new lead created by estimate wizard now list in leads page

src/data/mockStore.jsx

@@ -9140,6 +9140,31 @@ const DEFAULT_EMPTY_PROFILE = {
 
 const MockStoreContext = createContext();
 
+// ---------------------------------------------------------------------------
+// Estimate Wizard → CRM lead persistence.
+// The public DIY Estimate Wizard runs in a separate session from the authed CRM,
+// so its leads must survive a reload. They're persisted to localStorage and
+// rehydrated into the leads list on store init, deduped by wizard session id.
+// ---------------------------------------------------------------------------
+const WIZARD_LEADS_KEY = 'lup_estimate_wizard_leads_v1';
+
+function loadWizardLeads() {
+    try {
+        const raw = localStorage.getItem(WIZARD_LEADS_KEY);
+        const list = raw ? JSON.parse(raw) : [];
+        return Array.isArray(list) ? list : [];
+    } catch { return []; }
+}
+
+function persistWizardLead(lead) {
+    try {
+        const list = loadWizardLeads();
+        const sid = lead?.estimateWizard?.sessionId;
+        if (sid && list.some(l => l?.estimateWizard?.sessionId === sid)) return; // already saved
+        localStorage.setItem(WIZARD_LEADS_KEY, JSON.stringify([lead, ...list]));
+    } catch { /* quota */ }
+}
+
 export const MockStoreProvider = ({ children }) => {
     const [properties, setProperties] = useState([]);
     const [users, setUsers] = useState(MOCK_USERS);
@@ -9154,7 +9179,7 @@ export const MockStoreProvider = ({ children }) => {
     const [projects, setProjects] = useState(MOCK_PROJECTS);
     const [orders, setOrders] = useState(MOCK_ORDERS);
     const [vendorInvoices, setVendorInvoices] = useState(MOCK_VENDOR_INVOICES);
-    const [leads, setLeads] = useState(() => seedLeadsFromAttribution());
+    const [leads, setLeads] = useState(() => [...loadWizardLeads(), ...seedLeadsFromAttribution()]);
     const [dispatchLeads, setDispatchLeads] = useState(DISPATCH_LEADS_INITIAL);
     const [templates, setTemplates] = useState(MASTER_TEMPLATES_INITIAL);
     const [estimates, setEstimates] = useState(MOCK_ESTIMATES_INITIAL);
@@ -9979,6 +10004,21 @@ export const MockStoreProvider = ({ children }) => {
                 return newLead;
             },
 
+            // Lead created by the public Estimate Wizard. Persisted to localStorage
+            // (survives reload) and deduped by wizard session id.
+            addWizardLead: (lead) => {
+                const created = {
+                    ...lead,
+                    id: lead.id || `lead_wiz_${Date.now()}`,
+                    createdAt: lead.createdAt || new Date().toISOString(),
+                    status: 'New',
+                };
+                const sid = created.estimateWizard?.sessionId;
+                setLeads(prev => (sid && prev.some(l => l?.estimateWizard?.sessionId === sid)) ? prev : [created, ...prev]);
+                persistWizardLead(created);
+                return created;
+            },
+
             // Templates
             templates,
             addTemplate: (tpl) => {

src/modules/estimateWizard/CustomerEstimateWizard.jsx

@@ -19,8 +19,8 @@ const CompletionScreen = () => {
                     Thanks{inputs.name ? `, ${inputs.name.split(' ')[0]}` : ''}!
                 </h1>
                 <p className="text-zinc-500 dark:text-zinc-400 mt-2">
-                    Your roof options report is being prepared. The branded report, AI recommendation, and
+                    Your roof options report is ready and your details have been sent to our team —
-                    booking step are delivered in Phase 5.
+                    a rep will reach out to confirm your free inspection.
                 </p>
                 <button
                     onClick={reset}

src/modules/estimateWizard/EstimateWizardContext.jsx

@@ -17,6 +17,28 @@ import { getTenantConfig } from './data/tenantConfig';
 
 const STORAGE_KEY = 'lup_estimate_wizard_session_v1';
 
+// One-click demo seed (spec demo support). Every value matches a valid choice in
+// questions.js so the wizard renders selected cards correctly. Address is a real
+// Plano, TX location so the Nominatim geocoder + storm-history lookup resolve.
+export const DEMO_INPUTS = {
+    name: 'Jordan Sample',
+    address: '2700 W 15th St, Plano, TX 75075',
+    phone: '(972) 555-0142',
+    email: 'jordan.sample@example.com',
+    contactMethod: 'text',
+    consent: true,
+    roofAgeYears: 14,
+    issueType: 'storm',
+    ownershipHorizon: '16+',
+    premiumAmount: 2400,
+    premiumUnknown: false,
+    budgetPreference: 'balanced',
+    hoaConstraints: 'no',
+    atticConcern: 'energy_bills',
+    pestConcern: 'no',
+    financingInterest: 'maybe',
+};
+
 const EstimateWizardContext = createContext(null);
 
