Kanban pipeline board:
- Fix h-full flex-col layout so board fills viewport height on all screen sizes
- KanbanColumn drop zone: flex-1 min-h-0 so it expands to fill full column height
- KanbanCard: extract KanbanCardDisplay as named export for DragOverlay rendering above overflow containers
- KanbanPage: lift DndContext to page root; add "Add Stage" shortcut to page header
- PageTransition: remove slide-in-from-bottom-4 transform — the CSS transform ancestor was creating a containing block for position:fixed DragOverlay, causing drag ghost to render at a viewport offset
- Migrate fireCampaignToast to toast.custom() Sonner v2 API with explicit card styling
Project & lead views:
- LeadProjectPage: enrich project detail with richer info sections aligned with project stage
- OwnerProjectDetail: expand construction project detail with additional data panels
- OwnerProjectList: project list view improvements
- mockStore: extend lead/project data to support richer project detail rendering
- Add TemplateAccessModal: role-level toggles (All Admins / All Field Agents) + per-person overrides
- Three-state access logic: role grant, individual direct grant, individual exclusion override
- Excluded people (role ON but toggled off) pinned to top with amber 'Excluded' chip
- Direct grants (role OFF but toggled on) show green 'Direct' chip
- canEditTemplates replaces isOwner for all template CRUD guards in EstimatesPage
- Owner retains exclusive access to Manage Access button
- State persisted in mockStore: templateAccessRoles, templateAccessUsers, templateAccessExcluded
- Add EstimatesPage with Estimates + Templates tabs, KPI strip, search, and filter chips
- Estimate detail drawer with pipeline status tracker (Draft→Sent→Waiting Approval→Approved) and edge statuses (Follow Up Required, Revision Required, Rejected, Expired); clickable nodes update estimate status live
- Share bar: WhatsApp, iMessage, Email, PDF download (jsPDF + autotable, light-mode A4)
- ALL_STATUS_CONFIG as shared status registry across cards, badge, filters, and tracker
- Sort controls: Newest First / Oldest First / By Status
- Date range filter with From/To date inputs and clear button
- Fix unit price discrepancy: Unit Price = clientPrice/qty so Qty × Unit Price = Total
- Fix chatbot overlap: pr-20 on drawer footer keeps grand total visible
- Fix card vs drawer total mismatch: computeGrandTotal extracted to estimateExport.js, used as single source of truth in cards, drawer, PDF, and WhatsApp message
- TemplateEditorModal: Owner CRUD for master templates, duplicate with Save as Copy / Replace Original toggle
- EstimatesPage: tabbed hub with Estimates and Templates tabs, KPI strip, search + filter
- EstimateDetailModal: right-side drawer showing scope of work, computed line items, and financial summary from template + roof area
- TemplateEditorModal: create/edit/duplicate templates with segmented mode toggle
- Owner-only template management (create, edit, duplicate, delete); Admin/FA read-only view
- Duplicate mode: toggle between 'Save as new copy' (default, editable name) and 'Replace original'
- MASTER_TEMPLATES and MOCK_ESTIMATES moved into mockStore with full CRUD helpers
- TemplateSelectionModal now reads from mockStore instead of local stub
- Sidebar nav updated to point to /estimates hub for all roles
- Routes added: /emp/fa/estimates, /admin/estimates, /owner/estimates
- DispatchMapPanel: replace h-full/height:100% with explicit inline px height
on both wrapper div and MapContainer — CollapsePanel uses height:auto which
makes percentage heights resolve to 0 giving Leaflet a zero-size canvas
- DispatchMapPanel: accept mapHeight prop from parent for responsive sizing
- LynkDispatchPage: compute responsive mapHeight state (300px mobile →
380px sm → 460px md → 520px lg tablet) updated on window resize; passed
as prop to DispatchMapPanel on all non-desktop renders
- LynkDispatchPage: add missing reps={effectiveReps} prop on mobile map render
so live rep status cycling is reflected on all breakpoints
- LynkDispatchPage: add missing onQuickAssign={handleAssign} on desktop lead
queue render so Quick Assign button works on desktop
- LynkDispatchPage: add whitespace-nowrap to efficiency badge to prevent
'89% AI-Dispatched' wrapping to two lines in header
- LynkDispatchPage: dispatch synthetic resize event 260ms after map panel
