h-9 animate-pulse rounded-md bg-muted/40" />
+            ))}
+          </div>
+        ) : sorted.length === 0 ? (
+          <p className="py-3 text-center text-sm text-muted-foreground">
+            All caught up — no reminders.
+          </p>
+        ) : (
+          <ul className="space-y-1">
+            {sorted.map((r) => {
+              const due = new Date(r.dueAt);
+              const isOverdue = isBefore(due, now);
+              const isUpcoming = isAfter(due, now);
+              return (
+                <li key={r.id}>
+                  <Link
+                    href={hrefFor(r) as never}
+                    className={cn(
+                      'group flex items-center gap-2 rounded-md px-2 py-1.5 text-sm transition-colors',
+                      'hover:bg-foreground/5',
+                    )}
+                  >
+                    <span
+                      aria-hidden
+                      className={cn(
+                        'size-1.5 shrink-0 rounded-full',
+                        isOverdue ? 'bg-rose-500' : 'bg-amber-400',
+                      )}
+                    />
+                    <span className="min-w-0 flex-1 truncate">{r.title}</span>
+                    {r.priority && r.priority !== 'low' ? (
+                      <Badge
+                        variant="outline"
+                        className={cn(
+                          'border-transparent text-[10px]',
+                          PRIORITY_BADGE[r.priority] ?? 'bg-muted text-muted-foreground',
+                        )}
+                      >
+                        {r.priority}
+                      </Badge>
+                    ) : null}
+                    <span className="shrink-0 text-[11px] tabular-nums text-muted-foreground">
+                      {isOverdue
+                        ? formatDistanceToNowStrict(due) + ' overdue'
+                        : isUpcoming
+                          ? 'in ' + formatDistanceToNowStrict(due)
+                          : 'now'}
+                    </span>
+                    <ChevronRight className="size-3.5 shrink-0 text-muted-foreground/60 transition-transform group-hover:translate-x-0.5" />
+                  </Link>
+                </li>
+              );
+            })}
+          </ul>
+        )}
+      </CardContent>
+    </Card>
+  );
+}

