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pn-new-crm/src/components/shared/realtime-toasts.tsx

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feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
'use client';
import { useEffect } from 'react';
import { toast } from 'sonner';
import { useSocket } from '@/providers/socket-provider';
import { stageLabel } from '@/lib/constants';
/**
* App-wide subscriber that surfaces high-signal sales events as sonner
* toasts. Mounted once inside SocketProvider so reps see "EOI signed",
* "Deposit recorded", "Stage advanced" without having to refresh.
*
* Render-only no children. Intentionally narrow in scope: only toast on
* events that are noteworthy *to a user staring at any page*. Per-page
* cache invalidations stay in `useRealtimeInvalidation`.
*/
export function RealtimeToasts() {
const socket = useSocket();
useEffect(() => {
if (!socket) return;
function onStageChanged(payload: {
newStage?: string;
oldStage?: string | null;
clientName?: string;
}) {
if (!payload?.newStage) return;
const who = payload.clientName?.trim() || 'an interest';
toast.success(`${who}${stageLabel(payload.newStage)}`, {
description: payload.oldStage
? `Advanced from ${stageLabel(payload.oldStage)}.`
: 'Pipeline stage advanced.',
});
}
function onDocumentCompleted(payload: { type?: string }) {
// Kick a generic "fully signed" — the type-specific message is
// friendlier when we can identify it as an EOI.
if (payload?.type === 'eoi') {
toast.success('EOI fully signed', {
description: 'All required signatures received.',
});
} else {
toast.success('Document fully signed');
}
}
function onSignerSigned(payload: { signerName?: string; documentTitle?: string }) {
const who = payload?.signerName?.trim();
const title = payload?.documentTitle?.trim();
if (who && title) {
toast.message(`${who} signed "${title}"`);
} else if (who) {
toast.message(`${who} signed a document`);
} else {
toast.message('Signer added a signature');
}
}
function onOutcomeSet(payload: { outcome?: string }) {
if (!payload?.outcome) return;
const isWon = payload.outcome === 'won';
const label = payload.outcome.replace(/_/g, ' ');
const fn = isWon ? toast.success : toast.message;
fn(`Interest closed — ${label}`);
}
socket.on('interest:stageChanged', onStageChanged);
socket.on('document:completed', onDocumentCompleted);
socket.on('document:signer:signed', onSignerSigned);
socket.on('interest:outcomeSet', onOutcomeSet);
return () => {
socket.off('interest:stageChanged', onStageChanged);
socket.off('document:completed', onDocumentCompleted);
socket.off('document:signer:signed', onSignerSigned);
socket.off('interest:outcomeSet', onOutcomeSet);
};
}, [socket]);
return null;
}