expands on mobile/tablet so Leaflet invalidateSize fires post-animation
- DispatchMapPanel: add second invalidateSize call at 320ms (belt-and-suspenders
alongside 50ms) to cover 220ms CollapsePanel animation on slower devices
- DispatchLeadQueue: enrich DROP_POOL leads with phone, email, source
sub-details and notes so Lead Quick View shows complete data on drop-in leads
- Quick Assign: accent Zap pill on unassigned lead cards; dispatches top AI rec in one tap; 2.2s confirmation state
- LeadQuickViewModal: right-drawer with client contact (copy buttons), property, source sub-details, editable notes with double-gate confirmation
- Rep Status Live Cycling: repStatuses state map overrides DISPATCH_REPS.status; effectiveReps prop passed to map and AI drawer; assign sets rep to en_route, reverts to available after 60s
- Dispatch Efficiency Score: aiCount/totalCount seeded 8/9 (89%); AI assign increments both, manual override increments total only; shown as badge in header
- Efficiency badge label updated to '89% AI-Dispatched' with tooltip explaining the metric
- AI Says block in RecommendationDrawer: rep identity row (avatar, name, status/distance, large score) + italic AI insight quote above recommendations
- Lead aging badges: amber Aging (20+ min), red pulsing Overdue (40+ min) on unassigned leads
- Search bar in Lead Queue: filters by customer name, address, city; combines with active tab filter
- mockStore enrichment: email + notes + source sub-details on all 12 leads; rating/closeRate on all 5 reps; distanceMi/aiInsight/conflictFlag on all recommendations; updateLeadNotes() action; DISPATCH_WEEKLY_STATS export
- LynkDispatchPage wired for Phase 5 KPIs, storm mode, chart modal, log drawer, and all new features
- DispatchWeeklyChart: Recharts ComposedChart (Area + Line), custom dots for storm/today/emergency days, rep leaderboard with animated progress bars
- DispatchChartModal: centered modal (max-w-2xl, 88vh), portaled to document.body, scale+fade animation, ESC and backdrop close
- DispatchLogDrawer: right-side sliding drawer (400px sm+, full-width mobile), portaled, spring animation from right, full-height scrollable log, ESC and backdrop close
- Storm mode styling on both — amber tint on headers and borders
- DISPATCH_WEEKLY_STATS: 7-day mock data (Mon Mar 20 – Sun Mar 26) with per-rep breakdown, storm day Thursday, partial Sunday
- Real Plano TX map using Leaflet with dark/light tile layer filter
- Custom DivIcon rep markers (initials circles, pulsing ring on top AI pick)
- Urgency-colored lead pins with radar rings on selected lead
- Route polyline with stroke-dashoffset draw animation keyed to selected lead
- Travel time chip at route midpoint — solid color background, white text, triple ring shadow
- Storm polygon overlay (NE Plano) with Storm Zone Active badge
- Route Active chip top-right, legend overlay bottom-left (rep status + lead urgency counts)
- Hover tooltips on rep markers (name, status, slots, rating/close%) and lead pins (name, urgency, address, notes snippet)
- invalidateSize() with 50ms defer + window resize listener to fix blank tile area after flex layout settles
- Build DispatchRecommendationDrawer with empty/processing/results/dispatched states
- Structured shimmer skeletons during AI processing with cycling analyze messages
- Rep cards: animated score counter, 5-factor breakdown bars, reason chips, capacity donut
- Top Pick badge, storm-aware weather chips (amber styling)
- Assign button fires Sonner toast + updates lead status to confirmed in queue
- Override button opens rep picker modal with capacity and performance data
- Post-assign dispatched confirmation overlay (2.4s) then drawer resets
- Mobile: tap lead auto-expands AI panel and smooth-scrolls to it
- Fix tab overflow: scrollable tab bar, shortened labels (Open/Risk/Done)
- Cap DROP_POOL to 3 fires, no repeat flooding
- Resizable drag handles on desktop (xl 1280px breakpoint)
- Collapsible panels on mobile/tablet — Map + AI collapsed by default on mobile
- iPad Air + iPad Pro 11" treated as tablet via xl breakpoint
- Fixed lead list heights: 22rem mobile → 72rem xl (8 cards visible)
- PageTransition h-full fix to maintain height chain
- DispatchLeadQueue: 4-tab filter (All / Unassigned / At Risk / Confirmed)
with live counts; AnimatePresence popLayout for smooth card entrance/exit
