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>
233 lines
8.2 KiB
TypeScript
233 lines
8.2 KiB
TypeScript
'use client';
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import { useState } from 'react';
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import { useParams } from 'next/navigation';
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import { Plus, LayoutList, Kanban, Archive } from 'lucide-react';
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import { useMutation, useQueryClient } from '@tanstack/react-query';
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import { Button } from '@/components/ui/button';
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import { DataTable } from '@/components/shared/data-table';
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import { FilterBar } from '@/components/shared/filter-bar';
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import { SavedViewsDropdown } from '@/components/shared/saved-views-dropdown';
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import { PageHeader } from '@/components/shared/page-header';
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import { EmptyState } from '@/components/shared/empty-state';
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import { TableSkeleton } from '@/components/shared/loading-skeleton';
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import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
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import { PermissionGate } from '@/components/shared/permission-gate';
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import { InterestForm } from '@/components/interests/interest-form';
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import { PipelineBoard } from '@/components/interests/pipeline-board';
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import { interestFilterDefinitions } from '@/components/interests/interest-filters';
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import { getInterestColumns, type InterestRow } from '@/components/interests/interest-columns';
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import { InterestCard } from '@/components/interests/interest-card';
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import { usePaginatedQuery } from '@/hooks/use-paginated-query';
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import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
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import { apiFetch } from '@/lib/api/client';
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import { usePipelineStore } from '@/stores/pipeline-store';
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export function InterestList() {
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const params = useParams<{ portSlug: string }>();
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const portSlug = params?.portSlug ?? '';
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const queryClient = useQueryClient();
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const { viewMode, setViewMode } = usePipelineStore();
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const [createOpen, setCreateOpen] = useState(false);
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const [editInterest, setEditInterest] = useState<InterestRow | null>(null);
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const [archiveInterest, setArchiveInterest] = useState<InterestRow | null>(null);
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const {
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data,
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pagination,
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isLoading,
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isFetching,
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sort,
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setSort,
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setPage,
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setPageSize,
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filters,
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setFilter,
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clearFilters,
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} = usePaginatedQuery<InterestRow>({
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queryKey: ['interests'],
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endpoint: '/api/v1/interests',
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filterDefinitions: interestFilterDefinitions,
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});
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useRealtimeInvalidation({
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'interest:created': [['interests']],
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'interest:updated': [['interests']],
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'interest:stageChanged': [['interests']],
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'interest:archived': [['interests']],
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'interest:berthLinked': [['interests']],
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'interest:berthUnlinked': [['interests']],
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});
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const archiveMutation = useMutation({
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mutationFn: (id: string) => apiFetch(`/api/v1/interests/${id}`, { method: 'DELETE' }),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['interests'] });
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setArchiveInterest(null);
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},
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});
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const bulkArchiveMutation = useMutation({
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mutationFn: async (ids: string[]) => {
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// Concurrent fan-out — small batches in practice (page size cap = 100).
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// If a single delete fails the others still run; the rejected one
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// surfaces a toast via the standard apiFetch error path.
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await Promise.all(ids.map((id) => apiFetch(`/api/v1/interests/${id}`, { method: 'DELETE' })));
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},
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['interests'] });
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},
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});
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const columns = getInterestColumns({
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portSlug,
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onEdit: (interest) => setEditInterest(interest),
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onArchive: (interest) => setArchiveInterest(interest),
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});
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return (
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<div className="space-y-4">
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<PageHeader
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title="Interests"
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description="Track prospective berth interest and pipeline"
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variant="gradient"
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actions={
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<div className="flex items-center gap-2">
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<div className="flex items-center border rounded-md overflow-hidden">
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<Button
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size="sm"
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variant={viewMode === 'table' ? 'default' : 'ghost'}
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className="rounded-none"
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onClick={() => setViewMode('table')}
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>
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<LayoutList className="h-4 w-4" />
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</Button>
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<Button
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size="sm"
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variant={viewMode === 'board' ? 'default' : 'ghost'}
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className="rounded-none"
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onClick={() => setViewMode('board')}
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>
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<Kanban className="h-4 w-4" />
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</Button>
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</div>
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<PermissionGate resource="interests" action="create">
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<Button size="sm" onClick={() => setCreateOpen(true)}>
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<Plus className="mr-1.5 h-4 w-4" />
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New Interest
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</Button>
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</PermissionGate>
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</div>
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}
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/>
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<div className="flex items-center gap-2">
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<FilterBar
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filters={interestFilterDefinitions}
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values={filters}
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onChange={setFilter}
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onClear={clearFilters}
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/>
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<SavedViewsDropdown
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entityType="interests"
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currentFilters={filters}
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currentSort={sort}
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onApplyView={(savedFilters) => {
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clearFilters();
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Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
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}}
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/>
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</div>
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{viewMode === 'board' ? (
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<PipelineBoard />
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) : isLoading ? (
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<TableSkeleton />
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) : (
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<DataTable
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columns={columns}
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data={data}
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pagination={pagination}
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onPaginationChange={(p, ps) => {
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setPage(p);
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setPageSize(ps);
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}}
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sort={sort}
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onSortChange={setSort}
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isLoading={isFetching && !isLoading}
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getRowId={(row) => row.id}
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bulkActions={[
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{
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label: 'Archive',
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icon: Archive,
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variant: 'destructive',
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onClick: (ids) => {
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if (ids.length === 0) return;
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if (
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!window.confirm(
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`Archive ${ids.length} interest${ids.length === 1 ? '' : 's'}? This can be undone from the archived list.`,
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)
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) {
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return;
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}
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bulkArchiveMutation.mutate(ids);
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},
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},
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]}
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cardRender={(row) => (
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<InterestCard
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interest={row.original}
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portSlug={portSlug}
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onEdit={setEditInterest}
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onArchive={setArchiveInterest}
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/>
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)}
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emptyState={
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<EmptyState
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title="No interests found"
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description="Get started by adding your first interest."
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action={{ label: 'New Interest', onClick: () => setCreateOpen(true) }}
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/>
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}
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/>
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)}
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{/* Mobile FAB — primary "New interest" affordance for the bottom-tab UX.
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Sits above the bottom nav (pb-safe-bottom + 70px tab height + 16px
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gap). Hidden on lg+ where the header button already does the job. */}
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<PermissionGate resource="interests" action="create">
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<button
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type="button"
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onClick={() => setCreateOpen(true)}
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aria-label="New interest"
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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"
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>
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<Plus className="h-6 w-6" />
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</button>
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</PermissionGate>
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<InterestForm open={createOpen} onOpenChange={setCreateOpen} />
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{editInterest && (
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<InterestForm
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open={!!editInterest}
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onOpenChange={(open) => !open && setEditInterest(null)}
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interest={editInterest as unknown as Parameters<typeof InterestForm>[0]['interest']}
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/>
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)}
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<ArchiveConfirmDialog
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open={!!archiveInterest}
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onOpenChange={(open) => !open && setArchiveInterest(null)}
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entityName={archiveInterest?.clientName ?? 'Interest'}
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entityType="Interest"
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isArchived={false}
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onConfirm={() => archiveInterest && archiveMutation.mutate(archiveInterest.id)}
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isLoading={archiveMutation.isPending}
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/>
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</div>
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);
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}
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