feat: leads module - list, detail, add, convert to client, delete; leads section on dashboard

This commit is contained in:
Nemo
2026-03-24 13:49:11 +08:00
parent d6258fc02d
commit 66cf8e01e8
5 changed files with 496 additions and 2 deletions

222
app/(app)/leads/[id].tsx Normal file
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import { View, Text, TouchableOpacity, ScrollView, Alert, ActivityIndicator } from 'react-native';
import { SafeAreaView } from 'react-native-safe-area-context';
import { useLocalSearchParams, router } from 'expo-router';
import { useQuery, useQueryClient } from '@tanstack/react-query';
import { api } from '../../../services/api';
import { Icon } from '../../../components/Icon';
const STATUS_CONFIG: Record<string, { label: string; color: string; bg: string }> = {
NEW: { label: 'New', color: '#0891B2', bg: '#ECFEFF' },
CONTACTED: { label: 'Contacted', color: '#D97706', bg: '#FEF3C7' },
INTERESTED: { label: 'Interested', color: '#7C3AED', bg: '#F5F3FF' },
CONVERTED: { label: 'Converted', color: '#166534', bg: '#DCFCE7' },
LOST: { label: 'Lost', color: '#6B7280', bg: '#F1F5F9' },
};
const STATUS_FLOW = ['NEW', 'CONTACTED', 'INTERESTED', 'CONVERTED', 'LOST'];
function InfoRow({ label, value }: { label: string; value?: string | null }) {
if (!value) return null;
return (
<View style={{ paddingVertical: 13, paddingHorizontal: 18, borderBottomWidth: 1, borderBottomColor: '#F1F5F9', flexDirection: 'row', justifyContent: 'space-between' }}>
<Text style={{ fontSize: 14, color: '#64748B', fontWeight: '500' }}>{label}</Text>
<Text style={{ fontSize: 14, color: '#1E293B', fontWeight: '600', maxWidth: '60%', textAlign: 'right' }}>{value}</Text>
</View>
);
}
export default function LeadDetailScreen() {
const { id } = useLocalSearchParams<{ id: string }>();
const qc = useQueryClient();
const { data: lead, isLoading, refetch } = useQuery({
queryKey: ['lead', id],
queryFn: () => api.get(`/api/v1/leads/${id}`).then(r => r.data),
staleTime: 0,
});
const cfg = STATUS_CONFIG[lead?.status ?? 'NEW'] ?? STATUS_CONFIG.NEW;
const isConverted = lead?.status === 'CONVERTED';
const updateStatus = async (status: string) => {
try {
await api.patch(`/api/v1/leads/${id}`, { status });
await refetch();
qc.invalidateQueries({ queryKey: ['leads'] });
} catch {
Alert.alert('Error', 'Could not update status.');
}
};
const confirmConvert = () => {
Alert.alert(
'Convert to Client?',
`This will start the onboarding process for ${lead?.firstName} ${lead?.lastName}. They will be added to Clients and an installation ticket will be created.`,
[
{ text: 'Cancel', style: 'cancel' },
{ text: 'Convert & Onboard', style: 'default', onPress: convertLead },
]
);
};
const convertLead = async () => {
try {
// Create client from lead
const clientRes = await api.post('/api/v1/clients', {
firstName: lead.firstName,
lastName: lead.lastName !== '—' ? lead.lastName : '',
phone: lead.phone,
address: lead.address ?? '—',
...(lead.email ? { email: lead.email } : {}),
...(lead.areaId ? { areaId: lead.areaId } : {}),
});
const client = clientRes.data;
// Create installation ticket
const ticketRes = await api.post('/api/v1/tickets', {
clientId: client.id,
subject: `New Installation — ${lead.firstName} ${lead.lastName !== '—' ? lead.lastName : ''}`.trim(),
type: 'INSTALLATION',
priority: 'NORMAL',
});
const ticket = ticketRes.data;
// Mark lead as CONVERTED
await api.patch(`/api/v1/leads/${id}`, {
status: 'CONVERTED',
convertedClientId: client.id,
});
qc.invalidateQueries({ queryKey: ['leads'] });
qc.invalidateQueries({ queryKey: ['clients'] });
qc.invalidateQueries({ queryKey: ['tasks'] });
Alert.alert(
'Lead Converted! 🎉',
`${lead.firstName} is now a client with an installation ticket created.`,
[{
text: 'View Installation Ticket',
onPress: () => {
router.replace('/(app)/tasks');
setTimeout(() => router.push(`/(app)/tasks/${ticket.id}`), 300);
},
}, {
text: 'Done',
onPress: () => router.back(),
}]
);
} catch (e: any) {
const msg = e?.response?.data?.message ?? 'Could not convert lead.';
Alert.alert('Error', Array.isArray(msg) ? msg.join('\n') : msg);
}
};
const confirmDelete = () => {
