From 546c202b9fae719faeceb7914dfba10fa5075acb Mon Sep 17 00:00:00 2001
From: Satyam <95536056+Satyam-Rastogi@users.noreply.github.com>
Date: Sat, 14 Mar 2026 23:59:06 +0530
Subject: [PATCH] docs: update README for Lead Creation all 8 phases complete

Author: Satyam Rastogi
---
 README.md | 35 +++++++++++++++++++++--------------
 1 file changed, 21 insertions(+), 14 deletions(-)

diff --git a/README.md b/README.md
index cffb21b..638939b 100644
--- a/README.md
+++ b/README.md
@@ -35,13 +35,17 @@
 - Financial Summary sidebar with adjustable margin slider
 - Full light/dark theme support
 
-### Lead Creation Page _(Phases 1–4 complete, Phases 5–8 remaining)_
+### Lead Creation Page _(All 8 phases complete)_
 - Quick Capture (essential fields only) for agents at the door; Full Form for the office
 - 5 color-coded accordion sections: Contact (blue), Property (emerald), Job Details (amber), Insurance (purple), Assignment (cyan)
 - **Custom portaled dropdowns** (`LeadCustomSelect`) — dark zinc-900 panel, fully scrollable, escapes all `overflow:hidden` containers via `ReactDOM.createPortal`; scroll detection uses `e.composedPath()` for reliability across browsers and touch
 - **Fuzzy-search state combobox** (`LeadCombobox`) — type "tex" to find Texas, searches both abbreviation and full state name simultaneously
 - **Flex-wrapper icon pattern** for Phone/MapPin icons — eliminates z-index conflicts, icons are true flex siblings of the input
-- Animated progress bar (GSAP), section completion check marks, spring height animations (Framer Motion)
+- **Insurance section** — carrier, claim number, claim status, adjuster name/phone, policy number (purple accent)
+- **Assignment section** — role-aware rep selector (agents: self-assign toggle; admins/owners: full scrollable agent list), priority pill (Low/Medium/High), follow-up date picker (cyan accent)
+- **Save action** — validates required fields, Sonner toast on success/failure, redirects to Leads list
+- **Leads list page** (`/emp/fa/leads`) — card list with urgency/status badges, search bar, animated empty state
+- Animated progress bar (GSAP), section completion checkmarks, spring height animations (Framer Motion)
 - Mobile-first: sticky Save footer, responsive City/State/ZIP grid layout, ample bottom padding for footer clearance
 
 ### LynkDispatch AI _(investor demo — in development)_
@@ -125,29 +129,32 @@ All select fields in the Lead Creation form use custom components rather than na
 ```
 src/
 ├── pages/
-│   ├── CreateLeadPage.jsx       # Lead creation orchestrator (form state, sections, progress)
+│   ├── CreateLeadPage.jsx       # Lead creation orchestrator (form state, sections, progress, save)
+│   ├── LeadsListPage.jsx        # Leads list with search, cards, empty state
 │   └── ...                      # Other role pages
 ├── components/
 │   ├── leads/
-│   │   ├── LeadSectionWrapper.jsx    # Collapsible accordion with spring animation
-│   │   ├── LeadContactSection.jsx    # Name, dynamic phone rows, dynamic email rows
-│   │   ├── LeadPropertySection.jsx   # Address, city/state/zip, property type, site photos
-│   │   ├── LeadJobSection.jsx        # Lead source, type, work/trade type, urgency, notes
-│   │   ├── LeadCustomSelect.jsx      # Portaled custom dropdown (accent + compact modes)
-│   │   ├── LeadCombobox.jsx          # Fuzzy-search combobox for state field
-│   │   ├── UrgencyPillSelector.jsx   # Sliding pill with Framer Motion layoutId
-│   │   ├── PhoneEntryRow.jsx         # Phone input with mask, type picker, primary star
-│   │   └── EmailEntryRow.jsx         # Email input with type picker, primary star
+│   │   ├── LeadSectionWrapper.jsx      # Collapsible accordion with spring animation
+│   │   ├── LeadContactSection.jsx      # Name, dynamic phone rows, dynamic email rows
+│   │   ├── LeadPropertySection.jsx     # Address, city/state/zip, property type, site photos
+│   │   ├── LeadJobSection.jsx          # Lead source, type, work/trade type, urgency, notes
+│   │   ├── LeadInsuranceSection.jsx    # Carrier, claim #/status, adjuster name/phone, policy #
+│   │   ├── LeadAssignmentSection.jsx   # Role-aware rep selector, priority pill, follow-up date
+│   │   ├── LeadCustomSelect.jsx        # Portaled custom dropdown (accent + compact modes)
+│   │   ├── LeadCombobox.jsx            # Fuzzy-search combobox for state field
+│   │   ├── UrgencyPillSelector.jsx     # Sliding pill with Framer Motion layoutId
+│   │   ├── PhoneEntryRow.jsx           # Phone input with mask, type picker, primary star
+│   │   └── EmailEntryRow.jsx           # Email input with type picker, primary star
 │   ├── estimates/               # EstimateBuilder modals
 │   ├── dispatch/                # LynkDispatch AI panels (in development)
 │   ├── dashboard/               # Admin dashboard widgets
 │   └── ...                      # Layout, AnimatedCounter, shared components
 ├── context/                     # AuthContext, ThemeContext, GamificationContext
 ├── data/
-│   └── mockStore.jsx            # Central data layer + LEAD_FORM_OPTIONS
+│   └── mockStore.jsx            # Central data layer + LEAD_FORM_OPTIONS + leads[] + addLead()
 └── hooks/                       # useGamification, custom hooks
 ```
 
 ---
 
-**Maintained by Satyam Rastogi | Branch: revamp | Last updated: March 13, 2026**
+**Maintained by Satyam Rastogi | Branch: revamp | Last updated: March 14, 2026**