feat(manager): note/task templates, quick call action, stale filter

NotesPanel
- Adds a row of seven preset chips above the textarea (Дозвонился,
  Не отвечает, Назначили встречу, Отправил КП, Клиент думает,
  Перенесли созвон, Отказ — нет бюджета). Click inserts text into
  the draft and refocuses the textarea, so a phone call note becomes
  a 1-second action instead of typing.

TasksPanel
- Adds five quick-create chips (Перезвонить завтра / +3 дня /
  +неделю, Отправить КП завтра, Назначить встречу). One click POSTs
  the task with the right kind and due_date offset.

QuickCallAction (new component on the lead card)
- Big "✓ Звонок проведён" button collapses an inline panel with an
  optional details field and four outcome buttons:
    Дозвонился / Не отвечает / Перенесли / Отказ
- Picking an outcome posts a note with the matching template phrase
  (+ details if provided), creates the next call task on a sensible
  default interval (3/7d, none for Отказ), and best-effort closes
  any still-open call task due today or earlier on the same lead.
- Parent LeadCardView reloads on @done.

"Забытые" filter chip (FilterBar)
- Backend GET /leads accepts ?stale=true|1 and filters with
  GREATEST(updated_at, MAX(notes.created_at), MAX(tasks.created_at))
  < NOW() - INTERVAL '14 days' AND deal_stage NOT IN ('won','lost').
  Count query uses the same LATERAL joins as the data query.
- Pinia store gains a stale flag and setStale action; FilterBar
  shows a red chip that toggles it.
- qs helper now drops `false` values so the URL stays clean when
  the filter is off.

leadscore/backend/src/routes/leads.ts

@@ -184,10 +184,11 @@ export async function leadRoutes(app: FastifyInstance) {
       offset?: string;
       created_by?: string;
       q?: string;
+      stale?: string;
     };
   }>('/leads', async (req) => {
     const user = await requireAuth(app, req);
-    const { status, lead_type, deal_stage, sort, limit, offset, created_by, q } = req.query;
+    const { status, lead_type, deal_stage, sort, limit, offset, created_by, q, stale } = req.query;
     const where: string[] = [];
     const params: unknown[] = [];
 
@@ -226,6 +227,17 @@ export async function leadRoutes(app: FastifyInstance) {
       where.push(`deal_stage = $${params.length}`);
     }
 
+    const isStale = stale === '1' || stale === 'true';
+    if (isStale) {
+      // Stale: no activity (lead update OR note OR task) in the last 14 days,
+      // and not yet closed. Uses LATERAL joins added on the SELECT below.
+      where.push(
+        `deal_stage NOT IN ('won','lost') AND ` +
+          `GREATEST(l.updated_at, COALESCE(n.last_at, l.updated_at), COALESCE(t.last_at, l.updated_at)) ` +
+          `< NOW() - INTERVAL '14 days'`,
+      );
+    }
+
     const whereSql = where.length ? `WHERE ${where.join(' AND ')}` : '';
     const orderMap: Record<string, string> = {
       score_desc: 'score DESC',
@@ -261,7 +273,15 @@ export async function leadRoutes(app: FastifyInstance) {
       params,
     );
     const countQ = await query<{ count: string }>(
-      `SELECT COUNT(*)::text AS count FROM leads ${whereSql}`,
+      `SELECT COUNT(*)::text AS count
+         FROM leads l
+         LEFT JOIN LATERAL (
+           SELECT MAX(created_at) AS last_at FROM lead_notes WHERE lead_id = l.id
+         ) n ON true
+         LEFT JOIN LATERAL (
+           SELECT MAX(created_at) AS last_at FROM lead_tasks WHERE lead_id = l.id
+         ) t ON true
+         ${whereSql}`,
       params,
     );
 

leadscore/frontend/src/api/leads.ts

@@ -122,6 +122,7 @@ export interface LeadListQuery {
   offset?: number;
   created_by?: string;
   q?: string;
+  stale?: boolean;
 }
 
 export interface CreateLeadBody {
@@ -151,7 +152,7 @@ export type UpdateLeadBody = Partial<CreateLeadBody>;
 function qs(params: Record<string, unknown>): string {
   const parts: string[] = [];
   for (const [k, v] of Object.entries(params)) {
-    if (v === undefined || v === null || v === '') continue;
+    if (v === undefined || v === null || v === '' || v === false) continue;
     parts.push(`${encodeURIComponent(k)}=${encodeURIComponent(String(v))}`);
   }
   return parts.length ? `?${parts.join('&')}` : '';