Alert.alert(
'Delete Lead?',
`Are you sure you want to delete ${lead?.firstName} ${lead?.lastName}? This cannot be undone.`,
[
{ text: 'Cancel', style: 'cancel' },
{ text: 'Delete', style: 'destructive', onPress: deleteLead },
]
);
};
const deleteLead = async () => {
try {
await api.delete(`/api/v1/leads/${id}`);
qc.invalidateQueries({ queryKey: ['leads'] });
router.back();
} catch {
Alert.alert('Error', 'Could not delete lead.');
}
};
if (isLoading) {
return (
<SafeAreaView style={{ flex: 1, backgroundColor: '#F8FAFC', alignItems: 'center', justifyContent: 'center' }}>
<ActivityIndicator color="#0891B2" size="large" />
</SafeAreaView>
);
}
return (
<SafeAreaView style={{ flex: 1, backgroundColor: '#F8FAFC' }} edges={['top']}>
{/* Header */}
<View style={{ backgroundColor: '#0891B2', paddingHorizontal: 16, paddingVertical: 14, flexDirection: 'row', alignItems: 'center' }}>
<TouchableOpacity onPress={() => router.back()} hitSlop={{ top: 10, bottom: 10, left: 10, right: 10 }} style={{ marginRight: 14 }}>
<Icon name="arrow-left" size={22} color="#fff" />
</TouchableOpacity>
<View style={{ flex: 1 }}>
<Text style={{ fontSize: 20, fontWeight: '800', color: '#fff' }}>
{lead?.firstName} {lead?.lastName !== '—' ? lead?.lastName : ''}
</Text>
<Text style={{ fontSize: 14, color: '#A5F3FC', marginTop: 1 }}>Lead</Text>
</View>
<View style={{ backgroundColor: cfg.bg, borderRadius: 20, paddingHorizontal: 12, paddingVertical: 5 }}>
<Text style={{ fontSize: 13, fontWeight: '700', color: cfg.color }}>{cfg.label}</Text>
</View>
</View>
<ScrollView contentContainerStyle={{ padding: 16, paddingBottom: 40 }}>
{/* Info card */}
<View style={{ backgroundColor: '#fff', borderRadius: 16, marginBottom: 16, borderWidth: 1, borderColor: '#F1F5F9', overflow: 'hidden' }}>
<InfoRow label="Phone" value={lead?.phone} />
<InfoRow label="Email" value={lead?.email} />
<InfoRow label="Address" value={lead?.address} />
<InfoRow label="Area" value={lead?.area?.name} />
<InfoRow label="Notes" value={lead?.notes} />
<InfoRow label="Added" value={lead?.createdAt ? new Date(lead.createdAt).toLocaleDateString('en-PH', { dateStyle: 'medium' }) : null} />
</View>
{/* Status update */}
{!isConverted && (
<View style={{ backgroundColor: '#fff', borderRadius: 16, marginBottom: 16, padding: 16, borderWidth: 1, borderColor: '#F1F5F9' }}>
<Text style={{ fontSize: 13, fontWeight: '700', color: '#94A3B8', marginBottom: 12, textTransform: 'uppercase', letterSpacing: 0.5 }}>Update Status</Text>
<View style={{ flexDirection: 'row', flexWrap: 'wrap', gap: 8 }}>
{STATUS_FLOW.filter(s => s !== 'CONVERTED').map(s => {
const c = STATUS_CONFIG[s];
const isActive = lead?.status === s;
return (
<TouchableOpacity
key={s} onPress={() => !isActive && updateStatus(s)}
style={{ paddingHorizontal: 14, paddingVertical: 8, borderRadius: 20, borderWidth: 1.5,
borderColor: isActive ? c.color : '#E2E8F0',
backgroundColor: isActive ? c.bg : '#F8FAFC' }}
>
<Text style={{ fontSize: 13, fontWeight: '700', color: isActive ? c.color : '#94A3B8' }}>{c.label}</Text>
</TouchableOpacity>
);
})}
</View>
</View>
)}
{/* Action buttons */}
<View style={{ gap: 12 }}>
{!isConverted && (
<TouchableOpacity
onPress={confirmConvert}
style={{ backgroundColor: '#059669', borderRadius: 14, paddingVertical: 18, alignItems: 'center', flexDirection: 'row', justifyContent: 'center', gap: 8 }}
>
<Text style={{ fontSize: 17, fontWeight: '700', color: '#fff' }}>🚀 Convert to Client & Schedule Install</Text>
</TouchableOpacity>
)}
{isConverted && (
<View style={{ backgroundColor: '#F0FDF4', borderRadius: 14, paddingVertical: 18, alignItems: 'center', borderWidth: 1.5, borderColor: '#86EFAC' }}>
<Text style={{ fontSize: 16, fontWeight: '700', color: '#166534' }}> Already Converted to Client</Text>
</View>
)}
<TouchableOpacity
onPress={confirmDelete}
style={{ backgroundColor: '#FEF2F2', borderRadius: 14, paddingVertical: 18, alignItems: 'center', borderWidth: 1.5, borderColor: '#FCA5A5' }}
>
<Text style={{ fontSize: 16, fontWeight: '700', color: '#DC2626' }}>🗑 Delete Lead</Text>
</TouchableOpacity>
</View>
</ScrollView>
</SafeAreaView>
);
}