src/components/interests/inline-stage-picker.tsx

@@ -0,0 +1,163 @@
+'use client';
+
+import { useState } from 'react';
+import { useMutation, useQueryClient } from '@tanstack/react-query';
+import { Check, ChevronDown, Loader2 } from 'lucide-react';
+import { toast } from 'sonner';
+
+import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
+import { Textarea } from '@/components/ui/textarea';
+import { apiFetch } from '@/lib/api/client';
+import { cn } from '@/lib/utils';
+import {
+  PIPELINE_STAGES,
+  STAGE_BADGE,
+  STAGE_DOT,
+  STAGE_LABELS,
+  safeStage,
+  type PipelineStage,
+} from '@/components/clients/pipeline-constants';
+
+interface InlineStagePickerProps {
+  interestId: string;
+  currentStage: string;
+  /** Whether to render the chevron after the stage label. Default true. */
+  showChevron?: boolean;
+  /** Stop the parent's click propagation when used inside a clickable card. */
+  stopPropagation?: boolean;
+  className?: string;
+}
+
+/**
+ * Click-to-change stage chip. Replaces the modal-based InterestStagePicker
+ * for inline editing — user clicks the chip, picks a new stage from the
+ * popover (with optional reason), commits in one click. The popover stays
+ * compact: a small reason field above the stage list, and clicking any stage
+ * fires the mutation immediately.
+ */
+export function InlineStagePicker({
+  interestId,
+  currentStage,
+  showChevron = true,
+  stopPropagation = false,
+  className,
+}: InlineStagePickerProps) {
+  const queryClient = useQueryClient();
+  const [open, setOpen] = useState(false);
+  const [reason, setReason] = useState('');
+  const [pendingStage, setPendingStage] = useState<string | null>(null);
+
+  const stage = safeStage(currentStage);
+
+  const mutation = useMutation({
+    mutationFn: async (next: PipelineStage) =>
+      apiFetch(`/api/v1/interests/${interestId}/stage`, {
+        method: 'PATCH',
+        body: { pipelineStage: next, reason: reason.trim() || undefined },
+      }),
+    onSuccess: (_data, next) => {
+      queryClient.invalidateQueries({ queryKey: ['interests', interestId] });
+      queryClient.invalidateQueries({ queryKey: ['interests'] });
+      setOpen(false);
+      setReason('');
+      setPendingStage(null);
+      toast.success(`Stage moved to ${STAGE_LABELS[next]}`);
+    },
+    onError: (err) => {
+      setPendingStage(null);
+      toast.error(err instanceof Error ? err.message : 'Failed to change stage');
+    },
+  });
+
+  function pick(next: PipelineStage) {
+    if (next === stage) {
+      setOpen(false);
+      return;
+    }
+    setPendingStage(next);
+    mutation.mutate(next);
+  }
+
+  return (
+    <Popover
+      open={open}
+      onOpenChange={(o) => {
+        if (!mutation.isPending) setOpen(o);
+      }}
+    >
+      <PopoverTrigger asChild>
+        <button
+          type="button"
+          onClick={(e) => {
+            if (stopPropagation) e.stopPropagation();
+          }}
+          className={cn(
+            'inline-flex items-center gap-1 rounded-full px-2.5 py-0.5 text-sm font-medium',
+            'transition-colors hover:brightness-95 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring',
+            STAGE_BADGE[stage],
+            className,
+          )}
+          aria-label={`Pipeline stage: ${STAGE_LABELS[stage]}. Click to change.`}
+        >
+          <span>{STAGE_LABELS[stage]}</span>
+          {mutation.isPending ? (
+            <Loader2 className="size-3 animate-spin" />
+          ) : showChevron ? (
+            <ChevronDown className="size-3 opacity-70" />
+          ) : null}
+        </button>
+      </PopoverTrigger>
+      <PopoverContent
+        align="start"
+        className="w-64 p-0"
+        onClick={(e) => stopPropagation && e.stopPropagation()}
+      >
+        <div className="border-b px-2 py-1">
+          <Textarea
+            value={reason}
+            onChange={(e) => setReason(e.target.value)}
+            placeholder="Reason (optional)…"
+            rows={1}
+            className="min-h-0 resize-none border-none bg-transparent px-0 py-0.5 text-xs leading-tight shadow-none focus-visible:ring-0"
+            disabled={mutation.isPending}
+          />
+        </div>
+        <ul role="listbox" aria-label="Pipeline stages" className="py-1">
+          {PIPELINE_STAGES.map((s) => {
+            const isCurrent = s === stage;
+            const isPending = pendingStage === s && mutation.isPending;
+            return (
+              <li key={s}>
+                <button
+                  type="button"
+                  role="option"
+                  aria-selected={isCurrent}
+                  disabled={mutation.isPending}
+                  onClick={() => pick(s)}
+                  className={cn(
+                    'flex w-full items-center gap-2 px-3 py-1.5 text-left text-sm',
+                    'transition-colors hover:bg-muted/60 disabled:opacity-60',
+                    isCurrent && 'font-medium',
+                  )}
+                >
+                  {/* Colored chip (mirrors the inline stage badge) — turns
+                       the picker into a visual scan rather than just a list. */}
+                  <span
+                    className={cn('inline-flex h-5 w-3 shrink-0 rounded-sm', STAGE_DOT[s])}
+                    aria-hidden
+                  />
+                  <span className="flex-1">{STAGE_LABELS[s]}</span>
+                  {isPending ? (
+                    <Loader2 className="size-3.5 animate-spin text-muted-foreground" />
+                  ) : isCurrent ? (
+                    <Check className="size-3.5 text-muted-foreground" />
+                  ) : null}
+                </button>
+              </li>
+            );
+          })}
+        </ul>
+      </PopoverContent>
+    </Popover>
+  );
+}

src/components/interests/interest-card.tsx

@@ -1,6 +1,7 @@
 'use client';
 
-import { Anchor, Archive, Compass, MoreHorizontal, Pencil } from 'lucide-react';
+import { Anchor, Archive, Compass, MessageSquare, MoreHorizontal, Pencil } from 'lucide-react';
+import { formatDistanceToNowStrict } from 'date-fns';
 
 import { Button } from '@/components/ui/button';
 import {
@@ -18,6 +19,7 @@ import {
 } from '@/components/shared/list-card';
 import { cn } from '@/lib/utils';
 import { stageBadgeClass, stageDotClass, stageLabel as toStageLabel } from '@/lib/constants';
+import { computeUrgencyBadges } from '@/components/interests/urgency';
 import type { InterestRow } from './interest-columns';
 