leadscore/frontend/src/components/FilterBar.vue

@@ -75,5 +75,19 @@ const pill = (active: boolean) =>
         {{ s.label }}
       </button>
     </div>
+    <div class="flex gap-1.5 items-center">
+      <button
+        type="button"
+        class="px-2.5 py-1 rounded-full border text-xs font-medium transition inline-flex items-center gap-1"
+        :class="store.stale
+          ? 'bg-red-600 text-white border-red-600'
+          : 'bg-white text-red-700 border-red-200 hover:border-red-400'"
+        :title="'Лиды без активности дольше 14 дней (не закрытые сделки)'"
+        @click="store.setStale(!store.stale)"
+      >
+        <span>⚠</span>
+        Забытые
+      </button>
+    </div>
   </div>
 </template>

leadscore/frontend/src/components/NotesPanel.vue

@@ -12,6 +12,22 @@ const notes = ref<Note[]>([]);
 const loading = ref(false);
 const draft = ref('');
 const submitting = ref(false);
+const draftRef = ref<HTMLTextAreaElement | null>(null);
+
+const NOTE_TEMPLATES: string[] = [
+  'Дозвонился, договорились о следующем шаге',
+  'Не отвечает / телефон выключен',
+  'Назначили встречу',
+  'Отправил КП',
+  'Клиент думает, перезвоню позже',
+  'Перенесли созвон',
+  'Отказ — нет бюджета',
+];
+
+function applyTemplate(text: string) {
+  draft.value = draft.value ? draft.value + '\n' + text : text;
+  draftRef.value?.focus();
+}
 
 async function load() {
   loading.value = true;
@@ -72,10 +88,23 @@ onMounted(load);
       Заметки
     </h2>
     <form class="space-y-2" @submit.prevent="add">
+      <div class="flex flex-wrap gap-1.5">
+        <button
+          v-for="t in NOTE_TEMPLATES"
+          :key="t"
+          type="button"
+          class="px-2 py-0.5 rounded-full border border-gray-200 bg-white text-[11px] text-gray-600 hover:border-gray-400 hover:text-gray-900 transition"
+          :title="'Подставить: ' + t"
+          @click="applyTemplate(t)"
+        >
+          {{ t }}
+        </button>
+      </div>
       <textarea
+        ref="draftRef"
         v-model="draft"
         rows="2"
-        placeholder="Добавить заметку…"
+        placeholder="Добавить заметку или выбрать шаблон выше…"
         class="input-base !text-sm"
       />
       <div class="flex justify-end">

