Notifications

TaxHomeBase monitors your compliance status and sends alerts when action is needed. Notifications are available on all plans.

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Alert Types

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Severity Levels

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How Notifications Are Generated

Notifications are computed by alertService.js — a pure function that evaluates your data and produces a list of alerts. Sync happens in two ways:

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On Login

When you sign in, a fire-and-forget POST /notifications/sync runs in the background. This ensures your alerts are current every time you open the app.

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Daily Background Job

A cron job runs at 8am daily for all users:

1. Fetches each user’s data (tax home, assignments, expenses, credentials, quarterly payments)
2. Computes alerts
3. Syncs to the database
4. Sends an email digest to users with email notifications enabled

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Auto-Resolution

When the underlying issue is fixed, the alert auto-resolves on the next sync. For example:

• Update your visit date → visit_overdue resolves
• Upload tax home docs → missing_docs resolves
• Record a quarterly payment → quarterly_overdue resolves

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Deduplication

The notification service deduplicates by (user_id, type). If you already have an active visit_overdue alert, syncing won’t create a duplicate — it updates the existing one.

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Notification Center

Access notifications via the bell icon in the header:

• Unread count badge on the bell
• Dropdown panel with severity-colored rows
• Mark individual notifications as read
• Mark all as read
• Dismiss (soft-delete) individual notifications

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Email Digest

Users who opt in receive a daily email summary of active alerts. Toggle email notifications on the Profile page.

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Where Alerts Link

Each alert type links to a specific section on the relevant page. When you tap an action item on the Dashboard, the app navigates to the target page, smooth-scrolls to the section, and flashes an amber highlight for 1.5 seconds.

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Fallback Action Items

When no server alerts are active, the Dashboard shows contextual items: