@happyvertical/smrt-sales 0.54.1 → 0.54.3

package/dist/svelte/components/LeadList.svelte

@@ -10,7 +10,12 @@
 import { Select } from '@happyvertical/smrt-ui/forms';
 import { Badge, Button } from '@happyvertical/smrt-ui/ui';
 import { formatDate } from '../format.js';
-import type { LeadListItemView, SalesRepOptionView } from '../types.js';
+import type {
+  LeadInboxFilter,
+  LeadInboxSort,
+  LeadListItemView,
+  SalesRepOptionView,
+} from '../types.js';
 import { canQualifyLead, isOverdue, leadStatusBadgeVariant } from '../types.js';
 
 export interface Props {
@@ -26,6 +31,34 @@ export interface Props {
   onAssign?: (leadId: string, repId: string) => void;
   /** Qualify a lead into an opportunity. */
   onQualify?: (leadId: string) => void;
+  /** Controlled inbox filter. */
+  statusFilter?: LeadInboxFilter;
+  /** Counts supplied by the host for the inbox tabs. */
+  statusCounts?: Partial<Record<LeadInboxFilter, number>>;
+  /** Change the controlled inbox filter. */
+  onStatusFilterChange?: (filter: LeadInboxFilter) => void;
+  /** Controlled order for the host query. */
+  sort?: LeadInboxSort;
+  /** Change inbox order. */
+  onSortChange?: (sort: LeadInboxSort) => void;
+  /** Current one-based page. */
+  page?: number;
+  /** Number of rows per page. */
+  pageSize?: number;
+  /** Total matching rows, for page controls. */
+  total?: number;
+  /** Change to a one-based page. */
+  onPageChange?: (page: number) => void;
+  /** Highlight this selected lead. */
+  selectedLeadId?: string;
+  /** Open a selected lead. */
+  onSelect?: (leadId: string) => void;
+  /** Optional navigation target for each lead row. */
+  hrefForLead?: (leadId: string) => string;
+  /** Start working on a new lead. */
+  onStartWorking?: (leadId: string) => void;
+  /** Disqualify a lead; host supplies the reason workflow. */
+  onDisqualify?: (leadId: string) => void;
 }
 
 let {
@@ -35,8 +68,37 @@ let {
   locale,
   onAssign,
   onQualify,
+  statusFilter = 'all',
+  statusCounts = {},
+  onStatusFilterChange,
+  sort = 'created',
+  onSortChange,
+  page = 1,
+  pageSize = 25,
+  total = leads.length,
+  onPageChange,
+  selectedLeadId,
+  onSelect,
+  hrefForLead,
+  onStartWorking,
+  onDisqualify,
 }: Props = $props();
 
+const filters: { value: LeadInboxFilter; label: string }[] = [
+  { value: 'all', label: 'All' },
+  { value: 'new', label: 'New' },
+  { value: 'working', label: 'Working' },
+  { value: 'qualified', label: 'Qualified' },
+  { value: 'disqualified', label: 'Disqualified' },
+  { value: 'merged', label: 'Merged' },
+  { value: 'unassigned', label: 'Unassigned' },
+  { value: 'overdue', label: 'Overdue' },
+];
+
+const pageCount = $derived(
+  Math.max(1, Math.ceil(total / Math.max(1, pageSize))),
+);
+
 function handleAssign(leadId: string, event: Event) {
   const value = (event.currentTarget as HTMLSelectElement).value;
   if (value) onAssign?.(leadId, value);
@@ -44,6 +106,28 @@ function handleAssign(leadId: string, event: Event) {
 </script>
 