- LeadCard: urgency badge (EMERGENCY pulse / HIGH / STANDARD), source icon,
customer name, lead type, address, status pill, assigned rep initials, time ago
— colored left border by urgency, blue ring when selected
- Storm mode: emergency leads float to top via sort; PRIORITY badge on
emergency_tarp cards; amber Unassigned pill in storm context
- 20s interval drops new leads from 3-lead pool; NEW badge fades after 5s
- LynkDispatchPage: left panel now renders DispatchLeadQueue; handleSelectLead
triggers 1.2s isProcessing state; right panel shows processing/selected/empty
states ready for Phase 3
- mockStore: add DISPATCH_LEADS (12), DISPATCH_REPS (5), DISPATCH_RECOMMENDATIONS
(pre-baked AI scores + route paths for all 12 leads), dispatchLeads state,
assignDispatchLead() action
- LynkDispatchPage: 3-panel command center shell with storm banner, live badge,
Storm Mode toggle, KPI bar with real unassigned count
- App.jsx: routes /admin/dispatch and /owner/dispatch wired
- Layout.jsx: LynkDispatch (Zap icon) added to ADMIN and OWNER sidebar nav
- AnimatedNumber: add ScrollTrigger so counters animate on scroll-into-view
instead of firing immediately on mount (fixes table rows animating before
the user scrolls to them)
- AnimatedNumber: lock locale to 'en-US' for consistent comma formatting
- LeaderboardPage: lock formatValue locale to 'en-US'
- mockStore: update MOCK_SALES_HISTORY dates from Jan/Feb to March 2026 so
the default "This Month" filter returns data; previous dates caused all
agents to show $0 revenue, making the animation appear broken
- mockStore: replace unrealistic amounts ($250K–$520K) with realistic
residential roofing job values ($12K–$42K per deal)
Save action (CreateLeadPage):
- Validate required fields: first/last name, 10-digit phone, address, city, lead source
- On failure: Sonner error toast + auto-opens first incomplete section
- On success: Sonner success toast with name + address, redirects to /emp/fa/leads
- Desktop save bar with progress % indicator and validation error message
- Back button navigates to /emp/fa/leads instead of browser history
Leads List page (LeadsListPage.jsx):
- Route: /emp/fa/leads (FIELD_AGENT, ADMIN, OWNER)
- Lead cards: name, urgency + status badges, address, phone, lead source, time ago, creator
- Search bar: filters by name, address, city, source, status
- Empty state with CTA when no leads saved yet
- Animated card entrance with staggered spring transitions
mockStore:
- Add leads[] state and addLead() action — prepends new lead with id, createdAt, status: New
Navigation:
- Sidebar "New Lead" replaced with "Leads" (ClipboardList icon) for all roles
- New Lead button lives on the list page header
Author: Satyam Rastogi
Phase 5 — Insurance (purple #8B5CF6):
- Insurance Company custom select, Claim Number + Claim Status (2-col grid)
- Adjuster Name + Adjuster Phone (2-col grid, flex-wrapper with Phone icon + mask)
- Policy Number full-width input, all focus rings use purple accent
Phase 6 — Assignment (cyan #06B6D4):
- Role-aware rep selector: Field Agents see self-assign toggle, Admins/Owners
see scrollable list of all field agents with Unassigned option
- Priority pill selector (Low/Medium/High) with Framer Motion layoutId slide
- Follow-up Date: flex-wrapper with Calendar icon + color-scheme fix
- sectionCompletion wired for both sections
Fix: replace Framer Motion variant inheritance with explicit initial/animate on
each section motion.div — inherited variants from already-animated parent caused
Insurance and Assignment to render stuck at opacity:0 when added dynamically
Author: Satyam Rastogi
- LeadPropertySection: Street Address (with pin icon), City/State/ZIP row (flex layout, ZIP auto-strips non-digits to 5 chars, state defaults to TX), Property Type dropdown and Site Photos (Full Form only, animate in/out)
- Photo upload: dashed zone with Camera + Image icons, hover highlight in emerald, hidden file input with capture=environment (opens camera on mobile), multiple selection allowed
- Thumbnails: 4-col grid, spring scale-in animation, hover overlay with X to remove individual photos
- Focus ring accent changed to emerald to match section color identity (blue=contact, emerald=property)
- CreateLeadPage: propertyPhotos added to INITIAL_FORM, sectionCompletion.property live (address + city required), LeadPropertySection wired into renderSectionContent
Satyam-Rastogi