diff --git a/.gitignore b/.gitignore index 393e8b8..450ed98 100644 --- a/.gitignore +++ b/.gitignore @@ -42,3 +42,7 @@ next-env.d.ts .vercel .env*.local + +certificates +AI_ASSISTANT_BACKEND_PLAN.md +TEAM_MANAGEMENT_BACKEND_PLAN.md \ No newline at end of file diff --git a/LEADS_BACKEND_REQUIREMENTS.md b/LEADS_BACKEND_REQUIREMENTS.md new file mode 100644 index 0000000..1c9b1ea --- /dev/null +++ b/LEADS_BACKEND_REQUIREMENTS.md @@ -0,0 +1,827 @@ +# Leads & Lead Verification — Backend Requirements + +**Project:** LynkedUp Pro CRM (`lynkeduppro-crm`) +**Domain service:** `be-crm` (the CRM "data door") +**Modules covered:** `Leads`, `Lead Verification` +**Document status:** Implementation-ready. Derived entirely from the current frontend. +**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. + +--- + +> ## ⚠️ Read this first — current state of the frontend +> +> 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. +> +> 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. +> +> 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. +> +> 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. + +--- + +## Table of Contents + +1. [Module Overview](#1-module-overview) +2. [Existing Frontend Features (exhaustive)](#2-existing-frontend-features-exhaustive) +3. [User Flows](#3-user-flows) +4. [Database Models](#4-database-models) +5. [Entity Relationships](#5-entity-relationships) +6. [API Contract — Actions (Queries & Commands)](#6-api-contract--actions-queries--commands) +7. [Validation Rules](#7-validation-rules) +8. [Reference / Enum Data](#8-reference--enum-data) +9. [Backend Services](#9-backend-services) +10. [Error Handling](#10-error-handling) +11. [Existing Backend Integration (mandatory conventions)](#11-existing-backend-integration-mandatory-conventions) +12. [Gaps, Discrepancies & Backend-Pending Items](#12-gaps-discrepancies--backend-pending-items) + +--- + +## 1. Module Overview + +### 1.1 Leads module + +**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. + +**Frontend surface:** `src/components/dashboard/leads.tsx` (+ `leads-data.ts`), rendered inside the dashboard shell when the `leads` nav key is active. + +**Core capabilities visible in the UI:** +- A **stat strip** (Total / New / Contacted / Appointed / Closed counts). +- A **board of lead cards** (avatar, priority ring, status pill, address, primary phone, source, canvasser, "updated" relative time). +- **Search** (by name / address / city / source / canvasser) and **status filter tabs**. +- A **lead detail modal** (Contact, Property, Job Details, Insurance, Assignment, storm banner). +- A **New Lead intake** with two modes: **Quick** (single condensed form) and **Full Form** (a 5-step wizard: Contact → Property → Job Details → Insurance → Assignment). + +### 1.2 Lead Verification module + +**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`. + +**Frontend surface:** `src/components/dashboard/verify.tsx` (+ `verify-data.ts`), rendered when the `verify` nav key is active. + +**Core capabilities visible in the UI:** +- **Clickable stat tiles** (Verified / In Progress / Assigned / Pending / Unverified) that also act as status filters. +- A **data table** (Lead ID · Customer · Phone · Source · Assigned To · Status · Verification sub-status · Created · Actions). +- **Search** + **status / source / assignee** dropdown filters. +- A **row action set** (View, Verify, and a `⋯` menu: View Details, Verify Lead, Mark Unverified, Change Assignee, Reassign → In Progress, Move to Pending). +- A **verification detail modal** (Contact, Assignment, Verification Notes, and an **Activity timeline**). +- A **Refresh** button. + +### 1.3 Relationship between the two modules + +``` + Intake sources Lead Verification desk Leads pipeline + (door knock, web form, ─────► verify identity / ownership / ─────► status = "new" + storm canvass, referral, insurance / damage → contacted → appointed + call-in) (verified | in_progress | → closed + assigned | pending | unverified) +``` + +- 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). +- 