 <div class="sales-lead-list">
+  <nav class="inbox-controls" aria-label="Lead inbox filters">
+    <div class="filters" role="group" aria-label="Filter leads">
+      {#each filters as filter (filter.value)}
+        <Button
+          variant="ghost"
+          size="sm"
+          class={statusFilter === filter.value ? 'filter-tab active' : 'filter-tab'}
+          aria-pressed={statusFilter === filter.value}
+          onclick={() => onStatusFilterChange?.(filter.value)}
+        >
+          {filter.label}<span class="count">{statusCounts[filter.value] ?? 0}</span>
+        </Button>
+      {/each}
+    </div>
+    <label class="sort-control">Sort
+      <Select value={sort} disabled={!onSortChange} onchange={(event) => onSortChange?.((event.currentTarget as HTMLSelectElement).value as LeadInboxSort)}>
+        <option value="created">Recently received</option>
+        <option value="next_action">Next action due</option>
+        <option value="name">Name</option>
+      </Select>
+    </label>
+  </nav>
   {#if leads.length === 0}
     <p class="sales-lead-list__empty">No leads yet.</p>
   {:else}
@@ -62,12 +146,29 @@ function handleAssign(leadId: string, event: Event) {
       <tbody>
         {#each leads as lead (lead.id)}
           {@const merged = lead.status === 'merged'}
-          <tr class:merged>
+          <tr class:merged class:selected={selectedLeadId === lead.id}>
             <td>
-              <span class="lead-name">{lead.name}</span>
+              {#if hrefForLead}
+                <a class="lead-name" href={hrefForLead(lead.id)} onclick={() => onSelect?.(lead.id)} aria-current={selectedLeadId === lead.id ? 'page' : undefined}>{lead.name}</a>
+              {:else if onSelect}
+                <Button
+                  class="lead-name select-lead"
+                  variant="ghost"
+                  size="sm"
+                  aria-pressed={selectedLeadId === lead.id}
+                  onclick={() => onSelect?.(lead.id)}
+                >
+                  {lead.name}
+                </Button>
+              {:else}
+                <span class="lead-name">{lead.name}</span>
+              {/if}
               {#if lead.organizationName}
                 <span class="secondary">{lead.organizationName}</span>
               {/if}
+              {#if lead.receivedLabel || lead.createdAt}
+                <span class="secondary">{lead.receivedLabel ?? `Received ${formatDate(lead.createdAt, locale)}`}</span>
+              {/if}
               {#if merged && lead.mergedIntoId}
                 <span class="merged-note">
                   merged into <code>{lead.mergedIntoId.slice(0, 8)}</code>
@@ -133,12 +234,25 @@ function handleAssign(leadId: string, event: Event) {
                   Qualify
                 </Button>
               {/if}
+              {#if onStartWorking && lead.status === 'new'}
+                <Button variant="secondary" size="sm" disabled={busy} onclick={() => onStartWorking?.(lead.id)}>Start</Button>
+              {/if}
+              {#if onDisqualify && (lead.status === 'new' || lead.status === 'working')}
+                <Button variant="danger" size="sm" disabled={busy} onclick={() => onDisqualify?.(lead.id)}>Disqualify</Button>
+              {/if}
             </td>
           </tr>
         {/each}
       </tbody>
     </table>
   {/if}
+  {#if total > pageSize || page > 1}
+    <div class="pagination" aria-label="Lead list pagination">
+      <Button variant="secondary" size="sm" disabled={busy || page <= 1} onclick={() => onPageChange?.(page - 1)}>Previous</Button>
+      <span>Page {page} of {pageCount} · {total} leads</span>
+      <Button variant="secondary" size="sm" disabled={busy || page >= pageCount} onclick={() => onPageChange?.(page + 1)}>Next</Button>
+    </div>
+  {/if}
 </div>
 
 <style>
@@ -153,6 +267,14 @@ function handleAssign(leadId: string, event: Event) {
     font-style: italic;
   }
 
