feat(ui): add toast feedback, payment confirm dialog, and queue auto-triage

docs/plans/2026-03-05-adversarial-review-restated.md

@@ -0,0 +1,83 @@
+# ChittyCommand Adversarial Review (Restated)
+
+**Date:** 2026-03-05  
+**Status:** Canonical correction to prior analysis
+
+## Corrections to Prior Claims
+
+1. Queue approval does execute a DB payment state change today.
+- `src/routes/swipe-queue.ts` sets linked obligation `status='paid'` on approved payment-type actions.
+- It bypasses the explicit `/obligations/:id/pay` path, but it is still a real mutation.
+
+2. Dispute "Take Action" is not a same-page no-op from Dashboard context.
+- In Focus Mode it navigates from `/` to `/disputes`.
+- Real issue: it does not deep-link to a specific dispute/action target.
+
+## Verified Findings
+
+1. Dispute progress dots are currently synthetic and not backed by lifecycle-stage storage.
+2. Recommendations page duplicates Action Queue capabilities.
+3. Payment plan activation updates DB status only; no downstream execution artifacts are created.
+4. Cash Flow tabs are disconnected data views without synthesis.
+5. Upload flows cannot explicitly set `linked_dispute_id` from UI.
+6. Legal and Disputes are not cross-linked via `case_ref`.
+7. Chat sidebar content is in-memory and lost on refresh.
+8. Queue does not auto-run triage on empty first-load.
+9. Dashboard pay action had no confirmation.
+10. No frontend dispute creation form despite backend POST support.
+
+## Plan Flaws Identified
+
+1. Double-write risk in queue approval flow (`decideQueue` plus `markPaid`).
+2. `case_ref` top-level proposal conflicts with existing `metadata.ledger_case_id`.
+3. Stage/status semantics were undefined.
+4. Chat context expansion added heavy per-message query cost with no cache strategy.
+5. Replacing Cash Flow tabs entirely was high-risk relative to value.
+6. Chat message action buttons did not account for SSE stream completion boundaries.
+7. No automated test coverage was defined for large-scope financial-flow changes.
+
+## Required Fixes
+
+1. Remove payment side-effect from queue decide endpoint; keep payment execution explicit and single-path.
+2. Promote `metadata.ledger_case_id` into a first-class column (or migration path), not parallel sources of truth.
+3. Define lifecycle contract: stage = position, status = resolution outcome with terminal transitions only.
+4. Lazy-load heavy dispute verification context only for targeted prompts/actions.
+5. Keep Cash Flow tabs and add synthesis strip first.
+6. Render chat action buttons only after SSE stream completion (`[DONE]`).
+7. Gate each phase with integration tests before merge.
+
+## Priority Order
+
+### P0 (ship first)
+- Toast system + ConfirmDialog
+- Dashboard pay confirmation
+- Auto-triage on empty queue
+
+### P1
+- Remove queue payment double-write path and add explicit execution path
+- Swipe decision feedback toasts
+
+### P2
+- Real dispute lifecycle model (stage column + stage/status rules)
+- Dispute creation form
+- Progress dots from DB state
+- Upload documents from dispute context
+
+### P3
+- Legal ↔ Disputes cross-linking
+- Payment plan outputs into queue items
+- Cash Flow synthesis strip while preserving tabs
+
+### P4
+- Chat persistence and streaming-aware insight actions
+- Chat-to-correspondence bridge
+- Sidebar information architecture cleanup
+- Remove redundant Recommendations page
+
+## Current Execution Snapshot (this pass)
+
+- Implemented P0 foundations in UI:
+  - Added global toast system and provider.
+  - Added reusable confirmation dialog.
+  - Added Dashboard pay confirmation and feedback toasts.
+  - Added Action Queue auto-triage on first empty load and decision feedback toasts.

package.json

@@ -24,7 +24,7 @@
     "@hono/zod-validator": "^0.7.6",
     "@neondatabase/serverless": "^0.10.0",
     "drizzle-orm": "^0.33.0",
-    "hono": "^4.4.0",
+    "hono": "^4.12.5",
     "zod": "^3.23.0"
   },
   "devDependencies": {

ui/src/components/dashboard/FocusView.tsx

@@ -40,7 +40,7 @@ export function FocusView({ data, onPayNow, onExecute, payingId, executingId }:
         : `Due ${formatDate(ob.due_date)}`,
       metric: formatCurrency(ob.amount_due),
       action: {
-        label: 'Pay Now',
+        label: 'Mark Paid',
         onClick: () => onPayNow(ob),
         loading: payingId === ob.id,
       },

ui/src/components/dashboard/ObligationsWidget.tsx

@@ -43,7 +43,7 @@ export function ObligationsWidget({ obligations, onPayNow, payingId }: Props) {
                     disabled={payingId === ob.id}
                     className="px-3 py-1 text-xs font-medium bg-chitty-600 text-white rounded-lg hover:bg-chitty-700 disabled:opacity-50"
                   >
-                    {payingId === ob.id ? '...' : 'Pay'}
+                    {payingId === ob.id ? '...' : 'Mark Paid'}
                   </button>
                 )}
               </div>

ui/src/components/ui/ActionButton.tsx

@@ -1,3 +1,4 @@
+import { forwardRef } from 'react';
 import { cn } from '../../lib/utils';
 
 interface ActionButtonProps {
@@ -7,18 +8,30 @@ interface ActionButtonProps {
   loading?: boolean;
   disabled?: boolean;
   className?: string;
+  type?: 'button' | 'submit' | 'reset';
+  autoFocus?: boolean;
 }
 
