docs(10-02): complete Phase 10 Plan 2 execution — lead management UI
This commit is contained in:
@@ -0,0 +1,236 @@
|
||||
---
|
||||
phase: 10
|
||||
plan: 02
|
||||
subsystem: CRM Lead Management UI
|
||||
tags:
|
||||
- lead-management
|
||||
- admin-interface
|
||||
- next-app-router
|
||||
- shadcn-components
|
||||
dependency_graph:
|
||||
requires: [10-01]
|
||||
provides: [10-03]
|
||||
affects: [admin-dashboard]
|
||||
tech_stack:
|
||||
added:
|
||||
- date-fns (date formatting with Italian locale)
|
||||
- @radix-ui/react-dialog (dialog component primitive)
|
||||
- @radix-ui/react-slot (slot composition primitive)
|
||||
patterns:
|
||||
- Server components for data fetching (/admin/leads, /admin/leads/[id])
|
||||
- Client components for interactive forms (LeadForm, LeadTable)
|
||||
- React Hook Form + Zod validation for form handling
|
||||
- Server actions for CRUD operations with path revalidation
|
||||
key_files:
|
||||
created:
|
||||
- src/app/admin/leads/page.tsx
|
||||
- src/app/admin/leads/[id]/page.tsx
|
||||
- src/app/admin/leads/actions.ts
|
||||
- src/components/admin/leads/LeadTable.tsx
|
||||
- src/components/admin/leads/LeadForm.tsx
|
||||
- src/components/admin/leads/LeadDetail.tsx
|
||||
- src/components/ui/dialog.tsx
|
||||
- src/components/ui/form.tsx
|
||||
modified:
|
||||
- package.json (added date-fns, @radix-ui dependencies)
|
||||
- package-lock.json
|
||||
decisions:
|
||||
- Used React Hook Form + Zod for consistent form validation pattern
|
||||
- Dialog modals for create/edit flows (non-destructive modal UX)
|
||||
- Separate LeadTable and LeadDetail components for reusability
|
||||
- Server actions with revalidatePath for automatic UI sync after mutations
|
||||
- Stage colors (blue→purple→amber→orange→green→red) for visual pipeline clarity
|
||||
metrics:
|
||||
duration: 45 minutes
|
||||
completed_date: 2026-06-11
|
||||
tasks_completed: 1
|
||||
files_created: 8
|
||||
files_modified: 2
|
||||
commits: 1
|
||||
---
|
||||
|
||||
# Phase 10 Plan 2: Lead Management UI Summary
|
||||
|
||||
**Wave 2 Objective:** Implement the admin-facing lead management interface with list, detail, and form components. Enable admins to view leads, create new leads, edit existing leads, and track activity history.
|
||||
|
||||
**Output:** Complete CRUD interface for lead management at `/admin/leads`
|
||||
|
||||
## Completed Tasks
|
||||
|
||||
### Task 1: Lead List Page and LeadTable Component ✓
|
||||
|
||||
**What was built:**
|
||||
- `/admin/leads/page.tsx` — Server component with title, "Create Lead" button, and LeadTable
|
||||
- `LeadTable.tsx` — Client component rendering all leads in a table with:
|
||||
- Columns: Name, Email, Company, Status (badge), Last Contact Date, Next Action, Detail Link
|
||||
- Status badge colors: blue (contacted), purple (qualified), amber (proposal_sent), orange (negotiating), green (won), red (lost)
|
||||
- Table sorted by last_contact_date descending (most recent first)
|
||||
- Links to detail pages at `/admin/leads/[id]`
|
||||
- Empty state message when no leads exist
|
||||
|
||||
**Key features:**
|
||||
- Uses `getAllLeads()` from lead-service.ts (created in Plan 1)
|
||||
- formatDistanceToNow() for relative date display (Italian locale)
|
||||
- Hover underline on lead names for better link affordance
|
||||
- Table body with proper semantic HTML structure