+  .inbox-controls { display: flex; flex-wrap: wrap; justify-content: space-between; align-items: center; gap: var(--smrt-spacing-3, 0.75rem); margin-bottom: var(--smrt-spacing-3, 0.75rem); }
+  .filters { display: flex; flex-wrap: wrap; gap: var(--smrt-spacing-1, 0.25rem); }
+  .filters :global(.filter-tab) { border: 1px solid var(--smrt-color-outline-variant, #d8dde6); border-radius: var(--smrt-radius-sm, 0.25rem); padding: var(--smrt-spacing-1, 0.25rem) var(--smrt-spacing-2, 0.5rem); background: var(--smrt-color-surface, #fff); color: var(--smrt-color-on-surface, #111827); cursor: pointer; }
+  .filters :global(.filter-tab.active) { background: var(--smrt-color-primary-container, #dbeafe); border-color: var(--smrt-color-primary, #2563eb); }
+  .count { margin-left: var(--smrt-spacing-1, 0.25rem); color: var(--smrt-color-on-surface-variant, #64748b); }
+  .sort-control { display: flex; align-items: center; gap: var(--smrt-spacing-2, 0.5rem); }
+  .pagination { display: flex; align-items: center; justify-content: flex-end; gap: var(--smrt-spacing-3, 0.75rem); padding-top: var(--smrt-spacing-3, 0.75rem); }
+
   table {
     width: 100%;
     border-collapse: collapse;
@@ -182,6 +304,10 @@ function handleAssign(leadId: string, event: Event) {
     display: block;
     font-weight: var(--smrt-typography-weight-medium, 500);
   }
+  a.lead-name { color: inherit; text-decoration: none; }
+  a.lead-name:hover, :global(.select-lead:hover) { text-decoration: underline; }
+  :global(.select-lead) { padding: 0; border: 0; background: none; text-align: left; cursor: pointer; color: inherit; }
+  tr.selected td { background: var(--smrt-color-primary-container, #eff6ff); }
 
   .secondary {
     display: block;

package/dist/svelte/components/LeadList.svelte.d.ts

@@ -1,4 +1,4 @@
-import type { LeadListItemView, SalesRepOptionView } from '../types.js';
+import type { LeadInboxFilter, LeadInboxSort, LeadListItemView, SalesRepOptionView } from '../types.js';
 export interface Props {
     /** Leads to display. */
     leads?: LeadListItemView[];
@@ -12,6 +12,34 @@ export interface Props {
     onAssign?: (leadId: string, repId: string) => void;
     /** Qualify a lead into an opportunity. */
     onQualify?: (leadId: string) => void;
+    /** Controlled inbox filter. */
+    statusFilter?: LeadInboxFilter;
+    /** Counts supplied by the host for the inbox tabs. */
+    statusCounts?: Partial<Record<LeadInboxFilter, number>>;
+    /** Change the controlled inbox filter. */
+    onStatusFilterChange?: (filter: LeadInboxFilter) => void;
+    /** Controlled order for the host query. */
+    sort?: LeadInboxSort;
+    /** Change inbox order. */
+    onSortChange?: (sort: LeadInboxSort) => void;
+    /** Current one-based page. */
+    page?: number;
+    /** Number of rows per page. */
+    pageSize?: number;
+    /** Total matching rows, for page controls. */
+    total?: number;
+    /** Change to a one-based page. */
+    onPageChange?: (page: number) => void;
+    /** Highlight this selected lead. */
+    selectedLeadId?: string;
+    /** Open a selected lead. */
+    onSelect?: (leadId: string) => void;
+    /** Optional navigation target for each lead row. */
+    hrefForLead?: (leadId: string) => string;
+    /** Start working on a new lead. */
+    onStartWorking?: (leadId: string) => void;
+    /** Disqualify a lead; host supplies the reason workflow. */
+    onDisqualify?: (leadId: string) => void;
 }
 declare const LeadList: import("svelte").Component<Props, {}, "">;
 type LeadList = ReturnType<typeof LeadList>;

package/dist/svelte/components/LeadList.svelte.d.ts.map

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package/dist/svelte/index.d.ts

