docs(14): UI design contract for CRM Attio-style redesign
UI-SPEC approved (5/6 PASS, 1 non-blocking flag on focal point). Locks reuse of Phase 11 primitives (EditableCell, OptionSelect, OptionMultiSelect) for the leads table, plus scope for the four CRM bug fixes (i18n, type-safety, dead code). Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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---
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phase: 14
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slug: crm-attio-style-fix
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status: approved
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shadcn_initialized: true
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preset: "default (neutral base color)"
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created: "2026-06-13"
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---
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# Phase 14 — UI Design Contract
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> Visual and interaction contract for CRM table redesign (Attio-style) and bug fixes. Generated by gsd-ui-researcher, verified by gsd-ui-checker.
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---
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## Design System
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| Property | Value |
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|----------|-------|
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| Tool | shadcn/ui |
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| Preset | default (neutral, baseColor: neutral) |
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| Component library | radix-ui (via shadcn) |
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| Icon library | lucide-react |
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| Font | Geist Sans (system fallback) |
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**Source:** `components.json` and `src/app/globals.css` (Phase 11, confirmed 2026-06-13)
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---
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## Spacing Scale
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Declared values (multiples of 4):
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| Token | Value | Usage |
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|-------|-------|-------|
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| xs | 4px | Icon gaps, inline padding |
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| sm | 8px | Compact element spacing |
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| md | 16px | Default element spacing (py-2 px-3 ≈ 8px/12px) |
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| lg | 24px | Section padding |
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| xl | 32px | Layout gaps |
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| 2xl | 48px | Major section breaks |
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| 3xl | 64px | Page-level spacing |
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**Exceptions:** None — standard 4px-multiple scale
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**Implementation:** Tailwind utility classes (py-2 px-3 for table cells, gap-1.5 for dropdown spacing, etc.). Reuse `EditableCell`, `OptionSelect`, `OptionMultiSelect` internal spacing without modification.
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---
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## Typography
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| Role | Size | Weight | Line Height |
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|------|------|--------|-------------|
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| Body | 16px (default) | 400 (regular) | 1.6 |
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| Label / Small | 14px | 400 (regular) | 1.5 |
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| XSmall / Badge | 12px | 500 (medium, via `font-medium`) | 1.4 |
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| Heading (page) | 20px | 600 (semibold, via `font-semibold`) | 1.2 |
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**Source:** Tailwind defaults + Phase 11 component internals (EditableCell: `text-sm`, OptionSelect/OptionMultiSelect: `text-xs badge, text-sm button`)
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**Details:**
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- Body: 16px, weight 400, line-height 1.6 (per `globals.css` body)
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- Table cell labels (lead name, email, status): `text-sm` = 14px, weight 400
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- Badge labels (status stage, tags): `text-xs` = 12px, weight 500 (`font-medium`)
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- Placeholder text: `text-[#71717a]` (muted-foreground)
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- Error messages: `text-xs text-red-600`
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---
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## Color
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| Role | Value | Usage |
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|------|-------|-------|
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| Dominant (60%) | #ffffff (white) | Page background, card backgrounds |
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| Secondary (30%) | #f4f4f5 (neutral-100) | Hover states, subtle section backgrounds, table row hover |
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| Accent (10%) | #1A463C (primary, dark green) | Button text, icon colors, ring/focus, checkbox accent |
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| Destructive | #ef4444 (red) | Error messages, delete/dangerous action badges |
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**Semantic colors (for lead status badges):**
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- Contacted: blue (bg-blue-100 text-blue-800)
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- Qualified: purple (bg-purple-100 text-purple-800)
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- Proposal Sent: amber (bg-amber-100 text-amber-800)
