feat: Quiet Luxury design system + Pipeline (ex-Lead) redesign

- Design system foundations: Plus Jakarta Sans font, shadow-card/radius
  tokens in @theme, design-reference/DESIGN-SYSTEM.md with component inventory
- Collapsible admin shell (AdminShell): smooth w-64<->w-20 sidebar, new top
  header with "Admin" + avatar placeholder, localStorage-persisted state
- Rename route /admin/leads -> /admin/pipeline (redirect stubs preserved),
  nav label Lead -> Pipeline; DB table unchanged
- Reusable primitives: StatusBadge, SearchInput, SegmentedToggle (dual-theme)
- Luxury restyle of lead table, kanban (6 stages + @dnd-kit intact), PageHeader
- Tokenize editable-cell / option-multi-select for dark-mode legibility

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
2026-07-10 16:16:44 +02:00
parent 43cb7e7469
commit 86e1499e8f
34 changed files with 3134 additions and 231 deletions
@@ -0,0 +1,433 @@
# Phase 19: Pipeline CRM Kanban — Research
**Researched:** 2026-06-19
**Domain:** @dnd-kit drag-drop, Next.js App Router client components, CRM leads view toggle
**Confidence:** HIGH — all findings verified directly from codebase
---
<phase_requirements>
## Phase Requirements
| ID | Description | Research Support |
|----|-------------|------------------|
| PIPE-01 | I lead sono visualizzabili in una board Kanban stile Pipedrive con colonne per stage e drag-drop per cambiare stage | `leads.status` enum verified (6 stages); `@dnd-kit/core` v6.3.1 already installed; exact analog in `KanbanBoard.tsx` |
| PIPE-02 | Spostare un lead nelle colonne "Vinto"/"Perso" è il cambio-stato manuale dell'esito | `won`/`lost` are existing LEAD_STAGES values; `updateLeadField(id, "status", value)` handles this today via the table dropdown |
</phase_requirements>
---
## Summary
Phase 14 delivered a complete inline-edit table view of leads (`LeadTable.tsx`) backed by a solid data layer: `getLeadsWithTags()`, `updateLeadField()`, typed `LEAD_STAGES`, and a polymorphic tag system. Phase 19 adds a second view — Kanban — toggled from the same page, without replacing or changing any of that.
The project already ships a working `KanbanBoard.tsx` (for project tasks) that uses exactly the `@dnd-kit` primitives needed here. The new `LeadsKanbanBoard` is a direct structural analog: swap task status columns (`todo/in_progress/done`) for lead stage columns (`contacted/qualified/proposal_sent/negotiating/won/lost`), swap task cards for lead cards, swap `updateTaskStatus` for `updateLeadField(id, "status", newStage)`.
The view-toggle pattern is also ready in `PhasesViewToggle.tsx` — a client component that holds `useState<"list" | "kanban">` and renders either `listView` (a `ReactNode` passed as prop) or the kanban. The leads page only needs a `LeadsViewToggle` wrapper that receives the existing `LeadsSearch` as the `listView` slot and the new `LeadsKanbanBoard` as the kanban.
No schema changes. No new server actions. No new dependencies. This is a pure UI addition.
**Primary recommendation:** Copy the `KanbanBoard.tsx` structure exactly; adapt for 6 lead-stage columns; wire to `updateLeadField`; wrap with a `LeadsViewToggle` component in `LeadsSearch` or at the page level.
