forked from Goutam/lynkeduppro-crm
Mayur Shinde
fd2e02086e
Integrates the Leads and Lead Verification screens with the live be-crm backend (crm.lead.* / crm.leadVerification.* / crm.media.*) behind a mode-agnostic data layer that still falls back to the local mock when the Shell isn't configured. Data layer (new) - src/lib/leads-api.ts — crm.lead.search/get/stats/create/update/ updateStatus/assign/sendForVerification + media (presign upload/download) - src/lib/verify-api.ts — crm.leadVerification.search/get/stats/verify/ markUnverified/assign/reassign/moveToPending Backend → FE wiring - Assignee / creator names: read the resolved DTO fields and, as a safety net, resolve member ids → real names against crm.team.member.search (be-crm currently echoes the raw principalId as the name). - Created By: read the createdBy object the backend returns (was blank). - Site photos: upload via crm.media.presignUpload → PUT, persist through crm.lead.attachment.add (per photo, after create), render in the detail popup via crm.media.presignDownload. - Duplicate guard: surface the backend's real error (detail / duplicate_lead) instead of the SDK's opaque "data command failed: 400". UX - Leads detail: Property Photos gallery + edit-mode photo add/remove. - Verification: "Change Assignee" now opens a searchable, scrollable popup instead of a long inline dropdown. - Removed the static "Storm Zone" tag from lead cards/detail; storm banner only renders when the lead carries storm data. Reference / follow-ups - leads.http, leads.postman_collection.json — be-crm data-door requests. - LEADS_BACKEND_CHANGES.md — required be-crm changes (name resolution, assignee carry-over on sendForVerification) verified against :4010. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
74 lines
6.0 KiB
TypeScript
74 lines
6.0 KiB
TypeScript
// ============================================================
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// LynkedUp Pro — Lead Verification mock data.
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// The verification desk: door-knocked / web leads move through
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// an identity + insurance verification workflow before they
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// become working deals. All client-side.
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// ============================================================
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export type VStatus = "verified" | "in_progress" | "assigned" | "pending" | "unverified";
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export type VActivity = { text: string; time: string; who: string };
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export type VLead = {
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id: string; // LD-V-001 (display code)
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refId?: string; // opaque server id (live mode); commands target this — falls back to `id`
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initials: string;
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name: string;
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address: string;
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phone: string;
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source: string;
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assignee: { id?: string; initials: string; name: string } | null;
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status: VStatus;
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verification: string; // sub-status text
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created: string;
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// detail (optional — derived when absent)
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email?: string;
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createdAt?: string; // date + time
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verifiedAt?: string;
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notes?: string;
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activity?: VActivity[];
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};
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export const V_STATUS_META: Record<VStatus, { label: string; tone: string }> = {
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verified: { label: "Verified", tone: "green" },
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in_progress: { label: "In Progress", tone: "orange" },
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assigned: { label: "Assigned", tone: "blue" },
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pending: { label: "Pending", tone: "purple" },
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unverified: { label: "Unverified", tone: "red" },
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};
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const WADE = { initials: "WH", name: "Wade Hollis" };
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const DARLENE = { initials: "DB", name: "Darlene Brooks" };
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const ROY = { initials: "RS", name: "Roy Schaefer" };
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export const V_LEADS: VLead[] = [
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{
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id: "LD-V-001", initials: "K", name: "Kevin Hartley", address: "2814 Ravenswood Dr, Plano, TX 75023", phone: "(972) 413-8902", source: "Door Knock", assignee: WADE, status: "verified", verification: "Verified", created: "May 14, 2026",