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- Negotiating: orange (bg-orange-100 text-orange-800)
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- Won: green (bg-green-100 text-green-800)
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- Lost: red (bg-red-100 text-red-800)
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**Accent reserved for:**
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- Form focus rings (input/textarea `ring-primary`)
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- Checkbox `accent-[#1A463C]`
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- Icon colors in OptionSelect/OptionMultiSelect (checkmarks, pencil, plus, X)
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- Primary button text
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- Selected state indicators (table row actions)
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**Notes:**
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- Table row hover: `hover:bg-[#f9f9f9]` (Phase 11 ServiceTable pattern)
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- Border color: `border-[#e5e7eb]`
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- Input ring (unfocused): `ring-1 ring-primary` (#1A463C, 1px border)
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- Error ring: `ring-2 ring-red-500` (2px on error state)
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- OptionSelect/OptionMultiSelect dropdown: white background, 1.5px shadow, 1px border
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---
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## Copywriting Contract
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| Element | Copy | Context |
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|---------|------|---------|
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| Primary CTA | "Salva" (implicit, on Enter key) | Inline cell edit commit on Enter or blur |
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| CTA — Add Lead | "Nuovo Lead" | CreateLeadModal button (unchanged from Phase 10) |
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| CTA — Tag Create | "Crea «{tag_name}»" | OptionMultiSelect dropdown, create-on-type UX |
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| CTA — Status Create | N/A (fixed enum) | Status uses OptionSelect but with fixed LEAD_STAGES, no create-on-the-fly |
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| Empty state heading | "Nessun lead trovato" | LeadTable when leads.length === 0 |
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| Empty state body | (no secondary message) | Single-line empty state, matching ServiceTable pattern |
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| Required field error | "Campo richiesto" | EditableCell when required field is empty on blur |
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| Invalid status | "Stato non valido" | updateLeadField server action validation |
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| Activity log | "Attività registrata" (feedback on LogActivityModal submit) | Unchanged from Phase 10 |
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| FollowUpWidget — (CRM-10, i18n) | "Richiedi Follow-up" (heading), "lead/lead" (plural), "da contattare" (to contact), "Contatta" (button), "Vedi Tutto" (view all), "Tutti i lead sono aggiornati!" (no follow-ups) | Dashboard widget, fully Italian |
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**Destructive actions:**
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- None explicit in Phase 14 scope (lead deletion already exists, not modified by CRM-08..12)
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- If a "delete lead" row action is added later, copy: "Elimina lead: Sei sicuro? Questa azione non può essere annullata."
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---
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## Component Inventory
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### Reused from Phase 11 (no new imports needed)
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| Component | Path | Purpose in Phase 14 |
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|-----------|------|-------------------|
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| `EditableCell` | `src/components/ui/editable-cell.tsx` | Inline edit for lead name, email, phone, company, next_action |
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| `OptionSelect` | `src/components/ui/option-select.tsx` | Lead status dropdown (fixed enum: LEAD_STAGES, 6 values, no create-on-the-fly) |
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| `OptionMultiSelect` | `src/components/ui/option-multi-select.tsx` | Lead tags multi-select (CRM-09: create-on-the-fly enabled) |
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| `getOptionColor` | `src/components/ui/option-colors.ts` | Badge color generation for tags (reused directly by OptionMultiSelect) |
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| `Badge` | `src/components/ui/badge` | Display lead status & tags badges |
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| `Input` | `src/components/ui/input` | Inline edit inputs, search box in new LeadsSearch component |
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| `Button` | `src/components/ui/button` | Detail/action buttons (unchanged from Phase 10) |
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### To Create / Modify
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| Component | Path | Change | Scope |
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|-----------|------|--------|-------|
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| `LeadTable` | `src/components/admin/leads/LeadTable.tsx` | REWRITE — replace shadcn `<Table>` wrapper with raw `<table>`, add EditableCell + OptionSelect/OptionMultiSelect per row | CRM-08, CRM-09 |
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| `LeadsSearch` | `src/app/admin/leads/LeadsSearch.tsx` | NEW — client-side search component (useMemo filter on name/email/company/status/tags), mirrors CatalogSearch.tsx | CRM-08 UX (instant filter) |
