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>
197 lines
7.2 KiB
TypeScript
197 lines
7.2 KiB
TypeScript
'use client';
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import { Anchor, Archive, Compass, MessageSquare, MoreHorizontal, Pencil } from 'lucide-react';
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import { formatDistanceToNowStrict } from 'date-fns';
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import { Button } from '@/components/ui/button';
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import {
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DropdownMenu,
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DropdownMenuContent,
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DropdownMenuItem,
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DropdownMenuTrigger,
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} from '@/components/ui/dropdown-menu';
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import { TagBadge } from '@/components/shared/tag-badge';
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import {
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ListCard,
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ListCardAvatar,
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ListCardMeta,
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deriveInitials,
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} from '@/components/shared/list-card';
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import { cn } from '@/lib/utils';
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import { stageBadgeClass, stageDotClass, stageLabel as toStageLabel } from '@/lib/constants';
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import { computeUrgencyBadges } from '@/components/interests/urgency';
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import type { InterestRow } from './interest-columns';
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const CATEGORY_LABELS: Record<string, string> = {
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general_interest: 'General',
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specific_qualified: 'Qualified',
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hot_lead: 'Hot lead',
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};
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const SOURCE_LABELS: Record<string, string> = {
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website: 'Website',
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manual: 'Manual',
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referral: 'Referral',
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broker: 'Broker',
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};
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interface InterestCardProps {
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interest: InterestRow;
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portSlug: string;
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onEdit: (interest: InterestRow) => void;
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onArchive: (interest: InterestRow) => void;
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}
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export function InterestCard({ interest, portSlug, onEdit, onArchive }: InterestCardProps) {
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const stageLabel = toStageLabel(interest.pipelineStage);
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const stagePill = stageBadgeClass(interest.pipelineStage);
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const accentClass = stageDotClass(interest.pipelineStage);
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const isHotLead = interest.leadCategory === 'hot_lead';
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const categoryLabel = interest.leadCategory ? CATEGORY_LABELS[interest.leadCategory] : null;
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const sourceLabel = interest.source ? (SOURCE_LABELS[interest.source] ?? interest.source) : null;
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const tags = interest.tags ?? [];
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const notesCount = interest.notesCount ?? 0;
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const urgencyBadges = computeUrgencyBadges(interest);
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const clientName = interest.clientName ?? 'Unknown client';
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const berthLabel = interest.berthMooringNumber;
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const lastIso = interest.dateLastContact ?? interest.updatedAt ?? null;
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const lastActivity = lastIso
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? formatDistanceToNowStrict(new Date(lastIso), { addSuffix: true })
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: null;
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return (
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<ListCard
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href={`/${portSlug}/interests/${interest.id}`}
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ariaLabel={`Interest for ${clientName}`}
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accentClassName={accentClass}
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actions={
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<DropdownMenu>
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<DropdownMenuTrigger asChild>
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<Button
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variant="ghost"
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size="icon"
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className="h-9 w-9"
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onClick={(e) => e.stopPropagation()}
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aria-label={`Actions for ${clientName}'s interest`}
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>
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<MoreHorizontal className="h-4 w-4" />
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</Button>
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</DropdownMenuTrigger>
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<DropdownMenuContent align="end">
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<DropdownMenuItem onClick={() => onEdit(interest)}>
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<Pencil className="mr-2 h-3.5 w-3.5" />
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Edit
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</DropdownMenuItem>
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<DropdownMenuItem className="text-destructive" onClick={() => onArchive(interest)}>
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<Archive className="mr-2 h-3.5 w-3.5" />
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Archive
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</DropdownMenuItem>
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</DropdownMenuContent>
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</DropdownMenu>
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}
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>
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<div className="flex items-start gap-3">
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<ListCardAvatar initials={deriveInitials(clientName)} />
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<div className="min-w-0 flex-1">
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{/* Title row: name + comment-icon when notes exist + spacer for actions */}
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<div className="flex items-start justify-between gap-2">
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<div className="flex min-w-0 items-center gap-1.5">
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<h3 className="truncate text-base font-semibold tracking-tight text-foreground">
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{clientName}
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</h3>
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{notesCount > 0 ? (
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<span
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title={`${notesCount} note${notesCount === 1 ? '' : 's'}`}
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aria-label={`${notesCount} note${notesCount === 1 ? '' : 's'}`}
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className="inline-flex shrink-0 items-center text-muted-foreground"
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>
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<MessageSquare className="size-3.5" />
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</span>
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) : null}
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</div>
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<span aria-hidden className="block h-9 w-9 shrink-0" />
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</div>
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{/* Berth or general-interest line */}
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<p className="mt-0.5 inline-flex items-center gap-1 truncate text-sm text-muted-foreground">
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{berthLabel ? (
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<>
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<Anchor className="h-3.5 w-3.5 shrink-0 text-muted-foreground/70" aria-hidden />
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<span className="truncate">{berthLabel}</span>
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</>
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) : (
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<>
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<Compass className="h-3.5 w-3.5 shrink-0 text-muted-foreground/70" aria-hidden />
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<span className="italic">General interest</span>
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</>
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)}
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</p>
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{/* Stage pill + category + source */}
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<div className="mt-1.5 flex flex-wrap items-center gap-x-2 gap-y-1">
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<span
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className={cn(
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'inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium',
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stagePill,
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)}
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>
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{stageLabel}
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</span>
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{isHotLead ? (
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<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">
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Hot
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</span>
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) : null}
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{(categoryLabel && !isHotLead) || sourceLabel ? (
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<div className="flex flex-wrap items-center gap-x-1.5 text-xs text-muted-foreground">
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{categoryLabel && !isHotLead ? <ListCardMeta>{categoryLabel}</ListCardMeta> : null}
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{categoryLabel && !isHotLead && sourceLabel ? <span aria-hidden>·</span> : null}
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{sourceLabel ? <ListCardMeta>{sourceLabel}</ListCardMeta> : null}
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</div>
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) : null}
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</div>
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{urgencyBadges.length > 0 ? (
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<div className="mt-1.5 flex flex-wrap gap-1">
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{urgencyBadges.map((b) => (
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<span
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key={b.id}
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title={b.detail}
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className={cn(
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'inline-flex items-center rounded-full px-1.5 py-0.5 text-[10px] font-medium',
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b.className,
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)}
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>
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{b.label}
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</span>
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))}
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</div>
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) : null}
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{tags.length > 0 ? (
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<div className="mt-2 flex flex-wrap gap-1">
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{tags.slice(0, 2).map((tag) => (
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<TagBadge key={tag.id} name={tag.name} color={tag.color} />
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))}
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{tags.length > 2 ? (
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<span className="inline-flex items-center rounded-full bg-secondary px-2 py-0.5 text-xs text-secondary-foreground">
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+{tags.length - 2}
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</span>
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) : null}
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</div>
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) : null}
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{lastActivity ? (
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<p className="mt-1.5 text-[11px] text-muted-foreground tabular-nums">
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Last activity {lastActivity}
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</p>
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) : null}
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</div>
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</div>
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</ListCard>
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);
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}
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