-export function ActionButton({ label, onClick, variant = 'primary', loading, disabled, className }: ActionButtonProps) {
-  const base = 'px-4 py-2 text-sm font-semibold rounded-xl transition-all duration-200 disabled:opacity-50 focus-ring';
+export const ActionButton = forwardRef<HTMLButtonElement, ActionButtonProps>(function ActionButton(
+  { label, onClick, variant = 'primary', loading, disabled, className, type = 'button', autoFocus },
+  ref,
+) {
+  const base =
+    'px-4 py-2 text-sm font-semibold rounded-xl transition-all duration-200 disabled:opacity-50 focus-ring';
   const variants = {
-    primary: 'bg-gradient-to-b from-chitty-500 to-chitty-600 text-white hover:from-chitty-400 hover:to-chitty-500 shadow-sm hover:shadow-glow-brand active:scale-[0.97]',
-    secondary: 'bg-card-hover text-card-text border border-card-border hover:border-chitty-300 hover:bg-white active:scale-[0.97]',
-    danger: 'bg-gradient-to-b from-urgency-red to-rose-600 text-white hover:from-rose-400 hover:to-rose-500 shadow-sm hover:shadow-glow-danger active:scale-[0.97]',
+    primary:
+      'bg-gradient-to-b from-chitty-500 to-chitty-600 text-white hover:from-chitty-400 hover:to-chitty-500 shadow-sm hover:shadow-glow-brand active:scale-[0.97]',
+    secondary:
+      'bg-card-hover text-card-text border border-card-border hover:border-chitty-300 hover:bg-white active:scale-[0.97]',
+    danger:
+      'bg-gradient-to-b from-urgency-red to-rose-600 text-white hover:from-rose-400 hover:to-rose-500 shadow-sm hover:shadow-glow-danger active:scale-[0.97]',
   };
 
   return (
     <button
+      ref={ref}
+      type={type}
+      autoFocus={autoFocus}
       onClick={onClick}
       disabled={disabled || loading}
       className={cn(base, variants[variant], className)}
@@ -31,4 +44,4 @@ export function ActionButton({ label, onClick, variant = 'primary', loading, dis
       ) : label}
     </button>
   );
-}
+});