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. +- Both are **tenant-scoped** — every record belongs to the signed-in user's organization/tenant (the demo boots as `tenant-acme-01`). + +### 1.4 User journey (end-to-end) + +1. A lead is **captured** at an intake source and lands in the **Verification** queue as `pending` (unassigned) or `assigned`. +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`). +3. The specialist either **Verifies** it (→ becomes a Lead, `status = new`) or **Marks Unverified**. +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. + +--- + +## 2. Existing Frontend Features (exhaustive) + +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). + +### 2.1 Leads module features + +| # | Feature | State | Notes / source | +|---|---------|-------|----------------| +| L1 | Lead board / card list | Wired (mock) | `LEADS` array rendered as `LeadCard`s | +| L2 | Header stat strip (Total, New, Contacted, Appointed, Closed) | Wired (mock) | `countByStatus`; `TOTAL_LEADS = 35` shown as total | +| L3 | Text search (name, address, city, source, canvasser) | Wired (mock) | `filtered` memo, case-insensitive substring | +| L4 | Status filter tabs (All / New / Contacted / Appointed / Closed) | Wired (mock) | `STATUS_TABS` | +| L5 | Lead detail modal (Contact, Property, Job, Insurance, Assignment, storm banner) | Wired (mock, read-only) | `LeadDetail` | +| L6 | Create Lead — Quick mode | **Placeholder** | `submit()` only validates name then toasts; no persistence | +| L7 | Create Lead — Full Form wizard (5 steps) | **Placeholder** | steps: Contact / Property / Job / Insurance / Assignment | +| L8 | Multiple phone numbers (with type Mobile/Home/Work + primary) | Wired (form state) | `addPhone/setPhone/removePhone` | +| L9 | Multiple email addresses | Wired (form state) | `addEmail/setEmail/removeEmail` | +| L10 | Site photos upload | **Placeholder** | `addPhoto()` just appends a label string `"Photo N"` — no real upload | +| L11 | Conditional field: Referral note (source = Referral) | Wired (form state) | `f.source === "Referral"` | +| L12 | Conditional field: Canvasser search (source = Door Knock) | Wired (form state) | `CanvasserSearch` typeahead over `REPS` | +| L13 | Priority picker (Low / Medium / High) | Wired (form state) | `PriorityPicker` | +| L14 | Urgency picker (Standard / High / Emergency) | Wired (form state) | `UrgencyPicker` | +| L15 | Rep assignment select (incl. "Unassigned") | Wired (form state) | `RepSelect`, options from `REPS` | +| L16 | Detail action: **Update Status** | **Placeholder** | footer button, no handler | +| L17 | Detail action: **Call** / **Email** | **Placeholder** | footer buttons, no handler | +| L18 | Empty state ("No leads match") | Wired | shown when `filtered.length === 0` | + +**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. + +### 2.2 Lead Verification module features + +| # | Feature | State | Notes / source | +|---|---------|-------|----------------| +| V1 | Stat tiles (Verified / In Progress / Assigned / Pending / Unverified) | Wired (mock) | `STAT_ORDER`, counts from `V_LEADS` | +| V2 | Stat tile click = status filter toggle | Wired (mock) | `setStatus(status === s ? "all" : s)` | +| V3 | Verification table (9 columns) | Wired (mock) | see column list in §1.2 | +| V4 | Text search (name, lead ID, phone, source, address) | Wired (mock) | `rows` memo | +| V5 | Status filter dropdown | Wired (mock) | mirrors stat tiles | +| V6 | Source filter dropdown | Wired (mock) | `V_SOURCES` | +| V7 | Assignee filter dropdown | Wired (mock) | `V_ASSIGNEES` | +| V8 | Row action: **View details** | Wired (mock) | opens `VerifyDetail` | +| V9 | Row action: **Verify** (quick) | **Placeholder** | toast only | +| V10 | Row `⋯` menu | Wired (open/close) | portalled dropdown | +| V11 | Menu: Verify Lead | **Placeholder** | toast only | +| V12 | Menu: Mark Unverified | **Placeholder** | toast only | +| V13 | Menu: Change Assignee | **Placeholder** | toast only | +| V14 | Menu: Reassign (→ In Progress) | **Placeholder** | toast only | +| V15 | Menu: Move to