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| `FollowUpWidget` | `src/components/admin/dashboard/FollowUpWidget.tsx` | FIX (CRM-10) — translate 6 hardcoded English strings to Italian | CRM-10 |
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| `LeadForm` | `src/components/admin/leads/LeadForm.tsx` | FIX (CRM-11) — remove `useForm<any>`, use Zod-inferred CreateLeadInput/UpdateLeadInput types, remove `as any` casts | CRM-11 |
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| `SendQuoteModal` | `src/components/admin/leads/SendQuoteModal.tsx` | FIX (CRM-12) — remove unreachable `if (tab === "new")` branch from onSubmit | CRM-12 |
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---
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## Table Layout — LeadTable (CRM-08, CRM-09)
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### Visual Pattern (from Phase 11 ServiceTable)
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```
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┌─ Lead Table ─────────────────────────────────────────────────────────────────┐
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│ Nome │ Email │ Stato │ Prossima Azione │ Tag │
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├───────────────────┼─────────────────┼───────────┼───────────────────┼────────┤
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│ [EditableCell] │ [EditableCell] │ [Status] │ [EditableCell] │ [Tags] │
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│ hover: bg-#f9f9f9 │ │ │ │ │
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│ border-b #e5e7eb │ │ │ │ │
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├───────────────────┼─────────────────┼───────────┼───────────────────┼────────┤
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│ ... │ ... │ ... │ ... │ ... │
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└───────────────────┴─────────────────┴───────────┴───────────────────┴────────┘
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```
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### Column Structure
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| Column | Type | Editable | Required | Cell Component | Min-Width | Notes |
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|--------|------|----------|----------|----------------|-----------|-------|
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| Nome | text | Yes | Yes | EditableCell(type="text") | 160px | Lead name, bold, linked to detail page |
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| Email | text | Yes | No | EditableCell(type="text") | 160px | Nullable, show "—" if empty |
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| Telefono | text | Yes | No | EditableCell(type="text") | 140px | Nullable, show "—" if empty |
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| Azienda | text | Yes | No | EditableCell(type="text") | 140px | Nullable, show "—" if empty |
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| Stato | enum | Yes | Yes | OptionSelect(options=LEAD_STAGES, no create) | 120px | 6 fixed values: contacted, qualified, proposal_sent, negotiating, won, lost |
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| Prossima Azione | text | Yes | No | EditableCell(type="text") | 180px | Nullable, show "—" if empty |
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| Tag | multi-select | Yes | No | OptionMultiSelect(create-on-the-fly) | 180px | CRM-09: lead tags, polymorphic table (entity_type="leads") |
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| Azioni | link | No | N/A | Link → `/admin/leads/[id]` | 80px | "Dettagli" button, unchanged from Phase 10 |
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### Row States
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- **Normal:** white background, border-b #e5e7eb, text #1a1a1a
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- **Hover:** bg-#f9f9f9, smooth 150ms transition
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- **Cell edit (active):** EditableCell in input mode — ring-1 ring-primary, h-8 for text inputs
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- **Cell error:** ring-2 ring-red-500, error message text-xs text-red-600 below cell
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- **Row with error:** shows error row spanning all columns, text-xs text-red-600
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### Search/Filter (CRM-08 UX — "Attio-style instant")
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- New component: `LeadsSearch` (client-side wrapper)
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- Input: search box at top of page (before table)
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- Behavior: `useMemo` filter on keystroke, no server round-trip
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- Filter fields: name, email, company, status label, tag names (all case-insensitive, includes-search)
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- Display: filtered leads in table below; if no results, empty state "Nessun lead trovato"
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- Placeholder: "Cerca lead..." (consistent with CatalogSearch style)
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---
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## Bug Fixes
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### CRM-10: FollowUpWidget Internationalization
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**Current state:** 6 hardcoded English strings in JSX.
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**Strings to translate:**
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1. "Require Follow-up" → "Richiedi Follow-up"
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2. "lead" / "leads" (noun, "X lead to contact") → "lead" / "lead" (Italian stays same, but handle plural: "X lead da contattare" / "X lead da contattare")
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3. "to contact" → "da contattare"
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4. "Contact" (button label) → "Contatta"
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5. "View All" → "Vedi Tutto"
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6. "All leads are up to date!" → "Tutti i lead sono aggiornati!"
