Goutam/LynkedUpPro_CRM
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

fix(data): convert signed lead kl_044 to PRJ-2026-029 (resolves orphan signed-column lead)

Browse Source
This commit is contained in:
Satyam Rastogi
2026-05-29 17:01:20 +05:30
parent dd781f4692
commit 8e75aa15c9
1 changed files with 72 additions and 1 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/data/mockStore.jsx
+72 -1
View File
@@ -4265,6 +4265,77 @@ const MOCK_PROJECTS = [
{ id: 'jtm_028_3', userId: 'con_001', name: 'Mike Brennan', email: 'mike@texasbuilders.com', orgRole: 'CONTRACTOR', jobRole: 'Lead Installer', status: 'active', commissionEnabled: false, jobCommission: null },
],
},
// Converted from won kanban lead kl_044 (signed, awaiting HOA approval before start)
{
id: 'PRJ-2026-029',
ownerId: 'own_001',
sourceLeadId: 'kl_044',
propertyId: 'P-9029',
address: '3908 Plano Pkwy, Plano, TX 75074',
customerName: 'Jerome Watkins',
customerPhone: '(214) 491-7368',
customerEmail: 'jerome.w@yahoo.com',
contractorId: 'con_001',
subcontractorIds: [],
projectType: 'Gutter Replacement',
status: 'active',
phase: 'Pre-Construction',
budget: 6200,
approvedBudget: 6200,
committedCost: 5600,
actualCost: 0,
spent: 0,
variancePercent: -100.0,
margin: 0.10,
commissionType: 'percent_gross',
commissionRate: 10,
commission: 620,
startDate: '2026-03-25',
endDate: '2026-05-15',
completionPercentage: 8,
healthScore: 80,
openRFIs: 0,
changeOrderCount: 0,
pendingInvoiceCount: 0,
budgetBreakdown: [
{ name: 'LeafGuard DFW', category: 'Gutter Materials', allocated: 3400, committed: 3400, actual: 0 },
{ name: 'Plano Gutter Crew', category: 'Labor', allocated: 2200, committed: 2200, actual: 0 },
{ name: 'City of Plano', category: 'Permits', allocated: 200, committed: 0, actual: 0 },
{ name: 'Reserve Fund', category: 'Contingency', allocated: 400, committed: 0, actual: 0 },
],
changeOrders: [],
rfis: [],
riskLog: [
{ id: 'risk_029_1', description: 'HOA approval delay could push the install date', severity: 'Medium', likelihood: 'Likely', mitigation: 'Submitted HOA package 3/28; following up 4/20', status: 'monitoring' },
],
issueLog: [],
paymentSchedule: [
{ id: 'ps_029_1', milestone: 'Deposit (30%)', amount: 1860, dueDate: '2026-03-25', status: 'paid', paidDate: '2026-03-25' },
{ id: 'ps_029_2', milestone: 'Final (70%)', amount: 4340, dueDate: '2026-05-15', status: 'pending' },
],
activityTimeline: [
{ date: '2026-03-28', action: 'HOA Submitted', user: 'Wade Hollis', details: 'HOA package submitted for gutter color/style approval.' },
{ date: '2026-03-25', action: 'Contract Executed', user: 'Travis Boone', details: 'Signed gutter replacement — deposit collected. Awaiting HOA approval before start.' },
],
milestones: [
{ id: 'ms_029_1', name: 'Contract Signed', dueDate: '2026-03-25', status: 'completed', assignedTo: 'con_001' },
{ id: 'ms_029_2', name: 'HOA Approval', dueDate: '2026-04-20', status: 'in_progress', assignedTo: 'con_001' },
{ id: 'ms_029_3', name: 'Materials Order', dueDate: '2026-04-25', status: 'pending', assignedTo: 'con_001' },
{ id: 'ms_029_4', name: 'Gutter Install', dueDate: '2026-05-08', status: 'pending', assignedTo: 'con_001' },
{ id: 'ms_029_5', name: 'Final Inspection', dueDate: '2026-05-14', status: 'pending', assignedTo: 'con_001' },
],
invoices: [],
documents: [
{ name: 'Scope of Work - Gutter Replacement', url: '#', type: 'contract' },
{ name: 'HOA Approval Submission', url: '#', type: 'permit' },
],
teamMembers: [
{ id: 'jtm_029_1', userId: 'e3', name: 'Travis Boone', email: 'agent3@plano.com', orgRole: 'FIELD_AGENT', jobRole: 'Canvasser', status: 'active', commissionEnabled: true, jobCommission: null },
{ id: 'jtm_029_2', userId: 'p1', name: 'Jesus Gonzales', email: 'jesus@lynkeduppro.com', orgRole: 'W2_EMPLOYEE', jobRole: 'Sales Rep', status: 'active', commissionEnabled: true, jobCommission: null },
{ id: 'jtm_029_3', userId: 'con_001', name: 'Mike Brennan', email: 'mike@texasbuilders.com', orgRole: 'CONTRACTOR', jobRole: 'Lead Installer', status: 'active', commissionEnabled: false, jobCommission: null },
],
},
];
// ---------------------------------------------------------------------------
@@ -5905,7 +5976,7 @@ const KANBAN_LEADS_INITIAL = [
phone: '(214) 491-7368', email: 'jerome.w@yahoo.com',
jobType: 'Gutter Replacement', insuranceType: 'Insurance',
assignedAgentId: 'e3', assignedAgentName: 'Travis Boone',
columnId: 'kc_signed', bucketId: 'kc_followup', value: 6200,
columnId: 'kc_signed', bucketId: 'kc_followup', value: 6200, projectId: 'PRJ-2026-029',
notes: 'Signed but waiting on HOA approval before starting. Follow-up Apr 20.',
createdDate: '2026-03-08',
activity: [