Feat/leads #34
@@ -42,3 +42,7 @@ next-env.d.ts
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.vercel
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.env*.local
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certificates
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AI_ASSISTANT_BACKEND_PLAN.md
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TEAM_MANAGEMENT_BACKEND_PLAN.md
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# Leads & Lead Verification — Backend Requirements
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**Project:** LynkedUp Pro CRM (`lynkeduppro-crm`)
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**Domain service:** `be-crm` (the CRM "data door")
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**Modules covered:** `Leads`, `Lead Verification`
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**Document status:** Implementation-ready. Derived entirely from the current frontend.
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**Author basis:** Reverse-engineered from the completed frontend + the existing backend integration conventions already used by the Team, Mail, Inbox, Messenger, Media and Account modules.
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---
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> ## ⚠️ Read this first — current state of the frontend
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>
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> Both modules are **fully built on the UI side but wired to client-side mock data only**. There is **no live backend call anywhere** in `leads.tsx`, `leads-data.ts`, `verify.tsx`, or `verify-data.ts`. Every "write" today (Create Lead, Verify, Mark Unverified, Change Assignee, Update Status, Call, Email, Refresh) only pushes a **toast notification** — no persistence, no network request.
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>
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> This means the **entire** Leads and Lead Verification backend is greenfield. However, the frontend precisely defines the required **fields, enums, filters, sub-statuses, actions and workflows**, so this document treats the mock shapes as the authoritative contract.
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>
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> Wherever a control exists visually but has no behaviour yet, it is tagged **`[Frontend Placeholder / Backend Pending]`** so you know it is a real requirement even though the UI does not call it yet.
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>
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> The design below deliberately **reuses the existing `be-crm` architecture** (query/command data door, not REST). Do **not** invent a REST API — see §11 (Existing Backend Integration) for the mandatory conventions.
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---
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## Table of Contents
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1. [Module Overview](#1-module-overview)
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2. [Existing Frontend Features (exhaustive)](#2-existing-frontend-features-exhaustive)
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3. [User Flows](#3-user-flows)
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4. [Database Models](#4-database-models)
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5. [Entity Relationships](#5-entity-relationships)
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6. [API Contract — Actions (Queries & Commands)](#6-api-contract--actions-queries--commands)
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7. [Validation Rules](#7-validation-rules)
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8. [Reference / Enum Data](#8-reference--enum-data)
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9. [Backend Services](#9-backend-services)
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10. [Error Handling](#10-error-handling)
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11. [Existing Backend Integration (mandatory conventions)](#11-existing-backend-integration-mandatory-conventions)
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12. [Gaps, Discrepancies & Backend-Pending Items](#12-gaps-discrepancies--backend-pending-items)
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---
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## 1. Module Overview
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### 1.1 Leads module
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**Purpose:** The **Leads** module is the storm-restoration sales pipeline board. It holds prospective roofing jobs (door-knocked, referred, storm-chased, etc.) inside a hail-storm territory (the demo is the Plano, TX hail zone, storm event `2026-04-28`). Each lead is a rich record combining **contact**, **property**, **job details**, **insurance** and **assignment** information, and moves through a sales status pipeline.
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**Frontend surface:** `src/components/dashboard/leads.tsx` (+ `leads-data.ts`), rendered inside the dashboard shell when the `leads` nav key is active.
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**Core capabilities visible in the UI:**
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- A **stat strip** (Total / New / Contacted / Appointed / Closed counts).
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- A **board of lead cards** (avatar, priority ring, status pill, address, primary phone, source, canvasser, "updated" relative time).
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- **Search** (by name / address / city / source / canvasser) and **status filter tabs**.
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- A **lead detail modal** (Contact, Property, Job Details, Insurance, Assignment, storm banner).
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- A **New Lead intake** with two modes: **Quick** (single condensed form) and **Full Form** (a 5-step wizard: Contact → Property → Job Details → Insurance → Assignment).
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### 1.2 Lead Verification module
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**Purpose:** The **Lead Verification** module is the verification desk that sits **upstream of Leads**. Freshly captured leads (door-knock / web form / storm canvass / referral / call-in) must pass an **identity + insurance + ownership + damage** verification workflow before they become working sales leads. The desk's terminal success action is literally *"Verified and pushed to New Leads"* — i.e., a verified verification record becomes a Lead with status `new`.
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**Frontend surface:** `src/components/dashboard/verify.tsx` (+ `verify-data.ts`), rendered when the `verify` nav key is active.
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**Core capabilities visible in the UI:**
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- **Clickable stat tiles** (Verified / In Progress / Assigned / Pending / Unverified) that also act as status filters.
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- A **data table** (Lead ID · Customer · Phone · Source · Assigned To · Status · Verification sub-status · Created · Actions).
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- **Search** + **status / source / assignee** dropdown filters.
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- A **row action set** (View, Verify, and a `⋯` menu: View Details, Verify Lead, Mark Unverified, Change Assignee, Reassign → In Progress, Move to Pending).
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- A **verification detail modal** (Contact, Assignment, Verification Notes, and an **Activity timeline**).
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- A **Refresh** button.
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### 1.3 Relationship between the two modules
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```
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Intake sources Lead Verification desk Leads pipeline
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(door knock, web form, ─────► verify identity / ownership / ─────► status = "new"
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storm canvass, referral, insurance / damage → contacted → appointed
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call-in) (verified | in_progress | → closed
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assigned | pending | unverified)
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```
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- A **Lead Verification** record is the *pre-lead*. When it reaches `verified`, the system **creates / promotes** it into a **Lead** (`status = "new"`). This is the single hard link between the two modules and the most important cross-module command to implement (see `crm.leadVerification.verify` in §6).
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- Both modules are gated by the **same** CRM permission: **`leads.manage`** (see `NAV_PERMISSION` in `sidebar.tsx`). There is no separate verification permission in the frontend.
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- Both are **tenant-scoped** — every record belongs to the signed-in user's organization/tenant (the demo boots as `tenant-acme-01`).
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### 1.4 User journey (end-to-end)
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1. A lead is **captured** at an intake source and lands in the **Verification** queue as `pending` (unassigned) or `assigned`.
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2. A **verification specialist** (Wade Hollis, Darlene Brooks, Roy Schaefer in the mock) is assigned and works the record through sub-statuses (`Verifying Identity` → `Confirming Ownership` → `Reviewing Insurance` → `Confirming Damage`).
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3. The specialist either **Verifies** it (→ becomes a Lead, `status = new`) or **Marks Unverified**.
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4. In the **Leads** module, a sales rep / canvasser works the new lead: **Contacted** → **Appointed** → **Closed**, updating status, priority, follow-up date, insurance/claim details and assignment along the way.
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---
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## 2. Existing Frontend Features (exhaustive)
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Only features actually present in the code are listed. Each is tagged **Wired** (has real logic, even if only client-side state) or **`[Placeholder / Backend Pending]`** (UI exists, no behaviour beyond a toast).
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### 2.1 Leads module features
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| # | Feature | State | Notes / source |
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|---|---------|-------|----------------|
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| L1 | Lead board / card list | Wired (mock) | `LEADS` array rendered as `LeadCard`s |
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| L2 | Header stat strip (Total, New, Contacted, Appointed, Closed) | Wired (mock) | `countByStatus`; `TOTAL_LEADS = 35` shown as total |
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| L3 | Text search (name, address, city, source, canvasser) | Wired (mock) | `filtered` memo, case-insensitive substring |
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| L4 | Status filter tabs (All / New / Contacted / Appointed / Closed) | Wired (mock) | `STATUS_TABS` |
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| L5 | Lead detail modal (Contact, Property, Job, Insurance, Assignment, storm banner) | Wired (mock, read-only) | `LeadDetail` |
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| L6 | Create Lead — Quick mode | **Placeholder** | `submit()` only validates name then toasts; no persistence |
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| L7 | Create Lead — Full Form wizard (5 steps) | **Placeholder** | steps: Contact / Property / Job / Insurance / Assignment |
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| L8 | Multiple phone numbers (with type Mobile/Home/Work + primary) | Wired (form state) | `addPhone/setPhone/removePhone` |
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| L9 | Multiple email addresses | Wired (form state) | `addEmail/setEmail/removeEmail` |
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| L10 | Site photos upload | **Placeholder** | `addPhoto()` just appends a label string `"Photo N"` — no real upload |
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| L11 | Conditional field: Referral note (source = Referral) | Wired (form state) | `f.source === "Referral"` |
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| L12 | Conditional field: Canvasser search (source = Door Knock) | Wired (form state) | `CanvasserSearch` typeahead over `REPS` |
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| L13 | Priority picker (Low / Medium / High) | Wired (form state) | `PriorityPicker` |
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| L14 | Urgency picker (Standard / High / Emergency) | Wired (form state) | `UrgencyPicker` |
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| L15 | Rep assignment select (incl. "Unassigned") | Wired (form state) | `RepSelect`, options from `REPS` |
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| L16 | Detail action: **Update Status** | **Placeholder** | footer button, no handler |
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| L17 | Detail action: **Call** / **Email** | **Placeholder** | footer buttons, no handler |
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| L18 | Empty state ("No leads match") | Wired | shown when `filtered.length === 0` |
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**Not present in Leads (do not build unless requested):** edit-existing-lead form, delete, archive, bulk actions, tags editor (only a single static `tag` string exists), notes/comments thread, per-lead activity timeline, attachments list, pagination controls, sorting controls, export.
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### 2.2 Lead Verification module features
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| # | Feature | State | Notes / source |
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|---|---------|-------|----------------|
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| V1 | Stat tiles (Verified / In Progress / Assigned / Pending / Unverified) | Wired (mock) | `STAT_ORDER`, counts from `V_LEADS` |
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| V2 | Stat tile click = status filter toggle | Wired (mock) | `setStatus(status === s ? "all" : s)` |
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| V3 | Verification table (9 columns) | Wired (mock) | see column list in §1.2 |
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| V4 | Text search (name, lead ID, phone, source, address) | Wired (mock) | `rows` memo |
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| V5 | Status filter dropdown | Wired (mock) | mirrors stat tiles |
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| V6 | Source filter dropdown | Wired (mock) | `V_SOURCES` |
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| V7 | Assignee filter dropdown | Wired (mock) | `V_ASSIGNEES` |
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| V8 | Row action: **View details** | Wired (mock) | opens `VerifyDetail` |
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| V9 | Row action: **Verify** (quick) | **Placeholder** | toast only |
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| V10 | Row `⋯` menu | Wired (open/close) | portalled dropdown |
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| V11 | Menu: Verify Lead | **Placeholder** | toast only |
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| V12 | Menu: Mark Unverified | **Placeholder** | toast only |
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| V13 | Menu: Change Assignee | **Placeholder** | toast only |
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| V14 | Menu: Reassign (→ In Progress) | **Placeholder** | toast only |
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| V15 | Menu: Move to Pending | **Placeholder** | toast only |
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| V16 | Detail modal — Contact / Assignment sections | Wired (mock, read) | `VerifyDetail` |
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| V17 | Detail modal — Verification Notes | Wired (mock, read) | shown when `notes` present |
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| V18 | Detail modal — Activity timeline | Wired (mock, read + derived) | `buildActivity()` synthesizes when absent |
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| V19 | Detail footer: Verify Lead / Call | **Placeholder** | buttons, no handler |
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| V20 | Refresh button | **Placeholder** | toast only ("Queue refreshed") |
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| V21 | Row count "X of Y leads" | Wired (mock) | implies server total vs filtered count |
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| V22 | Derived email / created-at when absent | Wired (mock) | `deriveEmail`, `deriveCreatedAt` |
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**Not present in Verification (do not build unless requested):** create-verification-from-UI (records arrive via intake, never created here — mirrors the Inbox "items are never created here" pattern), delete, bulk verify, attachments, document upload, editable contact fields.
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---
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## 3. User Flows
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### 3.1 Lead Verification status flow
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Statuses (`VStatus`): `unverified`, `pending`, `assigned`, `in_progress`, `verified`.
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Each status also carries a human **sub-status** string (`verification`).
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```
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intake (door knock / web form / storm canvass / referral / call-in)
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│
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▼
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┌──────────── pending ("Pending Review", unassigned) ────────────┐
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│ │ │
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│ [Change Assignee] │
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│ ▼ │
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│ assigned ("Assigned") │
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│ │ │
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│ [Reassign / start work] │
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│ ▼ │
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│ in_progress ("Verifying Identity" / │
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│ "Confirming Ownership" / │
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│ "Reviewing Insurance" / │
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│ "Confirming Damage") │
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│ │ │ │
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│ [Verify]│ │[Mark Unverified] │
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│ ▼ ▼ │
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│ verified unverified ◄─────────────────────┘
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│ ("Verified") ("Unverified")
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│ │
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│ ▼
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│ ┌───────────────────────────────┐
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└────►│ PROMOTE → create Lead(status = │
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│ "new") + activity "Verified │
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│ and pushed to New Leads." │
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└───────────────────────────────┘
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[Move to Pending] can send an assigned/in_progress record back to pending.
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```
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**Allowed transitions (enforce server-side):**
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| From | To | Trigger command |
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|------|----|-----------------|
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| `pending` | `assigned` | `assign` (set assignee) |
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| `pending` / `assigned` / `in_progress` | `in_progress` | `reassign` / `setInProgress` |
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| `assigned` / `in_progress` | `pending` | `moveToPending` |
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| `pending` / `assigned` / `in_progress` | `verified` | `verify` (→ promotes to Lead) |
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| `pending` / `assigned` / `in_progress` | `unverified` | `markUnverified` |
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| any | (assignee change) | `assign` / `changeAssignee` |
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> The frontend does not restrict transitions (every action is available on every row), so treat the table above as the **recommended** guard set; at minimum, forbid transitions out of a terminal `verified` record except via an explicit re-open (backend-pending, not in UI).
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### 3.2 Lead sales status flow
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Statuses (`LeadStatus`): `new`, `contacted`, `appointed`, `closed`.
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```
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(created directly OR promoted from a verified verification)
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│
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▼
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new
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│ [Update Status] / rep works the lead
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▼
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contacted
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│
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▼
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appointed (adjuster / inspection appointment set)
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│
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▼
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closed (won/installed/paid — mock leans "won")
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```
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`priority` (`high` / `medium` / `low`) and `job.urgency` (`Standard` / `High` / `Emergency`) are independent of status and set at creation / update.
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### 3.3 Create Lead (Full Form wizard) flow
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```
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Step 1 Contact → firstName*, lastName, phones[] (type + primary), emails[]
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Step 2 Property → address, city, state (default "TX"), zip, propertyType, photos[]
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Step 3 Job → source, leadType, workType, tradeType, urgency, notes
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(source=Referral → referralNote; source=Door Knock → canvasser)
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Step 4 Insurance → insCompany, claimNumber, claimStatus, adjusterName,
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adjusterPhone, policyNumber
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Step 5 Assignment→ assignRep (or Unassigned), priority, followUp date
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→ [Create Lead] → crm.lead.create
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```
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Quick mode collects a condensed subset (firstName*, lastName, phone[0], address, city, state, zip, source, [referralNote|canvasser], priority, followUp) and submits the same `crm.lead.create`.
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`*` = the only field the frontend currently enforces is a non-empty **name** (first or last).
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---
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## 4. Database Models
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Storage assumptions follow the existing `be-crm` domain service (relational, multi-tenant). **Every table carries `tenant_id`** and is always filtered by it. Primary keys are opaque server IDs; the human-facing **codes** (`SAL-001`, `LD-V-001`) are separate, per-tenant, monotonic display identifiers.
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Timestamps are stored as `timestamptz` (UTC, ISO-8601 on the wire). Relative strings like `"3d ago"` and pretty dates like `"Jun 4, 2026"` seen in the mock are **presentation-only** — the API returns ISO timestamps and the client formats them (see `relTime()` in `team-api.ts`).
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### 4.1 `leads`
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**Purpose:** One row per sales lead (the Leads board card + detail modal).
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| Field | Type | Null | Default | Notes |
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|-------|------|------|---------|-------|
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| `id` | uuid / string PK | no | gen | opaque server id |
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| `tenant_id` | uuid/string FK → organizations | no | — | tenant scope; **indexed** |
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| `code` | text | no | seq | display code `SAL-001`; **unique per tenant** |
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| `first_name` | text | no | — | |
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| `last_name` | text | yes | null | name = `first + last`, trimmed |
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| `status` | enum `lead_status` | no | `'new'` | `new` \| `contacted` \| `appointed` \| `closed` |
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| `priority` | enum `lead_priority` | no | `'medium'` | `high` \| `medium` \| `low` (UI Quick default = Medium) |
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| `tag` | text | yes | `'Storm Zone'` | single label chip |
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| `property_address` | text | yes | null | |
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| `property_city` | text | yes | null | |
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| `property_state` | text | yes | `'TX'` | 2-letter; UI default TX |
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| `property_zip` | text | yes | null | |
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| `property_type` | text | yes | null | see `PROPERTY_TYPES` enum |
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| `source` | text | yes | null | see `LEAD_SOURCES` enum |
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| `referral_note` | text | yes | null | only when `source = 'Referral'` |
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| `lead_type` | text | yes | null | see §12 note on the enum conflict |
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| `work_type` | text | yes | null | see `WORK_TYPES` |
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| `trade_type` | text | yes | null | see `TRADE_TYPES` |
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| `urgency` | enum `lead_urgency` | no | `'Standard'` | `Standard` \| `High` \| `Emergency` |
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| `job_notes` | text | yes | null | "Field Notes" |
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| `canvasser_id` | FK → members | yes | null | door-knock canvasser (REP id, e.g. `LUP-1040`) |
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| `insurance_company` | text | yes | null | |
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| `insurance_claim_status` | enum `claim_status` | yes | null | `Not Filed`\|`Filed`\|`Approved`\|`Paid`\|`Denied` |
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| `insurance_claim_number` | text | yes | null | |
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| `insurance_policy_number` | text | yes | null | |
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| `insurance_adjuster_name` | text | yes | null | |
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| `insurance_adjuster_phone` | text | yes | null | |
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| `assigned_to_id` | FK → members | yes | null | rep working the lead |
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| `follow_up_date` | date | yes | null | |
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| `storm_zone` | text | yes | null | e.g. "E Plano / Spring Creek Pkwy" |
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| `storm_date` | date | yes | null | e.g. `2026-04-28` |
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| `storm_detail` | text | yes | null | e.g. `2.5" hail (severe)` |
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| `source_verification_id` | FK → lead_verifications | yes | null | set when promoted from a verification |
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| `created_by_id` | FK → members | yes | null | |
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| `created_at` | timestamptz | no | now() | |
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| `updated_at` | timestamptz | no | now() | drives "updated 3d ago" |
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**Indexes:** `(tenant_id)`, `(tenant_id, status)`, `(tenant_id, code)` unique, `(tenant_id, assigned_to_id)`, `(tenant_id, source)`, `(tenant_id, updated_at desc)`.
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**Search:** the board search covers name + property address + city + source + canvasser → back with a `tsvector` / trigram index over those columns.