Pending | **Placeholder** | toast only | +| V16 | Detail modal — Contact / Assignment sections | Wired (mock, read) | `VerifyDetail` | +| V17 | Detail modal — Verification Notes | Wired (mock, read) | shown when `notes` present | +| V18 | Detail modal — Activity timeline | Wired (mock, read + derived) | `buildActivity()` synthesizes when absent | +| V19 | Detail footer: Verify Lead / Call | **Placeholder** | buttons, no handler | +| V20 | Refresh button | **Placeholder** | toast only ("Queue refreshed") | +| V21 | Row count "X of Y leads" | Wired (mock) | implies server total vs filtered count | +| V22 | Derived email / created-at when absent | Wired (mock) | `deriveEmail`, `deriveCreatedAt` | + +**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. + +--- + +## 3. User Flows + +### 3.1 Lead Verification status flow + +Statuses (`VStatus`): `unverified`, `pending`, `assigned`, `in_progress`, `verified`. +Each status also carries a human **sub-status** string (`verification`). + +``` + intake (door knock / web form / storm canvass / referral / call-in) + │ + ▼ + ┌──────────── pending ("Pending Review", unassigned) ────────────┐ + │ │ │ + │ [Change Assignee] │ + │ ▼ │ + │ assigned ("Assigned") │ + │ │ │ + │ [Reassign / start work] │ + │ ▼ │ + │ in_progress ("Verifying Identity" / │ + │ "Confirming Ownership" / │ + │ "Reviewing Insurance" / │ + │ "Confirming Damage") │ + │ │ │ │ + │ [Verify]│ │[Mark Unverified] │ + │ ▼ ▼ │ + │ verified unverified ◄─────────────────────┘ + │ ("Verified") ("Unverified") + │ │ + │ ▼ + │ ┌───────────────────────────────┐ + └────►│ PROMOTE → create Lead(status = │ + │ "new") + activity "Verified │ + │ and pushed to New Leads." │ + └───────────────────────────────┘ + + [Move to Pending] can send an assigned/in_progress record back to pending. +``` + +**Allowed transitions (enforce server-side):** + +| From | To | Trigger command | +|------|----|-----------------| +| `pending` | `assigned` | `assign` (set assignee) | +| `pending` / `assigned` / `in_progress` | `in_progress` | `reassign` / `setInProgress` | +| `assigned` / `in_progress` | `pending` | `moveToPending` | +| `pending` / `assigned` / `in_progress` | `verified` | `verify` (→ promotes to Lead) | +| `pending` / `assigned` / `in_progress` | `unverified` | `markUnverified` | +| any | (assignee change) | `assign` / `changeAssignee` | + +> 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). + +### 3.2 Lead sales status flow + +Statuses (`LeadStatus`): `new`, `contacted`, `appointed`, `closed`. + +``` + (created directly OR promoted from a verified verification) + │ + ▼ + new + │ [Update Status] / rep works the lead + ▼ + contacted + │ + ▼ + appointed (adjuster / inspection appointment set) + │ + ▼ + closed (won/installed/paid — mock leans "won") +``` + +`priority` (`high` / `medium` / `low`) and `job.urgency` (`Standard` / `High` / `Emergency`) are independent of status and set at creation / update. + +### 3.3 Create Lead (Full Form wizard) flow + +``` + Step 1 Contact → firstName*, lastName, phones[] (type + primary), emails[] + Step 2 Property → address, city, state (default "TX"), zip, propertyType, photos[] + Step 3 Job → source, leadType, workType, tradeType, urgency, notes + (source=Referral → referralNote; source=Door Knock → canvasser) + Step 4 Insurance → insCompany, claimNumber, claimStatus, adjusterName, + adjusterPhone, policyNumber + Step 5 Assignment→ assignRep (or Unassigned), priority, followUp date + → [Create Lead] → crm.lead.create +``` + +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`. + +`*` = the only field the frontend currently enforces is a non-empty **name** (first or last). + +--- + +## 4. Database Models + +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. + +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`). + +### 4.1 `leads` + +**Purpose:** One row per sales lead (the Leads board card + detail modal). + +| Field | Type | Null | Default | Notes | +|-------|------|------|---------|-------| +| `id` | uuid / string PK | no | gen | opaque server id | +| `tenant_id` | uuid/string