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**Style:** Tone matches existing `LeadDetail.tsx`/`LeadTable.tsx` (semi-formal, second-person friendly).
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**Location:** `src/components/admin/dashboard/FollowUpWidget.tsx` JSX only (no data-layer strings confirmed).
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### CRM-11: LeadForm Type Safety (react-hook-form)
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**Current pattern:** `useForm<any>()`, `field.value as any`, `data: any` in onSubmit.
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**Fix pattern:**
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- Import `CreateLeadInput` / `UpdateLeadInput` from `src/lib/lead-validators.ts` (Zod-inferred types)
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- Change `useForm<any>()` → `useForm<CreateLeadInput>()` (or UpdateLeadInput for edit modal)
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- Replace `as any` casts with type-safe narrowing at schema boundary (e.g., `lead.status as CreateLeadInput["status"]`)
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- Remove blanket `data: any` in `onSubmit` callback signature
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- Nullable fields: use `field.value || ""` pattern (already established elsewhere in the app)
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**No schema changes required** — existing `createLeadSchema`/`updateLeadSchema` are correct; this is purely a type-safety fix in the component.
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### CRM-12: SendQuoteModal Unreachable Code
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**Current problem:** `if (tab === "new")` branch inside `onSubmit` (form submit handler) is unreachable because the "new" tab has its own standalone button with `onClick` handler that does a redirect, never submitting the form.
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**Fix:**
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- Remove the unreachable `if (tab === "new")` branch from `onSubmit` handler
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- Optionally simplify `onSubmit` to only handle the "existing quote" path (tab === "existing")
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- Confirm `generate_new` field in schema/defaultValues is also dead code (currently always false, unused in action)
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**Scope:** Code cleanup only; no UX change to "new" tab button (still does redirect as-is).
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---
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## Server Actions (Backend Contract)
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### New Actions Required (CRM-08, CRM-09)
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**File:** `src/app/admin/leads/actions.ts` (extend existing)
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```typescript
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// Pattern 1: Field update with per-field validation
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export async function updateLeadField(
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leadId: string,
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fieldName: EditableField,
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value: string
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): Promise<void> {
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// Validates fieldName against EDITABLE_FIELDS allowlist
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// Applies field-specific validation (name required, status in LEAD_STAGES, etc.)
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// Calls db.update() via Drizzle ORM
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// Calls revalidatePath("/admin/leads") and revalidatePath(`/admin/leads/${leadId}`)
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}
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// Pattern 2: Tag CRUD (polymorphic tags table)
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export async function addLeadTag(leadId: string, value: string): Promise<void>
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export async function removeLeadTag(leadId: string, value: string): Promise<void>
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export async function renameLeadTag(oldValue: string, newValue: string): Promise<void>
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// All three call requireAdmin() at the top
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// Use tags table with entity_type="leads", entity_id=leadId
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// Call revalidatePath("/admin/leads") after each mutation
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```
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**Auth guard:** All new actions must include `await requireAdmin()` check (per Phase 11 convention in `catalog/actions.ts`).
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### Query Functions (CRM-08 data fetch)
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**File:** `src/lib/admin-queries.ts` (extend) or new `src/lib/lead-service.ts`
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```typescript
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export type LeadWithTags = Lead & { tags: string[] };
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export type LeadFieldOptions = { status: string[]; tags: string[] };
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export async function getLeadsWithTags(): Promise<LeadWithTags[]>
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// Left-join leads + tags table (entity_type="leads")
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// Map-reduce to attach tags array per lead
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// Return sorted by updated_at DESC, tags ASC
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export async function getLeadFieldOptions(): Promise<LeadFieldOptions>
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// Return status: LEAD_STAGES (fixed enum)
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// Return tags: distinct tag names for entity_type="leads", sorted by locale "it"
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```
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---
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## Interaction Flows
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### Flow 1: Inline Edit Lead Field (CRM-08)
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```
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User clicks cell
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↓
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EditableCell → input mode (focus + select text)
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↓
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User types + presses Enter (or loses focus)
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↓
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EditableCell.commit() → calls onSave callback
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↓
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Callback runs server action updateLeadField(leadId, fieldName, value)
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↓
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Server action validates, updates DB, revalidates paths
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↓
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Router.refresh() re-renders page with new data
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↓
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EditableCell exits edit mode, shows new value
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```
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**Error handling:** If server action throws, error message displays below cell (text-xs text-red-600). User can retry by clicking cell again.