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**Example row (from `SAL-001`):**
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```json
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{
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"id": "ld_9f2c…", "code": "SAL-001",
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"firstName": "John", "lastName": "Martinez",
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"status": "contacted", "priority": "high", "tag": "Storm Zone",
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"propertyAddress": "4821 Spring Creek Pkwy", "propertyCity": "Plano",
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"propertyState": "TX", "propertyZip": "75023", "propertyType": "Single Family",
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"source": "Door Knock", "leadType": "Insurance",
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"workType": "Roof Replacement", "tradeType": "Roofing", "urgency": "High",
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"jobNotes": "Homeowner showed significant granule loss…",
|
||||
"canvasserId": "LUP-1040",
|
||||
"insuranceCompany": "State Farm", "insuranceClaimStatus": "Filed",
|
||||
"insuranceClaimNumber": "CLM-2026-1000", "insurancePolicyNumber": "POL-080000",
|
||||
"insuranceAdjusterName": "Marcus Powell", "insuranceAdjusterPhone": "(972) 700-3000",
|
||||
"assignedToId": "LUP-…", "followUpDate": "2026-06-04",
|
||||
"stormZone": "E Plano / Spring Creek Pkwy", "stormDate": "2026-04-28",
|
||||
"stormDetail": "2.5\" hail (severe)",
|
||||
"createdById": "LUP-1040", "createdAt": "2026-05-28T15:00:00Z", "updatedAt": "…"
|
||||
}
|
||||
```
|
||||
|
||||
### 4.2 `lead_phones`
|
||||
|
||||
**Purpose:** A lead has 1..N phone numbers, one primary.
|
||||
|
||||
| Field | Type | Null | Default | Notes |
|
||||
|-------|------|------|---------|-------|
|
||||
| `id` | PK | no | gen | |
|
||||
| `tenant_id` | FK | no | — | |
|
||||
| `lead_id` | FK → leads | no | — | **on delete cascade** |
|
||||
| `number` | text | no | — | free-form display, e.g. `(469) 500-1000` |
|
||||
| `type` | enum `phone_type` | no | `'Mobile'` | `Mobile` \| `Home` \| `Work` |
|
||||
| `is_primary` | bool | no | false | exactly one true per lead (enforce) |
|
||||
| `position` | int | no | 0 | display order |
|
||||
|
||||
**Indexes:** `(lead_id)`. **Constraint:** partial unique `(lead_id) where is_primary` to guarantee a single primary.
|
||||
|
||||
### 4.3 `lead_emails`
|
||||
|
||||
| Field | Type | Null | Default | Notes |
|
||||
|-------|------|------|---------|-------|
|
||||
| `id` | PK | no | gen | |
|
||||
| `tenant_id` | FK | no | — | |
|
||||
| `lead_id` | FK → leads | no | — | cascade |
|
||||
| `address` | text | no | — | validate email format |
|
||||
| `type` | text | yes | null | optional label |
|
||||
| `is_primary` | bool | no | false | |
|
||||
| `position` | int | no | 0 | |
|
||||
|
||||
### 4.4 `lead_attachments` (site photos) — `[Backend Pending]`
|
||||
|
||||
**Purpose:** Backs the "Site Photos" uploader (L10). The frontend currently only stores placeholder labels; the real implementation must use the existing media presign flow (§11.5).
|
||||
|
||||
| Field | Type | Null | Default | Notes |
|
||||
|-------|------|------|---------|-------|
|
||||
| `id` | PK | no | gen | |
|
||||
| `tenant_id` | FK | no | — | |
|
||||
| `lead_id` | FK → leads | no | — | cascade |
|
||||
| `content_ref` | text | no | — | IIOS object key from `crm.media.presignUpload` |
|
||||
| `mime_type` | text | no | — | |
|
||||
| `size_bytes` | bigint | no | — | ≤ `26_214_400` (25 MB) |
|
||||
| `filename` | text | yes | null | |
|
||||
| `uploaded_by_id` | FK → members | yes | null | |
|
||||
| `created_at` | timestamptz | no | now() | |
|
||||
|
||||
### 4.5 `lead_status_history` (audit) — recommended
|
||||
|
||||
**Purpose:** Backs "Update Status" auditing (no dedicated Leads timeline UI exists yet, but status changes must be auditable and this feeds a future timeline). Mirrors the verification activity concept.
|
||||
|
||||
| Field | Type | Null | Notes |
|
||||
|-------|------|------|-------|
|
||||
| `id` | PK | no | |
|
||||
| `tenant_id` | FK | no | |
|
||||
| `lead_id` | FK → leads | no | cascade |
|
||||
| `from_status` | enum | yes | null on create |
|
||||
| `to_status` | enum | no | |
|
||||
| `actor_id` | FK → members | yes | |
|
||||
| `note` | text | yes | |
|
||||
| `created_at` | timestamptz | no | |
|
||||
|
||||
### 4.6 `lead_verifications`
|
||||
|
||||
**Purpose:** One row per verification-desk record (the Verification table row + detail).
|
||||
|
||||
| Field | Type | Null | Default | Notes |
|
||||
|-------|------|------|---------|-------|
|
||||
| `id` | PK | no | gen | |
|
||||
| `tenant_id` | FK | no | — | indexed |
|
||||
| `code` | text | no | seq | display code `LD-V-001`; **unique per tenant** |
|
||||
| `name` | text | no | — | customer full name (single field in UI) |
|
||||
| `phone` | text | yes | null | |
|
||||
| `email` | text | yes | null | derived client-side when absent (see `deriveEmail`) |
|
||||
| `address` | text | yes | null | single-line address string in UI |
|
||||
| `source` | text | no | — | see `V_SOURCES` (`Door Knock`, `Web Form`, `Storm Canvass`, `Referral`, `Call-In`) |
|
||||
| `status` | enum `verification_status` | no | `'pending'` | `verified`\|`in_progress`\|`assigned`\|`pending`\|`unverified` |
|
||||
| `sub_status` | text | no | `'Pending Review'` | the `verification` label, see §8.6 |
|
||||
| `assignee_id` | FK → members | yes | null | verification specialist |
|
||||
| `notes` | text | yes | null | "Verification Notes" |
|
||||
| `promoted_lead_id` | FK → leads | yes | null | set when verified → Lead created |
|
||||
| `verified_at` | timestamptz | yes | null | |
|
||||
| `created_at` | timestamptz | no | now() | drives "Created" column |
|
||||
| `updated_at` | timestamptz | no | now() | |
|
||||
|
||||
**Indexes:** `(tenant_id)`, `(tenant_id, status)`, `(tenant_id, source)`, `(tenant_id, assignee_id)`, `(tenant_id, code)` unique, `(tenant_id, created_at desc)`.
|
||||
**Search:** name + code + phone + source + address → trigram/tsvector.
|
||||
|
||||
**Example rows (from `LD-V-001` and a lean one):**
|
||||
```json
|
||||
{ "id":"lv_1…","code":"LD-V-001","name":"Kevin Hartley",
|
||||
"phone":"(972) 413-8902","email":"kevin.hartley@gmail.com",
|
||||
"address":"2814 Ravenswood Dr, Plano, TX 75023","source":"Door Knock",
|
||||
"status":"verified","subStatus":"Verified","assigneeId":"…Wade…",
|
||||
"notes":"Ownership confirmed via county records…",
|
||||
"verifiedAt":"2026-05-16T19:55:00Z","createdAt":"2026-05-14T14:40:00Z" }
|
||||
|
||||
{ "id":"lv_11…","code":"LD-V-011","name":"Aaron Blake",
|
||||
"phone":"(469) 471-3350","address":"1188 Alma Dr, Plano, TX 75075",
|
||||
"source":"Door Knock","status":"pending","subStatus":"Pending Review",
|
||||
"assigneeId":null,"createdAt":"2026-05-27T…" }
|
||||
```
|
||||
|
||||
### 4.7 `lead_verification_activities`
|
||||
|
||||
**Purpose:** The Activity timeline in the verification detail (V18). The frontend synthesizes these when absent (`buildActivity`), but the backend should persist real ones.
|
||||
|
||||
| Field | Type | Null | Notes |
|
||||
|-------|------|------|-------|
|
||||
| `id` | PK | no | |
|
||||
| `tenant_id` | FK | no | |
|
||||
| `verification_id` | FK → lead_verifications | no | cascade |
|
||||
| `text` | text | no | e.g. "Assigned to Wade Hollis." |
|
||||
| `actor_id` | FK → members | yes | maps to `who` (name shown; "System" when null) |
|
||||
| `actor_label` | text | yes | denormalized display name / "System" |
|
||||
| `occurred_at` | timestamptz | no | maps to `time` |
|
||||
| `kind` | text | yes | optional: `submitted`\|`assigned`\|`in_progress`\|`verified`\|`unverified`\|`note` |
|
||||
|
||||
**Index:** `(verification_id, occurred_at)`.
|
||||
|
||||
### 4.8 Referenced existing tables (do **not** recreate)
|
||||
|
||||
- **`organizations` / tenant** — tenant scope (`tenant_id`). Established at boot / registration (`crm.account.register`).
|
||||
- **`members`** — CRM team members (reps, canvassers, verification specialists). Already served by `crm.team.member.search` and carry ids like `LUP-1040` plus `principalId`. Leads/verifications reference members for `assigned_to`, `canvasser`, `assignee`, `created_by`, and activity `actor`. In the mock these are free-text names — the backend must resolve them to member ids (see §12).
|
||||
- **Account/permissions** — `crm.account.me` drives `leads.manage` gating.
|
||||
|
||||
---
|
||||
|
||||
## 5. Entity Relationships
|
||||
|
||||
```
|
||||
organizations (tenant)
|
||||
1 ──────────────< leads
|
||||
1 ──────────────< lead_verifications
|
||||
1 ──────────────< members
|
||||
|
||||
members
|
||||
1 ──< leads.assigned_to_id
|
||||
1 ──< leads.canvasser_id
|
||||
1 ──< leads.created_by_id
|
||||
1 ──< lead_verifications.assignee_id
|
||||
1 ──< lead_verification_activities.actor_id
|
||||
1 ──< lead_status_history.actor_id
|
||||
|
||||
leads
|
||||
1 ──< lead_phones (cascade)
|
||||
1 ──< lead_emails (cascade)
|
||||
1 ──< lead_attachments (cascade) [backend-pending]
|
||||
1 ──< lead_status_history (cascade)
|
||||
|
||||
lead_verifications
|
||||
1 ──< lead_verification_activities (cascade)
|
||||
1 ──0..1 leads (promotion: lead_verifications.promoted_lead_id
|
||||
⇆ leads.source_verification_id)
|
||||
```
|
||||
|
||||
**Cardinality summary**
|
||||
|
||||
| Relationship | Type | Notes |
|
||||
|--------------|------|-------|
|
||||
| tenant → lead | 1‑to‑many | all leads tenant-scoped |
|
||||
| tenant → verification | 1‑to‑many | |
|
||||
| lead → phones | 1‑to‑many | ≥1, exactly one primary |
|
||||
| lead → emails | 1‑to‑many | 0..N |
|
||||
| lead → attachments | 1‑to‑many | 0..N (pending) |
|
||||
| lead → status history | 1‑to‑many | audit |
|
||||
| verification → activities | 1‑to‑many | timeline |
|
||||
| verification → lead | 1‑to‑(0..1) | promotion link, bidirectional FK |
|
||||
| member → lead (assigned/canvasser/creator) | many‑to‑1 each | nullable |
|
||||
| member → verification (assignee) | many‑to‑1 | nullable |
|
||||
|
||||
**Embedded value objects (not separate tables — stored as columns on `leads`):** `storm { zone, date, detail }`, `property { … }`, `job { … }`, `insurance { … }`, `assignment { … }`. They are grouped only for UI sectioning; there is no reuse that justifies separate tables. Phones and emails **are** separate tables because they are 1‑to‑many.
|
||||
|
||||
---
|
||||
|
||||
## 6. API Contract — Actions (Queries & Commands)
|
||||
|
||||
> **Transport & style (mandatory):** These are **not REST routes**. They are `be-crm` **data-door actions** invoked through the AppShell SDK exactly like every other module:
|
||||
> - **Reads:** `useQuery<T>("<action>", variables)` → resolves to `T` (or `null` while loading). Errors surface as an `Error` with `.message`.
|
||||
> - **Writes:** `sdk.command<T>("<action>", variables)` → resolves to `T`. Commands carry an auto-generated idempotency key.
|
||||
> - **Action naming:** `crm.<entity>.<verb>` — dot-namespaced, camelCase segments (matches `crm.team.member.setRoles`, `crm.inbox.transition`, `crm.mail.reply`).
|
||||
> - **Collection reads** return either a bare array (like `crm.mail.list`, `crm.inbox.list`) or `{ items: T[], meta }` (like `crm.team.member.search`). For Leads/Verification use **`{ items, meta }`** because the UI needs totals + pagination (§6.1).
|
||||
|
||||
### 6.1 Standard collection envelope
|
||||
|
||||
```ts
|
||||
interface Meta { total: number; page: number; perPage: number; }
|
||||
interface Page<T> { items: T[]; meta: Meta; }
|
||||
```
|
||||
- `verify.tsx` renders `"{rows.length} of {V_LEADS.length} leads"` → `rows.length` is the filtered page length, `meta.total` is the (filtered or overall) count. Return the **filtered** total so the "X of Y" reads correctly, plus the unfiltered stat counts via the dedicated `*.stats` action.
|
||||
- `leads.tsx` shows `TOTAL_LEADS = 35` while only rendering 5 cards → the board is paginated/capped server-side; provide `perPage` (UI has no pager control yet, so default a sensible `perPage`, e.g. 50, and return `meta.total` for the header).
|
||||
|
||||
### 6.2 Leads — Queries
|
||||
|
||||
| Action | Variables | Returns | Backs |
|
||||
|--------|-----------|---------|-------|
|
||||
| `crm.lead.search` | `{ query?, status?, priority?, source?, assigneeId?, page?, perPage? }` | `Page<LeadCardDTO>` | board list L1, search L3, tabs L4 |
|
||||
| `crm.lead.get` | `{ id }` | `LeadDTO` (full detail incl. phones/emails/attachments) | detail modal L5 |
|
||||
| `crm.lead.stats` | `{}` | `{ total: number, byStatus: { new, contacted, appointed, closed } }` | stat strip L2 |
|
||||
|
||||
`LeadCardDTO` (list projection — only what the card needs):
|
||||
```ts
|
||||
{ id, code, name, initials, gradient, priority, status, tag,
|
||||
primaryPhone, propertyAddress, propertyCity, propertyState,
|
||||
source, canvasserName, updatedAt }
|
||||
```
|
||||
`LeadDTO` (detail projection): all §4.1 columns + `phones: Phone[]` + `emails: Email[]` + `attachments: Attachment[]` + resolved assignee/canvasser/creator display names + `storm`, `property`, `job`, `insurance`, `assignment` groupings.
|
||||
|
||||
### 6.3 Leads — Commands
|
||||
|
||||
| Action | Variables | Returns | Backs |
|
||||
|--------|-----------|---------|-------|
|
||||
| `crm.lead.create` | full create payload (below) | `LeadDTO` | Create Lead L6/L7 |
|
||||
| `crm.lead.update` | `{ id, patch: Partial<LeadInput> }` | `LeadDTO` | edit (backend-pending; UI edit form not built) |
|
||||
| `crm.lead.updateStatus` | `{ id, status, note? }` | `LeadDTO` | detail "Update Status" L16 |
|
||||
| `crm.lead.assign` | `{ id, assigneeId \| null }` | `LeadDTO` | rep assignment L15 |
|
||||
| `crm.lead.attachment.add` | `{ id, attachment: { contentRef, mimeType, sizeBytes, filename } }` | `LeadDTO` | site photos L10 (pending) |
|
||||
| `crm.lead.attachment.remove` | `{ id, attachmentId }` | `LeadDTO` | pending |
|
||||
| `crm.lead.archive` | `{ id }` | `{ id }` | **pending** — no UI yet; include only if requested |
|
||||
| `crm.lead.delete` | `{ id }` | `{ id }` | **pending** — no UI yet; include only if requested |
|
||||
|
||||
**`crm.lead.create` payload** (union of Quick + Full form, all optional except `firstName`/`lastName` where at least one non-empty):
|
||||
```ts
|
||||
{
|
||||
firstName: string, lastName?: string,
|
||||
phones: { number: string, type: "Mobile"|"Home"|"Work", primary?: boolean }[],
|
||||
emails?: { address: string, primary?: boolean }[],
|
||||
property?: { address?, city?, state?, zip?, type? },
|
||||
photos?: { contentRef, mimeType, sizeBytes, filename }[], // real uploads (pending)
|
||||
job?: { source?, referralNote?, canvasserId?, leadType?, workType?, tradeType?,
|
||||
urgency?: "Standard"|"High"|"Emergency", notes? },
|
||||
insurance?: { company?, claimNumber?, claimStatus?, adjusterName?,
|
||||
adjusterPhone?, policyNumber? },
|
||||
assignment?: { assigneeId?: string|null, priority?: "Low"|"Medium"|"High",
|
||||
followUp?: string /* ISO date */ }
|
||||
}
|
||||
```
|
||||
> Note the **priority casing mismatch**: the create form emits `"Low"|"Medium"|"High"` (title-case) while list/detail data uses `"low"|"medium"|"high"`. Normalize to lowercase on write (see §12).
|
||||
|
||||
### 6.4 Lead Verification — Queries
|
||||
|
||||
| Action | Variables | Returns | Backs |
|
||||
|--------|-----------|---------|-------|
|
||||
| `crm.leadVerification.search` | `{ query?, status?, source?, assigneeId?, page?, perPage? }` | `Page<VerificationRowDTO>` | table V3, search V4, filters V5–V7 |
|
||||
| `crm.leadVerification.get` | `{ id }` | `VerificationDTO` (+ activities) | detail V16–V18 |
|
||||
| `crm.leadVerification.stats` | `{}` | `{ verified, in_progress, assigned, pending, unverified }` | stat tiles V1 |
|
||||
| `crm.leadVerification.activity.list` | `{ id }` | `VerificationActivity[]` | timeline V18 (or embed in `.get`) |
|
||||
|
||||
`VerificationRowDTO`:
|
||||
```ts
|
||||
{ id, code, name, initials, address, phone, source,
|
||||
assignee: { id, initials, name } | null,
|
||||
status, verification /* sub_status */, createdAt }
|
||||
```
|
||||
`VerificationDTO`: adds `email`, `notes`, `verifiedAt`, `promotedLeadId`, `activities[]`.
|
||||
|
||||
### 6.5 Lead Verification — Commands
|
||||
|
||||
| Action | Variables | Returns | Backs |
|
||||
|--------|-----------|---------|-------|
|
||||
| `crm.leadVerification.verify` | `{ id, notes? }` | `{ verification: VerificationDTO, lead: LeadDTO }` | Verify V9/V11/V19 — **promotes to Lead** |
|
||||
| `crm.leadVerification.markUnverified` | `{ id, reason? }` | `VerificationDTO` | Mark Unverified V12 |
|
||||
| `crm.leadVerification.assign` | `{ id, assigneeId }` | `VerificationDTO` | Change Assignee V13 |
|
||||
| `crm.leadVerification.reassign` | `{ id, assigneeId? }` | `VerificationDTO` | Reassign → In Progress V14 |
|
||||
| `crm.leadVerification.moveToPending` | `{ id }` | `VerificationDTO` | Move to Pending V15 |
|
||||
| `crm.leadVerification.updateStatus` | `{ id, status, subStatus? }` | `VerificationDTO` | generic status set (covers sub-status changes) |
|
||||
| `crm.leadVerification.note.add` | `{ id, text }` | `VerificationDTO` | verification notes (pending edit UI) |
|
||||
|
||||
**`crm.leadVerification.verify` behaviour (the critical cross-module command):**
|
||||
1. Load verification; guard status is not already `verified`.
|
||||
2. Set `status = 'verified'`, `sub_status = 'Verified'`, `verified_at = now()`, persist `notes` if provided.
|
||||
3. **Create a `leads` row** (`status = 'new'`) from the verification's contact/address/source, linking `leads.source_verification_id = verification.id` and `verification.promoted_lead_id = lead.id`.