---
## Architectural Responsibility Map
| Capability | Primary Tier | Secondary Tier | Rationale |
|------------|-------------|----------------|-----------|
| Kanban board rendering + drag state | Browser / Client | — | Drag-drop is inherently client-side; `"use client"` required |
| Lead status persistence on drop | API / Backend (Server Action) | — | `updateLeadField` is already a `"use server"` action |
| Lead data fetching | Frontend Server (SSR) | — | `LeadsPage` is a server component; passes data down as props |
| View toggle state (table / kanban) | Browser / Client | — | `useState` in a client wrapper component |
| Column definitions (stage labels, colors) | Browser / Client | — | Derived from `LEAD_STAGES` constant, purely presentational |
---
## Standard Stack
### Core (already installed — no new installs needed)
| Library | Version | Purpose | Why Standard |
|---------|---------|---------|--------------|
| @dnd-kit/core | ^6.3.1 [VERIFIED: package.json] | DndContext, useDraggable, useDroppable, sensors | Already used in KanbanBoard.tsx |
| @dnd-kit/sortable | ^10.0.0 [VERIFIED: package.json] | Available but NOT used by existing KanbanBoard | Not needed; existing pattern uses useDraggable + useDroppable directly |
| @dnd-kit/utilities | ^3.2.2 [VERIFIED: package.json] | CSS.Transform helper | Imported if transform style needed |
| React (useTransition, useState) | via Next.js 16 | Optimistic state + async server action bridging | Project pattern |
**Installation:** None required. All dependencies already present.
### Existing Primitives Used by KanbanBoard.tsx [VERIFIED: src/components/admin/kanban/KanbanBoard.tsx]
```typescript
import {
DndContext, // Root context — wraps the entire board
DragEndEvent, // Event type for onDragEnd handler
DragOverlay, // Ghost card rendered at cursor during drag
PointerSensor, // Mouse/touch activation
KeyboardSensor, // Accessibility
useSensor,
useSensors,
useDroppable, // Applied to column containers
useDraggable, // Applied to individual cards
} from "@dnd-kit/core";
```
Note: `@dnd-kit/sortable` / `SortableContext` / `useSortable` are NOT used. The existing pattern uses the lower-level `useDraggable` + `useDroppable` primitives, which is appropriate for cross-column drag (not intra-column reordering).
---
## Architecture Patterns
### System Architecture Diagram
```
LeadsPage (server component)
├─ getLeadsWithTags() ──────────────────────────────► Postgres / leads + tags
├─ getLeadFieldOptions() ───────────────────────────► Postgres / tags
└─ renders LeadsViewToggle (client component)
├─ [view="list"] → LeadsSearch → LeadTable (existing, unchanged)
└─ [view="kanban"] → LeadsKanbanBoard (new)
├─ DndContext (onDragEnd → updateLeadField server action)
├─ DroppableColumn × 6 (one per LEAD_STAGES value)
└─ DraggableLeadCard × N (one per lead)
└─ useTransition + router.refresh() (after persist)
```
### Recommended File Structure
```
src/
├─ components/admin/leads/
│ ├─ LeadTable.tsx # EXISTING — unchanged
│ └─ LeadsKanbanBoard.tsx # NEW — analogous to KanbanBoard.tsx
├─ app/admin/leads/
│ ├─ page.tsx # MODIFIED — wrap with LeadsViewToggle
│ ├─ LeadsSearch.tsx # MODIFIED — receives view toggle or replaced by LeadsViewToggle
│ └─ actions.ts # EXISTING — updateLeadField already handles status changes
```
The view toggle can live either at the page level (simpler) or inside `LeadsSearch` (keeps search state alive across views). Recommended: extract a `LeadsViewToggle` client wrapper at the page level (same pattern as `PhasesViewToggle`), passing `<LeadsSearch leads={leads} options={options} />` as the `listView` ReactNode and `<LeadsKanbanBoard leads={leads} />` as the kanban.