 const CATEGORY_LABELS: Record<string, string> = {
@@ -48,9 +50,15 @@ export function InterestCard({ interest, portSlug, onEdit, onArchive }: Interest
   const categoryLabel = interest.leadCategory ? CATEGORY_LABELS[interest.leadCategory] : null;
   const sourceLabel = interest.source ? (SOURCE_LABELS[interest.source] ?? interest.source) : null;
   const tags = interest.tags ?? [];
+  const notesCount = interest.notesCount ?? 0;
+  const urgencyBadges = computeUrgencyBadges(interest);
 
   const clientName = interest.clientName ?? 'Unknown client';
   const berthLabel = interest.berthMooringNumber;
+  const lastIso = interest.dateLastContact ?? interest.updatedAt ?? null;
+  const lastActivity = lastIso
+    ? formatDistanceToNowStrict(new Date(lastIso), { addSuffix: true })
+    : null;
 
   return (
     <ListCard
@@ -86,11 +94,22 @@ export function InterestCard({ interest, portSlug, onEdit, onArchive }: Interest
       <div className="flex items-start gap-3">
         <ListCardAvatar initials={deriveInitials(clientName)} />
         <div className="min-w-0 flex-1">
-          {/* Title row: name + spacer for the absolutely-positioned actions menu */}
+          {/* Title row: name + comment-icon when notes exist + spacer for actions */}
           <div className="flex items-start justify-between gap-2">
+            <div className="flex min-w-0 items-center gap-1.5">
               <h3 className="truncate text-base font-semibold tracking-tight text-foreground">
                 {clientName}
               </h3>
+              {notesCount > 0 ? (
+                <span
+                  title={`${notesCount} note${notesCount === 1 ? '' : 's'}`}
+                  aria-label={`${notesCount} note${notesCount === 1 ? '' : 's'}`}
+                  className="inline-flex shrink-0 items-center text-muted-foreground"
+                >
+                  <MessageSquare className="size-3.5" />
+                </span>
+              ) : null}
+            </div>
             <span aria-hidden className="block h-9 w-9 shrink-0" />
           </div>
 
@@ -135,6 +154,23 @@ export function InterestCard({ interest, portSlug, onEdit, onArchive }: Interest
             ) : null}
           </div>
 
+          {urgencyBadges.length > 0 ? (
+            <div className="mt-1.5 flex flex-wrap gap-1">
+              {urgencyBadges.map((b) => (
+                <span
+                  key={b.id}
+                  title={b.detail}
+                  className={cn(
+                    'inline-flex items-center rounded-full px-1.5 py-0.5 text-[10px] font-medium',
+                    b.className,
+                  )}
+                >
+                  {b.label}
+                </span>
+              ))}
+            </div>
+          ) : null}
+
           {tags.length > 0 ? (
             <div className="mt-2 flex flex-wrap gap-1">
               {tags.slice(0, 2).map((tag) => (
@@ -147,6 +183,12 @@ export function InterestCard({ interest, portSlug, onEdit, onArchive }: Interest
               ) : null}
             </div>
           ) : null}
+
+          {lastActivity ? (
+            <p className="mt-1.5 text-[11px] text-muted-foreground tabular-nums">
+              Last activity {lastActivity}
+            </p>
+          ) : null}
         </div>
       </div>
     </ListCard>

src/components/interests/interest-columns.tsx

@@ -1,8 +1,8 @@
 'use client';
 
 import Link from 'next/link';
-import { format } from 'date-fns';
-import { MoreHorizontal, Pencil, Archive } from 'lucide-react';
+import { format, formatDistanceToNowStrict } from 'date-fns';
+import { MoreHorizontal, Pencil, Archive, MessageSquare } from 'lucide-react';
 import type { ColumnDef } from '@tanstack/react-table';
 
 import { Button } from '@/components/ui/button';
@@ -15,6 +15,7 @@ import {
 import { Badge } from '@/components/ui/badge';
 import { TagBadge } from '@/components/shared/tag-badge';
 import { stageBadgeClass, stageLabel } from '@/lib/constants';
+import { computeUrgencyBadges, type InterestUrgencyInput } from '@/components/interests/urgency';
 
 export interface InterestRow {
   id: string;
@@ -27,6 +28,15 @@ export interface InterestRow {
   source: string | null;
   archivedAt: string | null;
   createdAt: string;
+  /** Surfaced by listInterests for the row-level sales-triage signals
+   *  (last-activity relative time, comment-icon, urgency badges). */
+  updatedAt?: string;
+  dateLastContact?: string | null;
+  dateEoiSent?: string | null;
+  dateDepositReceived?: string | null;
+  eoiStatus?: string | null;
+  outcome?: string | null;
+  notesCount?: number;
   tags?: Array<{ id: string; name: string; color: string }>;
 }
 