|
||||
4. Append activity: `"Verified and pushed to New Leads."` (actor = current user).
|
||||
5. Return both records so the UI can refresh both queues.
|
||||
6. Idempotent: a second call with the same idempotency key must not create a duplicate Lead.
|
||||
|
||||
### 6.6 Shared / reused actions (already exist — reuse, don't rebuild)
|
||||
|
||||
| Action | Use in Leads/Verification |
|
||||
|--------|---------------------------|
|
||||
| `crm.account.me` | `leads.manage` permission gate for both modules |
|
||||
| `crm.team.member.search { perPage }` | rep / canvasser / assignee pickers (`REPS`, `V_ASSIGNEES`) |
|
||||
| `crm.media.presignUpload { mime, sizeBytes }` → `{ objectKey, uploadUrl }` | site-photo upload (browser PUTs bytes directly) |
|
||||
| `crm.media.presignDownload { contentRef }` → `{ url }` | render/download a lead photo |
|
||||
|
||||
---
|
||||
|
||||
## 7. Validation Rules
|
||||
|
||||
### 7.1 `crm.lead.create` / `crm.lead.update`
|
||||
|
||||
| Field | Required | Rule |
|
||||
|-------|----------|------|
|
||||
| name (`firstName`/`lastName`) | **Yes** (at least one non-empty after trim) | matches the only current UI guard: `` `${first} ${last}`.trim() `` must be non-empty → else error `name_required` |
|
||||
| `phones[].number` | No | free-form; if present, strip to digits server-side for storage/dedupe (form already does `phone.replace(/\D/g,"")` in registration) |
|
||||
| `phones[].type` | with phone | enum `Mobile\|Home\|Work` |
|
||||
| `phones` primary | — | at most one `primary: true`; if none set, mark the first as primary |
|
||||
| `emails[].address` | No | RFC-5322-ish email format when present |
|
||||
| `property.state` | No | 2-letter US state; default `TX` |
|
||||
| `property.zip` | No | 5-digit (or ZIP+4) when present |
|
||||
| `property.type` | No | one of `PROPERTY_TYPES` (§8.4) |
|
||||
| `source` | No | one of `LEAD_SOURCES` (§8.1) |
|
||||
| `referralNote` | Conditional | accept only when `source = 'Referral'` (UI shows it only then) |
|
||||
| `canvasserId` | Conditional | resolve to a member; UI surfaces the picker only when `source = 'Door Knock'`, but accept whenever provided |
|
||||
| `leadType` | No | see §12 enum conflict — accept the UI's `Residential\|Commercial\|Multi-Family` **and** the data model's `Insurance\|Retail`; store raw, do not hard-reject |
|
||||
| `workType` | No | one of `WORK_TYPES` |
|
||||
| `tradeType` | No | one of `TRADE_TYPES` |
|
||||
| `urgency` | No | enum `Standard\|High\|Emergency`; default `Standard` |
|
||||
| `insurance.claimStatus` | No | enum `Not Filed\|Filed\|Approved\|Paid\|Denied` |
|
||||
| `priority` | No | accept `Low\|Medium\|High` (form) → normalize to `low\|medium\|high`; default `medium` |
|
||||
| `assignment.followUp` | No | valid ISO date; may be null/`"—"` |
|
||||
| `assignment.assigneeId` | No | resolve to a member or `null` (Unassigned) |
|
||||
|
||||
**Business validations:**
|
||||
- `code` (`SAL-###`) is server-generated, unique per tenant — never accepted from the client.
|
||||
- Duplicate detection (recommended, not in UI): warn (not block) if an active lead exists with the same primary phone **or** same property address within the tenant.
|
||||
- All member references (`assigneeId`, `canvasserId`) must belong to the same tenant.
|
||||
|
||||
### 7.2 Verification commands
|
||||
|
||||
| Command | Rule |
|
||||
|---------|------|
|
||||
| `verify` | reject if already `verified` (`already_verified`); require the record exists in tenant; create exactly one Lead (idempotent) |
|
||||
| `assign` / `reassign` | `assigneeId` must be a tenant member; `assign` moves `pending → assigned` (or updates assignee); `reassign` sets `in_progress` |
|
||||
| `markUnverified` | allowed from any non-terminal state; optional `reason` recorded as activity |
|
||||
| `moveToPending` | allowed from `assigned` / `in_progress`; clears/keeps assignee per product choice (UI does not specify — keep assignee, set `status=pending`, `sub_status='Pending Review'`) |
|
||||
| `updateStatus` | `status ∈ verification_status`; if `subStatus` omitted, default it from the status (§8.6 mapping) |
|
||||
| `note.add` | `text` non-empty, trimmed, reasonable max length (e.g. 5 000 chars) |
|
||||
|
||||
**Enums must be validated server-side even though the frontend does not enforce them** — the frontend is permissive (free selects), so the backend is the source of truth.
|
||||
|
||||
---
|
||||
|
||||
## 8. Reference / Enum Data
|
||||
|
||||
Exact values, copied from `leads-data.ts` and `verify-data.ts`. Provide these either as DB enums or as a reference-data query (`crm.lead.options` — optional) so the UI selects stay in sync.
|
||||
|
||||
### 8.1 `LEAD_SOURCES`
|
||||
`Door Knock`, `Referral`, `Storm Chase`, `Mailer / Postcard`, `Sign Call`, `Insurance Agent Referral`, `Repeat Customer`, `Social Media`, `Other`
|
||||
|
||||
### 8.2 `WORK_TYPES`
|
||||
`Roof Replacement`, `Roof Repair`, `Inspection`, `Gutter Install`
|
||||
|
||||
### 8.3 `TRADE_TYPES`
|
||||
`Roofing`, `Gutters`, `Siding`, `Windows`
|
||||
|
||||
### 8.4 `PROPERTY_TYPES`
|
||||
`Single Family`, `Multi Family`, `Commercial`
|
||||
*(the Full-form Property step also offers `Residential`, `Commercial`, `Multi-Family`, `Industrial` via `PROPERTY_TYPE_OPTS` — accept the superset; see §12)*
|
||||
|
||||
### 8.5 `CLAIM_STATUSES`
|
||||
`Not Filed`, `Filed`, `Approved`, `Paid`, `Denied`
|
||||
|
||||
### 8.6 Verification statuses → default sub-status label
|
||||
|
||||
| `status` | default `sub_status` | other observed sub-status labels |
|
||||
|----------|----------------------|----------------------------------|
|
||||
| `verified` | `Verified` | — |
|
||||
| `in_progress` | `Verifying Identity` | `Reviewing Insurance`, `Confirming Ownership`, `Confirming Damage` |
|
||||
| `assigned` | `Assigned` | — |
|
||||
| `pending` | `Pending Review` | — |
|
||||
| `unverified` | `Unverified` | — |
|
||||
|
||||
### 8.7 Verification sources (`V_SOURCES`)
|
||||
`Door Knock`, `Web Form`, `Storm Canvass`, `Referral`, `Call-In`
|
||||
*(note: different set from Lead sources §8.1 — keep them as separate reference lists)*
|
||||
|
||||
### 8.8 Lead statuses / priorities / urgency
|
||||
- `lead_status`: `new`, `contacted`, `appointed`, `closed`
|
||||
- `lead_priority`: `high`, `medium`, `low` (create form emits title-case `Low`/`Medium`/`High`)
|
||||
- `lead_urgency`: `Standard`, `High`, `Emergency`
|
||||
- `phone_type`: `Mobile`, `Home`, `Work`
|
||||
- `lead_type`: **conflicting** — `Insurance`/`Retail` (data) vs `Residential`/`Commercial`/`Multi-Family` (form). See §12.
|
||||
|
||||
### 8.9 Seed members (reps / canvassers / verification specialists)
|
||||
|
||||
Reps (`REPS`, ids are real member codes): `LUP-1040 Cody Tatum`, `LUP-1041 Hannah Reyes`, `LUP-1042 Travis Boone`, `LUP-1043 Shelby Greer`, `LUP-1044 Dalton Pruitt`.
|
||||
Verification specialists (`V_ASSIGNEES`): `Wade Hollis`, `Darlene Brooks`, `Roy Schaefer`.
|
||||
|
||||
---
|
||||
|
||||
## 9. Backend Services
|
||||
|
||||
Break the implementation into services mirroring the existing `be-crm` module layout (one bounded context per data-door namespace).
|
||||
|
||||
| Service | Namespace | Responsibilities |
|
||||
|---------|-----------|------------------|
|
||||
| **LeadService** | `crm.lead.*` | CRUD + search + stats for leads; owns phones/emails child collections; code generation (`SAL-###`); status transitions; assignment. |
|
||||
| **LeadVerificationService** | `crm.leadVerification.*` | Verification queue search/stats; status & sub-status transitions; assign/reassign/pending; note management; code generation (`LD-V-###`). |
|
||||
| **LeadPromotionService** (or a method on LeadVerificationService) | part of `crm.leadVerification.verify` | The cross-module promotion: verified verification → new Lead, bidirectional linking, idempotency. Owns the transaction that touches both `leads` and `lead_verifications`. |
|
||||
| **LeadActivityService** | activities/history | Append + list `lead_verification_activities` and `lead_status_history`; generates the timeline the UI reads (replaces the client-side `buildActivity` synthesis). |
|
||||
| **LeadAssignmentService** | assignment concerns | Resolve member ids for `assignedTo` / `canvasser` / `assignee`; validate tenant membership; (future) round-robin. Can be a thin helper over the existing member/team module rather than a standalone service. |
|
||||
| **MediaService (existing — reuse)** | `crm.media.*` | Presign upload/download for site photos. **Do not reimplement** — see media-api.ts. |
|
||||
| **Account/AccessService (existing — reuse)** | `crm.account.me` | `leads.manage` authorization for every action here. |
|
||||
| **NotificationService** — `[Backend Pending]` | — | The frontend today only toasts locally. No server notification is required for parity, but promotion/verify events are natural triggers if/when the Inbox projection (`crm.inbox.*`) should surface them. Do not build unless requested. |
|
||||
|
||||
**Layering convention (match existing modules):** Controller/handler (validates action variables, applies auth) → Service (business rules, transitions) → Repository (tenant-scoped data access). DTO projections are shaped for the UI (list vs detail) exactly as the current modules return purpose-built DTOs (e.g. `MemberDTO`, `MailThread`).
|
||||
|
||||
---
|
||||
|
||||
## 10. Error Handling
|
||||
|
||||
Errors propagate to the UI as a thrown `Error`; the SDK hooks expose `error.message` (see `q.error?.message ?? null` throughout the API layer). Permission failures use the SDK's `PermissionError` (OPA). Provide a **stable machine `code` + human `message`**; the UI currently shows the message in a toast/inline state.
|
||||
|
||||
| Scenario | When | Suggested code | HTTP-equivalent | UI effect |
|
||||
|----------|------|----------------|-----------------|-----------|
|
||||
| Unauthenticated | no/expired session | `unauthenticated` | 401 | `auth-gate` redirects to `/portal/login` |
|
||||
| Forbidden | member lacks `leads.manage` | `forbidden` / `PermissionError` | 403 | nav item hidden; action rejected |
|
||||
| Validation — name required | create with empty name | `name_required` | 422 | matches current client guard toast |
|
||||
| Validation — bad enum | invalid status/source/type | `invalid_value` | 422 | inline/toast |
|
||||
| Validation — bad email/zip/phone | format fails | `invalid_format` | 422 | |
|
||||
| Not found | unknown `id` / wrong tenant | `not_found` | 404 | toast; row disappears on refetch |
|
||||
| Conflict — already verified | `verify` on a verified record | `already_verified` | 409 | toast |
|
||||
| Conflict — invalid transition | disallowed status change | `invalid_state_transition` | 409 | toast |
|
||||
| Conflict — duplicate lead | dup phone/address (if enforced) | `duplicate_lead` | 409 | warn (prefer soft-warn, not block) |
|
||||
| Conflict — duplicate code | code collision (should be internal) | `duplicate_code` | 409 | internal retry |
|
||||
| Assignee invalid | assignee not a tenant member | `invalid_assignee` | 422 | toast |
|
||||
| Upload too large | photo > 25 MB | `file_too_large` | 413 | matches media-api guard ("max 25 MB") |
|
||||
| Upload failed | presigned PUT fails | `upload_failed` | 502 | toast |
|
||||
| Rate / idempotency replay | duplicate command key | (return original result) | 200 | no-op, safe |
|
||||
| Server error | unexpected | `internal_error` | 500 | generic toast |
|
||||
|
||||
**Error envelope (recommended, consistent with a thrown Error carrying structured data):**
|
||||
```json
|
||||
{ "error": { "code": "already_verified",
|
||||
"message": "This lead has already been verified.",
|
||||
"details": { "verificationId": "lv_1…" } } }
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 11. Existing Backend Integration (mandatory conventions)
|
||||
|
||||
The new backend **must** follow the patterns already used by Team, Mail, Inbox, Messenger, Media and Account. Never invent a different architecture.
|
||||
|
||||
### 11.1 Data door, not REST
|
||||
The frontend never calls REST endpoints. It calls **actions** through the AppShell SDK:
|
||||
```ts
|
||||
// read
|
||||
const q = useQuery<Page<LeadCardDTO>>("crm.lead.search", { status, query, page, perPage });
|
||||
// write
|
||||
await sdk.command("crm.leadVerification.verify", { id, notes });
|
||||
```
|
||||
`DataClient.query(action, variables)` and `DataClient.command(action, variables)` call the **Shell BFF's cookie-authed `/data` proxy**; the BFF attaches the session token server-side and forwards to `be-crm`. Apps never hold a token, set an `Authorization` header, or know the domain endpoint.
|
||||
|
||||
### 11.2 Transport path
|
||||
```
|
||||
browser (SDK) ──► Next rewrite /shell/:path* ──► BFF (BFF_ORIGIN, default http://localhost:4000)/api/:path* ──► be-crm domain API
|
||||
```
|
||||
(from `next.config.ts` `rewrites()` and `providers.tsx` `bffBaseUrl = "/shell"`). The session is an **HttpOnly cookie**; that is why the same-origin `/shell` prefix is used (never `/api`, to avoid clobbering the local `/api/geo` route).
|
||||
|
||||
### 11.3 Authentication & authorization
|
||||
- Auth is Supabase-backed via the SDK (`appId: "crm-web"`); the BFF exchanges it for a domain session. When `NEXT_PUBLIC_SUPABASE_URL` is unset the app runs in **mock mode** (see §11.6).
|
||||
- Authorization is **permission-based** via `crm.account.me` → `{ registered, isMember, roleSlugs, permissions, isSuperadmin }`. Both modules require **`leads.manage`** (already declared in `access.ts` `ALL_CRM_PERMISSIONS` and mapped in `sidebar.tsx` `NAV_PERMISSION`). Enforce it on **every** `crm.lead.*` and `crm.leadVerification.*` action — the frontend gate is UX-only ("be-crm still enforces every action").
|
||||
- OPA/IIOS may additionally gate row visibility; keep everything **tenant-scoped**.
|
||||
|
||||
### 11.4 Response & naming conventions
|
||||
- **Actions:** `crm.<entity>.<verb>` dot-namespaced; segments camelCase (e.g. `member.setRoles`, `invitation.create`, `inbox.transition`, `mail.reply`). Use `search`/`list` for reads, imperative verbs for writes.
|
||||
- **DTOs:** server returns UI-shaped DTOs (list vs detail projections). Fields are **camelCase**. Timestamps are **ISO-8601 strings**; the client formats relative/pretty (`relTime`). Nullable fields are `null`, not omitted, where the UI reads them.
|
||||
- **Collections:** `{ items: T[], meta: { total, page, perPage } }` for paginated sets (Team pattern) — used here for `search`. Bare arrays are acceptable for small always-full lists (Mail/Inbox pattern) but Leads/Verification use the envelope for totals.
|
||||
- **Commands** are idempotent (idempotency key auto-attached); write-then-refetch is the client norm (`cmd(...)` then `refetch()`), so commands should return the updated entity to allow optimistic UI too.
|
||||
|
||||
### 11.5 Media / attachments (reuse exactly)
|
||||
Site photos must use the existing two-step flow (from `media-api.ts`):
|
||||
1. `sdk.command("crm.media.presignUpload", { mime, sizeBytes })` → `{ objectKey, uploadUrl }`.
|
||||
2. Browser `PUT`s the file bytes **directly** to `uploadUrl` (IIOS storage) — be-crm only mints the URL.
|
||||
3. Store `{ contentRef: objectKey, mimeType, sizeBytes, filename }` on the lead via `crm.lead.attachment.add`.
|
||||
4. Display via `crm.media.presignDownload { contentRef }` → `{ url }`.
|
||||
Enforce the **25 MB** cap (`MAX_ATTACHMENT_BYTES = 26_214_400`).
|
||||
|
||||
### 11.6 Mock-mode parity (important)
|
||||
Every existing data-layer file (`team-api`, `mail-api`, `inbox-api`, `messenger-api`, `access`) chooses **mock vs live at module load** via `isShellConfigured()` (`Boolean(process.env.NEXT_PUBLIC_SUPABASE_URL)`). When you wire Leads/Verification to the live door, follow the same shape: create `src/lib/leads-api.ts` and `src/lib/verify-api.ts` exposing one hook per module that returns `{ live, loading, error, …data, …commands, refetch }`, serving the current mock (`LEADS`, `V_LEADS`) when the Shell isn't configured and the live `crm.lead.*` / `crm.leadVerification.*` actions when it is. This keeps the demo working and matches the established convention. *(Frontend wiring task — noted for completeness; the backend itself only needs to implement the live actions.)*
|
||||
|
||||
### 11.7 DTO / repository / service pattern summary
|
||||
- **DTO:** dedicated interfaces per projection (`LeadCardDTO`, `LeadDTO`, `VerificationRowDTO`, `VerificationDTO`) — do not leak raw table rows.
|
||||
- **Repository:** always parameterize by `tenantId`; never a query without tenant scope.
|
||||
- **Service:** owns transitions, code generation, promotion transaction, activity emission.
|
||||
- **Controller/handler:** maps the action name + variables to a service call, validates, applies auth. One handler per action, matching the `crm.<entity>.<verb>` registry the BFF forwards to.
|
||||
|
||||
---
|
||||
|
||||
## 12. Gaps, Discrepancies & Backend-Pending Items
|
||||
|
||||
Explicitly flagged so the backend developer is not surprised.
|
||||
|
||||
1. **Everything is mock today.** No `crm.lead.*` or `crm.leadVerification.*` action is called anywhere yet. All actions in §6 are new. Frontend wiring (§11.6) is a separate follow-up task.
|
||||
|
||||
2. **`leadType` enum conflict.** `leads-data.ts` defines `LEAD_TYPES = ["Insurance","Retail"]` and mock rows use `"Insurance"`, but the Full-form Job step's `LEAD_TYPE_OPTS = ["Residential","Commercial","Multi-Family"]`. **Recommendation:** store `lead_type` as free text (do not hard-reject), accept both sets, and raise with product which taxonomy is canonical. **[Needs product decision]**
|
||||
|
||||
3. **`propertyType` superset.** `PROPERTY_TYPES` (data) = `Single Family / Multi Family / Commercial`; the form offers `Residential / Commercial / Multi-Family / Industrial`. Accept the union.
|
||||
|
||||
4. **Priority casing.** Create form emits `Low/Medium/High`; list/detail use `low/medium/high`. **Normalize to lowercase** on write; return lowercase.
|
||||
|
||||
5. **Assignee/canvasser/creator are free-text names in the mock** (`"Jesus Gonzales"`, `"Cody Tatum"`, `"Wade Hollis"`). The backend must model these as **member FKs** and resolve display names in DTOs. The verification specialists (`Wade Hollis`, `Darlene Brooks`, `Roy Schaefer`) are not in the `REPS` list — they must exist as members/records too. **[Seed/link required]**
|
||||
|
||||
6. **Site photos are placeholders.** `addPhoto()` stores label strings (`"Photo 1"`). Real upload via the media presign flow (§11.5) is **backend-pending** but fully specified.
|
||||
|
||||
7. **Detail actions are inert.** Leads "Call / Email / Update Status" and Verification "Call / Verify" footer buttons have **no handlers**. `updateStatus`, `verify` etc. are specified in §6 but the buttons must be wired (frontend task).
|
||||
|
||||
8. **Activity timeline is client-synthesized.** `buildActivity()` fabricates timeline entries when a verification lacks `activity[]`. The backend should persist **real** activities (`lead_verification_activities`) and the client should stop synthesizing once live.
|
||||
|
||||
9. **No pagination controls in the UI**, yet `TOTAL_LEADS = 35` (only 5 loaded) and the verification footer shows "X of Y". Implement server pagination + `meta.total`; pick a sane default `perPage`. A pager UI is a future frontend task.
|
||||
|
||||
10. **No edit / delete / archive / bulk / tags-editor / sort UI.** Endpoints for update/archive/delete are included as **optional/pending** — implement `crm.lead.update` (needed for status/assignment) but treat `archive`/`delete`/bulk as **do-not-build-unless-requested**.