### Pattern 1: Column definition for 6 lead stages
```typescript
// Source: VERIFIED from src/lib/lead-validators.ts + src/components/admin/leads/LeadTable.tsx
type LeadStage = "contacted" | "qualified" | "proposal_sent" | "negotiating" | "won" | "lost";
const LEAD_COLUMNS: {
id: LeadStage;
label: string;
headerClass: string;
dotClass: string;
}[] = [
{ id: "contacted", label: "Contattato", headerClass: "text-[#71717a]", dotClass: "bg-[#d4d4d8]" },
{ id: "qualified", label: "Qualificato", headerClass: "text-[#1A463C]", dotClass: "bg-purple-400" },
{ id: "proposal_sent", label: "Offerta inviata", headerClass: "text-amber-700", dotClass: "bg-amber-400" },
{ id: "negotiating", label: "Trattativa", headerClass: "text-orange-700", dotClass: "bg-orange-400" },
{ id: "won", label: "Vinto", headerClass: "text-green-700", dotClass: "bg-green-500" },
{ id: "lost", label: "Perso", headerClass: "text-red-700", dotClass: "bg-red-400" },
];
```
### Pattern 2: Lead Kanban Board (adapted from KanbanBoard.tsx)
```typescript
// Source: VERIFIED structure from src/components/admin/kanban/KanbanBoard.tsx
// Key adaptation: replace taskStatuses/updateTaskStatus with leadStatuses/updateLeadField
"use client";
import { useState, useTransition } from "react";
import { useRouter } from "next/navigation";
import {
DndContext, DragEndEvent, DragOverlay,
PointerSensor, KeyboardSensor, useSensor, useSensors,
useDroppable, useDraggable,
} from "@dnd-kit/core";
import { updateLeadField } from "@/app/admin/leads/actions";
import type { LeadWithTags } from "@/lib/admin-queries";
export function LeadsKanbanBoard({ leads }: { leads: LeadWithTags[] }) {
const router = useRouter();
const [, startTransition] = useTransition();
const [activeId, setActiveId] = useState<string | null>(null);
const [leadStatuses, setLeadStatuses] = useState<Record<string, LeadStage>>(
() => Object.fromEntries(leads.map((l) => [l.id, l.status as LeadStage]))
);
const sensors = useSensors(
useSensor(PointerSensor, { activationConstraint: { distance: 5 } }),
useSensor(KeyboardSensor)
);
function handleDragEnd(event: DragEndEvent) {
const { active, over } = event;
setActiveId(null);
if (!over) return;
const leadId = active.id as string;
const newStage = over.id as LeadStage;
if (newStage === leadStatuses[leadId]) return;
// Optimistic update
setLeadStatuses((prev) => ({ ...prev, [leadId]: newStage }));
// Persist
startTransition(async () => {
await updateLeadField(leadId, "status", newStage);
router.refresh();
});
}
// ... render DndContext with LEAD_COLUMNS mapped to DroppableColumn
}
```
### Pattern 3: View toggle (adapted from PhasesViewToggle.tsx)
```typescript
// Source: VERIFIED from src/components/admin/kanban/PhasesViewToggle.tsx
"use client";
import { useState, type ReactNode } from "react";
import { LeadsKanbanBoard } from "@/components/admin/leads/LeadsKanbanBoard";
import type { LeadWithTags, LeadFieldOptions } from "@/lib/admin-queries";
export function LeadsViewToggle({
listView,
leads,
}: {
listView: ReactNode;
leads: LeadWithTags[];
}) {
const [view, setView] = useState<"list" | "kanban">("list");
return (
<div>
{/* Toggle buttons — same pill pattern as PhasesViewToggle */}
{view === "list" ? listView : <LeadsKanbanBoard leads={leads} />}
</div>
);
}
```
### Pattern 4: Lead card content
Each Kanban card should show: `name` (primary), `company` (secondary/optional), `next_action` (hint text, optional). Avoid showing `email`/`phone`/`tags` on the card to keep it compact — these are available in the table view.
```typescript
// Fields available on LeadWithTags (VERIFIED: src/lib/admin-queries.ts line 890)
// Lead & { tags: string[] }
// Relevant for card: name, company, next_action, status
```
### Anti-Patterns to Avoid
- **Using `useSortable` / `SortableContext`:** The existing project pattern does NOT use these. They are for intra-column reordering. Use `useDraggable` + `useDroppable` to match the established `KanbanBoard.tsx` pattern.
- **Calling `router.refresh()` before `await updateLeadField`:** Always await the server action first, then refresh. The existing KanbanBoard does this correctly inside `startTransition`.
- **Dropping `react-hook-form` / Zod on drag-drop:** No form validation needed for a status change — `updateLeadField` already validates via `LEAD_STAGES.includes(value)` check.
- **Removing `LeadsSearch` / `LeadTable`:** PIPE-01 requires the table to remain as an alternative view. Do not replace it.
