Files
pn-new-crm/src/components/interests/interest-card.tsx
Matt Ciaccio a767652d74 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>
2026-05-02 04:09:51 +02:00

197 lines
7.2 KiB
TypeScript

'use client';
import { Anchor, Archive, Compass, MessageSquare, MoreHorizontal, Pencil } from 'lucide-react';
import { formatDistanceToNowStrict } from 'date-fns';
import { Button } from '@/components/ui/button';
import {
DropdownMenu,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuTrigger,
} from '@/components/ui/dropdown-menu';
import { TagBadge } from '@/components/shared/tag-badge';
import {
ListCard,
ListCardAvatar,
ListCardMeta,
deriveInitials,
} 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> = {
general_interest: 'General',
specific_qualified: 'Qualified',
hot_lead: 'Hot lead',
};
const SOURCE_LABELS: Record<string, string> = {
website: 'Website',
manual: 'Manual',
referral: 'Referral',
broker: 'Broker',
};
interface InterestCardProps {
interest: InterestRow;
portSlug: string;
onEdit: (interest: InterestRow) => void;
onArchive: (interest: InterestRow) => void;
}
export function InterestCard({ interest, portSlug, onEdit, onArchive }: InterestCardProps) {
const stageLabel = toStageLabel(interest.pipelineStage);
const stagePill = stageBadgeClass(interest.pipelineStage);
const accentClass = stageDotClass(interest.pipelineStage);
const isHotLead = interest.leadCategory === 'hot_lead';
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
href={`/${portSlug}/interests/${interest.id}`}
ariaLabel={`Interest for ${clientName}`}
accentClassName={accentClass}
actions={
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button
variant="ghost"
size="icon"
className="h-9 w-9"
onClick={(e) => e.stopPropagation()}
aria-label={`Actions for ${clientName}'s interest`}
>
<MoreHorizontal className="h-4 w-4" />
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end">
<DropdownMenuItem onClick={() => onEdit(interest)}>
<Pencil className="mr-2 h-3.5 w-3.5" />
Edit
</DropdownMenuItem>
<DropdownMenuItem className="text-destructive" onClick={() => onArchive(interest)}>
<Archive className="mr-2 h-3.5 w-3.5" />
Archive
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
}
>
<div className="flex items-start gap-3">
<ListCardAvatar initials={deriveInitials(clientName)} />
<div className="min-w-0 flex-1">
{/* Title row: name + comment-icon when notes exist + spacer for actions */}
<div className="flex items-start justify-between gap-2">
<div className="flex min-w-0 items-center gap-1.5">
<h3 className="truncate text-base font-semibold tracking-tight text-foreground">
{clientName}
</h3>
{notesCount > 0 ? (
<span
title={`${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>
{/* Berth or general-interest line */}
<p className="mt-0.5 inline-flex items-center gap-1 truncate text-sm text-muted-foreground">
{berthLabel ? (
<>
<Anchor className="h-3.5 w-3.5 shrink-0 text-muted-foreground/70" aria-hidden />
<span className="truncate">{berthLabel}</span>
</>
) : (
<>
<Compass className="h-3.5 w-3.5 shrink-0 text-muted-foreground/70" aria-hidden />
<span className="italic">General interest</span>
</>
)}
</p>
{/* Stage pill + category + source */}
<div className="mt-1.5 flex flex-wrap items-center gap-x-2 gap-y-1">
<span
className={cn(
'inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium',
stagePill,
)}
>
{stageLabel}
</span>
{isHotLead ? (
<span className="inline-flex items-center rounded-full bg-rose-100 px-2 py-0.5 text-xs font-semibold uppercase tracking-wide text-rose-700">
Hot
</span>
) : null}
{(categoryLabel && !isHotLead) || sourceLabel ? (
<div className="flex flex-wrap items-center gap-x-1.5 text-xs text-muted-foreground">
{categoryLabel && !isHotLead ? <ListCardMeta>{categoryLabel}</ListCardMeta> : null}
{categoryLabel && !isHotLead && sourceLabel ? <span aria-hidden>·</span> : null}
{sourceLabel ? <ListCardMeta>{sourceLabel}</ListCardMeta> : null}
</div>
) : 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) => (
<TagBadge key={tag.id} name={tag.name} color={tag.color} />
))}
{tags.length > 2 ? (
<span className="inline-flex items-center rounded-full bg-secondary px-2 py-0.5 text-xs text-secondary-foreground">
+{tags.length - 2}
</span>
) : null}
</div>
) : null}
{lastActivity ? (
<p className="mt-1.5 text-[11px] text-muted-foreground tabular-nums">
Last activity {lastActivity}
</p>
) : null}
</div>
</div>
</ListCard>
);
}