 // A stable-ish id without relying on Date.now/Math.random being available everywhere.
@@ -125,6 +147,17 @@ export function EstimateWizardProvider({ children, source = 'public' }) {
         try { localStorage.setItem(STORAGE_KEY, JSON.stringify(fresh)); } catch { /* quota */ }
     }, [source]);
 
+    // Fill every input with a valid demo answer so the wizard can be exercised fast.
+    const prefillDemo = useCallback(() => {
+        setSession(s => ({
+            ...s,
+            inputs: { ...s.inputs, ...DEMO_INPUTS },
+            property: null,        // force a fresh geocode on the address step
+            hailSnapshot: null,
+            events: [...s.events, { eventType: 'demo_prefill', payload: {}, occurredAt: new Date().toISOString() }],
+        }));
+    }, []);
+
     const value = {
         session,
         inputs: session.inputs,
@@ -141,6 +174,7 @@ export function EstimateWizardProvider({ children, source = 'public' }) {
         back,
         complete,
         reset,
+        prefillDemo,
     };
 
     return (

src/modules/estimateWizard/api/crmHandoff.js

@@ -9,6 +9,87 @@
 
 const SUBMISSIONS_KEY = 'lup_estimate_wizard_submissions_v1';
 
+const PKG_LABEL = { GOOD: 'Good', BETTER: 'Better', BEST: 'Best' };
+
+// Parse a free-typed "Street, City, ST 12345" string into CRM lead fields.
+function parseAddress(raw) {
+    const address = (raw || '').trim();
+    const zip = (address.match(/\b(\d{5})(?:-\d{4})?\b/) || [])[1] || '';
+    const stateM = address.match(/,\s*([A-Z]{2})\b/) || address.match(/\b([A-Z]{2})\b(?=\s+\d{5})/);
+    const state = stateM ? stateM[1] : 'TX';
+    const cityM = address.match(/,\s*([^,]+?)\s*,\s*[A-Z]{2}\b/);
+    const city = cityM ? cityM[1].trim() : 'Plano';
+    return { address, city, state, zip };
+}
+
+/**
+ * Map a completed wizard session → the global CRM mock store lead shape, so the
+ * estimate shows up as a real lead. The caller passes this to MockStore.addLead()
+ * (addLead injects id / createdAt / status). Pure — no React, no side effects.
+ */
+export function buildLeadFromSession(session, tenantConfig, reportMeta) {
+    const i = session.inputs;
+    const { address, city, state, zip } = parseAddress(i.address);
+    const nameParts = (i.name || '').trim().split(/\s+/);
+    const firstName = nameParts[0] || 'Homeowner';
+    const lastName = nameParts.slice(1).join(' ');
+
+    const tier = session.hailSnapshot?.exposureTier || null;
+    const urgency = tier === 'high' ? 'high' : 'standard';
+    const priority = tier === 'high' ? 'high' : tier === 'moderate' ? 'medium' : 'low';
+
+    const rec = session.recommendation?.selectedPackage;
+    const sel = session.selectedPackage;
+    const noteParts = [
+        'DIY Estimate Wizard self-serve estimate.',
+        rec ? `Recommended: ${PKG_LABEL[rec] || rec}.` : '',
+        sel ? `Customer selected: ${PKG_LABEL[sel] || sel}.` : '',
+        tier ? `Historical hail exposure: ${tier}.` : '',
+        session.selectedAddons?.length ? `Add-ons: ${session.selectedAddons.join(', ')}.` : '',
+        reportMeta?.reportId ? `Report ${reportMeta.reportId}.` : '',
+    ].filter(Boolean);
+
+    return {
+        firstName,
+        lastName,
+        address,
+        city,
+        state,
+        zip,
+        lat: session.property?.lat ?? null,
+        lng: session.property?.lon ?? null,
+        urgency,
+        priority,
+        leadSource: 'Estimate Wizard',
+        phones: i.phone ? [{ id: '1', number: i.phone, type: 'Mobile', isPrimary: true }] : [],
+        emails: i.email ? [{ email: i.email, isPrimary: true }] : [],
+        contactMethod: i.contactMethod,
+        propertyType: 'Single Family',
+        propertyPhotos: [],
+        leadType: 'Retail',
+        workType: 'Roof Replacement',
+        tradeType: 'Roofing',
+        referralNote: '',
+        canvasserId: '',
+        canvasserName: '',
+        assignedTo: '',
+        followUpDate: '',
+        isQuickCapture: false,
+        insuranceCompany: '', claimNumber: '', claimStatus: '',
+        adjusterName: '', adjusterPhone: '', policyNumber: '',
+        notes: noteParts.join(' '),
+        createdByName: tenantConfig?.branding?.company || 'Estimate Wizard',
+        // Traceability back to the wizard session / report.
+        estimateWizard: {
+            sessionId: session.id,
+            reportId: reportMeta?.reportId || null,
+            recommendedPackage: rec || null,
+            selectedPackage: sel || null,
+            estimatedTotal: reportMeta?.estimatedTotal ?? null,
+        },
+    };
+}
+
 export function loadSubmissions() {
     try {
         const raw = localStorage.getItem(SUBMISSIONS_KEY);
@@ -59,6 +140,7 @@ export function submitToCrm(session, tenantConfig, reportMeta) {
             : null,
         repBrief: session.recommendation?.explanation?.repBrief || null,
         report: reportMeta || null,
+        crmLeadId: reportMeta?.crmLeadId || null,   // link to the global mock-store lead
         compliance: buildComplianceRecord(session, tenantConfig),
         // Nurture handoff (spec §14): which playbook trigger fired.
         nurtureTrigger: 'wizard_completed',