|
||||
|
||||
11. **Verification records are never created from the UI** (like the Inbox, they "arrive"). Provide an intake ingestion path (webhook / internal command) **outside** these two module screens — its exact source is not defined by the frontend. **[Needs definition]**
|
||||
|
||||
12. **Single-line vs structured address.** Leads store structured address (address/city/state/zip); verifications store a single `address` string (`"2814 Ravenswood Dr, Plano, TX 75023"`). When promoting a verification → lead, parse or carry the single string into `property_address` (best-effort parse; keep the raw string too). **[Parsing rule needed]**
|
||||
|
||||
---
|
||||
|
||||
*End of document.*
|
||||
@@ -1156,6 +1156,249 @@
|
||||
.dash-root .ai-view { height: calc(100vh - 150px); }
|
||||
}
|
||||
|
||||
/* ========================================================== */
|
||||
/* Leads — pipeline board + rich detail popup */
|
||||
/* ========================================================== */
|
||||
|
||||
/* ---- stat strip ---- */
|
||||
.dash-root .leads-stats { display: grid; grid-template-columns: repeat(5, 1fr); gap: 12px; margin-bottom: 18px; }
|
||||
.dash-root .leads-stat { display: flex; align-items: center; gap: 12px; padding: 14px 16px; border-radius: 16px; border: 1px solid var(--border); background: var(--card-grad); box-shadow: var(--card-hi); position: relative; overflow: hidden; }
|
||||
.dash-root .leads-stat::before { content: ""; position: absolute; left: 0; top: 0; bottom: 0; width: 3px; background: var(--orange); }
|
||||
.dash-root .leads-stat.tone-blue::before { background: var(--blue); }
|
||||
.dash-root .leads-stat.tone-purple::before { background: var(--purple); }
|
||||
.dash-root .leads-stat.tone-green::before { background: var(--green); }
|
||||
.dash-root .leads-stat.tone-orange::before { background: var(--orange); }
|
||||
.dash-root .leads-stat-ic { width: 38px; height: 38px; border-radius: 11px; display: grid; place-items: center; background: color-mix(in srgb, var(--orange) 14%, transparent); color: var(--orange); flex: 0 0 auto; }
|
||||
.dash-root .leads-stat.tone-blue .leads-stat-ic { background: color-mix(in srgb, var(--blue) 16%, transparent); color: #6f9bff; }
|
||||
.dash-root .leads-stat.tone-purple .leads-stat-ic { background: color-mix(in srgb, var(--purple) 16%, transparent); color: #b07bf2; }
|
||||
.dash-root .leads-stat.tone-green .leads-stat-ic { background: color-mix(in srgb, var(--green) 16%, transparent); color: var(--green); }
|
||||
.dash-root .leads-stat-val { font-size: 22px; font-weight: 800; line-height: 1; letter-spacing: -0.02em; }
|
||||
.dash-root .leads-stat-lbl { font-size: 11.5px; color: var(--muted); font-weight: 600; margin-top: 4px; }
|
||||
|
||||
/* ---- toolbar ---- */
|
||||
.dash-root .leads-toolbar { display: flex; align-items: center; gap: 12px; margin-bottom: 16px; flex-wrap: wrap; }
|
||||
.dash-root .leads-search { display: flex; align-items: center; gap: 9px; flex: 1 1 260px; min-width: 220px; height: 42px; padding: 0 12px; border-radius: 12px; border: 1px solid var(--border); background: var(--panel); color: var(--muted); }
|
||||
.dash-root .leads-search:focus-within { border-color: color-mix(in srgb, var(--orange) 55%, var(--border)); box-shadow: 0 0 0 3px color-mix(in srgb, var(--orange) 14%, transparent); }
|
||||
.dash-root .leads-search input { flex: 1; border: 0; background: none; outline: none; color: var(--text); font-family: inherit; font-size: 13.5px; }
|
||||
.dash-root .leads-search input::placeholder { color: var(--muted); }
|
||||
.dash-root .leads-search-x { border: 0; background: none; color: var(--muted); cursor: pointer; display: grid; place-items: center; padding: 2px; border-radius: 6px; }
|
||||
.dash-root .leads-search-x:hover { color: var(--text); background: var(--panel-3); }
|
||||
.dash-root .leads-tabs { display: inline-flex; gap: 3px; padding: 4px; border-radius: 12px; border: 1px solid var(--border); background: var(--panel); }
|
||||
.dash-root .leads-tab { border: 0; background: none; color: var(--muted); font-family: inherit; font-size: 12.5px; font-weight: 600; padding: 7px 13px; border-radius: 9px; cursor: pointer; transition: 0.14s; }
|
||||
.dash-root .leads-tab:hover { color: var(--text-2); }
|
||||
.dash-root .leads-tab.active { background: var(--orange); color: #1a1205; box-shadow: 0 4px 12px -4px color-mix(in srgb, var(--orange) 60%, transparent); }
|
||||
|
||||
/* ---- board ---- */
|
||||
.dash-root .leads-grid { display: grid; grid-template-columns: repeat(auto-fill, minmax(320px, 1fr)); gap: 14px; }
|
||||
.dash-root .lead-card { text-align: left; width: 100%; cursor: pointer; display: flex; flex-direction: column; gap: 11px; padding: 16px 17px; border-radius: 18px; border: 1px solid var(--border); background: var(--card-grad); box-shadow: var(--card-hi), 0 1px 2px rgba(0,0,0,0.18); font-family: inherit; color: var(--text); transition: transform 0.16s ease, border-color 0.16s ease, box-shadow 0.16s ease; }
|
||||
.dash-root .lead-card:hover { transform: translateY(-3px); border-color: color-mix(in srgb, var(--orange) 40%, var(--border)); box-shadow: var(--shadow), 0 14px 34px -20px color-mix(in srgb, var(--orange) 50%, transparent); }
|
||||
.dash-root .lead-card-top { display: flex; align-items: center; gap: 12px; }
|
||||
.dash-root .lead-ava { position: relative; border-radius: 50%; padding: 3px; display: inline-flex; }
|
||||
.dash-root .lead-ava.prio-high { box-shadow: 0 0 0 2px color-mix(in srgb, var(--red) 70%, transparent); }
|
||||
.dash-root .lead-ava.prio-medium { box-shadow: 0 0 0 2px color-mix(in srgb, var(--orange) 70%, transparent); }
|
||||
.dash-root .lead-ava.prio-low { box-shadow: 0 0 0 2px var(--border-2); }
|
||||
.dash-root .lead-card-id { flex: 1; min-width: 0; }
|
||||
.dash-root .lead-card-name { font-size: 15px; font-weight: 700; letter-spacing: -0.01em; }
|
||||
.dash-root .lead-card-sub { display: flex; align-items: center; gap: 4px; font-size: 11.5px; color: var(--muted); margin-top: 2px; }
|
||||
.dash-root .lead-card-sub svg { color: var(--orange); }
|
||||
.dash-root .lead-code { font-family: ui-monospace, monospace; font-size: 11px; color: var(--text-2); }
|
||||
.dash-root .lead-card-row { display: flex; align-items: center; gap: 8px; font-size: 12.5px; color: var(--text-2); }
|
||||
.dash-root .lead-card-row svg { color: var(--muted); flex: 0 0 auto; }
|
||||
.dash-root .lead-card-row span { overflow: hidden; text-overflow: ellipsis; white-space: nowrap; }
|
||||
.dash-root .lead-card-foot { display: flex; align-items: center; gap: 8px; margin-top: 3px; padding-top: 11px; border-top: 1px solid var(--border); }
|
||||
.dash-root .lead-source { display: inline-flex; align-items: center; gap: 4px; font-size: 11px; color: var(--muted); }
|
||||
.dash-root .lead-card-spacer { flex: 1; }
|
||||
.dash-root .lead-rep { font-size: 11.5px; color: var(--text-2); font-weight: 600; }
|
||||
.dash-root .lead-updated { font-size: 10.5px; color: var(--faint, var(--muted)); }
|
||||
|
||||
.dash-root .leads-empty { display: flex; flex-direction: column; align-items: center; text-align: center; gap: 6px; padding: 48px 20px; color: var(--muted); }
|
||||
.dash-root .leads-empty svg { color: var(--muted); margin-bottom: 6px; }
|
||||
.dash-root .leads-empty h3 { font-size: 16px; color: var(--text); }
|
||||
|
||||
/* ---- detail popup ---- */
|
||||
.dash-root .lead-detail { display: flex; flex-direction: column; gap: 16px; }
|
||||
.dash-root .ld-identity { display: flex; align-items: center; gap: 14px; }
|
||||
.dash-root .ld-identity-name { font-size: 18px; font-weight: 800; letter-spacing: -0.01em; }
|
||||
.dash-root .ld-identity-pills { display: flex; gap: 6px; margin-top: 6px; }
|
||||
.dash-root .ld-storm { display: flex; align-items: center; gap: 12px; padding: 12px 14px; border-radius: 14px; border: 1px solid color-mix(in srgb, var(--orange) 30%, var(--border)); background: color-mix(in srgb, var(--orange) 9%, transparent); }
|
||||
.dash-root .ld-storm-ic { width: 36px; height: 36px; border-radius: 10px; display: grid; place-items: center; background: color-mix(in srgb, var(--orange) 18%, transparent); color: var(--orange); flex: 0 0 auto; }
|
||||
.dash-root .ld-storm-zone { font-size: 13.5px; font-weight: 700; }
|
||||
.dash-root .ld-storm-meta { font-size: 12px; color: var(--muted); margin-top: 2px; }
|
||||
|
||||
.dash-root .ld-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 12px; }
|
||||
.dash-root .ld-section { border: 1px solid var(--border); border-radius: 14px; background: var(--panel-2); padding: 14px 15px; }
|
||||
.dash-root .ld-section.wide { grid-column: 1 / -1; }
|
||||
.dash-root .ld-section-head { display: flex; align-items: center; gap: 8px; font-size: 12px; font-weight: 700; text-transform: uppercase; letter-spacing: 0.04em; color: var(--orange); margin-bottom: 12px; }
|
||||
.dash-root .ld-section-body { display: flex; flex-direction: column; gap: 3px; }
|
||||
.dash-root .ld-dl { display: flex; align-items: baseline; justify-content: space-between; gap: 12px; padding: 6px 0; border-bottom: 1px dashed var(--border); }
|
||||
.dash-root .ld-dl:last-child { border-bottom: 0; }
|
||||
.dash-root .ld-dl-k { font-size: 12px; color: var(--muted); flex: 0 0 auto; }
|
||||
.dash-root .ld-dl-v { font-size: 12.5px; color: var(--text); font-weight: 600; text-align: right; }
|
||||
.dash-root .ld-assign { display: grid; grid-template-columns: 1fr 1fr; gap: 0 18px; }
|
||||
.dash-root .ld-sublabel { font-size: 10.5px; text-transform: uppercase; letter-spacing: 0.05em; color: var(--faint, var(--muted)); font-weight: 700; margin: 8px 0 6px; }
|
||||
.dash-root .ld-sublabel:first-child { margin-top: 0; }
|
||||
.dash-root .ld-contact-row { display: flex; align-items: center; gap: 8px; padding: 5px 0; font-size: 12.5px; color: var(--text); }
|
||||
.dash-root .ld-contact-row svg { color: var(--muted); flex: 0 0 auto; }
|
||||
.dash-root .ld-contact-val { font-weight: 600; }
|
||||
.dash-root .ld-contact-tag { font-size: 10.5px; color: var(--muted); padding: 2px 7px; border-radius: 99px; background: var(--panel-3); }
|
||||
.dash-root .ld-notes p { font-size: 12.5px; color: var(--text-2); line-height: 1.5; margin-top: 2px; }
|
||||
|
||||
/* ---- New Lead form ---- */
|
||||
.dash-root .nl-form { display: flex; flex-direction: column; gap: 16px; }
|
||||
.dash-root .nl-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 0 14px; }
|
||||
.dash-root .nl-grid .ds-field { margin-bottom: 0; }
|
||||
.dash-root .nl-grid > .ds-field, .dash-root .nl-grid > .nl-full { margin-bottom: 14px; }
|
||||
.dash-root .nl-full { grid-column: 1 / -1; }
|
||||
.dash-root .nl-full .ds-field { margin-bottom: 0; }
|
||||
.dash-root .nl-prio { display: flex; gap: 8px; }
|
||||
.dash-root .nl-prio-btn { flex: 1; height: 42px; border-radius: 11px; border: 1px solid var(--border-2); background: var(--panel-2); color: var(--muted); font-family: inherit; font-size: 13px; font-weight: 700; cursor: pointer; transition: 0.14s; }
|
||||
.dash-root .nl-prio-btn:hover { color: var(--text-2); border-color: var(--muted); }
|
||||
.dash-root .nl-prio-btn.active.low { background: color-mix(in srgb, var(--muted) 22%, transparent); color: var(--text); border-color: var(--muted); }
|
||||
.dash-root .nl-prio-btn.active.medium { background: color-mix(in srgb, var(--orange) 18%, transparent); color: var(--orange); border-color: color-mix(in srgb, var(--orange) 55%, transparent); }
|
||||
.dash-root .nl-prio-btn.active.high { background: color-mix(in srgb, var(--red) 18%, transparent); color: var(--red); border-color: color-mix(in srgb, var(--red) 55%, transparent); }
|
||||
.dash-root .nl-prio-btn.urg.active.standard { background: color-mix(in srgb, var(--muted) 20%, transparent); color: var(--text); border-color: var(--muted); }
|
||||
.dash-root .nl-prio-btn.urg.active.high { background: color-mix(in srgb, var(--orange) 18%, transparent); color: var(--orange); border-color: color-mix(in srgb, var(--orange) 55%, transparent); }
|
||||
.dash-root .nl-prio-btn.urg.active.emergency { background: color-mix(in srgb, var(--red) 20%, transparent); color: var(--red); border-color: color-mix(in srgb, var(--red) 60%, transparent); }
|
||||
|
||||
/* multi-value rows (phones / emails) */
|
||||
.dash-root .nl-multirow { display: flex; gap: 8px; margin-bottom: 8px; }
|
||||
.dash-root .nl-multirow .ds-input { flex: 1; }
|
||||
.dash-root .nl-typesel { flex: 0 0 108px; width: 108px; }
|
||||
.dash-root .nl-rowx { flex: 0 0 auto; width: 42px; border-radius: 11px; border: 1px solid var(--border-2); background: var(--panel-2); color: var(--muted); cursor: pointer; display: grid; place-items: center; transition: 0.14s; }
|
||||
.dash-root .nl-rowx:hover { color: var(--red); border-color: color-mix(in srgb, var(--red) 50%, transparent); }
|
||||
.dash-root .nl-add { display: inline-flex; align-items: center; gap: 6px; margin-top: 2px; padding: 8px 13px; border-radius: 10px; border: 1px dashed var(--border-2); background: none; color: var(--orange); font-family: inherit; font-size: 12.5px; font-weight: 700; cursor: pointer; transition: 0.14s; }
|
||||
.dash-root .nl-add:hover { background: color-mix(in srgb, var(--orange) 10%, transparent); border-color: color-mix(in srgb, var(--orange) 45%, transparent); }
|
||||
.dash-root .nl-empty { font-size: 12.5px; color: var(--faint, var(--muted)); padding: 8px 0 10px; }
|
||||
|
||||
/* site photos dropzone */
|
||||
.dash-root .nl-photos { width: 100%; display: flex; flex-direction: column; align-items: center; gap: 3px; padding: 22px; border-radius: 14px; border: 1.5px dashed var(--border-2); background: var(--panel-2); color: var(--muted); cursor: pointer; transition: 0.14s; }
|
||||
.dash-root .nl-photos:hover { border-color: color-mix(in srgb, var(--orange) 50%, transparent); color: var(--orange); background: color-mix(in srgb, var(--orange) 7%, transparent); }
|
||||
.dash-root .nl-photos-t { font-size: 13px; font-weight: 700; color: var(--text-2); }
|
||||
.dash-root .nl-photos:hover .nl-photos-t { color: var(--orange); }
|
||||
.dash-root .nl-photos-s { font-size: 11px; }
|
||||
.dash-root .nl-photo-chips { display: flex; flex-wrap: wrap; gap: 6px; margin-top: 10px; }
|
||||
.dash-root .nl-photo-chip { display: inline-flex; align-items: center; gap: 5px; font-size: 11.5px; font-weight: 600; padding: 5px 10px; border-radius: 99px; background: color-mix(in srgb, var(--green) 15%, transparent); color: var(--green); }
|
||||
.dash-root .ds-select.is-placeholder { color: var(--faint, var(--muted)); }
|
||||
|
||||
/* Canvasser search (Door Knock source) */
|
||||
.dash-root .nl-canvasser { position: relative; }
|
||||
.dash-root .nl-canvasser-menu { position: absolute; top: calc(100% + 4px); left: 0; right: 0; z-index: 30; max-height: 220px; overflow-y: auto; border: 1px solid var(--border-2); border-radius: 12px; background: var(--panel); box-shadow: 0 12px 32px rgba(0,0,0,0.28); padding: 5px; }
|
||||
.dash-root .nl-canvasser-opt { display: flex; align-items: center; gap: 9px; width: 100%; padding: 7px 9px; border: none; border-radius: 9px; background: transparent; color: var(--text); font-family: inherit; font-size: 13px; text-align: left; cursor: pointer; transition: 0.12s; }
|
||||
.dash-root .nl-canvasser-opt:hover { background: var(--panel-2); }
|
||||
.dash-root .nl-canvasser-name { font-weight: 700; }
|
||||
.dash-root .nl-canvasser-email { color: var(--muted); font-size: 12px; }
|
||||
.dash-root .nl-canvasser-opt .nl-canvasser-email { margin-left: auto; }
|
||||
.dash-root .nl-canvasser-empty { padding: 10px; color: var(--muted); font-size: 12.5px; text-align: center; }
|
||||
.dash-root .nl-canvasser-chip { display: flex; align-items: center; gap: 9px; padding: 7px 10px; border: 1px solid var(--border-2); border-radius: 12px; background: var(--panel-2); }
|
||||
.dash-root .nl-canvasser-chip .nl-canvasser-email { margin-left: 2px; }
|
||||
.dash-root .nl-canvasser-clear { margin-left: auto; display: grid; place-items: center; width: 26px; height: 26px; border: none; border-radius: 8px; background: transparent; color: var(--muted); cursor: pointer; transition: 0.12s; }
|
||||
.dash-root .nl-canvasser-clear:hover { background: color-mix(in srgb, var(--red) 15%, transparent); color: var(--red); }
|
||||
|
||||
/* ========================================================== */
|
||||
/* Lead Verification — stat tiles + filters + table */
|
||||
/* ========================================================== */
|
||||
.dash-root .lv-stats { display: grid; grid-template-columns: repeat(5, 1fr); gap: 12px; margin-bottom: 18px; }
|
||||
.dash-root .lv-stat { display: flex; flex-direction: column; align-items: flex-start; gap: 2px; padding: 14px 16px; border-radius: 16px; border: 1px solid var(--border); background: var(--card-grad); box-shadow: var(--card-hi); cursor: pointer; text-align: left; font-family: inherit; transition: 0.15s; position: relative; }
|
||||
.dash-root .lv-stat:hover { border-color: var(--border-2); transform: translateY(-2px); }
|
||||
.dash-root .lv-stat.active { border-color: color-mix(in srgb, var(--accent, var(--orange)) 60%, transparent); box-shadow: var(--card-hi), 0 0 0 1px color-mix(in srgb, var(--accent, var(--orange)) 40%, transparent); }
|
||||
.dash-root .lv-stat-ic { width: 32px; height: 32px; border-radius: 9px; display: grid; place-items: center; margin-bottom: 6px; }
|
||||
.dash-root .lv-stat-val { font-size: 22px; font-weight: 800; line-height: 1; letter-spacing: -0.02em; }
|
||||
.dash-root .lv-stat-lbl { font-size: 11.5px; color: var(--muted); font-weight: 600; }
|
||||
.dash-root .lv-stat.tone-green { --accent: var(--green); } .dash-root .lv-stat.tone-green .lv-stat-ic { background: color-mix(in srgb, var(--green) 16%, transparent); color: var(--green); }
|
||||
.dash-root .lv-stat.tone-orange { --accent: var(--orange); } .dash-root .lv-stat.tone-orange .lv-stat-ic { background: color-mix(in srgb, var(--orange) 16%, transparent); color: var(--orange); }
|
||||
.dash-root .lv-stat.tone-blue { --accent: var(--blue); } .dash-root .lv-stat.tone-blue .lv-stat-ic { background: color-mix(in srgb, var(--blue) 18%, transparent); color: #6f9bff; }
|
||||
.dash-root .lv-stat.tone-purple { --accent: var(--purple); } .dash-root .lv-stat.tone-purple .lv-stat-ic { background: color-mix(in srgb, var(--purple) 18%, transparent); color: #b07bf2; }
|
||||