|
||||
|
||||
---
|
||||
|
||||
### Task 2: Lead Detail Page with Activity Log ✓
|
||||
|
||||
**What was built:**
|
||||
- `/admin/leads/[id]/page.tsx` — Server component that fetches lead + activity log + reminders
|
||||
- `LeadDetail.tsx` — Client component displaying:
|
||||
- **Header:** Lead name, company, Edit button, and action buttons
|
||||
- **Profile Card:** Status badge, email, phone, last contact, next action
|
||||
- **Reminders Card:** Upcoming reminders with due dates (empty state if none)
|
||||
- **Notes Card:** Free-form notes section
|
||||
- **Activity Log:** Reverse chronological list with:
|
||||
- Type icons (📞 📧 📅 📝)
|
||||
- Activity type, timestamp (relative), notes, duration (if recorded)
|
||||
- Left border styling for visual grouping
|
||||
|
||||
**Key features:**
|
||||
- Uses `getLeadById()`, `getActivityLog()`, `getUpcomingReminders()` from lead-service.ts
|
||||
- 3-column grid layout (responsive: 1 column on mobile, 3 on desktop)
|
||||
- Uses Card component for semantic grouping
|
||||
- Italian locale support via date-fns `it` locale
|
||||
|
||||
---
|
||||
|
||||
### Task 3: Lead Form Component and Server Actions ✓
|
||||
|
||||
**What was built:**
|
||||
- `LeadForm.tsx` — Two modal components:
|
||||
- **CreateLeadModal:** Form in a dialog to create new leads
|
||||
- Fields: Name (required), Email (optional), Phone (optional), Company (optional), Status (required, default "contacted"), Notes (optional)
|
||||
- Trigger: "+ Nuovo Lead" button on list page
|
||||
- On submit: calls `createLead()` server action, closes dialog on success
|
||||
- **EditLeadModal:** Form in a dialog to edit existing leads
|
||||
- Same fields as create, pre-populated with current lead values
|
||||
- Trigger: "Modifica" button on detail page
|
||||
- On submit: calls `updateLead()` server action, closes dialog on success
|
||||
|
||||
- `actions.ts` — Server actions for mutations:
|
||||
- **createLead():** Validates via createLeadSchema, inserts into DB, returns lead with ID
|
||||
- **updateLead():** Validates via updateLeadSchema, updates only provided fields, maintains updated_at
|
||||
- **deleteLead():** Deletes lead from DB (prepared for future use)
|
||||
- All actions revalidate `/admin/leads` and `/admin/leads/[id]` paths for automatic UI refresh
|
||||
|
||||
**Key features:**
|
||||
- React Hook Form + Zod for consistent validation
|
||||
- Error handling with user-friendly Italian error messages
|
||||
- Form submission state management (isSubmitting flag)
|
||||
- Revalidation ensures UI stays in sync with DB
|
||||
- Both modals are dialog-based for non-destructive UX
|
||||
|
||||
---
|
||||
|
||||
### Supporting Components ✓
|
||||
|
||||
**UI Components created:**
|
||||
- `dialog.tsx` — Radix UI dialog primitive wrapper with shadcn styling
|
||||
- `form.tsx` — React Hook Form + Zod integration with FormField, FormItem, FormLabel, FormControl, FormMessage exports
|
||||
|
||||
**Dependencies installed:**
|
||||
- `date-fns` — For date formatting and relative time display (with Italian locale)
|
||||
- `@radix-ui/react-dialog` — Dialog modal primitive
|
||||
- `@radix-ui/react-slot` — Slot composition primitive for form controls
|
||||
|
||||
---
|
||||
|
||||
## Build & Verification
|
||||
|
||||
**Build Status:** ✓ PASSED
|
||||
```
|
||||
npm run build 2>&1
|
||||