---
## Don't Hand-Roll
| Problem | Don't Build | Use Instead | Why |
|---------|-------------|-------------|-----|
| Drag detection (distance threshold) | Custom mouse event tracking | `PointerSensor` with `activationConstraint: { distance: 5 }` | Already proven in KanbanBoard.tsx; prevents accidental drag on click |
| Keyboard accessibility for drag | Custom key handlers | `KeyboardSensor` from @dnd-kit/core | a11y for free |
| Drag ghost/overlay | CSS clone positioning | `DragOverlay` from @dnd-kit/core | Correct portal rendering, no z-index fights |
| Optimistic UI update | Complex local state with rollback | `useState` + `useTransition` (React pattern) | Already used in KanbanBoard.tsx and LeadTable.tsx |
| Status validation | Re-implementing LEAD_STAGES check | `updateLeadField` server action already validates status | DRY — the action throws on invalid stage |
**Key insight:** The entire drag-drop + persist pattern is already implemented and tested in `KanbanBoard.tsx`. This phase is a structural copy with domain adaptation, not a new implementation.
---
## Common Pitfalls
### Pitfall 1: Columns wider than viewport on 6-stage board
**What goes wrong:** 6 columns in `grid-cols-6` become too narrow on typical laptop screens (12801440px). The 3-column project kanban uses `grid-cols-3` with comfortable card width.
**Why it happens:** 6 × min-width ≈ 720px+ is tight.
**How to avoid:** Use `grid-cols-3 lg:grid-cols-6` or a horizontally scrollable container (`overflow-x-auto` on the grid wrapper). Alternatively, `min-w-[200px]` per column inside a scroll container.
**Warning signs:** Cards truncate before the lead name is visible.
### Pitfall 2: Won/Lost columns need visual distinction
**What goes wrong:** Dropping to "won" or "lost" looks identical to other columns — user may not notice the semantic weight of these terminal states.
**Why it happens:** Uniform column styling.
**How to avoid:** Use visually distinct `headerClass` (green for won, red for lost) and consider a stronger `isOver` highlight for these columns. The STAGE_COLOR map in `LeadTable.tsx` already defines these colors — reuse them.
### Pitfall 3: Leads not sorted consistently between views
**What goes wrong:** Table shows leads ordered by `updated_at DESC`; kanban derived from the same array shows different visual order depending on column grouping.
**Why it happens:** No explicit sort on the kanban card order within a column.
**How to avoid:** Sort leads within each column by `updated_at DESC` (same as the existing query order). The `getLeadsWithTags` query already returns `orderBy(desc(leads.updated_at))` so inheriting that order is sufficient.
### Pitfall 4: `router.refresh()` causes full re-mount of kanban
**What goes wrong:** After a drag-drop, `router.refresh()` rehydrates the server component, re-running `getLeadsWithTags()`. If the drag animation hasn't completed, it can cause a visual flicker.
**Why it happens:** Next.js App Router refresh re-renders the whole tree.
**How to avoid:** The existing `KanbanBoard.tsx` uses the same pattern without issue. The `setActiveId(null)` call in `handleDragEnd` clears the overlay before the refresh arrives, so the flicker is acceptable. This is the project's established pattern — do not deviate.
### Pitfall 5: Search/filter not available in kanban view
**What goes wrong:** The search bar lives in `LeadsSearch.tsx` and only filters `LeadTable`. If the user switches to kanban, they lose the ability to filter.
**Why it happens:** The view toggle renders either `LeadsSearch` (with its internal state) or the bare `LeadsKanbanBoard`.
**How to avoid:** Two acceptable approaches: (a) wrap both views together inside `LeadsSearch` and pass filtered leads to both (preferred — search state persists across view switches); or (b) accept that kanban shows all leads unfiltered (simpler, acceptable for now given the single-user context). Document the choice in the plan.
