Files
pn-new-crm/src/components/shared/realtime-toasts.tsx
Matt Ciaccio a767652d74 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

85 lines
2.8 KiB
TypeScript

'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;
}