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email: "kevin.hartley@gmail.com", createdAt: "May 14, 2026, 2:40 PM", verifiedAt: "May 16, 2026, 7:55 PM",
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notes: "Ownership confirmed via county records. Hail damage from April 28 storm event verified.",
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activity: [
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{ text: "Lead submitted via door knock intake.", time: "May 14, 2026, 2:40 PM", who: "System" },
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{ text: "Assigned to Wade Hollis.", time: "May 14, 2026, 3:10 PM", who: "Wade Hollis" },
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{ text: "First contact made — homeowner confirmed damage.", time: "May 15, 2026, 2:00 PM", who: "Wade Hollis" },
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{ text: "Verified and pushed to New Leads.", time: "May 16, 2026, 7:55 PM", who: "Wade Hollis" },
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],
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},
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{ id: "LD-V-002", initials: "S", name: "Sandra Nguyen", address: "4817 Shady Brook Ln, Plano, TX 75093", phone: "(469) 551-7034", source: "Web Form", assignee: DARLENE, status: "verified", verification: "Verified", created: "May 17, 2026" },
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{ id: "LD-V-003", initials: "M", name: "Marcus Trevino", address: "1234 Oak Creek Blvd, Plano, TX 75075", phone: "(214) 837-4561", source: "Storm Canvass", assignee: WADE, status: "in_progress", verification: "Verifying Identity", created: "May 22, 2026" },
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{ id: "LD-V-004", initials: "B", name: "Brenda Kowalski", address: "890 Custer Rd, Plano, TX 75075", phone: "(972) 604-2817", source: "Referral", assignee: ROY, status: "in_progress", verification: "Reviewing Insurance", created: "May 20, 2026" },
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{ id: "LD-V-005", initials: "J", name: "James Whitaker", address: "3320 Parkhaven Dr, Plano, TX 75075", phone: "(469) 720-1188", source: "Door Knock", assignee: WADE, status: "in_progress", verification: "Confirming Ownership", created: "May 23, 2026" },
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{ id: "LD-V-006", initials: "P", name: "Priya Sharma", address: "5102 Mapleshade Ln, Plano, TX 75093", phone: "(972) 415-6620", source: "Web Form", assignee: DARLENE, status: "in_progress", verification: "Reviewing Insurance", created: "May 24, 2026" },
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{ id: "LD-V-007", initials: "C", name: "Carlos Mendez", address: "1470 Coit Rd, Plano, TX 75075", phone: "(214) 902-5533", source: "Storm Canvass", assignee: ROY, status: "in_progress", verification: "Confirming Damage", created: "May 25, 2026" },
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{ id: "LD-V-008", initials: "E", name: "Emily Carter", address: "2609 Rivercrest Dr, Plano, TX 75023", phone: "(469) 338-4471", source: "Door Knock", assignee: DARLENE, status: "assigned", verification: "Assigned", created: "May 26, 2026" },
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{ id: "LD-V-009", initials: "T", name: "Tyrone Jackson", address: "744 Legacy Dr, Plano, TX 75023", phone: "(972) 551-9042", source: "Referral", assignee: WADE, status: "assigned", verification: "Assigned", created: "May 26, 2026" },
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{ id: "LD-V-010", initials: "N", name: "Nicole Foster", address: "3901 Preston Meadow Dr, Plano, TX 75093", phone: "(214) 660-7719", source: "Web Form", assignee: ROY, status: "assigned", verification: "Assigned", created: "May 27, 2026" },
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{ id: "LD-V-011", initials: "A", name: "Aaron Blake", address: "1188 Alma Dr, Plano, TX 75075", phone: "(469) 471-3350", source: "Door Knock", assignee: null, status: "pending", verification: "Pending Review", created: "May 27, 2026" },
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{ id: "LD-V-012", initials: "G", name: "Grace Liu", address: "5540 Communications Pkwy, Plano, TX 75093", phone: "(972) 883-2201", source: "Web Form", assignee: null, status: "pending", verification: "Pending Review", created: "May 28, 2026" },
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{ id: "LD-V-013", initials: "D", name: "Derek Olsen", address: "902 Independence Pkwy, Plano, TX 75075", phone: "(214) 774-6690", source: "Call-In", assignee: null, status: "pending", verification: "Pending Review", created: "May 28, 2026" },
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{ id: "LD-V-014", initials: "M", name: "Monica Reyes", address: "3115 Rasor Blvd, Plano, TX 75093", phone: "(469) 205-8814", source: "Storm Canvass", assignee: null, status: "unverified", verification: "Unverified", created: "May 29, 2026" },
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{ id: "LD-V-015", initials: "S", name: "Sam Patterson", address: "677 Spring Creek Pkwy, Plano, TX 75023", phone: "(972) 330-1247", source: "Call-In", assignee: null, status: "unverified", verification: "Unverified", created: "May 29, 2026" },
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];
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export const V_SOURCES = ["Door Knock", "Web Form", "Storm Canvass", "Referral", "Call-In"];
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export const V_ASSIGNEES = ["Wade Hollis", "Darlene Brooks", "Roy Schaefer"];
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