@@ -21,6 +21,7 @@ import AttributionConflictQueue from './components/AttributionConflictQueue.svel
 import CommissionBreakdown from './components/CommissionBreakdown.svelte';
 import CommissionExpenseSummary from './components/CommissionExpenseSummary.svelte';
 import ExecutedAgreementsList from './components/ExecutedAgreementsList.svelte';
+import LeadCreateForm from './components/LeadCreateForm.svelte';
 import LeadDetail from './components/LeadDetail.svelte';
 import LeadList from './components/LeadList.svelte';
 import OpportunityBoard from './components/OpportunityBoard.svelte';
@@ -31,12 +32,13 @@ import ReferralLinkManager from './components/ReferralLinkManager.svelte';
 import ReferralStatusList from './components/ReferralStatusList.svelte';
 import ReferrerEarningsSummary from './components/ReferrerEarningsSummary.svelte';
 import SalesDashboard from './components/SalesDashboard.svelte';
-export { AttributionConflictQueue, CommissionBreakdown, CommissionExpenseSummary, ExecutedAgreementsList, LeadDetail, LeadList, OpportunityBoard, OpportunityDetail, PayoutBatchReview, PayoutHistoryList, ReferralLinkManager, ReferralStatusList, ReferrerEarningsSummary, SalesDashboard, };
+export { AttributionConflictQueue, CommissionBreakdown, CommissionExpenseSummary, ExecutedAgreementsList, LeadCreateForm, LeadDetail, LeadList, OpportunityBoard, OpportunityDetail, PayoutBatchReview, PayoutHistoryList, ReferralLinkManager, ReferralStatusList, ReferrerEarningsSummary, SalesDashboard, };
 export type AttributionConflictQueueProps = ComponentProps<typeof AttributionConflictQueue>;
 export type CommissionBreakdownProps = ComponentProps<typeof CommissionBreakdown>;
 export type CommissionExpenseSummaryProps = ComponentProps<typeof CommissionExpenseSummary>;
 export type ExecutedAgreementsListProps = ComponentProps<typeof ExecutedAgreementsList>;
 export type LeadDetailProps = ComponentProps<typeof LeadDetail>;
+export type LeadCreateFormProps = ComponentProps<typeof LeadCreateForm>;
 export type LeadListProps = ComponentProps<typeof LeadList>;
 export type OpportunityBoardProps = ComponentProps<typeof OpportunityBoard>;
 export type OpportunityDetailProps = ComponentProps<typeof OpportunityDetail>;
@@ -47,6 +49,6 @@ export type ReferralStatusListProps = ComponentProps<typeof ReferralStatusList>;
 export type ReferrerEarningsSummaryProps = ComponentProps<typeof ReferrerEarningsSummary>;
 export type SalesDashboardProps = ComponentProps<typeof SalesDashboard>;
 export { EMPTY_VALUE_PLACEHOLDER, formatCents, formatDate, formatPercent, } from './format.js';
-export type { AgreementVersionView, AttributionAward, AttributionCandidateView, AttributionExceptionView, AwardValidation, BoardColumn, ClosedOpportunityOutcome, CommissionAdjustmentView, CommissionExpenseRowView, CommissionExpenseTotals, CommissionFormulaParts, CommissionRowView, CommissionTraceView, ConversionLinkView, CreateReferralLinkDraft, CurrencyAmount, DateInput, EarnerBalance, LeadDetailView, LeadHumanActivityDraft, LeadListItemView, LeadNextActionDraft, LeadWorkflowActions, NextActionView, OpportunityCardView, OpportunityDetailView, PayoutActions, PayoutBatchReviewItemView, PayoutTimelineStep, PayoutView, PipelineStageView, RecordActivityDraft, ReferralLinkView, ReferralStatusView, SalesActivityView, SalesRepOptionView, StagePipelineSummary, StatusBadgeVariant, } from './types.js';
+export type { AgreementVersionView, AttributionAward, AttributionCandidateView, AttributionExceptionView, AwardValidation, BoardColumn, ClosedOpportunityOutcome, CommissionAdjustmentView, CommissionExpenseRowView, CommissionExpenseTotals, CommissionFormulaParts, CommissionRowView, CommissionTraceView, ConversionLinkView, CreateReferralLinkDraft, CurrencyAmount, DateInput, EarnerBalance, LeadCreateDraft, LeadDetailView, LeadHumanActivityDraft, LeadInboxFilter, LeadInboxSort, LeadLinkedOpportunityView, LeadListItemView, LeadNextActionDraft, LeadSourceOptionView, LeadWorkflowActions, NextActionView, OpportunityCardView, OpportunityDetailView, PayoutActions, PayoutBatchReviewItemView, PayoutTimelineStep, PayoutView, PipelineStageView, RecordActivityDraft, ReferralLinkView, ReferralStatusView, SalesActivityView, SalesRepOptionView, StagePipelineSummary, StatusBadgeVariant, } from './types.js';
 export { AWARD_FRACTION_TOLERANCE, adjacentStageIds, agreementStatusBadgeVariant, buildShareUrl, canQualifyLead, commissionStatusBadgeVariant, equalSplitAwards, formatCommissionFormula, formatPlanRef, groupOpportunitiesByStage, isHttpUrl, isOverdue, leadStatusBadgeVariant, leadWorkflowActionsFor, openOpportunityCount, openPipelineTotals, opportunityStatusBadgeVariant, payoutActionsFor, payoutStatusBadgeVariant, payoutStatusTimeline, pipelineValueByStage, referralLinkStatusBadgeVariant, referralStatusBadgeVariant, sumExpenseRowsByCurrency, uniqueCandidateReferrerIds, validateAwards, winRate, } from './types.js';
 //# sourceMappingURL=index.d.ts.map

