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>
Adds optional cardRender prop to <DataTable> that switches the layout
to a vertical card list below lg: while keeping the same TanStack
table instance powering both views (pagination, sort, selection).
New shared shell:
- <ListCard> rounded card with optional left status accent bar,
whole-card link to detail page, top-right actions
slot, and tactile hover/active states.
- <ListCardAvatar> 40px brand-tinted circle (initials or domain icon).
- <ListCardMeta> inline icon + muted text segment.
- deriveInitials() shared helper that ignores numeric tokens (so
"Recovery Test 1777" -> "RT", not "R1").
Clients and interests pages now render mobile cards via cardRender
using this shell; desktop view (lg+) is unchanged. Interests cards
encode pipeline stage as a left-edge accent strip whose saturation
deepens with pipeline progression (open -> completed). Berths display
with an Anchor icon; null-berth interests fall back to a Compass +
"General interest" italic label. Hot leads get a discreet "Hot" pill.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pulls the polished gradient hero strip into the five primary list
surfaces. PR10b-e (detail polish, dashboard/admin polish, email +
notifications polish, mobile responsive sweep) deferred to a follow-up
release per spec risk register since visual baseline regen needs hands-
on iteration.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
