Commit Graph

269 Commits

Author SHA1 Message Date
Satyam-Rastogi eb34ec4cb3 responsive new lead forms 2026-05-15 14:30:37 +05:30
Satyam Rastogi 949d96a7c7 add leaderboard for canvassar 2026-05-15 12:05:05 +05:30
Satyam-Rastogi b1fdda407d add leaderboard for canvassar 2026-05-15 12:05:05 +05:30
Satyam Rastogi cef4be74b8 adds on /off commission for team members in jobs,when comm is on then owner can edit comm 2026-05-14 19:08:31 +05:30
Satyam-Rastogi 00e9c2af00 adds on /off commission for team members in jobs,when comm is on then owner can edit comm 2026-05-14 19:08:31 +05:30
Satyam Rastogi 7525871510 org team managment removed promotion demotion infor section from org Settings page 2026-05-14 18:21:13 +05:30
Satyam-Rastogi ef9fa1a401 org team managment removed promotion demotion infor section from org Settings page 2026-05-14 18:21:13 +05:30
Satyam Rastogi 72be14369e access control by role plus by person in orgsettings 2026-05-14 18:13:42 +05:30
Satyam-Rastogi d01e699250 access control by role plus by person in orgsettings 2026-05-14 18:13:42 +05:30
Satyam Rastogi 45301dbabd org level commission distribution for each member 2026-05-14 13:24:16 +05:30
Satyam-Rastogi 69d81c78d0 org level commission distribution for each member 2026-05-14 13:24:16 +05:30
Satyam Rastogi 42a1306aca door knock and referral attribution 2026-05-14 12:15:46 +05:30
Satyam-Rastogi 5aff14323c door knock and referral attribution 2026-05-14 12:15:46 +05:30
Satyam Rastogi 1798743dde create Teams tab in projectdetails page and display team managment section, removed from projects lists page 2026-05-13 20:24:33 +05:30
Satyam-Rastogi 8157608ff0 create Teams tab in projectdetails page and display team managment section, removed from projects lists page 2026-05-13 20:24:33 +05:30
Satyam Rastogi 6610054915 change org default commission from 10 to 0 2026-05-13 20:11:30 +05:30
Satyam-Rastogi 138ec168b2 change org default commission from 10 to 0 2026-05-13 20:11:30 +05:30
Satyam Rastogi 46605fd31e Team Members section added in Projects List page 2026-05-13 19:59:37 +05:30
Satyam-Rastogi b051b24fa2 Team Members section added in Projects List page 2026-05-13 19:59:37 +05:30
Satyam Rastogi 2299cda11d org team management section in org Settings module 2026-05-13 18:55:09 +05:30
Satyam-Rastogi b6a7792bf7 org team management section in org Settings module 2026-05-13 18:55:09 +05:30
Satyam Rastogi 315191c01b allow admin to access orgSetting page 2026-05-13 17:47:48 +05:30
Satyam-Rastogi 72d541cab2 allow admin to access orgSetting page 2026-05-13 17:47:48 +05:30
Satyam Rastogi 8f4a0e81fb commission overrides in org Settings page 2026-05-13 12:51:36 +05:30
Satyam-Rastogi 9bc8a42354 commission overrides in org Settings page 2026-05-13 12:51:36 +05:30
Satyam Rastogi 455462ded4 adds access modifiers for each role 2026-05-12 21:08:19 +05:30
Satyam-Rastogi 7598f8982a adds access modifiers for each role 2026-05-12 21:08:19 +05:30
Satyam Rastogi fea4ad2d22 Org settings module and user roles 2026-05-12 20:36:44 +05:30
Satyam-Rastogi e85ecd2571 Org settings module and user roles 2026-05-12 20:36:44 +05:30
Satyam Rastogi 3b1a77f500 team management feature in Owners Box 2026-05-12 19:29:52 +05:30
Satyam-Rastogi 17c3dc7307 team management feature in Owners Box 2026-05-12 19:29:52 +05:30
Satyam Rastogi ab701c5bd9 add name for each entry of budget & cost table 2026-05-12 17:37:11 +05:30
Satyam-Rastogi 91392bebcb add name for each entry of budget & cost table 2026-05-12 17:37:11 +05:30
Satyam Rastogi 87657fa8b3 remove Payments tab and adds sections into budges- costs 2026-05-12 16:58:33 +05:30
Satyam-Rastogi 3a47e1f88f remove Payments tab and adds sections into budges- costs 2026-05-12 16:58:33 +05:30