FK → organizations | no | — | tenant scope; **indexed** | +| `code` | text | no | seq | display code `SAL-001`; **unique per tenant** | +| `first_name` | text | no | — | | +| `last_name` | text | yes | null | name = `first + last`, trimmed | +| `status` | enum `lead_status` | no | `'new'` | `new` \| `contacted` \| `appointed` \| `closed` | +| `priority` | enum `lead_priority` | no | `'medium'` | `high` \| `medium` \| `low` (UI Quick default = Medium) | +| `tag` | text | yes | `'Storm Zone'` | single label chip | +| `property_address` | text | yes | null | | +| `property_city` | text | yes | null | | +| `property_state` | text | yes | `'TX'` | 2-letter; UI default TX | +| `property_zip` | text | yes | null | | +| `property_type` | text | yes | null | see `PROPERTY_TYPES` enum | +| `source` | text | yes | null | see `LEAD_SOURCES` enum | +| `referral_note` | text | yes | null | only when `source = 'Referral'` | +| `lead_type` | text | yes | null | see §12 note on the enum conflict | +| `work_type` | text | yes | null | see `WORK_TYPES` | +| `trade_type` | text | yes | null | see `TRADE_TYPES` | +| `urgency` | enum `lead_urgency` | no | `'Standard'` | `Standard` \| `High` \| `Emergency` | +| `job_notes` | text | yes | null | "Field Notes" | +| `canvasser_id` | FK → members | yes | null | door-knock canvasser (REP id, e.g. `LUP-1040`) | +| `insurance_company` | text | yes | null | | +| `insurance_claim_status` | enum `claim_status` | yes | null | `Not Filed`\|`Filed`\|`Approved`\|`Paid`\|`Denied` | +| `insurance_claim_number` | text | yes | null | | +| `insurance_policy_number` | text | yes | null | | +| `insurance_adjuster_name` | text | yes | null | | +| `insurance_adjuster_phone` | text | yes | null | | +| `assigned_to_id` | FK → members | yes | null | rep working the lead | +| `follow_up_date` | date | yes | null | | +| `storm_zone` | text | yes | null | e.g. "E Plano / Spring Creek Pkwy" | +| `storm_date` | date | yes | null | e.g. `2026-04-28` | +| `storm_detail` | text | yes | null | e.g. `2.5" hail (severe)` | +| `source_verification_id` | FK → lead_verifications | yes | null | set when promoted from a verification | +| `created_by_id` | FK → members | yes | null | | +| `created_at` | timestamptz | no | now() | | +| `updated_at` | timestamptz | no | now() | drives "updated 3d ago" | + +**Indexes:** `(tenant_id)`, `(tenant_id, status)`, `(tenant_id, code)` unique, `(tenant_id, assigned_to_id)`, `(tenant_id, source)`, `(tenant_id, updated_at desc)`. +**Search:** the board search covers name + property address + city + source + canvasser → back with a `tsvector` / trigram index over those columns. + +**Example row (from `SAL-001`):** +```json +{ + "id": "ld_9f2c…", "code": "SAL-001", + "firstName": "John", "lastName": "Martinez", + "status": "contacted", "priority": "high", "tag": "Storm Zone", + "propertyAddress": "4821 Spring Creek Pkwy", "propertyCity": "Plano", + "propertyState": "TX", "propertyZip": "75023", "propertyType": "Single Family", + "source": "Door Knock", "leadType": "Insurance", + "workType": "Roof Replacement", "tradeType": "Roofing", "urgency": "High", + "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("", variables)` → resolves to `T` (or `null` while loading). Errors surface as an `Error` with `.message`. +> - **Writes:** `sdk.command("", variables)` → resolves to `T`. Commands carry an auto-generated idempotency key. +> - **Action naming:** `crm..` — 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 { 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` | 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 }` | `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` | 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>("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..` 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..` 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.* diff --git a/src/app/dashboard/dashboard.css b/src/app/dashboard/dashboard.css index dbc80d4..434eef4 100644 --- a/src/app/dashboard/dashboard.css +++ b/src/app/dashboard/dashboard.css @@ -1155,7 +1155,250 @@ .dash-root .ai-bubble { max-width: 86%; } .