leadscore/frontend/src/components/QuickCallAction.vue

@@ -0,0 +1,168 @@
+<script setup lang="ts">
+import { ref } from 'vue';
+import { useToast } from '@/composables/useToast';
+import { createNote } from '@/api/notes';
+import {
+  createTask,
+  listTasks,
+  updateTask,
+  type Task,
+} from '@/api/tasks';
+
+const props = defineProps<{ leadId: string }>();
+const emit = defineEmits<{ (e: 'done'): void }>();
+
+const toast = useToast();
+const open = ref(false);
+const saving = ref(false);
+const details = ref('');
+
+interface Outcome {
+  key: string;
+  label: string;
+  noteText: string;
+  nextStep:
+    | { kind: 'call' | 'meeting' | 'proposal' | 'other'; title: string; inDays: number }
+    | null;
+  tone: 'success' | 'warning' | 'danger';
+}
+
+const OUTCOMES: Outcome[] = [
+  {
+    key: 'reached',
+    label: 'Дозвонился',
+    noteText: 'Дозвонился, поговорил по делу',
+    nextStep: { kind: 'call', title: 'Перезвонить, уточнить решение', inDays: 7 },
+    tone: 'success',
+  },
+  {
+    key: 'no_answer',
+    label: 'Не отвечает',
+    noteText: 'Не отвечает / телефон выключен',
+    nextStep: { kind: 'call', title: 'Повторный звонок', inDays: 3 },
+    tone: 'warning',
+  },
+  {
+    key: 'postponed',
+    label: 'Перенесли',
+    noteText: 'Перенесли созвон',
+    nextStep: { kind: 'call', title: 'Перенесённый созвон', inDays: 7 },
+    tone: 'warning',
+  },
+  {
+    key: 'refused',
+    label: 'Отказ',
+    noteText: 'Отказался от сделки',
+    nextStep: null,
+    tone: 'danger',
+  },
+];
+
+function dateOffset(days: number): string {
+  const d = new Date();
+  d.setDate(d.getDate() + days);
+  return d.toISOString().slice(0, 10);
+}
+
+async function closeTodayCallTasks(): Promise<void> {
+  // Best-effort: close any open `call` task whose due date is today or
+  // earlier, so the bell stops nagging about a call that just happened.
+  try {
+    const { data } = await listTasks(props.leadId);
+    const today = new Date().toISOString().slice(0, 10);
+    const open = (data as Task[]).filter(
+      (t) => !t.completed_at && t.kind === 'call' && (t.due_date ?? '') <= today,
+    );
+    await Promise.all(
+      open.map((t) => updateTask(props.leadId, t.id, { completed: true })),
+    );
+  } catch {
+    /* swallowed — UX shouldn't block on auto-close */
+  }
+}
+
+async function record(outcome: Outcome) {
+  if (saving.value) return;
+  saving.value = true;
+  try {
+    const text = details.value.trim()
+      ? `${outcome.noteText}. ${details.value.trim()}`
+      : outcome.noteText;
+    await createNote(props.leadId, text);
+    if (outcome.nextStep) {
+      await createTask(props.leadId, {
+        kind: outcome.nextStep.kind,
+        title: outcome.nextStep.title,
+        due_date: dateOffset(outcome.nextStep.inDays),
+      });
+    }
+    await closeTodayCallTasks();
+    toast.success(`Записал звонок: ${outcome.label}`);
+    details.value = '';
+    open.value = false;
+    emit('done');
+  } catch (e) {
+    toast.error((e as Error).message);
+  } finally {
+    saving.value = false;
+  }
+}
+
+const TONE_CLS: Record<Outcome['tone'], string> = {
+  success: 'border-emerald-200 bg-emerald-50 text-emerald-800 hover:border-emerald-500',
+  warning: 'border-amber-200 bg-amber-50 text-amber-800 hover:border-amber-500',
+  danger: 'border-red-200 bg-red-50 text-red-700 hover:border-red-500',
+};
+</script>
+
+<template>
+  <div class="card-pad space-y-3">
+    <div class="flex items-center justify-between gap-3">
+      <h2 class="text-xs font-semibold text-gray-400 uppercase tracking-widest">
+        Записать звонок
+      </h2>
+      <button
+        type="button"
+        class="text-xs text-gray-500 hover:text-gray-900 transition"
+        @click="open = !open"
+      >
+        {{ open ? 'Скрыть' : 'Открыть' }}
+      </button>
+    </div>
+
+    <button
+      v-if="!open"
+      type="button"
+      class="w-full py-2.5 rounded-lg bg-emerald-600 hover:bg-emerald-700 text-white text-sm font-medium transition shadow-sm"
+      @click="open = true"
+    >
+      ✓ Звонок проведён
+    </button>
+
+    <div v-else class="space-y-3">
+      <p class="text-xs text-gray-500">
+        Выбери исход — запишется заметка, создастся следующая задача и закроется сегодняшний звонок-задача (если был).
+      </p>
+      <textarea
+        v-model="details"
+        rows="2"
+        placeholder="Детали разговора (необязательно)"
+        class="input-base !text-sm"
+        :disabled="saving"
+      />
+      <div class="grid grid-cols-2 md:grid-cols-4 gap-2">
+        <button
+          v-for="o in OUTCOMES"
+          :key="o.key"
+          type="button"
+          class="px-3 py-2 rounded-lg border text-sm font-medium transition disabled:opacity-50"
+          :class="TONE_CLS[o.tone]"
+          :disabled="saving"
+          @click="record(o)"
+        >
+          {{ o.label }}
+        </button>
+      </div>
+    </div>
+  </div>
+</template>

leadscore/frontend/src/components/TasksPanel.vue

@@ -26,6 +26,42 @@ const draft = reactive<{ kind: TaskKind; title: string; due_date: string }>({
 
 const showForm = ref(false);
 