src/modules/estimateWizard/components/steps/ReportStep.jsx

@@ -4,11 +4,12 @@
  * the inspection, and fires the CRM + nurture handoff (once) with the immutable
  * compliance record (spec §18 G1).
  */
-import React, { useEffect, useState } from 'react';
+import React, { useEffect, useRef, useState } from 'react';
 import { Download, Printer, Mail, Share2, CalendarCheck, FileText, Loader2, Check } from 'lucide-react';
 import { useEstimateWizard } from '../../EstimateWizardContext';
+import { useMockStore } from '../../../../data/mockStore';
 import { buildReportModel, downloadReportPdf, getReportBlobUrl } from '../../utils/wizardReportExport';
-import { submitToCrm } from '../../api/crmHandoff';
+import { submitToCrm, buildLeadFromSession } from '../../api/crmHandoff';
 import { formatUSD } from '../../engine/pricing';
 
 const PKG_LABEL = { GOOD: 'Good', BETTER: 'Better', BEST: 'Best' };
@@ -29,18 +30,33 @@ const ActionButton = ({ icon: Icon, label, onClick, busy, primary }) => (
 
 const ReportStep = () => {
     const { session, tenantConfig, patchSession, logEvent } = useEstimateWizard();
+    const { addWizardLead } = useMockStore();
     const model = buildReportModel(session, tenantConfig);
     const [busy, setBusy] = useState(null);
     const [booked, setBooked] = useState(!!session.report?.appointmentBooked);
+    const firedRef = useRef(false);
 
-    // Fire CRM + nurture handoff once (spec §13 / §17 E2).
+    // Fire CRM + nurture handoff once (spec §13 / §17 E2). The ref guard prevents a
+    // duplicate lead under React StrictMode's double-invoked mount effect.
     useEffect(() => {
-        if (session.report) return;
+        if (firedRef.current || session.report) return;
-        const reportMeta = { reportId: model.reportId, version: 1, generatedAt: model.generatedAt, deliveryStatus: 'created' };
+        firedRef.current = true;
+
+        // Create a real lead in the global CRM mock store so the estimate shows up
+        // in the pipeline (addLead injects id / createdAt / status: 'New').
+        const lead = addWizardLead(buildLeadFromSession(session, tenantConfig, {
+            reportId: model.reportId,
+            estimatedTotal: model.totals.total,
+        }));
+
+        const reportMeta = {
+            reportId: model.reportId, version: 1, generatedAt: model.generatedAt,
+            deliveryStatus: 'created', crmLeadId: lead?.id || null, estimatedTotal: model.totals.total,
+        };
         patchSession({ report: reportMeta });
         submitToCrm(session, tenantConfig, reportMeta);
         logEvent('report_generated', { reportId: model.reportId });
-        logEvent('crm_handoff', { trigger: 'wizard_completed' });
+        logEvent('crm_handoff', { trigger: 'wizard_completed', crmLeadId: lead?.id || null });
         // eslint-disable-next-line react-hooks/exhaustive-deps
     }, []);
 

src/modules/estimateWizard/components/steps/StartStep.jsx

@@ -4,7 +4,7 @@
  * Consent is required before proceeding (spec §15 Privacy / §3 compliance).
  */
 import React from 'react';
-import { User, MapPin, Phone, Mail } from 'lucide-react';
+import { User, MapPin, Phone, Mail, Wand2 } from 'lucide-react';
 import { useEstimateWizard } from '../../EstimateWizardContext';
 
 const Field = ({ icon: Icon, label, children }) => (
@@ -21,10 +21,18 @@ const inputCls =
     'text-zinc-900 dark:text-white placeholder-zinc-400 focus:outline-none focus:ring-2 focus:ring-amber-500';
 
 const StartStep = () => {
-    const { inputs, setInput } = useEstimateWizard();
+    const { inputs, setInput, prefillDemo } = useEstimateWizard();
 
     return (
         <div className="space-y-4">
+            <button
+                type="button"
+                onClick={prefillDemo}
+                className="w-full flex items-center justify-center gap-2 rounded-xl border border-dashed border-amber-300 dark:border-amber-500/30 bg-amber-50 dark:bg-amber-500/10 px-3 py-2.5 text-sm font-medium text-amber-700 dark:text-amber-300 hover:border-amber-400"
+            >
+                <Wand2 size={15} /> Try a demo address (auto-fills every answer)
+            </button>
+
             <Field icon={User} label="Name">
                 <input
                     className={inputCls}