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>
85 lines
2.8 KiB
TypeScript
85 lines
2.8 KiB
TypeScript
'use client';
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import { useEffect } from 'react';
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import { toast } from 'sonner';
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import { useSocket } from '@/providers/socket-provider';
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import { stageLabel } from '@/lib/constants';
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/**
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* App-wide subscriber that surfaces high-signal sales events as sonner
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* toasts. Mounted once inside SocketProvider so reps see "EOI signed",
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* "Deposit recorded", "Stage advanced" without having to refresh.
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*
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* Render-only — no children. Intentionally narrow in scope: only toast on
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* events that are noteworthy *to a user staring at any page*. Per-page
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* cache invalidations stay in `useRealtimeInvalidation`.
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*/
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export function RealtimeToasts() {
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const socket = useSocket();
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useEffect(() => {
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if (!socket) return;
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function onStageChanged(payload: {
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newStage?: string;
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oldStage?: string | null;
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clientName?: string;
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}) {
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if (!payload?.newStage) return;
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const who = payload.clientName?.trim() || 'an interest';
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toast.success(`${who} → ${stageLabel(payload.newStage)}`, {
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description: payload.oldStage
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? `Advanced from ${stageLabel(payload.oldStage)}.`
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: 'Pipeline stage advanced.',
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});
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}
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function onDocumentCompleted(payload: { type?: string }) {
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// Kick a generic "fully signed" — the type-specific message is
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// friendlier when we can identify it as an EOI.
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if (payload?.type === 'eoi') {
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toast.success('EOI fully signed', {
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description: 'All required signatures received.',
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});
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} else {
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toast.success('Document fully signed');
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}
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}
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function onSignerSigned(payload: { signerName?: string; documentTitle?: string }) {
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const who = payload?.signerName?.trim();
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const title = payload?.documentTitle?.trim();
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if (who && title) {
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toast.message(`${who} signed "${title}"`);
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} else if (who) {
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toast.message(`${who} signed a document`);
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} else {
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toast.message('Signer added a signature');
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}
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}
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function onOutcomeSet(payload: { outcome?: string }) {
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if (!payload?.outcome) return;
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const isWon = payload.outcome === 'won';
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const label = payload.outcome.replace(/_/g, ' ');
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const fn = isWon ? toast.success : toast.message;
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fn(`Interest closed — ${label}`);
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}
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socket.on('interest:stageChanged', onStageChanged);
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socket.on('document:completed', onDocumentCompleted);
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socket.on('document:signer:signed', onSignerSigned);
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socket.on('interest:outcomeSet', onOutcomeSet);
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return () => {
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socket.off('interest:stageChanged', onStageChanged);
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socket.off('document:completed', onDocumentCompleted);
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socket.off('document:signer:signed', onSignerSigned);
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socket.off('interest:outcomeSet', onOutcomeSet);
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};
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}, [socket]);
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return null;
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}
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