ui/src/components/ui/ConfirmDialog.tsx

@@ -0,0 +1,128 @@
+import { useEffect, useId, useRef } from 'react';
+import { createPortal } from 'react-dom';
+import { ActionButton } from './ActionButton';
+
+interface ConfirmDialogProps {
+  open: boolean;
+  title: string;
+  message: string;
+  confirmLabel?: string;
+  cancelLabel?: string;
+  variant?: 'primary' | 'danger';
+  loading?: boolean;
+  onConfirm: () => void | Promise<void>;
+  onCancel: () => void;
+}
+
+export function ConfirmDialog({
+  open,
+  title,
+  message,
+  confirmLabel = 'Confirm',
+  cancelLabel = 'Cancel',
+  variant = 'primary',
+  loading = false,
+  onConfirm,
+  onCancel,
+}: ConfirmDialogProps) {
+  const dialogRef = useRef<HTMLDivElement>(null);
+  const confirmButtonRef = useRef<HTMLButtonElement>(null);
+  const cancelButtonRef = useRef<HTMLButtonElement>(null);
+  const previouslyFocusedElement = useRef<HTMLElement | null>(null);
+  const titleId = useId();
+  const descriptionId = useId();
+
+  useEffect(() => {
+    if (!open) return;
+
+    previouslyFocusedElement.current =
+      document.activeElement instanceof HTMLElement ? document.activeElement : null;
+    (confirmButtonRef.current ?? cancelButtonRef.current)?.focus();
+
+    const onKeyDown = (event: KeyboardEvent) => {
+      if (event.key === 'Escape' && !loading) {
+        onCancel();
+      }
+
+      if (event.key === 'Tab' && dialogRef.current) {
+        const focusable = Array.from(
+          dialogRef.current.querySelectorAll<HTMLElement>(
+            'button, [href], input, select, textarea, [tabindex]:not([tabindex="-1"])',
+          ),
+        ).filter((el) => !el.hasAttribute('disabled'));
+
+        if (focusable.length === 0) return;
+
+        const first = focusable[0];
+        const last = focusable[focusable.length - 1];
+
+        if (!event.shiftKey && document.activeElement === last) {
+          event.preventDefault();
+          first.focus();
+        } else if (event.shiftKey && document.activeElement === first) {
+          event.preventDefault();
+          last.focus();
+        }
+      }
+    };
+
+    window.addEventListener('keydown', onKeyDown);
+    return () => {
+      window.removeEventListener('keydown', onKeyDown);
+      if (
+        previouslyFocusedElement.current &&
+        document.contains(previouslyFocusedElement.current)
+      ) {
+        previouslyFocusedElement.current.focus();
+      }
+    };
+  }, [loading, onCancel, open]);
+
+  if (!open || typeof document === 'undefined') return null;
+
+  return createPortal(
+    <div className="fixed inset-0 z-[90] flex items-center justify-center p-4">
+      <div
+        className="absolute inset-0 bg-black/60 backdrop-blur-sm"
+        onClick={() => !loading && onCancel()}
+      />
+      <div
+        role="dialog"
+        aria-modal="true"
+        aria-labelledby={titleId}
+        aria-describedby={descriptionId}
+        className="relative w-full max-w-md rounded-2xl border border-card-border bg-card-bg shadow-2xl p-5"
+        ref={dialogRef}
+      >
+        <h2 id={titleId} className="text-lg font-semibold text-card-text">
+          {title}
+        </h2>
+        <p
+          id={descriptionId}
+          className="mt-2 text-sm text-card-muted whitespace-pre-wrap"
+        >
+          {message}
+        </p>
+        <div className="mt-5 flex items-center justify-end gap-2">
+          <ActionButton
+            label={cancelLabel}
+            variant="secondary"
+            onClick={onCancel}
+            disabled={loading}
+            type="button"
+            ref={cancelButtonRef}
+          />
+          <ActionButton
+            label={confirmLabel}
+            variant={variant}
+            onClick={onConfirm}
+            loading={loading}
+            type="button"
+            ref={confirmButtonRef}
+          />
+        </div>
+      </div>
+    </div>,
+    document.body,
+  );
+}

ui/src/components/ui/Toast.tsx

@@ -0,0 +1,80 @@
+import { CheckCircle2, AlertCircle, Info, X } from 'lucide-react';
+import { cn } from '../../lib/utils';
+import type { ToastItem } from '../../lib/toast';
+
+interface ToastViewportProps {
+  toasts: ToastItem[];
+  onDismiss: (id: string) => void;
+}
+
+const toastVariants: Record<ToastItem['variant'], { icon: typeof CheckCircle2; className: string }> = {
+  success: {
+    icon: CheckCircle2,
+    className: 'border-emerald-200 bg-emerald-50 text-emerald-900',
+  },
+  error: {
+    icon: AlertCircle,
+    className: 'border-rose-200 bg-rose-50 text-rose-900',
+  },
+  info: {
+    icon: Info,
+    className: 'border-indigo-200 bg-indigo-50 text-indigo-900',
+  },
+};
+
+export function ToastViewport({ toasts, onDismiss }: ToastViewportProps) {
+  if (toasts.length === 0) return null;
+
+  return (
+    <div className="fixed bottom-4 left-1/2 z-[100] w-full max-w-md -translate-x-1/2 px-4 pointer-events-none">
+      <div className="space-y-2">
+        {toasts.map((toast) => {
+          const variant = toastVariants[toast.variant];
+          const Icon = variant.icon;
+
+          return (
+            <div
+              key={toast.id}
+              className={cn(
+                'pointer-events-auto rounded-xl border shadow-lg backdrop-blur-sm px-3 py-2 animate-fade-in-up',
+                variant.className,
+              )}
+              role="status"
+              aria-live="polite"
+            >
+              <div className="flex items-start gap-2">
+                <Icon size={16} className="mt-0.5 shrink-0" />
+                <div className="min-w-0 flex-1">
+                  <p className="text-sm font-semibold leading-tight">{toast.title}</p>
+                  {toast.description && (
+                    <p className="text-xs mt-0.5 opacity-90">{toast.description}</p>
+                  )}
+                  {toast.actionLabel && toast.onAction && (
+                    <button
+                      type="button"
+                      onClick={() => {
+                        toast.onAction?.();
+                        onDismiss(toast.id);
+                      }}
+                      className="mt-1.5 text-xs font-semibold underline underline-offset-2"
+                    >
+                      {toast.actionLabel}
+                    </button>
+                  )}
+                </div>
+                <button
+                  type="button"
+                  onClick={() => onDismiss(toast.id)}
+                  className="opacity-70 hover:opacity-100 transition-opacity"
+                  aria-label="Dismiss notification"
+                >
+                  <X size={14} />
+                </button>
+              </div>
+            </div>
+          );
+        })}
+      </div>
+    </div>
+  );
+}