package/dist/svelte/index.d.ts.map

@@ -1 +1 @@
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package/dist/svelte/index.js

@@ -20,6 +20,7 @@ import AttributionConflictQueue from './components/AttributionConflictQueue.svel
 import CommissionBreakdown from './components/CommissionBreakdown.svelte';
 import CommissionExpenseSummary from './components/CommissionExpenseSummary.svelte';
 import ExecutedAgreementsList from './components/ExecutedAgreementsList.svelte';
+import LeadCreateForm from './components/LeadCreateForm.svelte';
 import LeadDetail from './components/LeadDetail.svelte';
 import LeadList from './components/LeadList.svelte';
 import OpportunityBoard from './components/OpportunityBoard.svelte';
@@ -31,7 +32,7 @@ import ReferralStatusList from './components/ReferralStatusList.svelte';
 import ReferrerEarningsSummary from './components/ReferrerEarningsSummary.svelte';
 import SalesDashboard from './components/SalesDashboard.svelte';
 // Components
-export { AttributionConflictQueue, CommissionBreakdown, CommissionExpenseSummary, ExecutedAgreementsList, LeadDetail, LeadList, OpportunityBoard, OpportunityDetail, PayoutBatchReview, PayoutHistoryList, ReferralLinkManager, ReferralStatusList, ReferrerEarningsSummary, SalesDashboard, };
+export { AttributionConflictQueue, CommissionBreakdown, CommissionExpenseSummary, ExecutedAgreementsList, LeadCreateForm, LeadDetail, LeadList, OpportunityBoard, OpportunityDetail, PayoutBatchReview, PayoutHistoryList, ReferralLinkManager, ReferralStatusList, ReferrerEarningsSummary, SalesDashboard, };
 // Formatting helpers
 export { EMPTY_VALUE_PLACEHOLDER, formatCents, formatDate, formatPercent, } from './format.js';
 // View models and pure helpers

