---
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