+interface TaskTemplate {
+  label: string;
+  kind: TaskKind;
+  title: string;
+  inDays: number;
+}
+
+const TASK_TEMPLATES: TaskTemplate[] = [
+  { label: 'Перезвонить завтра', kind: 'call', title: 'Перезвонить', inDays: 1 },
+  { label: 'Перезвонить через 3 дня', kind: 'call', title: 'Перезвонить', inDays: 3 },
+  { label: 'Перезвонить через неделю', kind: 'call', title: 'Перезвонить', inDays: 7 },
+  { label: 'Отправить КП завтра', kind: 'proposal', title: 'Отправить КП', inDays: 1 },
+  { label: 'Назначить встречу', kind: 'meeting', title: 'Встреча с клиентом', inDays: 3 },
+];
+
+function dateOffset(days: number): string {
+  const d = new Date();
+  d.setDate(d.getDate() + days);
+  return d.toISOString().slice(0, 10);
+}
+
+async function addTemplate(tpl: TaskTemplate) {
+  try {
+    const created = await createTask(props.leadId, {
+      kind: tpl.kind,
+      title: tpl.title,
+      due_date: dateOffset(tpl.inDays),
+    });
+    tasks.value.push(created);
+    tasks.value.sort(sortTasks);
+    toast.success(tpl.label);
+  } catch (e) {
+    toast.error((e as Error).message);
+  }
+}
+
 async function load() {
   loading.value = true;
   try {
@@ -116,7 +152,20 @@ onMounted(load);
         class="btn-ghost !py-1 text-xs"
         @click="showForm = !showForm"
       >
-        {{ showForm ? 'Отмена' : '+ Добавить' }}
+        {{ showForm ? 'Отмена' : '+ Своя задача' }}
+      </button>
+    </div>
+
+    <div class="flex flex-wrap gap-1.5">
+      <button
+        v-for="tpl in TASK_TEMPLATES"
+        :key="tpl.label"
+        type="button"
+        class="px-2 py-0.5 rounded-full border border-gray-200 bg-white text-[11px] text-gray-600 hover:border-gray-400 hover:text-gray-900 transition"
+        :title="'Создать задачу: ' + tpl.label"
+        @click="addTemplate(tpl)"
+      >
+        {{ tpl.label }}
       </button>
     </div>
 

leadscore/frontend/src/stores/leads.ts

@@ -18,6 +18,7 @@ interface State {
   sort: LeadSort;
   createdBy: string | null;
   q: string;
+  stale: boolean;
   filters: {
     status: LeadStatus | 'all';
     lead_type: LeadType | 'all';
@@ -35,6 +36,7 @@ const INITIAL_STATE = (): State => ({
   sort: 'score_desc',
   createdBy: null,
   q: '',
+  stale: false,
   filters: { status: 'all', lead_type: 'all', deal_stage: 'all' },
 });
 
@@ -62,6 +64,7 @@ export const useLeadsStore = defineStore('leads', {
           offset: (this.page - 1) * this.pageSize,
           created_by: this.createdBy ?? undefined,
           q: this.q.trim() || undefined,
+          stale: this.stale,
         });
         this.items = res.data;
         this.total = res.total;
@@ -111,5 +114,10 @@ export const useLeadsStore = defineStore('leads', {
       this.page = 1;
       return this.load();
     },
+    setStale(stale: boolean) {
+      this.stale = stale;
+      this.page = 1;
+      return this.load();
+    },
   },
 });

leadscore/frontend/src/views/LeadCardView.vue

@@ -8,6 +8,7 @@ import NotesPanel from '@/components/NotesPanel.vue';
 import TasksPanel from '@/components/TasksPanel.vue';
 import ReassignWidget from '@/components/ReassignWidget.vue';
 import LeadAnswersForm from '@/components/LeadAnswersForm.vue';
+import QuickCallAction from '@/components/QuickCallAction.vue';
 import { useToast } from '@/composables/useToast';
 import {
   deleteLead,
@@ -350,6 +351,8 @@ onMounted(load);
         </div>
       </div>
 
+      <QuickCallAction :lead-id="lead.id" @done="load" />
+
       <div class="grid grid-cols-1 lg:grid-cols-2 gap-4">
         <TasksPanel :lead-id="lead.id" />
         <NotesPanel :lead-id="lead.id" />