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 diff --git a/src/components/dashboard/dashboard.tsx b/src/components/dashboard/dashboard.tsx index 9071c1d..e821bbe 100644 --- a/src/components/dashboard/dashboard.tsx +++ b/src/components/dashboard/dashboard.tsx @@ -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" ? : active === "settings" ? : active === "gallery" ? + : active === "leads" ? + : active === "verify" ? : active === "team" ? : } diff --git a/src/components/dashboard/leads-data.ts b/src/components/dashboard/leads-data.ts new file mode 100644 index 0000000..a4a5a82 --- /dev/null +++ b/src/components/dashboard/leads-data.ts @@ -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 = { + 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 = { + 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"]; diff --git a/src/components/dashboard/leads.tsx b/src/components/dashboard/leads.tsx new file mode 100644 index 0000000..c55fd82 --- /dev/null +++ b/src/components/dashboard/leads.tsx @@ -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(null); + const [newOpen, setNewOpen] = useState(false); + + const countByStatus = useMemo(() => { + const m: Record = {}; + 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 ( +
+ setNewOpen(true)}>New Lead} + /> + + {/* ---- stat strip ---------------------------------------- */} +
+ + + + + +
+ + {/* ---- toolbar ------------------------------------------- */} +
+
+ + setQuery(e.target.value)} + placeholder="Search by name, address, source…" + aria-label="Search leads" + /> + {query && } +
+
+ {STATUS_TABS.map((t) => ( + + ))} +
+
+ + {/* ---- board --------------------------------------------- */} + {filtered.length === 0 ? ( +
+ +

No leads match

+

Try a different search or clear the status filter.

+
+ ) : ( +
+ {filtered.map((l) => ( + setSelected(l)} /> + ))} +
+ )} + + setSelected(null)} /> + setNewOpen(false)} /> +
+ ); +} + +/* ---------------------------------------------------------- */ +/* Stat card */ +/* ---------------------------------------------------------- */ + +function StatCard({ label, value, icon, tone }: { label: string; value: number; icon: string; tone: string }) { + return ( +
+ +
+
{value}
+
{label}
+
+
+ ); +} + +/* ---------------------------------------------------------- */ +/* 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 ( + + ); +} + +/* ---------------------------------------------------------- */ +/* 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 ( + + Call + Email + Update Status + + } + > +
+ {/* identity strip */} +
+ +
+
{lead.name}
+
+ {status.label} + {priority.label} +
+
+
+ + {/* storm banner */} +
+ +
+
{lead.storm.zone}
+
{lead.storm.date} · {lead.storm.detail}
+
+
+ +
+ {/* Contact */} +
+
Phone Numbers
+ {lead.phones.map((p, i) => ( +
+ + {p.number} + {p.type} + {p.primary && Primary} +
+ ))} +
Email Addresses
+ {lead.emails.map((e, i) => ( +
+ + {e.address} + {e.primary && Primary} +
+ ))} +
+ + {/* Property */} +
+
+
+
+
+
+
+ + {/* Job Details */} +
+
+
+
+
+
+
+
+
Field Notes
+

{lead.job.notes}

+
+
+ + {/* Insurance */} +
+
+
+
+
+
+
+
+ + {/* Assignment */} +
+
+
+
+
+
+
+
+
+
+
+ + ); +} + +function Section({ title, icon, children, wide }: { title: string; icon: string; children: ReactNode; wide?: boolean }) { + return ( +
+
{title}
+
{children}
+
+ ); +} + +function Dl({ label, value }: { label: string; value: string }) { + return ( +
+ {label} + {value} +
+ ); +} + +/* ---------------------------------------------------------- */ +/* 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 ( + + Cancel + {!isFirstStep && Back} + {isLastStep + ? Create Lead + : Next} + + ) : ( + <> + Cancel + Create Lead + + ) + } + > +
+ setMode(v as "quick" | "full")} + options={[{ value: "quick", label: "Quick", icon: "star" }, { value: "full", label: "Full Form", icon: "edit" }]} + /> + + {mode === "quick" ? ( +
+ + + setPhone(0, "number", e.target.value)} placeholder="(555) 000-0000" /> +
+ + + +