✓ Compiled successfully in 2.8s
|
||||
✓ Finished TypeScript in 3.1s
|
||||
✓ Generating static pages (11/11)
|
||||
```
|
||||
|
||||
**Routes Generated:**
|
||||
- `├ ƒ /admin/leads` — List page (server component)
|
||||
- `├ ƒ /admin/leads/[id]` — Detail page (server component)
|
||||
|
||||
**Type Checking:** ✓ All TypeScript errors resolved
|
||||
- Fixed form resolver type compatibility (createLeadSchema vs updateLeadSchema)
|
||||
- Corrected Slot type reference in FormControl component
|
||||
|
||||
---
|
||||
|
||||
## Test Plan
|
||||
|
||||
The following manual tests should be performed:
|
||||
|
||||
1. **List Page Load**
|
||||
- Navigate to `/admin/leads`
|
||||
- Verify table renders with all existing leads
|
||||
- Check status badge colors match pipeline stages
|
||||
- Click "Dettagli" link → navigates to detail page
|
||||
|
||||
2. **Create Lead Flow**
|
||||
- Click "+ Nuovo Lead" button
|
||||
- Modal opens with empty form
|
||||
- Fill fields (name required, others optional)
|
||||
- Submit → lead appears in table
|
||||
- Verify list revalidates automatically
|
||||
|
||||
3. **Edit Lead Flow**
|
||||
- Navigate to any lead detail page
|
||||
- Click "Modifica" button
|
||||
- Modal opens with pre-filled values
|
||||
- Update a field (e.g., company name)
|
||||
- Submit → detail page updates automatically
|
||||
|
||||
4. **Activity Log Display**
|
||||
- View lead detail page with existing activities
|
||||
- Verify activity type icons display correctly
|
||||
- Verify relative dates show in Italian (e.g., "1 giorno fa")
|
||||
- Verify duration_minutes displays if present
|
||||
|
||||
5. **Form Validation**
|
||||
- Try to create lead without name → error displays
|
||||
- Try invalid email → error displays
|
||||
- Optional fields can be left blank → no error
|
||||
|
||||
---
|
||||
|
||||
## Deviations from Plan
|
||||
|
||||
None — plan executed exactly as written. All components follow established patterns from Phase 9 (Quote Builder).
|
||||
|
||||
---
|
||||
|
||||
## Known Stubs
|
||||
|
||||
No stubs introduced. All components have complete implementations:
|
||||
- LeadTable renders actual data from getAllLeads()
|
||||
- LeadDetail shows real activity log and reminders
|
||||
- Forms integrate with database via server actions
|
||||
|
||||
---
|
||||
|
||||
## Threat Surface Scan
|
||||
|
||||
No new security-relevant surfaces introduced beyond Plan 1:
|
||||
- Form inputs sanitized by React (auto-escaped)
|
||||
- Server actions validate via Zod before DB insert
|
||||
- No new API endpoints created
|
||||
- Admin-only routes protected by Auth.js middleware (verified in prior phases)
|
||||
|
||||
---
|
||||
|
||||
## Self-Check: PASSED
|
||||
|
||||
- ✓ src/app/admin/leads/page.tsx exists (list page)
|
||||
- ✓ src/app/admin/leads/[id]/page.tsx exists (detail page)
|
||||
- ✓ src/components/admin/leads/LeadTable.tsx exists
|
||||
- ✓ src/components/admin/leads/LeadForm.tsx exists
|
||||
- ✓ src/components/admin/leads/LeadDetail.tsx exists
|
||||
- ✓ src/app/admin/leads/actions.ts exists (server actions)
|
||||
- ✓ src/components/ui/dialog.tsx exists
|
||||
- ✓ src/components/ui/form.tsx exists
|
||||
- ✓ Commit 2d9cf1a exists with all 10 files
|
||||
- ✓ npm run build passes with zero errors
|
||||
- ✓ Routes /admin/leads and /admin/leads/[id] in output
|
||||
Reference in New Issue
Block a user