package/dist/svelte/types.d.ts

@@ -45,11 +45,47 @@ export interface LeadListItemView {
     ownerRepId?: string;
     ownerName?: string;
     status: LeadStatus;
+    /** Lead creation timestamp, used by inbox sort and received labels. */
+    createdAt?: DateInput;
+    /** Optional host-formatted received label. */
+    receivedLabel?: string;
     /** Set on terminal `merged` leads — id of the surviving lead. */
     mergedIntoId?: string;
     /** Earliest open next action, if any. */
     nextAction?: NextActionView | null;
 }
+/** Controlled inbox filter; unassigned and overdue are derived inbox views. */
+export type LeadInboxFilter = LeadStatus | 'all' | 'unassigned' | 'overdue';
+/** Controlled inbox ordering. */
+export type LeadInboxSort = 'created' | 'next_action' | 'name';
+/** One source choice for a host's lead intake form. */
+export interface LeadSourceOptionView {
+    /** Open-string source kind value. */
+    value: string;
+    /** Human label displayed to the user. */
+    label: string;
+}
+/** Draft emitted by {@link LeadCreateForm}. */
+export interface LeadCreateDraft {
+    /** Required display name. */
+    name: string;
+    /** Normalized email, when supplied. */
+    email?: string;
+    /** Optional contact person's name. */
+    contactName?: string;
+    /** Optional phone number. */
+    phone?: string;
+    /** Optional organization name. */
+    organizationName?: string;
+    /** Open-string source kind; defaults to the host's first option or `manual`. */
+    sourceKind: string;
+    /** Optional source record identifier. */
+    sourceId?: string;
+    /** Optional host-defined acquisition metadata. */
+    acquisitionContext?: Record<string, unknown>;
+    /** Initial owner representative id. */
+    ownerRepId?: string;
+}
 /** Header/facts view for the follow-up-focused {@link LeadDetail} surface. */
 export interface LeadDetailView {
     id: string;
@@ -64,6 +100,19 @@ export interface LeadDetailView {
     /** Set when the Lead was folded into a surviving Lead. */
     mergedIntoId?: string;
 }
+/** Host-mapped linked opportunity displayed from {@link LeadDetail}. */
+export interface LeadLinkedOpportunityView {
+    /** Opportunity identifier. */
+    id: string;
+    /** Opportunity display name. */
+    name: string;
+    /** Current opportunity lifecycle status. */
+    status: OpportunityStatus;
+    /** Current stage label, when available. */
+    stageName?: string;
+    /** Optional host navigation target. */
+    href?: string;
+}
 /** Draft passed by {@link LeadDetail}'s human-activity form. */
 export interface LeadHumanActivityDraft {
     activityKind: LeadHumanActivityKind;

package/dist/svelte/types.d.ts.map

@@ -1 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@happyvertical/smrt-sales",
-  "version": "0.54.1",
+  "version": "0.54.3",
   "smrtJsdoc": "strict",
   "description": "Modular sales for the SMRT framework: agreement execution, CRM, referral intake, neutral commissions, and reusable Svelte surfaces",
   "type": "module",
@@ -42,18 +42,18 @@
     "./manifest.json": "./dist/manifest.json"
   },
   "dependencies": {
-    "@happyvertical/signatures": "^0.100.3",
-    "@happyvertical/smrt-assets": "0.54.1",
-    "@happyvertical/smrt-core": "0.54.1",
-    "@happyvertical/smrt-tenancy": "0.54.1",
-    "@happyvertical/smrt-ui": "0.54.1",
-    "@happyvertical/sql": "^0.100.3"
+    "@happyvertical/signatures": "^0.102.1",
+    "@happyvertical/smrt-assets": "0.54.3",
+    "@happyvertical/smrt-core": "0.54.3",
+    "@happyvertical/smrt-tenancy": "0.54.3",
+    "@happyvertical/smrt-ui": "0.54.3",
+    "@happyvertical/sql": "^0.102.1"
   },
   "peerDependencies": {
     "svelte": "^5.57.0"
   },
   "devDependencies": {
-    "@happyvertical/smrt-vitest": "0.54.1",
+    "@happyvertical/smrt-vitest": "0.54.3",
     "@sveltejs/package": "^2.5.8",
     "@sveltejs/vite-plugin-svelte": "^7.3.0",
     "@types/node": "24.13.6",
@@ -89,7 +89,8 @@
     "build:watch": "vite build --mode library --watch",
     "clean": "rm -rf dist",
     "dev": "vite dev",
-    "test": "vitest run",
+    "test": "vitest run && pnpm run test:ui",
+    "test:ui": "vitest run --config vitest.ui.config.ts",
     "test:postgres": "node ../../scripts/run-with-ci-postgres.mjs -- pnpm exec vitest run .postgres.test",
     "test:watch": "vitest",
     "typecheck": "tsc --noEmit -p tsconfig.json && node ../../scripts/svelte-check-a11y.mjs --tsconfig ./tsconfig.svelte.json",