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### Flow 2: Multi-Select Lead Tags (CRM-09)
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```
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User clicks tag cell
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↓
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OptionMultiSelect → dropdown opens, shows pill list + search input
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↓
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User types tag name (or selects existing)
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↓
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If new: shows "Crea «{name}»" button
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↓
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User presses Enter or clicks button
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↓
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Calls onAdd callback → server action addLeadTag(leadId, tagName)
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↓
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Server action inserts into tags table (entity_type="leads")
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↓
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Router.refresh() + revalidate paths
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↓
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OptionMultiSelect pill list updates with new tag (+ remove button)
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```
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**Remove tag:** User clicks × button on pill → calls onRemove callback → removeLeadTag action.
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**Rename tag:** User clicks pencil icon on option → inline input → commitRename → renameLeadTag action (propagates to all leads with this tag).
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### Flow 3: Client-Side Search (CRM-08 UX)
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```
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User types in search box (LeadsSearch component)
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↓
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useState(query) triggers useMemo filter
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↓
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Filter includes: name, email, company, status, tags (all case-insensitive)
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↓
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Filtered leads array updates
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↓
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LeadTable re-renders with filtered rows
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↓
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No server call, instant response
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```
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**Clear search:** User clears input → all leads shown again.
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**Empty results:** LeadTable displays "Nessun lead trovato" empty state.
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---
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## Registry Safety
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| Registry | Blocks Used | Status |
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|----------|-------------|--------|
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| shadcn official | Badge, Input, Button, Table (deprecated in new LeadTable), Textarea, Table import removal | no vetting required |
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| third-party | none | N/A |
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**Notes:**
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- Phase 14 removes the shadcn `Table` wrapper from LeadTable (switches to raw `<table>` for consistency with Phase 11 ServiceTable pattern)
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- No new third-party registries introduced
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- All components reused from Phase 11 or existing shadcn official library
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---
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## Checker Sign-Off
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- [x] Dimension 1 Copywriting: PASS
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- [x] Dimension 2 Visuals: FLAG — no explicit focal point declared for the LeadsSearch + LeadTable screen (non-blocking; recommend "Primary focal point: search input bar at top; secondary: lead name column (bold, linked to detail)")
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- [x] Dimension 3 Color: PASS
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- [x] Dimension 4 Typography: PASS
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- [x] Dimension 5 Spacing: PASS
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- [x] Dimension 6 Registry Safety: PASS
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**Approval:** APPROVED (2026-06-14) — 5/6 PASS, 1 non-blocking FLAG (Visuals/focal point)
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---
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|
||||
## Design Decisions & Rationale
|
||||
|
||||
### Decision 1: Status Field — OptionSelect with Fixed LEAD_STAGES (not extensible)
|
||||
|
||||
**What:** Lead `status` uses `OptionSelect` component but with `options={LEAD_STAGES}` (6 fixed values: contacted, qualified, proposal_sent, negotiating, won, lost) and **no create-on-the-fly** UX.
|
||||
|
||||
**Why:** `status` is a closed enum, not an open-ended Notion-style property like tags. Allowing users to create arbitrary status values would break pipeline logic, STAGE_COLOR lookups, and LEAD_STAGES-based filters elsewhere (LeadDetail.tsx, FollowUpWidget, queries). OptionSelect is reused for interaction consistency with the tags column (click-to-open dropdown, keyboard nav, rename support), but the input validation (Pattern 2) enforces that only LEAD_STAGES values are accepted server-side, regardless of client-side UI.
|
||||
|
||||
**Semantic colors preserved:** Badge colors for status still use STAGE_COLOR map (blue/purple/amber/orange/green/red), not `getOptionColor()`'s hash-based pastels, to maintain pipeline-stage meaning.