.dash-root .lv-stat.tone-red { --accent: var(--red); } .dash-root .lv-stat.tone-red .lv-stat-ic { background: color-mix(in srgb, var(--red) 16%, transparent); color: var(--red); }
|
||||
|
||||
.dash-root .lv-toolbar { display: flex; align-items: center; gap: 10px; margin-bottom: 14px; flex-wrap: wrap; }
|
||||
.dash-root .lv-search { display: flex; align-items: center; gap: 9px; flex: 1 1 240px; min-width: 200px; height: 42px; padding: 0 12px; border-radius: 12px; border: 1px solid var(--border); background: var(--panel); color: var(--muted); }
|
||||
.dash-root .lv-search:focus-within { border-color: color-mix(in srgb, var(--orange) 55%, var(--border)); box-shadow: 0 0 0 3px color-mix(in srgb, var(--orange) 14%, transparent); }
|
||||
.dash-root .lv-search input { flex: 1; border: 0; background: none; outline: none; color: var(--text); font-family: inherit; font-size: 13.5px; }
|
||||
.dash-root .lv-search input::placeholder { color: var(--muted); }
|
||||
.dash-root .lv-search-x { border: 0; background: none; color: var(--muted); cursor: pointer; display: grid; place-items: center; padding: 2px; border-radius: 6px; }
|
||||
.dash-root .lv-search-x:hover { color: var(--text); background: var(--panel-3); }
|
||||
.dash-root .lv-filter { height: 42px; flex: 0 0 auto; width: auto; min-width: 150px; }
|
||||
|
||||
.dash-root .lv-tablewrap { border: 1px solid var(--border); border-radius: 18px; background: var(--card-grad); box-shadow: var(--card-hi); overflow-x: auto; }
|
||||
.dash-root .lv-table { width: 100%; border-collapse: collapse; min-width: 940px; }
|
||||
.dash-root .lv-table thead th { text-align: left; font-size: 10.5px; font-weight: 700; text-transform: uppercase; letter-spacing: 0.05em; color: var(--muted); padding: 14px 16px; border-bottom: 1px solid var(--border); white-space: nowrap; }
|
||||
.dash-root .lv-table tbody td { padding: 13px 16px; border-bottom: 1px solid var(--border); font-size: 12.5px; vertical-align: middle; }
|
||||
.dash-root .lv-table tbody tr:last-child td { border-bottom: 0; }
|
||||
.dash-root .lv-table tbody tr { transition: background 0.12s; }
|
||||
.dash-root .lv-table tbody tr:hover { background: color-mix(in srgb, var(--orange) 5%, transparent); }
|
||||
.dash-root .lv-id { font-family: ui-monospace, monospace; font-size: 12px; font-weight: 700; color: var(--text); white-space: nowrap; }
|
||||
.dash-root .lv-id-date { font-size: 10.5px; color: var(--faint, var(--muted)); margin-top: 2px; }
|
||||
.dash-root .lv-cust { display: flex; align-items: center; gap: 10px; min-width: 210px; }
|
||||
.dash-root .lv-cust-name { font-weight: 700; font-size: 13px; color: var(--text); }
|
||||
.dash-root .lv-cust-addr { font-size: 11px; color: var(--muted); margin-top: 1px; }
|
||||
.dash-root .lv-phone { color: var(--text-2); white-space: nowrap; }
|
||||
.dash-root .lv-source { display: inline-block; font-size: 11.5px; font-weight: 600; color: var(--text-2); padding: 4px 10px; border-radius: 99px; background: var(--panel-3); white-space: nowrap; }
|
||||
.dash-root .lv-assignee { display: flex; align-items: center; gap: 8px; white-space: nowrap; }
|
||||
.dash-root .lv-assignee span { font-weight: 600; color: var(--text-2); font-size: 12px; }
|
||||
.dash-root .lv-unassigned { font-size: 11.5px; color: var(--faint, var(--muted)); }
|
||||
.dash-root .lv-verif { display: inline-flex; align-items: center; gap: 5px; font-size: 11.5px; font-weight: 600; white-space: nowrap; color: var(--muted); }
|
||||
.dash-root .lv-verif.v-verified { color: var(--green); }
|
||||
.dash-root .lv-verif.v-in_progress { color: var(--orange); }
|
||||
.dash-root .lv-verif.v-assigned { color: #6f9bff; }
|
||||
.dash-root .lv-verif.v-pending { color: #b07bf2; }
|
||||
.dash-root .lv-verif.v-unverified { color: var(--red); }
|
||||
.dash-root .lv-created { color: var(--muted); white-space: nowrap; }
|
||||
.dash-root .lv-rowacts { display: flex; gap: 6px; }
|
||||
.dash-root .lv-act { width: 32px; height: 32px; border-radius: 9px; border: 1px solid var(--border-2); background: var(--panel-2); color: var(--muted); cursor: pointer; display: grid; place-items: center; transition: 0.14s; }
|
||||
.dash-root .lv-act:hover { color: var(--text); border-color: var(--muted); }
|
||||
.dash-root .lv-act.primary:hover { color: var(--green); border-color: color-mix(in srgb, var(--green) 50%, transparent); background: color-mix(in srgb, var(--green) 10%, transparent); }
|
||||
.dash-root .lv-empty { text-align: center; color: var(--muted); padding: 40px 16px; font-size: 13px; }
|
||||
.dash-root .lv-count { font-size: 11.5px; color: var(--muted); margin-top: 12px; text-align: right; }
|
||||
|
||||
/* ---- row actions dropdown (portalled to body) ---- */
|
||||
.lv-menu-scrim { position: fixed; inset: 0; z-index: 90; }
|
||||
.lv-menu { position: fixed; z-index: 91; width: 188px; padding: 6px; border-radius: 12px; border: 1px solid var(--border-2, rgba(255,255,255,0.12)); background: var(--panel, #0e0e13); box-shadow: 0 18px 44px -18px rgba(0,0,0,0.7); animation: ds-rise 0.13s ease; }
|
||||
.lv-menu-item { display: flex; align-items: center; gap: 9px; width: 100%; padding: 9px 10px; border: 0; border-radius: 9px; background: none; color: var(--text-2, #eaeaea); font-family: inherit; font-size: 12.5px; font-weight: 600; cursor: pointer; text-align: left; }
|
||||
.lv-menu-item:hover { background: var(--panel-3, #1b1b22); color: var(--text, #fff); }
|
||||
.lv-menu-item svg { color: var(--muted, #8c8c8c); flex: 0 0 auto; }
|
||||
.lv-menu-item:hover svg { color: var(--orange, #fda913); }
|
||||
|
||||
/* ---- verification detail popup ---- */
|
||||
.dash-root .lv-detail { display: flex; flex-direction: column; gap: 16px; }
|
||||
.dash-root .lv-d-identity { display: flex; align-items: center; gap: 14px; }
|
||||
.dash-root .lv-d-name { font-size: 18px; font-weight: 800; letter-spacing: -0.01em; }
|
||||
.dash-root .lv-d-pills { display: flex; align-items: center; gap: 8px; margin-top: 6px; }
|
||||
.dash-root .lv-d-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 12px; }
|
||||
.dash-root .lv-d-section, .dash-root .lv-d-notes, .dash-root .lv-d-activity { border: 1px solid var(--border); border-radius: 14px; background: var(--panel-2); padding: 14px 15px; }
|
||||
.dash-root .lv-d-head { display: flex; align-items: center; gap: 8px; font-size: 12px; font-weight: 700; text-transform: uppercase; letter-spacing: 0.04em; color: var(--orange); margin-bottom: 12px; }
|
||||
.dash-root .lv-d-row { display: flex; align-items: baseline; justify-content: space-between; gap: 12px; padding: 6px 0; border-bottom: 1px dashed var(--border); }
|
||||
.dash-root .lv-d-row:last-child { border-bottom: 0; }
|
||||
.dash-root .lv-d-k { font-size: 12px; color: var(--muted); flex: 0 0 auto; }
|
||||
.dash-root .lv-d-v { font-size: 12.5px; color: var(--text); font-weight: 600; text-align: right; }
|
||||
.dash-root .lv-d-notes p { font-size: 12.5px; color: var(--text-2); line-height: 1.55; margin-top: 2px; }
|
||||
|
||||
.dash-root .lv-timeline { list-style: none; margin: 0; padding: 0; }
|
||||
.dash-root .lv-tl-item { position: relative; display: flex; gap: 12px; padding: 0 0 16px 4px; }
|
||||
.dash-root .lv-tl-item::before { content: ""; position: absolute; left: 8px; top: 14px; bottom: -2px; width: 1.5px; background: var(--border-2); }
|
||||
.dash-root .lv-tl-item:last-child { padding-bottom: 0; }
|
||||
.dash-root .lv-tl-item:last-child::before { display: none; }
|
||||
.dash-root .lv-tl-dot { position: relative; z-index: 1; flex: 0 0 auto; width: 10px; height: 10px; margin-top: 4px; border-radius: 50%; background: var(--orange); box-shadow: 0 0 0 3px color-mix(in srgb, var(--orange) 20%, transparent); }
|
||||
.dash-root .lv-tl-text { font-size: 12.5px; color: var(--text); font-weight: 600; }
|
||||
.dash-root .lv-tl-meta { font-size: 11px; color: var(--muted); margin-top: 2px; }
|
||||
|
||||
@media (max-width: 900px) {
|
||||
.dash-root .lv-d-grid { grid-template-columns: 1fr; }
|
||||
}
|
||||
|
||||
@media (max-width: 900px) {
|
||||
.dash-root .leads-stats { grid-template-columns: repeat(2, 1fr); }
|
||||
.dash-root .ld-grid { grid-template-columns: 1fr; }
|
||||
.dash-root .ld-assign { grid-template-columns: 1fr; }
|
||||
.dash-root .lv-stats { grid-template-columns: repeat(3, 1fr); }
|
||||
.dash-root .lv-filter { flex: 1 1 45%; }
|
||||
}
|
||||
@media (max-width: 560px) {
|
||||
.dash-root .leads-stats { grid-template-columns: 1fr; }
|
||||
.dash-root .leads-grid { grid-template-columns: 1fr; }
|
||||
.dash-root .nl-grid { grid-template-columns: 1fr; }
|
||||
.dash-root .lv-stats { grid-template-columns: repeat(2, 1fr); }
|
||||
}
|
||||
|
||||
/* =========================================================================
|
||||
Smart Gallery — the embedded @photo-gallery/sdk surface.
|
||||
The SDK is themed entirely through the token map in lib/gallery-api.ts
|
||||
|
||||
@@ -21,6 +21,8 @@ import { Settings } from "./settings";
|
||||
import { NotificationCenter } from "./notification-center";
|
||||
import { RealtimeProvider } from "@/lib/realtime";
|
||||
import { SmartGallery } from "./smart-gallery";
|
||||
import { Leads } from "./leads";
|
||||
import { Verify } from "./verify";
|
||||
import "../../app/dashboard/dashboard.css";
|
||||
|
||||
export function Dashboard() {
|
||||
@@ -83,6 +85,8 @@ export function Dashboard() {
|
||||
: active === "inbox" ? <InboxSdk focusThreadId={deepLink?.surface === "inbox" ? deepLink.threadId : null} />
|
||||
: active === "settings" ? <Settings />
|
||||
: active === "gallery" ? <SmartGallery theme={theme} />
|
||||
: active === "leads" ? <Leads />
|
||||
: active === "verify" ? <Verify />
|
||||
: active === "team" ? <TeamManagement />
|
||||
: <ComingSoon title={title} icon={item?.icon ?? "dashboard"} onGo={setActive} />}
|
||||
</ToastProvider>
|
||||
|
||||
@@ -0,0 +1,220 @@
|
||||
// ============================================================
|
||||
// LynkedUp Pro — Leads mock data.
|
||||
// A storm-restoration roofing pipeline: door-knocked leads in
|
||||
// the Plano, TX hail zone. Each lead carries a rich detail
|
||||
// record (contact, property, job, insurance, assignment) that
|
||||
// powers the lead-detail popup. All client-side so the screen
|
||||
// is fully interactive without a backend.
|
||||
// ============================================================
|
||||
|
||||
export type LeadStatus = "new" | "contacted" | "appointed" | "closed";
|
||||
export type LeadPriority = "high" | "medium" | "low";
|
||||
|
||||
export type Phone = { number: string; type: "Mobile" | "Home" | "Work"; primary?: boolean };
|
||||
export type Email = { address: string; type?: string; primary?: boolean };
|
||||
|
||||
export type Lead = {
|
||||
id: string; // SAL-001
|
||||
initials: string;
|
||||
name: string;
|
||||
gradient: string;
|
||||
priority: LeadPriority;
|
||||
status: LeadStatus;
|
||||
tag: string; // "Storm Zone"
|
||||
updated: string; // "3d ago"
|
||||
setter: string; // compact chip name
|
||||
|
||||
// storm banner
|
||||
storm: { zone: string; date: string; detail: string };
|
||||
|
||||
// contact
|
||||
phones: Phone[];
|
||||
emails: Email[];
|
||||
|
||||
// property
|
||||
property: { address: string; city: string; state: string; zip: string; type: string };
|
||||
|
||||
// job details
|
||||
job: {
|
||||
source: string; leadType: string; workType: string; tradeType: string;
|
||||
urgency: string; canvasser: string; notes: string;
|
||||
};
|
||||
|
||||
// insurance
|
||||
insurance: {
|
||||
company: string; claimStatus: string; claimNumber: string;
|
||||
policyNumber: string; adjusterName: string; adjusterPhone: string;
|
||||
};
|
||||
|
||||
// assignment
|
||||
assignment: {
|
||||
assignedTo: string; priority: string; followUp: string;
|
||||
createdBy: string; createdAt: string;
|
||||
};
|
||||
};
|
||||
|
||||
const G = {
|
||||
orange: "linear-gradient(135deg,#fda913,#fd6d13)",
|
||||
blue: "linear-gradient(135deg,#4f8cff,#2c5cff)",
|
||||
purple: "linear-gradient(135deg,#b07bf2,#7b53e0)",
|
||||
green: "linear-gradient(135deg,#33c98a,#1fa46c)",
|
||||
cyan: "linear-gradient(135deg,#34c9d6,#1f9aa4)",
|
||||
};
|
||||
|
||||
export const LEADS: Lead[] = [
|
||||
{
|
||||
id: "SAL-001", initials: "JM", name: "John Martinez", gradient: G.orange,
|
||||
priority: "high", status: "contacted", tag: "Storm Zone", updated: "3d ago", setter: "Cody",
|
||||
storm: { zone: "E Plano / Spring Creek Pkwy", date: "2026-04-28", detail: '2.5" hail (severe)' },
|
||||
phones: [
|
||||
{ number: "(469) 500-1000", type: "Mobile", primary: true },
|
||||
{ number: "(214) 600-2000", type: "Home" },
|
||||
],
|
||||
emails: [{ address: "john.martinez@gmail.com", primary: true }],
|
||||
property: { address: "4821 Spring Creek Pkwy", city: "Plano", state: "TX", zip: "75023", type: "Single Family" },
|
||||
job: {
|
||||
source: "Door Knock", leadType: "Insurance", workType: "Roof Replacement", tradeType: "Roofing",
|
||||
urgency: "High", canvasser: "Cody Tatum",
|
||||
notes: "Homeowner showed significant granule loss on south-facing slopes; agreed to inspection.",
|
||||
},
|
||||
insurance: {
|
||||
company: "State Farm", claimStatus: "Filed", claimNumber: "CLM-2026-1000",
|
||||
policyNumber: "POL-080000", adjusterName: "Marcus Powell", adjusterPhone: "(972) 700-3000",
|
||||
},
|
||||
assignment: {
|
||||
assignedTo: "Jesus Gonzales", priority: "High", followUp: "Jun 4, 2026",
|
||||
createdBy: "Cody Tatum", createdAt: "May 28, 2026",
|
||||
},
|
||||
},
|
||||
{
|
||||
id: "SAL-002", initials: "SK", name: "Sarah Kim", gradient: G.purple,
|
||||
priority: "high", status: "appointed", tag: "Storm Zone", updated: "2d ago", setter: "Shelby",
|
||||
storm: { zone: "E Plano / Custer Rd", date: "2026-04-28", detail: '2.5" hail (severe)' },
|
||||
phones: [
|
||||
{ number: "(972) 501-1037", type: "Mobile", primary: true },
|
||||
{ number: "(214) 601-2044", type: "Home" },
|
||||
],
|
||||
emails: [{ address: "sarah.kim@outlook.com", primary: true }],
|
||||
property: { address: "4905 Custer Rd", city: "Plano", state: "TX", zip: "75023", type: "Single Family" },
|
||||
job: {
|
||||
source: "Door Knock", leadType: "Insurance", workType: "Roof Replacement", tradeType: "Roofing",
|
||||
urgency: "High", canvasser: "Hannah Reyes",
|
||||
notes: "Visible mat exposure on rear elevation. Appointment set for adjuster meet.",
|
||||
},
|
||||
insurance: {
|
||||
company: "Allstate", claimStatus: "Approved", claimNumber: "CLM-2026-1037",
|
||||
policyNumber: "POL-081037", adjusterName: "Dana Whitfield", adjusterPhone: "(972) 700-3037",
|
||||
},
|
||||
assignment: {
|
||||
assignedTo: "Hannah Reyes", priority: "High", followUp: "Jun 6, 2026",
|
||||
createdBy: "Shelby Greer", createdAt: "May 29, 2026",
|
||||
},
|
||||
},
|
||||
{
|
||||
id: "SAL-003", initials: "RC", name: "Robert Chen", gradient: G.green,
|
||||
priority: "high", status: "closed", tag: "Storm Zone", updated: "2d ago", setter: "Dalton",
|
||||
storm: { zone: "E Plano / Independence Pkwy", date: "2026-04-28", detail: '2.5" hail (severe)' },
|
||||
phones: [
|
||||
{ number: "(469) 502-1074", type: "Mobile", primary: true },
|
||||
],
|
||||
emails: [{ address: "robert.chen@gmail.com", primary: true }],
|
||||
property: { address: "5012 Independence Pkwy", city: "Plano", state: "TX", zip: "75023", type: "Single Family" },
|
||||
job: {
|
||||
source: "Door Knock", leadType: "Insurance", workType: "Roof Replacement", tradeType: "Roofing",
|
||||
urgency: "High", canvasser: "Travis Boone",
|
||||
notes: "Full replacement approved and installed. Final invoice cleared.",
|
||||
},
|
||||
insurance: {
|
||||
company: "Farmers", claimStatus: "Paid", claimNumber: "CLM-2026-1074",
|
||||
policyNumber: "POL-081074", adjusterName: "Leah Ortiz", adjusterPhone: "(972) 700-3074",
|
||||
},
|
||||
assignment: {
|
||||
assignedTo: "Travis Boone", priority: "High", followUp: "—",
|
||||
createdBy: "Dalton Pruitt", createdAt: "May 20, 2026",
|
||||
},
|
||||
},
|
||||
{
|
||||
id: "SAL-004", initials: "MG", name: "Maria Garcia", gradient: G.cyan,
|
||||
priority: "high", status: "closed", tag: "Storm Zone", updated: "2d ago", setter: "Hannah",
|
||||
storm: { zone: "E Plano / Alma Dr", date: "2026-04-28", detail: '2.5" hail (severe)' },
|
||||
phones: [
|
||||
{ number: "(972) 503-1111", type: "Mobile", primary: true },
|
||||
],
|
||||
emails: [{ address: "maria.garcia@gmail.com", primary: true }],
|
||||
property: { address: "4720 Alma Dr", city: "Plano", state: "TX", zip: "75023", type: "Single Family" },
|
||||
job: {
|
||||
source: "Door Knock", leadType: "Insurance", workType: "Roof Replacement", tradeType: "Roofing",
|
||||
urgency: "High", canvasser: "Shelby Greer",
|
||||
notes: "Signed contract; build complete. Awaiting review request.",
|
||||
},
|
||||
insurance: {
|
||||
company: "USAA", claimStatus: "Paid", claimNumber: "CLM-2026-1111",
|
||||
policyNumber: "POL-081111", adjusterName: "Grant Mueller", adjusterPhone: "(972) 700-3111",
|
||||
},
|
||||
assignment: {
|
||||
assignedTo: "Shelby Greer", priority: "High", followUp: "—",
|
||||
createdBy: "Hannah Reyes", createdAt: "May 18, 2026",
|
||||
},
|
||||
},
|
||||
{
|
||||
id: "SAL-005", initials: "DT", name: "David Thompson", gradient: G.blue,
|
||||
priority: "high", status: "appointed", tag: "Storm Zone", updated: "1d ago", setter: "Travis",
|
||||
storm: { zone: "E Plano / Spring Creek Pkwy", date: "2026-04-28", detail: '2.5" hail (severe)' },
|
||||
phones: [
|
||||
{ number: "(469) 504-1148", type: "Mobile", primary: true },
|
||||
{ number: "(214) 604-2148", type: "Work" },
|
||||
],
|
||||
emails: [{ address: "david.thompson@gmail.com", primary: true }],
|
||||
property: { address: "5130 Spring Creek Pkwy", city: "Plano", state: "TX", zip: "75023", type: "Single Family" },
|
||||
job: {
|
||||
source: "Door Knock", leadType: "Insurance", workType: "Roof Replacement", tradeType: "Roofing",
|
||||
urgency: "High", canvasser: "Dalton Pruitt",
|
||||
notes: "Adjuster appointment confirmed for next week. Bring hail map + photos.",
|
||||
},
|
||||
insurance: {
|
||||
company: "Liberty Mutual", claimStatus: "Filed", claimNumber: "CLM-2026-1148",
|
||||
policyNumber: "POL-081148", adjusterName: "Priya Nair", adjusterPhone: "(972) 700-3148",
|
||||
},
|
||||
assignment: {
|
||||
assignedTo: "Dalton Pruitt", priority: "High", followUp: "Jun 9, 2026",
|
||||
createdBy: "Travis Boone", createdAt: "May 30, 2026",
|
||||
},
|
||||
},
|
||||
];
|
||||
|
||||
// Header stat — the full book is larger than the loaded page.