---
## Code Examples
### Existing updateLeadField signature (server action)
```typescript
// Source: VERIFIED from src/app/admin/leads/actions.ts line 174
// EDITABLE_FIELDS includes "status" — drag-drop can call this directly
export async function updateLeadField(
leadId: string,
fieldName: "name" | "email" | "phone" | "company" | "status" | "next_action",
value: string
): Promise<void>
// Validates: status must be in LEAD_STAGES; throws on invalid value
// Side effects: revalidatePath("/admin/leads") + revalidatePath(`/admin/leads/${leadId}`)
```
### LEAD_STAGES canonical values
```typescript
// Source: VERIFIED from src/lib/lead-validators.ts line 4
export const LEAD_STAGES = [
"contacted",
"qualified",
"proposal_sent",
"negotiating",
"won",
"lost",
] as const;
```
### Existing STAGE_COLOR map (reuse for kanban column headers)
```typescript
// Source: VERIFIED from src/components/admin/leads/LeadTable.tsx line 20
const STAGE_COLOR: Record<string, string> = {
contacted: "bg-blue-100 text-blue-800",
qualified: "bg-purple-100 text-purple-800",
proposal_sent: "bg-amber-100 text-amber-800",
negotiating: "bg-orange-100 text-orange-800",
won: "bg-green-100 text-green-800",
lost: "bg-red-100 text-red-800",
};
// Move to a shared constant (e.g., src/lib/lead-constants.ts) if reused in both components
```
### PhasesViewToggle pattern (exact analog)
```typescript
// Source: VERIFIED from src/components/admin/kanban/PhasesViewToggle.tsx
// State: useState<"list" | "kanban">("list")
// Toggle: pill button group (bg-[#f4f4f5] rounded-lg p-1 w-fit)
// Active: bg-white text-[#1A463C] shadow-sm
// Inactive: text-[#71717a] hover:text-[#1a1a1a]
```
---
## State of the Art
| Old Approach | Current Approach | When Changed | Impact |
|--------------|------------------|--------------|--------|
| Lead status change via modal form | Inline dropdown in table cell (`StatusCell`) | Phase 14 | Drag-drop is the third mechanism; all write to same `updateLeadField` action |
| Separate `/admin/analytics` route | Fused into `/admin` dashboard | Phase 18 | No impact on leads page |
| `SendQuoteModal` with dead branch | Dead branch removed | Phase 18 | No impact |
---
## Project Constraints (from CLAUDE.md)
| Directive | Impact on This Phase |
|-----------|---------------------|
| `clients.token` = rotatable, never PK | Not relevant (leads have no token) |
| `quote_items` never exposed via client API | Not relevant (Kanban is admin-only) |
| `deliverables.approved_at` immutable once set | Not relevant |
| Auth: `/admin/*` → Auth.js session | Kanban lives at `/admin/leads` — already protected |
| No file hosting v1 | Not relevant |
| Migration safety: never drop/truncate rows | Phase 19 is UI-only — no schema changes, no migration needed |
| Security: confirm before destructive commands | No destructive operations |
| No package installs without showing name+version | No new packages needed |
---
## Environment Availability
Step 2.6: SKIPPED — Phase 19 is a pure UI addition. All required libraries (`@dnd-kit/core`, `@dnd-kit/sortable`, `@dnd-kit/utilities`) are already installed. No external services, databases (beyond the existing Neon Postgres connection), or CLI tools are needed.
---
## Validation Architecture
`nyquist_validation: false` in `.planning/config.json` — section omitted per config.
---
## Security Domain
Phase 19 adds a new interaction path to an existing admin-only route (`/admin/leads`). No new auth surface is introduced.
| ASVS Category | Applies | Standard Control |
|---------------|---------|-----------------|
| V2 Authentication | yes (existing) | Auth.js session via `requireAdmin()` in server action |
| V4 Access Control | yes (existing) | `requireAdmin()` guard in `updateLeadField` — drag-drop calls same action |
| V5 Input Validation | yes | `updateLeadField` validates status via `LEAD_STAGES.includes(value)` — no new validation needed |
No new threat surface beyond what Phase 14 already addressed. The drag-drop `handleDragEnd` validates the `over.id` is a known stage before calling the server action — follow the same guard pattern as in `KanbanBoard.tsx` (line 190: `if (!(["todo", "in_progress", "done"] as string[]).includes(newStatus)) return;`).