|
||||
|
||||
### Decision 2: LeadTable Layout — Raw `<table>` not shadcn `<Table>` Wrapper
|
||||
|
||||
**What:** Phase 14 LeadTable uses raw HTML `<table>/<tr>/<td>` elements with Tailwind classes, exactly like Phase 11 ServiceTable.
|
||||
|
||||
**Why:**
|
||||
1. **Visual consistency:** Phase 11 established the "database-view" pattern (ServiceTable) as the standard for inline-editable Attio-style tables; replicating it for leads ensures visual/interaction coherence.
|
||||
2. **Component reuse:** EditableCell/OptionSelect/OptionMultiSelect are already styled for raw-table cells (py-2 px-3, min-w-*, inline spacing); wrapping them in shadcn `<Table>` wrapper components adds unnecessary nesting.
|
||||
3. **Simplicity:** Raw table is easier to customize row-by-row (per-row error messages, inline edit state transitions, per-row hover) than the shadcn wrapper's structured slots.
|
||||
|
||||
### Decision 3: No Lead Quick-Add Row (CRM-08 scope)
|
||||
|
||||
**What:** Phase 14 does NOT include a `QuickAddRow` equivalent for leads (Phase 11 added it for services).
|
||||
|
||||
**Why:** CRM-08 requirement says "inline editing dei campi principali" (existing leads) + CRM-09 says "assegna tag" (existing leads). Neither mentions lead *creation* UX. The existing `CreateLeadModal` is the lead-creation entry point and remains unchanged. Adding a quick-add row would be a nice-to-have (Attio/Pipedrive parity), but it is explicitly **out of scope** for Phase 14 per CRM-08..12.
|
||||
|
||||
**If user asks for it:** Flag as a follow-up enhancement, separate from Phase 14 planning.
|
||||
|
||||
### Decision 4: LeadDetail.tsx Tags Display (Claude's Discretion)
|
||||
|
||||
**What:** Whether `LeadDetail.tsx` (the `/admin/leads/[id]` detail page) should surface the new lead tags in a read-only or editable section.
|
||||
|
||||
**Current assumption:** Tags are managed and visible in the table only (CRM-09 doesn't explicitly require detail-page display).
|
||||
|
||||
**Recommendation:** Low-effort addition — if planner agrees, add an `OptionMultiSelect` for tags in LeadDetail's "Profilo" card (same data layer as table). If planner says no, leave LeadDetail as-is.
|
||||
|
||||
### Decision 5: FollowUpWidget Plural Handling (CRM-10)
|
||||
|
||||
**What:** The English phrase "X lead to contact" vs. "X leads to contact" — Italian equivalent: "X lead da contattare" (both singular and plural use "lead").
|
||||
|
||||
**Implementation:** Use template string: `{count} lead da contattare` (always "lead", never "leads" in Italian, since "lead" is a loanword with Italian plural also "lead").
|
||||
|
||||
---
|
||||
|
||||
## Open Questions Resolved
|
||||
|
||||
| Question | Resolution | Rationale |
|
||||
|----------|-----------|-----------|
|
||||
| Should status use OptionSelect or closed-enum dropdown? | OptionSelect + fixed LEAD_STAGES, no create-on-the-fly | Consistency with table interaction pattern; server-side validation ensures only valid statuses enter DB |
|
||||
| Include quick-add row for new leads? | No — out of scope for CRM-08..12 | CRM requirements focus on editing existing leads; CreateLeadModal unchanged |
|
||||
| Surface tags in LeadDetail.tsx? | Claude's discretion (recommend yes, low-effort) | Add OptionMultiSelect in detail card if planner approves; keep table as primary interface if not |
|
||||
| Retrofit pre-existing lead actions with requireAdmin()? | No — out of scope for Phase 14 | New actions (CRM-08/09) include requireAdmin(); pre-existing gap noted for user awareness, not in this phase's plan |
|
||||
|
||||
Reference in New Issue
Block a user