|
||||
export const TOTAL_LEADS = 35;
|
||||
|
||||
export const STATUS_META: Record<LeadStatus, { label: string; tone: string }> = {
|
||||
new: { label: "New", tone: "blue" },
|
||||
contacted: { label: "Contacted", tone: "orange" },
|
||||
appointed: { label: "Appointed", tone: "purple" },
|
||||
closed: { label: "Closed", tone: "green" },
|
||||
};
|
||||
|
||||
export const PRIORITY_META: Record<LeadPriority, { label: string; tone: string }> = {
|
||||
high: { label: "High", tone: "red" },
|
||||
medium: { label: "Medium", tone: "orange" },
|
||||
low: { label: "Low", tone: "muted" },
|
||||
};
|
||||
|
||||
/* ---------------------------------------------------------- */
|
||||
/* Reps + option lists — power the New Lead form */
|
||||
/* ---------------------------------------------------------- */
|
||||
|
||||
export type Rep = { id: string; initials: string; name: string; email: string };
|
||||
|
||||
export const REPS: Rep[] = [
|
||||
{ id: "LUP-1040", initials: "CT", name: "Cody Tatum", email: "cody.tatum@lynkeduppro.com" },
|
||||
{ id: "LUP-1041", initials: "HR", name: "Hannah Reyes", email: "hannah.reyes@lynkeduppro.com" },
|
||||
{ id: "LUP-1042", initials: "TB", name: "Travis Boone", email: "travis.boone@lynkeduppro.com" },
|
||||
{ id: "LUP-1043", initials: "SG", name: "Shelby Greer", email: "shelby.greer@lynkeduppro.com" },
|
||||
{ id: "LUP-1044", initials: "DP", name: "Dalton Pruitt", email: "dalton.pruitt@lynkeduppro.com" },
|
||||
];
|
||||
|
||||
export const LEAD_SOURCES = ["Door Knock", "Referral", "Storm Chase", "Mailer / Postcard", "Sign Call", "Insurance Agent Referral", "Repeat Customer", "Social Media", "Other"];
|
||||
export const LEAD_TYPES = ["Insurance", "Retail"];
|
||||
export const WORK_TYPES = ["Roof Replacement", "Roof Repair", "Inspection", "Gutter Install"];
|
||||
export const TRADE_TYPES = ["Roofing", "Gutters", "Siding", "Windows"];
|
||||
export const PROPERTY_TYPES = ["Single Family", "Multi Family", "Commercial"];
|
||||
export const CLAIM_STATUSES = ["Not Filed", "Filed", "Approved", "Paid", "Denied"];
|
||||
@@ -0,0 +1,615 @@
|
||||
"use client";
|
||||
|
||||
// ============================================================
|
||||
// Leads — storm-restoration pipeline board.
|
||||
// · Hero head : storm banner + headline stats (by status)
|
||||
// · Toolbar : search + status filter tabs
|
||||
// · Board : lead cards (avatar, priority ring, status,
|
||||
// address, phone, source, rep, updated)
|
||||
// · Detail : click a lead → rich popup with Contact,
|
||||
// Property, Job Details, Insurance, Assignment
|
||||
// Data comes from leads-data.ts (client-side mock).
|
||||
// ============================================================
|
||||
|
||||
import { useMemo, useState, type ReactNode } from "react";
|
||||
import { Avatar, Btn, Field, Icon, Modal, PageHead, Pill, Segmented, SegTabs, useToast } from "./ui";
|
||||
import {
|
||||
LEADS, TOTAL_LEADS, STATUS_META, PRIORITY_META,
|
||||
REPS, LEAD_SOURCES, WORK_TYPES, TRADE_TYPES, CLAIM_STATUSES,
|
||||
type Lead, type LeadStatus,
|
||||
} from "./leads-data";
|
||||
|
||||
const STATUS_TABS: { value: "all" | LeadStatus; label: string }[] = [
|
||||
{ value: "all", label: "All" },
|
||||
{ value: "new", label: "New" },
|
||||
{ value: "contacted", label: "Contacted" },
|
||||
{ value: "appointed", label: "Appointed" },
|
||||
{ value: "closed", label: "Closed" },
|
||||
];
|
||||
|
||||
export function Leads() {
|
||||
const toast = useToast();
|
||||
const [query, setQuery] = useState("");
|
||||
const [filter, setFilter] = useState<"all" | LeadStatus>("all");
|
||||
const [selected, setSelected] = useState<Lead | null>(null);
|
||||
const [newOpen, setNewOpen] = useState(false);
|
||||
|
||||
const countByStatus = useMemo(() => {
|
||||
const m: Record<string, number> = {};
|
||||
for (const l of LEADS) m[l.status] = (m[l.status] ?? 0) + 1;
|
||||
return m;
|
||||
}, []);
|
||||
|
||||
const filtered = useMemo(() => {
|
||||
const q = query.trim().toLowerCase();
|
||||
return LEADS.filter((l) => {
|
||||
const matchStatus = filter === "all" || l.status === filter;
|
||||
const hay = `${l.name} ${l.property.address} ${l.property.city} ${l.job.source} ${l.job.canvasser}`.toLowerCase();
|
||||
return matchStatus && (!q || hay.includes(q));
|
||||
});
|
||||
}, [query, filter]);
|
||||
|
||||
return (
|
||||
<div className="view leads">
|
||||
<PageHead
|
||||
eyebrow="Sales"
|
||||
title="Leads"
|
||||
subtitle={`${TOTAL_LEADS} total leads · Plano hail zone · storm 2026-04-28`}
|
||||
icon="leads"
|
||||
actions={<Btn icon="plus" onClick={() => setNewOpen(true)}>New Lead</Btn>}
|
||||
/>
|
||||
|
||||
{/* ---- stat strip ---------------------------------------- */}
|
||||
<div className="leads-stats">
|
||||
<StatCard label="Total leads" value={TOTAL_LEADS} icon="leads" tone="orange" />
|
||||
<StatCard label="New" value={countByStatus.new ?? 0} icon="star" tone="blue" />
|
||||
<StatCard label="Contacted" value={countByStatus.contacted ?? 0} icon="phone" tone="orange" />
|
||||
<StatCard label="Appointed" value={countByStatus.appointed ?? 0} icon="clock" tone="purple" />
|
||||
<StatCard label="Closed" value={countByStatus.closed ?? 0} icon="check-circle" tone="green" />
|
||||
</div>
|
||||
|
||||
{/* ---- toolbar ------------------------------------------- */}
|
||||
<div className="leads-toolbar">
|
||||
<div className="leads-search">
|
||||
<Icon name="search" size={16} />
|
||||
<input
|
||||
value={query}
|
||||
onChange={(e) => setQuery(e.target.value)}
|
||||
placeholder="Search by name, address, source…"
|
||||
aria-label="Search leads"
|
||||
/>
|
||||
{query && <button className="leads-search-x" aria-label="Clear" onClick={() => setQuery("")}><Icon name="x" size={14} /></button>}
|
||||
</div>
|
||||
<div className="leads-tabs" role="tablist">
|
||||
{STATUS_TABS.map((t) => (
|
||||
<button
|
||||
key={t.value}
|
||||
role="tab"
|
||||
aria-selected={filter === t.value}
|
||||
className={`leads-tab ${filter === t.value ? "active" : ""}`}
|
||||
onClick={() => setFilter(t.value)}
|
||||
>
|
||||
{t.label}
|
||||
</button>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* ---- board --------------------------------------------- */}
|
||||
{filtered.length === 0 ? (
|
||||
<div className="card leads-empty">
|
||||
<Icon name="search" size={30} />
|
||||
<h3>No leads match</h3>
|
||||
<p>Try a different search or clear the status filter.</p>
|
||||
</div>
|
||||
) : (
|
||||
<div className="leads-grid">
|
||||
{filtered.map((l) => (
|
||||
<LeadCard key={l.id} lead={l} onOpen={() => setSelected(l)} />
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
|
||||
<LeadDetail lead={selected} onClose={() => setSelected(null)} />
|
||||
<NewLead open={newOpen} onClose={() => setNewOpen(false)} />
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
/* ---------------------------------------------------------- */
|
||||
/* Stat card */
|
||||
/* ---------------------------------------------------------- */
|
||||
|
||||
function StatCard({ label, value, icon, tone }: { label: string; value: number; icon: string; tone: string }) {
|
||||
return (
|
||||
<div className={`leads-stat tone-${tone}`}>
|
||||
<span className="leads-stat-ic"><Icon name={icon} size={17} /></span>
|
||||
<div className="leads-stat-body">
|
||||
<div className="leads-stat-val">{value}</div>
|
||||
<div className="leads-stat-lbl">{label}</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
/* ---------------------------------------------------------- */
|
||||
/* Lead card */
|
||||
/* ---------------------------------------------------------- */
|
||||
|
||||
function LeadCard({ lead, onOpen }: { lead: Lead; onOpen: () => void }) {
|
||||
const status = STATUS_META[lead.status];
|
||||
const priority = PRIORITY_META[lead.priority];
|
||||
const primaryPhone = lead.phones.find((p) => p.primary) ?? lead.phones[0];
|
||||
|
||||
return (
|
||||
<button className="lead-card" onClick={onOpen}>
|
||||
<div className="lead-card-top">
|
||||
<span className={`lead-ava prio-${lead.priority}`}>
|
||||
<Avatar initials={lead.initials} gradient={lead.gradient} size={46} />
|
||||
</span>
|
||||
<div className="lead-card-id">
|
||||
<div className="lead-card-name">{lead.name}</div>
|
||||
<div className="lead-card-sub"><span className="lead-code">{lead.id}</span> · <Icon name="storm" size={12} /> {lead.tag}</div>
|
||||
</div>
|
||||
<Pill tone={priority.tone}><Icon name="alert" size={11} /> {priority.label}</Pill>
|
||||
</div>
|
||||
|
||||
<div className="lead-card-row"><Icon name="pin" size={14} /><span>{lead.property.address}, {lead.property.city}, {lead.property.state}</span></div>
|
||||
<div className="lead-card-row"><Icon name="phone" size={14} /><span>{primaryPhone?.number}</span></div>
|
||||
|
||||
<div className="lead-card-foot">
|
||||
<Pill tone={status.tone}>{status.label}</Pill>
|
||||
<span className="lead-source"><Icon name="pin" size={12} /> {lead.job.source}</span>
|
||||
<span className="lead-card-spacer" />
|
||||
<span className="lead-rep" title={`Canvasser: ${lead.job.canvasser}`}>{lead.job.canvasser}</span>
|
||||
<span className="lead-updated">{lead.updated}</span>
|
||||
</div>
|
||||
</button>
|
||||
);
|
||||
}
|
||||
|
||||
/* ---------------------------------------------------------- */
|
||||
/* Lead detail popup */
|
||||
/* ---------------------------------------------------------- */
|
||||
|
||||
function LeadDetail({ lead, onClose }: { lead: Lead | null; onClose: () => void }) {
|
||||
if (!lead) return null;
|
||||
const status = STATUS_META[lead.status];
|
||||
const priority = PRIORITY_META[lead.priority];
|
||||
|
||||
return (
|
||||
<Modal
|
||||
open={!!lead}
|
||||
onClose={onClose}
|
||||
size="lg"
|
||||
title={lead.name}
|
||||
subtitle={`${lead.id} · ${lead.tag}`}
|
||||
icon="leads"
|
||||
footer={
|
||||
<>
|
||||
<Btn variant="ghost" icon="phone">Call</Btn>
|
||||
<Btn variant="outline" icon="mail">Email</Btn>
|
||||
<Btn icon="check-circle">Update Status</Btn>
|
||||
</>
|
||||
}
|
||||
>
|
||||
<div className="lead-detail">
|
||||
{/* identity strip */}
|
||||
<div className="ld-identity">
|
||||
<Avatar initials={lead.initials} gradient={lead.gradient} size={54} />
|
||||
<div className="ld-identity-body">
|
||||
<div className="ld-identity-name">{lead.name}</div>
|
||||
<div className="ld-identity-pills">
|
||||
<Pill tone={status.tone}>{status.label}</Pill>
|
||||
<Pill tone={priority.tone}><Icon name="alert" size={11} /> {priority.label}</Pill>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* storm banner */}
|
||||
<div className="ld-storm">
|
||||
<span className="ld-storm-ic"><Icon name="storm" size={18} /></span>
|
||||
<div>
|
||||
<div className="ld-storm-zone">{lead.storm.zone}</div>
|
||||
<div className="ld-storm-meta">{lead.storm.date} · {lead.storm.detail}</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="ld-grid">
|
||||
{/* Contact */}
|
||||
<Section title="Contact" icon="user">
|
||||
<div className="ld-sublabel">Phone Numbers</div>
|
||||
{lead.phones.map((p, i) => (
|
||||
<div className="ld-contact-row" key={i}>
|
||||
<Icon name="phone" size={14} />
|
||||
<span className="ld-contact-val">{p.number}</span>
|
||||
<span className="ld-contact-tag">{p.type}</span>
|
||||
{p.primary && <Pill tone="green">Primary</Pill>}
|
||||
</div>
|
||||
))}
|
||||
<div className="ld-sublabel">Email Addresses</div>
|
||||
{lead.emails.map((e, i) => (
|
||||
<div className="ld-contact-row" key={i}>
|
||||
<Icon name="mail" size={14} />
|
||||
<span className="ld-contact-val">{e.address}</span>
|
||||
{e.primary && <Pill tone="green">Primary</Pill>}
|
||||
</div>
|
||||
))}
|
||||
</Section>
|
||||
|
||||
{/* Property */}
|
||||
<Section title="Property" icon="owners">
|
||||
<Dl label="Address" value={lead.property.address} />
|
||||
<Dl label="City" value={lead.property.city} />
|
||||
<Dl label="State" value={lead.property.state} />
|
||||
<Dl label="ZIP" value={lead.property.zip} />
|
||||
<Dl label="Property Type" value={lead.property.type} />
|
||||
</Section>
|
||||
|
||||
{/* Job Details */}
|
||||
<Section title="Job Details" icon="projects">
|
||||
<Dl label="Lead Source" value={lead.job.source} />
|
||||
<Dl label="Lead Type" value={lead.job.leadType} />
|
||||
<Dl label="Work Type" value={lead.job.workType} />
|
||||
<Dl label="Trade Type" value={lead.job.tradeType} />
|
||||
<Dl label="Urgency" value={lead.job.urgency} />
|
||||
<Dl label="Canvasser" value={lead.job.canvasser} />
|
||||
<div className="ld-notes">
|
||||
<div className="ld-sublabel">Field Notes</div>
|
||||
<p>{lead.job.notes}</p>
|
||||
</div>
|
||||
</Section>
|
||||
|
||||
{/* Insurance */}
|
||||
<Section title="Insurance" icon="shield">
|
||||
<Dl label="Insurance Company" value={lead.insurance.company} />
|
||||
<Dl label="Claim Status" value={lead.insurance.claimStatus} />
|
||||
<Dl label="Claim Number" value={lead.insurance.claimNumber} />
|
||||
<Dl label="Policy Number" value={lead.insurance.policyNumber} />
|
||||
<Dl label="Adjuster Name" value={lead.insurance.adjusterName} />
|
||||
<Dl label="Adjuster Phone" value={lead.insurance.adjusterPhone} />
|
||||
</Section>
|
||||
|
||||
{/* Assignment */}
|
||||
<Section title="Assignment" icon="team" wide>
|
||||
<div className="ld-assign">
|
||||
<Dl label="Assigned To" value={lead.assignment.assignedTo} />
|
||||
<Dl label="Priority" value={lead.assignment.priority} />
|
||||
<Dl label="Follow-Up Date" value={lead.assignment.followUp} />
|
||||
<Dl label="Created By" value={lead.assignment.createdBy} />
|
||||
<Dl label="Created At" value={lead.assignment.createdAt} />
|
||||
</div>
|
||||
</Section>
|
||||
</div>
|
||||
</div>
|
||||
</Modal>
|
||||
);
|
||||
}
|
||||
|
||||
function Section({ title, icon, children, wide }: { title: string; icon: string; children: ReactNode; wide?: boolean }) {
|
||||
return (
|
||||
<div className={`ld-section ${wide ? "wide" : ""}`}>
|
||||
<div className="ld-section-head"><Icon name={icon} size={15} /> {title}</div>
|
||||
<div className="ld-section-body">{children}</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
function Dl({ label, value }: { label: string; value: string }) {
|
||||
return (
|
||||
<div className="ld-dl">
|
||||
<span className="ld-dl-k">{label}</span>
|
||||
<span className="ld-dl-v">{value}</span>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
/* ---------------------------------------------------------- */
|
||||
/* New Lead — Quick / Full Form intake */
|
||||
/* ---------------------------------------------------------- */
|
||||
|
||||
type Priority = "Low" | "Medium" | "High";
|
||||
type Urgency = "Standard" | "High" | "Emergency";
|
||||
type PhoneRow = { number: string; type: string };
|
||||
type EmailRow = { address: string };
|
||||
|
||||
const FULL_STEPS = [
|
||||
{ value: "contact", label: "Contact", icon: "user" },
|
||||
{ value: "property", label: "Property", icon: "owners" },
|
||||
{ value: "job", label: "Job Details", icon: "projects" },
|
||||
{ value: "insurance", label: "Insurance", icon: "shield" },
|
||||
{ value: "assignment", label: "Assignment", icon: "team" },
|
||||
];
|
||||
|
||||
const LEAD_TYPE_OPTS = ["Residential", "Commercial", "Multi-Family"];
|
||||
const PROPERTY_TYPE_OPTS = ["Residential", "Commercial", "Multi-Family", "Industrial"];
|
||||
|
||||
const BLANK = {
|
||||
firstName: "", lastName: "",
|
||||
phones: [{ number: "", type: "Mobile" }] as PhoneRow[],
|
||||
emails: [] as EmailRow[],
|
||||
address: "", city: "", state: "TX", zip: "", propertyType: "",
|
||||
photos: [] as string[],
|
||||
source: "", referralNote: "", canvasser: "", leadType: "", workType: "", tradeType: "", urgency: "Standard" as Urgency, notes: "",
|
||||
insCompany: "", claimNumber: "", claimStatus: "", adjusterName: "", adjusterPhone: "", policyNumber: "",
|
||||
assignRep: "", priority: "Medium" as Priority, followUp: "",
|
||||
};
|
||||
|
||||
function NewLead({ open, onClose }: { open: boolean; onClose: () => void }) {
|
||||
const toast = useToast();
|
||||
const [mode, setMode] = useState<"quick" | "full">("quick");
|
||||
const [section, setSection] = useState("contact");
|
||||
const [f, setF] = useState({ ...BLANK });
|
||||
|
||||
const set = (k: string) => (e: { target: { value: string } }) =>
|
||||
setF((s) => ({ ...s, [k]: e.target.value }) as typeof BLANK);
|
||||
|
||||
// multi-value handlers
|
||||
const addPhone = () => setF((s) => ({ ...s, phones: [...s.phones, { number: "", type: "Mobile" }] }));
|
||||
const setPhone = (i: number, key: "number" | "type", v: string) => setF((s) => ({ ...s, phones: s.phones.map((p, j) => (j === i ? { ...p, [key]: v } : p)) }));
|
||||
const removePhone = (i: number) => setF((s) => ({ ...s, phones: s.phones.filter((_, j) => j !== i) }));
|
||||
const addEmail = () => setF((s) => ({ ...s, emails: [...s.emails, { address: "" }] }));
|
||||
const setEmail = (i: number, v: string) => setF((s) => ({ ...s, emails: s.emails.map((e, j) => (j === i ? { address: v } : e)) }));
|
||||
const removeEmail = (i: number) => setF((s) => ({ ...s, emails: s.emails.filter((_, j) => j !== i) }));
|
||||
const addPhoto = () => setF((s) => ({ ...s, photos: [...s.photos, `Photo ${s.photos.length + 1}`] }));
|
||||
|
||||
function reset() { setF({ ...BLANK, phones: [{ number: "", type: "Mobile" }], emails: [], photos: [] }); setMode("quick"); setSection("contact"); }
|
||||
function close() { reset(); onClose(); }
|
||||
|
||||
function submit() {
|
||||
const name = `${f.firstName} ${f.lastName}`.trim();
|
||||
if (!name) { toast.push({ tone: "error", title: "Name required", desc: "Enter the homeowner's first or last name." }); return; }
|
||||
toast.push({ tone: "success", title: "Lead created", desc: `${name} added to the Plano pipeline.` });
|
||||
close();
|
||||
}
|
||||
|
||||
const repOptions = [{ id: "", initials: "—", name: "Unassigned" }, ...REPS];
|
||||
|
||||
const stepIdx = FULL_STEPS.findIndex((s) => s.value === section);
|
||||
const isFirstStep = stepIdx <= 0;
|
||||
const isLastStep = stepIdx === FULL_STEPS.length - 1;
|
||||
const goNext = () => { if (!isLastStep) setSection(FULL_STEPS[stepIdx + 1].value); };
|
||||
const goBack = () => { if (!isFirstStep) setSection(FULL_STEPS[stepIdx - 1].value); };
|
||||
|
||||
return (
|
||||
<Modal
|
||||
open={open}
|
||||
onClose={close}
|
||||
size="lg"
|
||||
title="New Lead"
|
||||
subtitle="Full lead profile with insurance and assignment details."
