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
- 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
- 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
- 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
- CreateLeadPage.jsx: full page shell with Quick Capture / Full Form toggle, Barlow Condensed header, breadcrumb nav, GSAP progress bar stub, mobile sticky save footer
- LeadSectionWrapper.jsx: collapsible section component with Framer Motion height animation, spring chevron rotation, completion dot, dual light/dark header design matching GlassPanel language
- 5 sections wired up: Contact (blue), Property (emerald), Job Details (amber), Insurance (violet), Assignment (cyan) — Quick Capture shows first 3, Full Form shows all 5
- Section indicator pills in header dim gracefully when hidden in Quick Capture mode
- LEAD_FORM_OPTIONS added to mockStore: lead types, sources, work types, trade types, urgency/priority levels, insurance companies, claim statuses, phone/email types, US states
- Route /emp/fa/leads/new added (FIELD_AGENT, ADMIN, OWNER)
- New Lead nav item added to sidebar for all 3 roles
- Rewrote AI chatbot context system with deep role-aware data injection for all 7 roles (Owner, Admin, Field Agent, Contractor, Subcontractor, Vendor, Customer) plus guest fallback
- Added mobile-responsive bottom-sheet modals across all roles (ChangeOrderDrawer, InvoiceDetailModal, FinancialSummaryModal, VendorFinancialSummaryModal, FinancialDetailsModal)
- Converted Owner Project List and Vendor Orders tables to mobile card views with touch-friendly layouts
- Optimized Vendor Management and People Directory with mobile list/detail toggle and back navigation
- Fixed Document Control mobile view: horizontally scrollable filter tabs, proper overflow chain for document visibility
- Added responsive padding, text scaling, and flex-wrap across StatCard, TaskDetailsModal, OwnerSnapshot, OwnerProjectDetail, VendorDashboard, and DocumentManagement
- Expanded mock data store with richer vendor invoices, orders, documents, and compliance records
- Enhanced Owner Snapshot with financial KPI cards, urgent items panel, and Action Center modal
- Built Contractor Dashboard with task management, financial summary, and performance metrics
- Built Subcontractor Dashboard with clock-in tracking, task assignments, and invoice management
- Enhanced Vendor Dashboard with earnings summary, active orders, compliance status, and performance rating
- Added icon-only tab navigation on mobile for OwnerProjectDetail
- Extended attribution signatures across all platform pages
- Add Owner, Contractor, Vendor, Subcontractor dashboards and role-based routing
- Owner now has superuser access to all Admin pages (dashboard, schedule, leaderboard)
- Redesign landing page mobile menu as slide-in sidebar (replaces broken Framer Motion overlay)
- Add body scroll lock to app sidebar for mobile consistency
- Fix Team Schedule to match Admin Dashboard design language (ambient glows, gradient header, SpotlightCard, zinc palette)
- Fix login page tab overflow — use abbreviated labels and grid layout for 6 role tabs
- Fix Recharts ResponsiveContainer warnings — replace height="100%" with fixed pixel heights
- Fix lightbox image viewer — unified nav bar, touch swipe support, no more overlapping text
- Add AI Assistant page, People/Vendor/Document management for Owner role
- Expand mock data store with contractor, vendor, and subcontractor data
Satyam Rastogi