@@ -59,15 +69,29 @@ export function getInterestColumns({
       id: 'clientName',
       accessorKey: 'clientName',
       header: 'Client',
-      cell: ({ row }) => (
+      cell: ({ row }) => {
+        const notesCount = row.original.notesCount ?? 0;
+        return (
+          <div className="flex items-center gap-1.5 min-w-0">
             <Link
               href={`/${portSlug}/clients/${row.original.clientId}`}
-          className="font-medium text-primary hover:underline"
+              className="truncate font-medium text-primary hover:underline"
               onClick={(e) => e.stopPropagation()}
             >
               {row.original.clientName ?? '—'}
             </Link>
-      ),
+            {notesCount > 0 ? (
+              <span
+                title={`${notesCount} note${notesCount === 1 ? '' : 's'}`}
+                aria-label={`${notesCount} note${notesCount === 1 ? '' : 's'}`}
+                className="inline-flex items-center text-muted-foreground"
+              >
+                <MessageSquare className="size-3.5" />
+              </span>
+            ) : null}
+          </div>
+        );
+      },
     },
     {
       id: 'berthMooringNumber',
@@ -92,14 +116,31 @@ export function getInterestColumns({
       id: 'pipelineStage',
       accessorKey: 'pipelineStage',
       header: 'Stage',
-      cell: ({ getValue }) => {
-        const stage = getValue() as string;
+      cell: ({ row }) => {
+        const stage = row.original.pipelineStage;
+        const badges = computeUrgencyBadges(row.original satisfies InterestUrgencyInput);
         return (
+          <div className="flex flex-col gap-1 items-start">
             <span
               className={`inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium ${stageBadgeClass(stage)}`}
             >
               {stageLabel(stage)}
             </span>
+            {badges.length > 0 ? (
+              <div className="flex flex-wrap gap-1">
+                {badges.map((b) => (
+                  <span
+                    key={b.id}
+                    title={b.detail}
+                    aria-label={b.detail}
+                    className={`inline-flex items-center rounded-full px-1.5 py-0.5 text-[10px] font-medium ${b.className}`}
+                  >
+                    {b.label}
+                  </span>
+                ))}
+              </div>
+            ) : null}
+          </div>
         );
       },
     },
@@ -153,14 +194,24 @@ export function getInterestColumns({
       },
     },
     {
-      id: 'createdAt',
-      accessorKey: 'createdAt',
-      header: 'Created',
-      cell: ({ getValue }) => (
-        <span className="text-muted-foreground text-sm">
-          {format(new Date(getValue() as string), 'MMM d, yyyy')}
+      // Sales-triage default: prefer the explicit dateLastContact, fall back
+      // to updatedAt. Sortable on dateLastContact server-side; the column
+      // header label ("Last activity") makes the fallback semantics clear.
+      id: 'dateLastContact',
+      accessorKey: 'dateLastContact',
+      header: 'Last activity',
+      cell: ({ row }) => {
+        const lastIso = row.original.dateLastContact ?? row.original.updatedAt ?? null;
+        if (!lastIso) {
+          return <span className="text-muted-foreground text-sm">—</span>;
+        }
+        const d = new Date(lastIso);
+        return (
+          <span className="text-muted-foreground text-sm tabular-nums" title={format(d, 'PPpp')}>
+            {formatDistanceToNowStrict(d, { addSuffix: true })}
           </span>
-      ),
+        );
+      },
     },
     {
       id: 'actions',

src/components/interests/interest-detail-header.tsx

@@ -12,6 +12,7 @@ import {
   Mail,
   MessageCircle,
   Phone,
+  AlarmClock,
 } from 'lucide-react';
 import Link from 'next/link';
 
@@ -53,6 +54,10 @@ interface InterestDetailHeaderProps {
     clientPrimaryEmail?: string | null;
     clientPrimaryPhone?: string | null;
     clientPrimaryPhoneE164?: string | null;
+    /** Pending/snoozed reminders attached to this interest. Drives the
+     *  alarm-bell badge on the header — surfaces follow-ups so the rep
+     *  doesn't have to remember to check /reminders. */
+    activeReminderCount?: number;
     berthId: string | null;
     berthMooringNumber: string | null;
     pipelineStage: string;
@@ -203,6 +208,17 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
                   />
                 </PermissionGate>
               )}
+              {(interest.activeReminderCount ?? 0) > 0 ? (
+                <span
+                  className="inline-flex items-center gap-1 rounded-full border border-amber-200 bg-amber-50 px-2 py-0.5 text-[11px] font-medium text-amber-800"
+                  title={`${interest.activeReminderCount} pending reminder${
+                    interest.activeReminderCount === 1 ? '' : 's'
+                  }`}
+                >
+                  <AlarmClock className="size-3" />
+                  {interest.activeReminderCount}
+                </span>
+              ) : null}
             </div>
 