Satyam Rastogi 6ab3f4c2d4 configurable commission setting 2026-05-12 15:54:01 +05:30
Satyam-Rastogi c82cadd547 configurable commission setting 2026-05-12 15:54:01 +05:30
Satyam Rastogi 178d033864 add commission section 2026-05-11 19:53:32 +05:30
Satyam-Rastogi d32b3ced21 add commission section 2026-05-11 19:53:32 +05:30
Satyam Rastogi 0b6ee9d626 Gross, Net Profit calculate 2026-05-11 18:56:04 +05:30
Satyam-Rastogi e7b0fae1b3 Gross, Net Profit calculate 2026-05-11 18:56:04 +05:30
Satyam Rastogi e9c67d8dda addnew payments table 2026-05-11 18:02:29 +05:30
Satyam-Rastogi 28f4ae57be addnew payments table 2026-05-11 18:02:29 +05:30
Satyam Rastogi 394641f899 budgest table add name and remove commited column 2026-05-11 17:00:24 +05:30
Satyam-Rastogi ebe7a585c0 budgest table add name and remove commited column 2026-05-11 17:00:24 +05:30
Satyam-Rastogi e96dffb3ec fix(ui): light mode color corrections for LeadProjectPage and OwnerProjectDetail
- Replace hardcoded dark-only NEO_PANEL_CLASS bg with dark: prefixed variants so SpotlightCard's bg-white shows through in light mode
- Add light mode fallbacks to all NEON color constants (sky/amber/orange/green/red solid colors replace neon glows)
- Fix progress bar and stepper tracks from bg-black/80 to bg-zinc-200 dark:bg-black/80
- Update stepper node colors to use theme-aware border/text/bg classes
- Fix all section header text-white → text-zinc-900 dark:text-white throughout NeoCard content
- Replace bg-black/30, bg-white/[0.03], border-white/5, divide-white/5 inner elements with light mode equivalents
- Fix table headers (bg-[#18181b]/80 → bg-zinc-100 dark:), row hover states, and body text colors
- Fix action buttons, doc rows, timeline items, and activity feed for proper light mode rendering
2026-04-13 14:01:07 +05:30
Satyam-Rastogi c584d918ac fix(kanban): responsive layout, drag-drop offset, and project view enhancements
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
2026-04-08 23:40:45 +05:30
Satyam-Rastogi b1ece35ac8 feat(kanban): Project Pipeline board with drag-and-drop, lead drawer, and full project view
- 44 mock leads across 7 stage columns + 2 bucket columns (Stuck, Follow-up) with seeded activity logs
- dnd-kit drag-and-drop: cross-column card movement, bucket logic, DragOverlay preview
- Campaign toast on stage drop: 20s countdown, Edit button opens message editor, auto-sends if ignored
- KanbanColumn: droppable zones, stage progress bar (position/total), column color accents, Add/Rename/Delete (Admin+Owner)
- KanbanCard: initials avatar, job type pill, insurance badge, assigned agent, days-in-stage counter, left color accent bar
- ColumnManagerModal: add/rename/delete stages with name, color picker, campaign message; delete blocked if leads exist
- LeadInfoDrawer: right slide-in with progress bar + stage steps, Details and Activity tabs, More Details CTA
- ActivityTimeline: color-coded entries (created/forward/regression/bucket), stage arrows, notes, agent + date
- LeadProjectPage: full project view at /*/leads/:leadId — progress bar, stage mover dropdown, info panels, full activity log, stats
- Routes: /*/kanban + /*/leads/:leadId for Owner, Admin, Field Agent
- Pipeline nav item added for all three roles
2026-04-08 19:56:42 +05:30
Satyam-Rastogi c927f4c44d feat(estimates): template access control — owner can grant edit rights by role or individual
- 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
2026-04-06 18:33:48 +05:30
Satyam-Rastogi fe9ddda941 feat(estimates): Estimates hub with templates, detail drawer, status tracker, sort, and share
- 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
2026-04-01 16:45:16 +05:30