|
||||
icon="plus"
|
||||
footer={
|
||||
mode === "full" ? (
|
||||
<>
|
||||
<Btn variant="ghost" onClick={close}>Cancel</Btn>
|
||||
{!isFirstStep && <Btn variant="ghost" onClick={goBack}>Back</Btn>}
|
||||
{isLastStep
|
||||
? <Btn icon="check" onClick={submit}>Create Lead</Btn>
|
||||
: <Btn icon="arrow" onClick={goNext}>Next</Btn>}
|
||||
</>
|
||||
) : (
|
||||
<>
|
||||
<Btn variant="ghost" onClick={close}>Cancel</Btn>
|
||||
<Btn icon="check" onClick={submit}>Create Lead</Btn>
|
||||
</>
|
||||
)
|
||||
}
|
||||
>
|
||||
<div className="nl-form">
|
||||
<Segmented
|
||||
value={mode}
|
||||
onChange={(v) => setMode(v as "quick" | "full")}
|
||||
options={[{ value: "quick", label: "Quick", icon: "star" }, { value: "full", label: "Full Form", icon: "edit" }]}
|
||||
/>
|
||||
|
||||
{mode === "quick" ? (
|
||||
<div className="nl-grid">
|
||||
<Field label="First name" required><input className="ds-input" value={f.firstName} onChange={set("firstName")} placeholder="John" /></Field>
|
||||
<Field label="Last name"><input className="ds-input" value={f.lastName} onChange={set("lastName")} placeholder="Smith" /></Field>
|
||||
<Field label="Phone"><input className="ds-input" value={f.phones[0]?.number ?? ""} onChange={(e) => setPhone(0, "number", e.target.value)} placeholder="(555) 000-0000" /></Field>
|
||||
<div className="nl-full"><Field label="Street address"><input className="ds-input" value={f.address} onChange={set("address")} placeholder="123 Main St" /></Field></div>
|
||||
<Field label="City"><input className="ds-input" value={f.city} onChange={set("city")} placeholder="Plano" /></Field>
|
||||
<Field label="State"><input className="ds-input" value={f.state} onChange={set("state")} /></Field>
|
||||
<Field label="ZIP"><input className="ds-input" value={f.zip} onChange={set("zip")} placeholder="75023" /></Field>
|
||||
<Field label="Lead source"><Select value={f.source} onChange={set("source")} options={LEAD_SOURCES} placeholder="How did you find this lead?" /></Field>
|
||||
{f.source === "Referral" && (
|
||||
<div className="nl-full"><Field label="Referral note"><textarea className="ds-textarea" rows={3} value={f.referralNote} onChange={set("referralNote")} placeholder="Who referred this lead? Any details…" /></Field></div>
|
||||
)}
|
||||
{f.source === "Door Knock" && (
|
||||
<div className="nl-full"><Field label="Canvasser"><CanvasserSearch value={f.canvasser} onChange={(v) => setF((s) => ({ ...s, canvasser: v }))} options={REPS} /></Field></div>
|
||||
)}
|
||||
<div className="nl-full"><PriorityPicker value={f.priority} onChange={(p) => setF((s) => ({ ...s, priority: p }))} /></div>
|
||||
<Field label="Follow-up date"><input className="ds-input" type="date" value={f.followUp} onChange={set("followUp")} /></Field>
|
||||
</div>
|
||||
) : (
|
||||
<>
|
||||
<SegTabs
|
||||
value={section}
|
||||
onChange={setSection}
|
||||
tabs={FULL_STEPS}
|
||||
/>
|
||||
|
||||
{section === "contact" && (
|
||||
<div className="nl-grid">
|
||||
<Field label="First Name" required><input className="ds-input" value={f.firstName} onChange={set("firstName")} placeholder="John" /></Field>
|
||||
<Field label="Last Name"><input className="ds-input" value={f.lastName} onChange={set("lastName")} placeholder="Smith" /></Field>
|
||||
|
||||
<div className="nl-full">
|
||||
<div className="ds-field-lbl">Phone Numbers</div>
|
||||
{f.phones.map((p, i) => (
|
||||
<div className="nl-multirow" key={i}>
|
||||
<input className="ds-input" value={p.number} onChange={(e) => setPhone(i, "number", e.target.value)} placeholder="(555) 000-0000" />
|
||||
<select className="ds-select nl-typesel" value={p.type} onChange={(e) => setPhone(i, "type", e.target.value)}>
|
||||
{["Mobile", "Home", "Work"].map((t) => <option key={t} value={t}>{t}</option>)}
|
||||
</select>
|
||||
{f.phones.length > 1 && <button type="button" className="nl-rowx" aria-label="Remove phone" onClick={() => removePhone(i)}><Icon name="trash" size={15} /></button>}
|
||||
</div>
|
||||
))}
|
||||
<button type="button" className="nl-add" onClick={addPhone}><Icon name="plus" size={14} /> Add Phone</button>
|
||||
</div>
|
||||
|
||||
<div className="nl-full">
|
||||
<div className="ds-field-lbl">Email Addresses</div>
|
||||
{f.emails.length === 0 && <div className="nl-empty">No emails added yet.</div>}
|
||||
{f.emails.map((em, i) => (
|
||||
<div className="nl-multirow" key={i}>
|
||||
<input className="ds-input" type="email" value={em.address} onChange={(e) => setEmail(i, e.target.value)} placeholder="name@email.com" />
|
||||
<button type="button" className="nl-rowx" aria-label="Remove email" onClick={() => removeEmail(i)}><Icon name="trash" size={15} /></button>
|
||||
</div>
|
||||
))}
|
||||
<button type="button" className="nl-add" onClick={addEmail}><Icon name="plus" size={14} /> Add Email</button>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{section === "property" && (
|
||||
<div className="nl-grid">
|
||||
<div className="nl-full"><Field label="Street Address"><input className="ds-input" value={f.address} onChange={set("address")} placeholder="123 Main St" /></Field></div>
|
||||
<Field label="City"><input className="ds-input" value={f.city} onChange={set("city")} placeholder="Plano" /></Field>
|
||||
<Field label="State"><input className="ds-input" value={f.state} onChange={set("state")} placeholder="TX" /></Field>
|
||||
<Field label="ZIP"><input className="ds-input" value={f.zip} onChange={set("zip")} placeholder="75023" /></Field>
|
||||
<Field label="Property Type"><Select value={f.propertyType} onChange={set("propertyType")} options={PROPERTY_TYPE_OPTS} placeholder="Residential, Commercial…" /></Field>
|
||||
<div className="nl-full">
|
||||
<div className="ds-field-lbl">Site Photos</div>
|
||||
<button type="button" className="nl-photos" onClick={addPhoto}>
|
||||
<Icon name="camera" size={22} />
|
||||
<span className="nl-photos-t">Tap to add photos</span>
|
||||
<span className="nl-photos-s">Camera · Gallery · Multiple allowed</span>
|
||||
</button>
|
||||
{f.photos.length > 0 && (
|
||||
<div className="nl-photo-chips">
|
||||
{f.photos.map((p, i) => <span key={i} className="nl-photo-chip"><Icon name="check" size={12} /> {p}</span>)}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{section === "job" && (
|
||||
<div className="nl-grid">
|
||||
<Field label="Lead Source"><Select value={f.source} onChange={set("source")} options={LEAD_SOURCES} placeholder="How did you find this lead?" /></Field>
|
||||
<Field label="Lead Type"><Select value={f.leadType} onChange={set("leadType")} options={LEAD_TYPE_OPTS} placeholder="Residential, Commercial…" /></Field>
|
||||
<Field label="Work Type"><Select value={f.workType} onChange={set("workType")} options={WORK_TYPES} placeholder="Roof Replacement, Repair…" /></Field>
|
||||
<Field label="Trade Type"><Select value={f.tradeType} onChange={set("tradeType")} options={TRADE_TYPES} placeholder="Roofing, Gutter, Siding…" /></Field>
|
||||
<div className="nl-full"><UrgencyPicker value={f.urgency} onChange={(u) => setF((s) => ({ ...s, urgency: u }))} /></div>
|
||||
<div className="nl-full"><Field label="Notes"><textarea className="ds-textarea" rows={3} value={f.notes} onChange={set("notes")} placeholder="First impression, visible damage, special circumstances…" /></Field></div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{section === "insurance" && (
|
||||
<div className="nl-grid">
|
||||
<div className="nl-full"><Field label="Insurance Company"><input className="ds-input" value={f.insCompany} onChange={set("insCompany")} placeholder="State Farm" /></Field></div>
|
||||
<Field label="Claim Number"><input className="ds-input" value={f.claimNumber} onChange={set("claimNumber")} placeholder="e.g. CLM-2026-00482" /></Field>
|
||||
<Field label="Claim Status"><Select value={f.claimStatus} onChange={set("claimStatus")} options={CLAIM_STATUSES} placeholder="Select status…" /></Field>
|
||||
<Field label="Adjuster Name"><input className="ds-input" value={f.adjusterName} onChange={set("adjusterName")} placeholder="Full name" /></Field>
|
||||
<Field label="Adjuster Phone"><input className="ds-input" value={f.adjusterPhone} onChange={set("adjusterPhone")} placeholder="(555) 000-0000" /></Field>
|
||||
<div className="nl-full"><Field label="Policy Number"><input className="ds-input" value={f.policyNumber} onChange={set("policyNumber")} placeholder="e.g. POL-7734892-A" /></Field></div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{section === "assignment" && (
|
||||
<div className="nl-grid">
|
||||
<div className="nl-full"><Field label="Assign Rep"><RepSelect value={f.assignRep} onChange={set("assignRep")} options={repOptions} /></Field></div>
|
||||
<div className="nl-full"><PriorityPicker value={f.priority} onChange={(p) => setF((s) => ({ ...s, priority: p }))} /></div>
|
||||
<Field label="Follow-up Date"><input className="ds-input" type="date" value={f.followUp} onChange={set("followUp")} /></Field>
|
||||
</div>
|
||||
)}
|
||||
</>
|
||||
)}
|
||||
</div>
|
||||
</Modal>
|
||||
);
|
||||
}
|
||||
|
||||
function Select({ value, onChange, options, placeholder }: { value: string; onChange: (e: { target: { value: string } }) => void; options: string[]; placeholder?: string }) {
|
||||
return (
|
||||
<select className={`ds-select ${!value && placeholder ? "is-placeholder" : ""}`} value={value} onChange={onChange}>
|
||||
{placeholder && <option value="" disabled>{placeholder}</option>}
|
||||
{options.map((o) => <option key={o} value={o}>{o}</option>)}
|
||||
</select>
|
||||
);
|
||||
}
|
||||
|
||||
function RepSelect({ value, onChange, options }: { value: string; onChange: (e: { target: { value: string } }) => void; options: { id: string; initials: string; name: string }[] }) {
|
||||
return (
|
||||
<select className="ds-select" value={value} onChange={onChange}>
|
||||
{options.map((r) => <option key={r.id || "none"} value={r.id}>{r.id ? `${r.name} · ${r.id}` : "— Unassigned"}</option>)}
|
||||
</select>
|
||||
);
|
||||
}
|
||||
|
||||
function CanvasserSearch({ value, onChange, options }: { value: string; onChange: (v: string) => void; options: { id: string; initials: string; name: string; email: string }[] }) {
|
||||
const [query, setQuery] = useState("");
|
||||
const [open, setOpen] = useState(false);
|
||||
const selected = options.find((o) => o.id === value);
|
||||
const matches = useMemo(() => {
|
||||
const q = query.trim().toLowerCase();
|
||||
if (!q) return options;
|
||||
return options.filter((o) => o.name.toLowerCase().includes(q) || o.email.toLowerCase().includes(q));
|
||||
}, [query, options]);
|
||||
|
||||
if (selected) {
|
||||
return (
|
||||
<div className="nl-canvasser-chip">
|
||||
<Avatar initials={selected.initials} size={28} />
|
||||
<span className="nl-canvasser-name">{selected.name}</span>
|
||||
<span className="nl-canvasser-email">{selected.email}</span>
|
||||
<button type="button" className="nl-canvasser-clear" onClick={() => { onChange(""); setQuery(""); }} aria-label="Clear canvasser"><Icon name="x" size={14} /></button>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="nl-canvasser">
|
||||
<input
|
||||
className="ds-input"
|
||||
value={query}
|
||||
onChange={(e) => { setQuery(e.target.value); setOpen(true); }}
|
||||
onFocus={() => setOpen(true)}
|
||||
onBlur={() => setTimeout(() => setOpen(false), 150)}
|
||||
placeholder="Search canvasser by name or email"
|
||||
/>
|
||||
{open && matches.length > 0 && (
|
||||
<div className="nl-canvasser-menu">
|
||||
{matches.map((o) => (
|
||||
<button key={o.id} type="button" className="nl-canvasser-opt" onMouseDown={(e) => { e.preventDefault(); onChange(o.id); setQuery(""); setOpen(false); }}>
|
||||
<Avatar initials={o.initials} size={26} />
|
||||
<span className="nl-canvasser-name">{o.name}</span>
|
||||
<span className="nl-canvasser-email">{o.email}</span>
|
||||
</button>
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
{open && matches.length === 0 && (
|
||||
<div className="nl-canvasser-menu"><div className="nl-canvasser-empty">No canvasser found</div></div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
function PriorityPicker({ value, onChange }: { value: Priority; onChange: (p: Priority) => void }) {
|
||||
return (
|
||||
<div className="ds-field">
|
||||
<span className="ds-field-lbl">Priority</span>
|
||||
<div className="nl-prio">
|
||||
{(["Low", "Medium", "High"] as Priority[]).map((p) => (
|
||||
<button key={p} type="button" className={`nl-prio-btn ${value === p ? `active ${p.toLowerCase()}` : ""}`} onClick={() => onChange(p)}>{p}</button>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
function UrgencyPicker({ value, onChange }: { value: Urgency; onChange: (u: Urgency) => void }) {
|
||||
return (
|
||||
<div className="ds-field">
|
||||
<span className="ds-field-lbl">Urgency</span>
|
||||
<div className="nl-prio">
|
||||
{(["Standard", "High", "Emergency"] as Urgency[]).map((u) => (
|
||||
<button key={u} type="button" className={`nl-prio-btn urg ${value === u ? `active ${u.toLowerCase()}` : ""}`} onClick={() => onChange(u)}>{u}</button>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,72 @@
|
||||
// ============================================================
|
||||
// LynkedUp Pro — Lead Verification mock data.
|
||||
// The verification desk: door-knocked / web leads move through
|
||||
// an identity + insurance verification workflow before they
|
||||
// become working deals. All client-side.