             {meta.length > 0 ? (

src/components/interests/interest-detail.tsx

@@ -28,6 +28,17 @@ interface InterestData {
   /** True when the linked client has any primary address row. Used by
    *  the EOI prereq checklist on the Documents tab. */
   clientHasAddress: boolean;
+  /** Surfaced for the bell badge on the detail header (pending/snoozed
+   *  reminders linked to this interest). */
+  activeReminderCount?: number;
+  /** Surfaced for the most-recent-note teaser on the Overview tab. */
+  notesCount?: number;
+  recentNote?: {
+    id: string;
+    content: string;
+    authorId: string;
+    createdAt: string;
+  } | null;
   berthId: string | null;
   berthMooringNumber: string | null;
   pipelineStage: string;

src/components/interests/interest-list.tsx

@@ -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 && (

src/components/interests/interest-tabs.tsx

@@ -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>

src/components/interests/urgency.ts

@@ -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;
+}

src/components/shared/realtime-toasts.tsx

@@ -0,0 +1,84 @@
+'use client';
+
+import { useEffect } from 'react';
+import { toast } from 'sonner';
+
+import { useSocket } from '@/providers/socket-provider';
+import { stageLabel } from '@/lib/constants';
+
+/**
+ * App-wide subscriber that surfaces high-signal sales events as sonner
+ * toasts. Mounted once inside SocketProvider so reps see "EOI signed",
+ * "Deposit recorded", "Stage advanced" without having to refresh.
+ *
+ * Render-only — no children. Intentionally narrow in scope: only toast on
+ * events that are noteworthy *to a user staring at any page*. Per-page
+ * cache invalidations stay in `useRealtimeInvalidation`.
+ */
+export function RealtimeToasts() {
+  const socket = useSocket();
+
+  useEffect(() => {
+    if (!socket) return;
+
+    function onStageChanged(payload: {
+      newStage?: string;
+      oldStage?: string | null;
+      clientName?: string;
+    }) {
+      if (!payload?.newStage) return;
+      const who = payload.clientName?.trim() || 'an interest';
+      toast.success(`${who} → ${stageLabel(payload.newStage)}`, {
+        description: payload.oldStage
+          ? `Advanced from ${stageLabel(payload.oldStage)}.`
+          : 'Pipeline stage advanced.',
+      });
+    }
+
+    function onDocumentCompleted(payload: { type?: string }) {
+      // Kick a generic "fully signed" — the type-specific message is
+      // friendlier when we can identify it as an EOI.
+      if (payload?.type === 'eoi') {
+        toast.success('EOI fully signed', {
+          description: 'All required signatures received.',
+        });
+      } else {
+        toast.success('Document fully signed');
+      }
+    }
+
+    function onSignerSigned(payload: { signerName?: string; documentTitle?: string }) {
+      const who = payload?.signerName?.trim();
+      const title = payload?.documentTitle?.trim();
+      if (who && title) {
+        toast.message(`${who} signed "${title}"`);
+      } else if (who) {
+        toast.message(`${who} signed a document`);
+      } else {
+        toast.message('Signer added a signature');
+      }
+    }
+
+    function onOutcomeSet(payload: { outcome?: string }) {
+      if (!payload?.outcome) return;
+      const isWon = payload.outcome === 'won';
+      const label = payload.outcome.replace(/_/g, ' ');
+      const fn = isWon ? toast.success : toast.message;
+      fn(`Interest closed — ${label}`);
+    }
+
+    socket.on('interest:stageChanged', onStageChanged);
+    socket.on('document:completed', onDocumentCompleted);
+    socket.on('document:signer:signed', onSignerSigned);
+    socket.on('interest:outcomeSet', onOutcomeSet);
+
+    return () => {
+      socket.off('interest:stageChanged', onStageChanged);
+      socket.off('document:completed', onDocumentCompleted);
+      socket.off('document:signer:signed', onSignerSigned);
+      socket.off('interest:outcomeSet', onOutcomeSet);
+    };
+  }, [socket]);
+
+  return null;
+}

src/lib/services/interests.service.ts

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