---
## Assumptions Log
| # | Claim | Section | Risk if Wrong |
|---|-------|---------|---------------|
| A1 | The `won` and `lost` columns are terminal states with no special side-effects beyond setting `leads.status` (no auto-creation of client/project, no email trigger) | Architecture Patterns | If the plan later requires auto-provisioning on "won", a new server action will be needed — but PIPE-01/02 say nothing about this, and PROP-04 (auto-provisioning) is deferred to backlog post-R5 |
| A2 | Card content (name, company, next_action) is sufficient for the kanban view; no additional fields are needed per card | Code Examples | If the user wants tags or email visible on cards, the `LeadWithTags` type already provides them — no data-layer change, only card template change |
| A3 | The search filter covering only the table view (not the kanban) is acceptable for v1 of this feature | Common Pitfalls | If the user wants search in kanban too, the fix is to lift filtered state into the toggle wrapper — straightforward but adds scope |
---
## Open Questions
1. **Search/filter scope in kanban view**
- What we know: `LeadsSearch` holds the search `useState` and passes `filtered` leads to `LeadTable`. The kanban would receive all leads from the page.
- What's unclear: Does the user want the search bar to filter the kanban board too, or is it acceptable that kanban shows all leads?
- Recommendation: Default to wrapping both views inside a new `LeadsViewToggle` that receives `leads` (unfiltered) and `options`, manages the view toggle, and passes `filtered` leads to both `LeadTable` and `LeadsKanbanBoard`. This is a clean pattern and handles it gracefully.
2. **Column layout: scroll vs. wrap on 6 columns**
- What we know: The existing kanban uses `grid-cols-3`. Six columns need more space.
- What's unclear: Target viewport is unknown (likely 1440px+ since this is a single-admin tool).
- Recommendation: Use `min-w-[180px]` per column inside an `overflow-x-auto` wrapper. This makes it work on any viewport without content truncation.
---
## Sources
### Primary (HIGH confidence)
- `src/components/admin/kanban/KanbanBoard.tsx` — exact @dnd-kit usage pattern, drag primitives, sensors, DragOverlay, optimistic update + router.refresh()
- `src/components/admin/kanban/PhasesViewToggle.tsx` — view toggle pattern (list/kanban state, pill button UI)
- `src/components/admin/leads/LeadTable.tsx` — STAGE_COLOR map, LeadWithTags usage, StatusCell inline dropdown
- `src/app/admin/leads/actions.ts``updateLeadField` signature, EDITABLE_FIELDS, `requireAdmin()` guard
- `src/lib/lead-validators.ts` — canonical LEAD_STAGES array (6 values)
- `src/lib/admin-queries.ts` lines 883942 — `LeadWithTags` type, `getLeadsWithTags()` query (all fields), `LeadFieldOptions`
- `src/db/schema.ts` lines 441462 — `leads` table definition, `status` column with all 6 stage values documented
- `src/app/admin/leads/LeadsSearch.tsx` — search filter pattern, `LeadWithTags` + `LeadFieldOptions` prop interface
- `src/app/admin/leads/page.tsx` — server component structure, data fetching pattern, `revalidate = 0`
- `src/components/admin/AdminSidebar.tsx``/admin/leads` is already in NAV_ITEMS, no sidebar change needed
- `package.json`@dnd-kit/core ^6.3.1, @dnd-kit/sortable ^10.0.0, @dnd-kit/utilities ^3.2.2
### Secondary (MEDIUM confidence)
- `.planning/config.json``nyquist_validation: false` confirmed
---
## Metadata
**Confidence breakdown:**
- Standard stack: HIGH — all packages verified in package.json; exact primitives verified in KanbanBoard.tsx
- Architecture: HIGH — all patterns verified from existing codebase analogs
- Pitfalls: HIGH — derived from direct code inspection and known Next.js App Router behaviors
- Data layer: HIGH — schema, actions, and query functions all read directly
**Research date:** 2026-06-19
**Valid until:** Stable indefinitely (no external dependencies; codebase-derived findings)