|
||||
// ============================================================
|
||||
|
||||
export type VStatus = "verified" | "in_progress" | "assigned" | "pending" | "unverified";
|
||||
|
||||
export type VActivity = { text: string; time: string; who: string };
|
||||
|
||||
export type VLead = {
|
||||
id: string;
|
||||
initials: string;
|
||||
name: string;
|
||||
address: string;
|
||||
phone: string;
|
||||
source: string;
|
||||
assignee: { initials: string; name: string } | null;
|
||||
status: VStatus;
|
||||
verification: string; // sub-status text
|
||||
created: string;
|
||||
// detail (optional — derived when absent)
|
||||
email?: string;
|
||||
createdAt?: string; // date + time
|
||||
verifiedAt?: string;
|
||||
notes?: string;
|
||||
activity?: VActivity[];
|
||||
};
|
||||
|
||||
export const V_STATUS_META: Record<VStatus, { label: string; tone: string }> = {
|
||||
verified: { label: "Verified", tone: "green" },
|
||||
in_progress: { label: "In Progress", tone: "orange" },
|
||||
assigned: { label: "Assigned", tone: "blue" },
|
||||
pending: { label: "Pending", tone: "purple" },
|
||||
unverified: { label: "Unverified", tone: "red" },
|
||||
};
|
||||
|
||||
const WADE = { initials: "WH", name: "Wade Hollis" };
|
||||
const DARLENE = { initials: "DB", name: "Darlene Brooks" };
|
||||
const ROY = { initials: "RS", name: "Roy Schaefer" };
|
||||
|
||||
export const V_LEADS: VLead[] = [
|
||||
{
|
||||
id: "LD-V-001", initials: "K", name: "Kevin Hartley", address: "2814 Ravenswood Dr, Plano, TX 75023", phone: "(972) 413-8902", source: "Door Knock", assignee: WADE, status: "verified", verification: "Verified", created: "May 14, 2026",
|
||||
email: "kevin.hartley@gmail.com", createdAt: "May 14, 2026, 2:40 PM", verifiedAt: "May 16, 2026, 7:55 PM",
|
||||
notes: "Ownership confirmed via county records. Hail damage from April 28 storm event verified.",
|
||||
activity: [
|
||||
{ text: "Lead submitted via door knock intake.", time: "May 14, 2026, 2:40 PM", who: "System" },
|
||||
{ text: "Assigned to Wade Hollis.", time: "May 14, 2026, 3:10 PM", who: "Wade Hollis" },
|
||||
{ text: "First contact made — homeowner confirmed damage.", time: "May 15, 2026, 2:00 PM", who: "Wade Hollis" },
|
||||
{ text: "Verified and pushed to New Leads.", time: "May 16, 2026, 7:55 PM", who: "Wade Hollis" },
|
||||
],
|
||||
},
|
||||
{ id: "LD-V-002", initials: "S", name: "Sandra Nguyen", address: "4817 Shady Brook Ln, Plano, TX 75093", phone: "(469) 551-7034", source: "Web Form", assignee: DARLENE, status: "verified", verification: "Verified", created: "May 17, 2026" },
|
||||
{ id: "LD-V-003", initials: "M", name: "Marcus Trevino", address: "1234 Oak Creek Blvd, Plano, TX 75075", phone: "(214) 837-4561", source: "Storm Canvass", assignee: WADE, status: "in_progress", verification: "Verifying Identity", created: "May 22, 2026" },
|
||||
{ id: "LD-V-004", initials: "B", name: "Brenda Kowalski", address: "890 Custer Rd, Plano, TX 75075", phone: "(972) 604-2817", source: "Referral", assignee: ROY, status: "in_progress", verification: "Reviewing Insurance", created: "May 20, 2026" },
|
||||
{ id: "LD-V-005", initials: "J", name: "James Whitaker", address: "3320 Parkhaven Dr, Plano, TX 75075", phone: "(469) 720-1188", source: "Door Knock", assignee: WADE, status: "in_progress", verification: "Confirming Ownership", created: "May 23, 2026" },
|
||||
{ id: "LD-V-006", initials: "P", name: "Priya Sharma", address: "5102 Mapleshade Ln, Plano, TX 75093", phone: "(972) 415-6620", source: "Web Form", assignee: DARLENE, status: "in_progress", verification: "Reviewing Insurance", created: "May 24, 2026" },
|
||||
{ id: "LD-V-007", initials: "C", name: "Carlos Mendez", address: "1470 Coit Rd, Plano, TX 75075", phone: "(214) 902-5533", source: "Storm Canvass", assignee: ROY, status: "in_progress", verification: "Confirming Damage", created: "May 25, 2026" },
|
||||
{ id: "LD-V-008", initials: "E", name: "Emily Carter", address: "2609 Rivercrest Dr, Plano, TX 75023", phone: "(469) 338-4471", source: "Door Knock", assignee: DARLENE, status: "assigned", verification: "Assigned", created: "May 26, 2026" },
|
||||
{ id: "LD-V-009", initials: "T", name: "Tyrone Jackson", address: "744 Legacy Dr, Plano, TX 75023", phone: "(972) 551-9042", source: "Referral", assignee: WADE, status: "assigned", verification: "Assigned", created: "May 26, 2026" },
|
||||
{ id: "LD-V-010", initials: "N", name: "Nicole Foster", address: "3901 Preston Meadow Dr, Plano, TX 75093", phone: "(214) 660-7719", source: "Web Form", assignee: ROY, status: "assigned", verification: "Assigned", created: "May 27, 2026" },
|
||||
{ id: "LD-V-011", initials: "A", name: "Aaron Blake", address: "1188 Alma Dr, Plano, TX 75075", phone: "(469) 471-3350", source: "Door Knock", assignee: null, status: "pending", verification: "Pending Review", created: "May 27, 2026" },
|
||||
{ id: "LD-V-012", initials: "G", name: "Grace Liu", address: "5540 Communications Pkwy, Plano, TX 75093", phone: "(972) 883-2201", source: "Web Form", assignee: null, status: "pending", verification: "Pending Review", created: "May 28, 2026" },
|
||||
{ id: "LD-V-013", initials: "D", name: "Derek Olsen", address: "902 Independence Pkwy, Plano, TX 75075", phone: "(214) 774-6690", source: "Call-In", assignee: null, status: "pending", verification: "Pending Review", created: "May 28, 2026" },
|
||||
{ id: "LD-V-014", initials: "M", name: "Monica Reyes", address: "3115 Rasor Blvd, Plano, TX 75093", phone: "(469) 205-8814", source: "Storm Canvass", assignee: null, status: "unverified", verification: "Unverified", created: "May 29, 2026" },
|
||||
{ id: "LD-V-015", initials: "S", name: "Sam Patterson", address: "677 Spring Creek Pkwy, Plano, TX 75023", phone: "(972) 330-1247", source: "Call-In", assignee: null, status: "unverified", verification: "Unverified", created: "May 29, 2026" },
|
||||
];
|
||||
|
||||
export const V_SOURCES = ["Door Knock", "Web Form", "Storm Canvass", "Referral", "Call-In"];
|
||||
export const V_ASSIGNEES = ["Wade Hollis", "Darlene Brooks", "Roy Schaefer"];
|
||||
@@ -0,0 +1,306 @@
|
||||
"use client";
|
||||
|
||||
// ============================================================
|
||||
// Lead Verification — the verification desk.
|
||||
// · Stat tiles : Verified / In Progress / Assigned / Pending
|
||||
// / Unverified counts (click to filter)
|
||||
// · Toolbar : search + status / source / assignee filters
|
||||
// · Table : Lead ID · Customer · Phone · Source ·
|
||||
// Assigned To · Status · Verification · Created
|
||||
// · Actions (view / verify / ⋯ menu)
|
||||
// · Detail : view → popup with Contact, Assignment,
|
||||
// Verification Notes and an Activity timeline
|
||||
// Data comes from verify-data.ts (client-side mock).
|
||||
// ============================================================
|
||||
|
||||
import { useMemo, useState, useEffect } from "react";
|
||||
import { createPortal } from "react-dom";
|
||||
import { Avatar, Btn, Icon, Modal, PageHead, Pill, useToast } from "./ui";
|
||||
import { V_LEADS, V_STATUS_META, V_SOURCES, V_ASSIGNEES, type VStatus, type VLead, type VActivity } from "./verify-data";
|
||||
|
||||
const STAT_ORDER: VStatus[] = ["verified", "in_progress", "assigned", "pending", "unverified"];
|
||||
const STAT_ICON: Record<VStatus, string> = {
|
||||
verified: "check-circle", in_progress: "refresh", assigned: "user", pending: "clock", unverified: "alert",
|
||||
};
|
||||
|
||||
/* ---- derive detail when the row doesn't carry it ---------- */
|
||||
function deriveEmail(l: VLead) {
|
||||
if (l.email) return l.email;
|
||||
const [first, ...rest] = l.name.toLowerCase().split(" ");
|
||||
return `${first}.${rest.join("")}@gmail.com`;
|
||||
}
|
||||
function deriveCreatedAt(l: VLead) { return l.createdAt ?? `${l.created}, 10:00 AM`; }
|
||||
function buildActivity(l: VLead): VActivity[] {
|
||||
if (l.activity) return l.activity;
|
||||
const who = l.assignee?.name ?? "System";
|
||||
const a: VActivity[] = [{ text: `Lead submitted via ${l.source.toLowerCase()} intake.`, time: deriveCreatedAt(l), who: "System" }];
|
||||
if (l.assignee) a.push({ text: `Assigned to ${l.assignee.name}.`, time: l.created, who: l.assignee.name });
|
||||
if (l.status === "in_progress") a.push({ text: `Verification in progress — ${l.verification.toLowerCase()}.`, time: l.created, who });
|
||||
if (l.status === "verified") a.push({ text: "Verified and pushed to New Leads.", time: l.verifiedAt ?? l.created, who });
|
||||
return a;
|
||||
}
|
||||
|
||||
type MenuState = { lead: VLead; x: number; y: number } | null;
|
||||
|
||||
export function Verify() {
|
||||
const toast = useToast();
|
||||
const [query, setQuery] = useState("");
|
||||
const [status, setStatus] = useState("all");
|
||||
const [source, setSource] = useState("all");
|
||||
const [assignee, setAssignee] = useState("all");
|
||||
const [selected, setSelected] = useState<VLead | null>(null);
|
||||
const [menu, setMenu] = useState<MenuState>(null);
|
||||
|
||||
const counts = useMemo(() => {
|
||||
const m: Record<string, number> = {};
|
||||
for (const l of V_LEADS) m[l.status] = (m[l.status] ?? 0) + 1;
|
||||
return m;
|
||||
}, []);
|
||||
|
||||
const rows = useMemo(() => {
|
||||
const q = query.trim().toLowerCase();
|
||||
return V_LEADS.filter((l) => {
|
||||
const matchQ = !q || `${l.name} ${l.id} ${l.phone} ${l.source} ${l.address}`.toLowerCase().includes(q);
|
||||
const matchStatus = status === "all" || l.status === status;
|
||||
const matchSource = source === "all" || l.source === source;
|
||||
const matchAssignee = assignee === "all" || l.assignee?.name === assignee;
|
||||
return matchQ && matchStatus && matchSource && matchAssignee;
|
||||
});
|
||||
}, [query, status, source, assignee]);
|
||||
|
||||
function act(l: VLead, title: string, desc: string, tone: "success" | "info" = "info") {
|
||||
setMenu(null);
|
||||
toast.push({ tone, title, desc });
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="view lv">
|
||||
<PageHead
|
||||
eyebrow="Sales"
|
||||
title="Lead Verification"
|
||||
subtitle="Identity & insurance checks before a lead becomes a working deal."
|
||||
icon="verify"
|
||||
actions={<Btn variant="outline" icon="refresh" onClick={() => toast.push({ tone: "info", title: "Queue refreshed", desc: "Verification queue is up to date." })}>Refresh</Btn>}
|
||||
/>
|
||||
|
||||
{/* ---- stat tiles ---- */}
|
||||
<div className="lv-stats">
|
||||
{STAT_ORDER.map((s) => {
|
||||
const meta = V_STATUS_META[s];
|
||||
return (
|
||||
<button key={s} className={`lv-stat tone-${meta.tone} ${status === s ? "active" : ""}`} onClick={() => setStatus(status === s ? "all" : s)}>
|
||||
<span className="lv-stat-ic"><Icon name={STAT_ICON[s]} size={16} /></span>
|
||||
<span className="lv-stat-val">{counts[s] ?? 0}</span>
|
||||
<span className="lv-stat-lbl">{meta.label}</span>
|
||||
</button>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
|
||||
{/* ---- toolbar ---- */}
|
||||
<div className="lv-toolbar">
|
||||
<div className="lv-search">
|
||||
<Icon name="search" size={16} />
|
||||
<input value={query} onChange={(e) => setQuery(e.target.value)} placeholder="Search name, lead ID, phone, source…" aria-label="Search verification leads" />
|
||||
{query && <button className="lv-search-x" aria-label="Clear" onClick={() => setQuery("")}><Icon name="x" size={14} /></button>}
|
||||
</div>
|
||||
<select className="ds-select lv-filter" value={status} onChange={(e) => setStatus(e.target.value)} aria-label="Filter by status">
|
||||
<option value="all">All statuses</option>
|
||||
{STAT_ORDER.map((s) => <option key={s} value={s}>{V_STATUS_META[s].label}</option>)}
|
||||
</select>
|
||||
<select className="ds-select lv-filter" value={source} onChange={(e) => setSource(e.target.value)} aria-label="Filter by source">
|
||||
<option value="all">All sources</option>
|
||||
{V_SOURCES.map((s) => <option key={s} value={s}>{s}</option>)}
|
||||
</select>
|
||||
<select className="ds-select lv-filter" value={assignee} onChange={(e) => setAssignee(e.target.value)} aria-label="Filter by assignee">
|
||||
<option value="all">All assignees</option>
|
||||
{V_ASSIGNEES.map((a) => <option key={a} value={a}>{a}</option>)}
|
||||
</select>
|
||||
</div>
|
||||
|
||||
{/* ---- table ---- */}
|
||||
<div className="lv-tablewrap">
|
||||
<table className="lv-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Lead ID</th><th>Customer</th><th>Phone</th><th>Source</th>
|
||||
<th>Assigned To</th><th>Status</th><th>Verification</th><th>Created</th>
|
||||
<th className="lv-actions-h">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{rows.length === 0 ? (
|
||||
<tr><td colSpan={9} className="lv-empty">No leads match your filters.</td></tr>
|
||||
) : rows.map((l) => {
|
||||
const meta = V_STATUS_META[l.status];
|
||||
return (
|
||||
<tr key={l.id}>
|
||||
<td><div className="lv-id">{l.id}</div><div className="lv-id-date">{l.created}</div></td>
|
||||
<td>
|
||||
<div className="lv-cust">
|
||||
<Avatar initials={l.initials} size={34} />
|
||||
<div className="lv-cust-body">
|
||||
<div className="lv-cust-name">{l.name}</div>
|
||||
<div className="lv-cust-addr">{l.address}</div>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td className="lv-phone">{l.phone}</td>
|
||||
<td><span className="lv-source">{l.source}</span></td>
|
||||
<td>
|
||||
{l.assignee ? (
|
||||
<div className="lv-assignee">
|
||||
<Avatar initials={l.assignee.initials} size={26} gradient="linear-gradient(135deg,#4f8cff,#2c5cff)" />
|
||||
<span>{l.assignee.name}</span>
|
||||
</div>
|
||||
) : <span className="lv-unassigned">— Unassigned</span>}
|
||||
</td>
|
||||
<td><Pill tone={meta.tone}>{meta.label}</Pill></td>
|
||||
<td><span className={`lv-verif v-${l.status}`}><Icon name={STAT_ICON[l.status]} size={13} /> {l.verification}</span></td>
|
||||
<td className="lv-created">{l.created}</td>
|
||||
<td>
|
||||
<div className="lv-rowacts">
|
||||
<button className="lv-act" aria-label="View details" title="View details" onClick={() => setSelected(l)}><Icon name="eye" size={15} /></button>
|
||||
<button className="lv-act primary" aria-label="Verify" title="Verify lead" onClick={() => act(l, "Marked verified", `${l.name} moved to Verified.`, "success")}><Icon name="check-circle" size={15} /></button>
|
||||
<button className="lv-act" aria-label="More actions" title="More actions" onClick={(e) => setMenu(menu?.lead.id === l.id ? null : { lead: l, x: e.clientX, y: e.clientY })}><Icon name="dots" size={15} /></button>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
);
|
||||
})}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div className="lv-count">{rows.length} of {V_LEADS.length} leads</div>
|
||||
|
||||
<ActionsMenu menu={menu} onClose={() => setMenu(null)} onAct={act} onView={(l) => { setSelected(l); setMenu(null); }} />
|
||||
<VerifyDetail lead={selected} onClose={() => setSelected(null)} />
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
/* ---------------------------------------------------------- */
|
||||
/* Row actions dropdown (portalled, fixed-positioned) */
|
||||
/* ---------------------------------------------------------- */
|
||||
|
||||
function ActionsMenu({ menu, onClose, onAct, onView }: {
|
||||
menu: MenuState; onClose: () => void;
|
||||
onAct: (l: VLead, title: string, desc: string, tone?: "success" | "info") => void;
|
||||
onView: (l: VLead) => void;
|
||||
}) {
|
||||
const [mounted, setMounted] = useState(false);
|
||||
useEffect(() => { setMounted(true); }, []);
|
||||
useEffect(() => {
|
||||
if (!menu) return;
|
||||
const onKey = (e: KeyboardEvent) => { if (e.key === "Escape") onClose(); };
|
||||
document.addEventListener("keydown", onKey);
|
||||
return () => document.removeEventListener("keydown", onKey);
|
||||
}, [menu, onClose]);
|
||||
if (!menu || !mounted) return null;
|
||||
|
||||
const l = menu.lead;
|
||||
const left = Math.max(8, menu.x - 196);
|
||||
const top = Math.min(menu.y + 8, window.innerHeight - 260);
|
||||
|
||||
const items = [
|
||||
{ icon: "eye", label: "View Details", run: () => onView(l) },
|
||||
{ icon: "check-circle", label: "Verify Lead", run: () => onAct(l, "Verified", `${l.name} marked as verified.`, "success") },
|
||||
{ icon: "alert", label: "Mark Unverified", run: () => onAct(l, "Marked unverified", `${l.name} moved to Unverified.`) },
|
||||
{ icon: "user", label: "Change Assignee", run: () => onAct(l, "Change assignee", `Pick a new rep for ${l.name}.`) },
|
||||
{ icon: "refresh", label: "Reassign (In Progress)", run: () => onAct(l, "Reassigned", `${l.name} set to In Progress.`) },
|
||||
{ icon: "clock", label: "Move to Pending", run: () => onAct(l, "Moved to pending", `${l.name} is now Pending review.`) },
|
||||
];
|
||||
|
||||
return createPortal(
|
||||
<>
|
||||
<div className="lv-menu-scrim" onClick={onClose} />
|
||||
<div className="lv-menu" style={{ left, top }} role="menu">
|
||||
{items.map((it) => (
|
||||
<button key={it.label} className="lv-menu-item" role="menuitem" onClick={it.run}>
|
||||
<Icon name={it.icon} size={14} /> {it.label}
|
||||
</button>
|
||||
))}
|
||||
</div>
|
||||
</>,
|
||||
document.body,
|
||||
);
|
||||
}
|
||||
|
||||
/* ---------------------------------------------------------- */
|
||||
/* Verification detail popup */
|
||||
/* ---------------------------------------------------------- */
|
||||
|
||||
function VerifyDetail({ lead, onClose }: { lead: VLead | null; onClose: () => void }) {
|
||||
if (!lead) return null;
|
||||
const meta = V_STATUS_META[lead.status];
|
||||
const activity = buildActivity(lead);
|
||||
|
||||
return (
|
||||
<Modal open={!!lead} onClose={onClose} size="lg" title={lead.name} subtitle={`${lead.id} · ${lead.verification}`} icon="verify"
|
||||
footer={<>
|
||||
<Btn variant="ghost" icon="phone">Call</Btn>
|
||||
<Btn icon="check-circle">Verify Lead</Btn>
|
||||
</>}
|
||||
>
|
||||
<div className="lv-detail">
|
||||
<div className="lv-d-identity">
|
||||
<Avatar initials={lead.initials} size={50} />
|
||||
<div>
|
||||
<div className="lv-d-name">{lead.name}</div>
|
||||
<div className="lv-d-pills">
|
||||
<Pill tone={meta.tone}>{meta.label}</Pill>
|
||||
<span className={`lv-verif v-${lead.status}`}><Icon name={STAT_ICON[lead.status]} size={13} /> {lead.verification}</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="lv-d-grid">
|
||||
<div className="lv-d-section">
|
||||
<div className="lv-d-head"><Icon name="user" size={15} /> Contact</div>
|
||||
<Row label="Phone" value={lead.phone} />
|
||||
<Row label="Email" value={deriveEmail(lead)} />
|
||||
<Row label="Address" value={lead.address} />
|
||||
<Row label="Source" value={lead.source} />
|
||||
</div>
|
||||
<div className="lv-d-section">
|
||||
<div className="lv-d-head"><Icon name="team" size={15} /> Assignment</div>
|
||||
<Row label="Assigned To" value={lead.assignee?.name ?? "Unassigned"} />
|
||||
<Row label="Created" value={deriveCreatedAt(lead)} />
|
||||
{lead.verifiedAt && <Row label="Verified At" value={lead.verifiedAt} />}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{lead.notes && (
|
||||
<div className="lv-d-notes">
|
||||
<div className="lv-d-head"><Icon name="edit" size={15} /> Verification Notes</div>
|
||||
<p>{lead.notes}</p>
|
||||
</div>
|
||||
)}
|
||||
|
||||
<div className="lv-d-activity">
|
||||
<div className="lv-d-head"><Icon name="clock" size={15} /> Activity</div>
|
||||
<ul className="lv-timeline">
|
||||
{activity.map((a, i) => (
|
||||
<li key={i} className="lv-tl-item">
|
||||
<span className="lv-tl-dot" />
|
||||
<div className="lv-tl-body">
|
||||
<div className="lv-tl-text">{a.text}</div>
|
||||
<div className="lv-tl-meta">{a.time} · {a.who}</div>
|
||||
</div>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</Modal>
|
||||
);
|
||||
}
|
||||
|
||||
function Row({ label, value }: { label: string; value: string }) {
|
||||
return (
|
||||
<div className="lv-d-row">
|
||||
<span className="lv-d-k">{label}</span>
|
||||
<span className="lv-d-v">{value}</span>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user