Commit Graph

67 Commits

Author SHA1 Message Date
Satyam Rastogi 8c4e6695be fix(data): remap orgMembers userId to canonical id scheme 2026-05-29 03:44:23 +05:30
Satyam Rastogi 890072a051 feat(data): canonical roster — real Texan names + unified LUP employee ids 2026-05-29 03:41:18 +05:30
Satyam Rastogi 0c40f1c881 feat(data): add resolvePerson selector over a merged people index 2026-05-29 03:31:40 +05:30
Satyam Rastogi a03fb0cf00 chore(data): add DEMO_TODAY anchor and use it for kanban day-counter 2026-05-29 03:24:57 +05:30
Satyam Rastogi 73387366fe merge: integrate subcontractor, org-settings & commission features from project-refinement
# Conflicts:
#	src/App.jsx
#	src/components/Layout.jsx
#	src/data/mockStore.jsx
#	src/pages/LeadsListPage.jsx
#	src/pages/owner/OwnerProjectDetail.jsx
#	src/pages/owner/OwnerSnapshot.jsx
2026-05-29 01:11:03 +05:30
Satyam Rastogi 490d16b80a subcontrcator: post a status update section- removed photo required option 2026-05-21 20:49:10 +05:30
Satyam Rastogi e648547f1b change mock data of all projects to show positive net profit 2026-05-21 17:48:55 +05:30
Satyam Rastogi 371c52fe9d subcontractor: task thread section having teams and direct chat options now 2026-05-21 15:50:19 +05:30
Satyam Rastogi 3a038ffc6f subcontractor: add progress updates and task activity timeline 2026-05-21 15:30:19 +05:30
Satyam Rastogi 5dd781ca45 subcontractor payments table added in owners box 2026-05-20 18:45:00 +05:30
Satyam Rastogi 2589975074 adds sections as list tasks,log expenses. fees, notifications for sub contrcator 2026-05-19 18:17:36 +05:30
Satyam-Rastogi a6d3997d07 feat(storm-intel): configurable pin radius, fix blank map, 6mo default, remove mock polygons
- Map always renders (removed blank overlay when no nearby events)
- Pin radius is now user-configurable (default 5 mi, input shown in pin strip)
- Default date range changed to 6 months for faster initial load
- IEM fetch window narrowed to 6 months to match default
- MOCK_STORM_EVENTS cleared (IEM provides real NWS polygon data)
2026-05-19 00:47:43 +05:30
Satyam-Rastogi 7799a83a4a feat(storm-intel): replace hexagonal storm polygons with realistic NWS-style swath shapes
Updated all 7 MOCK_STORM_EVENTS polygons to use irregular, amoeba-like
swath outlines matching real hail storm paths from NWS reports. Also
renamed project to LynkedUpPro-CRM in package.json.
2026-05-18 23:35:31 +05:30
Satyam-Rastogi 12bd2fe0de feat(storm-intel): Phase 4+5 — Tomorrow.io forecast overlay and canvasser zone assignment
- Tomorrow.io 7-day forecast strip with weather icons, storm score bar, and per-day risk color coding
- High-risk alert banner in forecast strip when any day scores >=65
- api/storm-forecast.js: Vercel proxy that reads TOMORROW_API_KEY server-side; graceful empty response when key unset
- useStormForecast hook: USE_MOCK=false with realistic MOCK_FORECAST fallback
- ZoneDrawingLayer: click-to-place polygon vertices using react-leaflet useMapEvents; disables double-click zoom while active; shows live vertex dots + dashed preview polygon
- ZoneLayer: renders stormZones as colored semi-transparent polygons with agent initials at centroid
- ZoneAssignmentModal: name + canvasser picker + color selector + optional storm link; portaled modal
- StormIntelPage: Draw Zone button (Admin/Owner only); drawing state/cancel flow; stormZones displayed on map; zone summary strip in sidebar; StormDetailDrawer has working "Draw Canvasser Zone" action
- FieldStormZonePage: canvasser mobile view at /field/storm-zones showing assigned zones with map, linked storm details, conversion window badge, and peak window alert
- Layout: Storm Zones entry in FIELD_AGENT nav
- App: /field/storm-zones route (FIELD_AGENT + Admin + Owner)
2026-05-18 18:06:17 +05:30
Satyam-Rastogi df50f27ba6 feat(storm-intel): Phase 3 — Revenue Attribution dashboard
Adds an Attribution tab to Storm Intel showing full ROI breakdown of storm-sourced canvassing.

- MOCK_STORM_ATTRIBUTION_LEADS: 35 realistic leads across 7 storms, with addresses, statuses
  (New / Contacted / Appointed / Closed) and contractValues for closed deals — $218,900 total revenue
- useStormAttribution hook: merges historical mock leads with any session-created storm leads,
  aggregates per-storm stats (leads, closed, conversion rate, revenue, pipeline estimate, avg deal size)
- Attribution tab in StormIntelPage:
  - 6 summary stat cards: Total Leads, Closed, Conversion Rate, Revenue, Pipeline, Avg Deal
  - Grouped bar chart (Recharts) — leads generated vs closed per storm, bars colored by severity
  - Per-storm revenue cards ranked by revenue: severity badge, stats row, animated revenue
    progress bar relative to top performer
  - "Top Performing Zone" insight card at bottom
- Tab switcher (Map / Attribution) added to header; filter bar only shows on Map tab
2026-05-18 17:16:34 +05:30
Satyam Rastogi c7a9849d1f add subcontractor task assign/list for admin and owner feature 2026-05-18 17:16:11 +05:30
Satyam-Rastogi 2e797c89f6 feat(storm-intel): Storm Intelligence Hub — Phase 1
Adds a new Storm Intel section to the sidebar and routes for ADMIN and OWNER roles.

- StormIntelPage: full-height layout with Leaflet map + storm polygon overlays,
  severity-coded color system, horizontal filter bar (date range / severity / sort),
  and a scrollable storm event list
- Storm detail drawer slides in from right with hail size, est. homes, days ago,
  conversion window indicator (Hot Zone / Warm / Cold / Too Fresh), intel text,
  and quick-action buttons (Create Lead, Open in Dispatch, Assign Canvassers stub)
- Clicking a storm card or map polygon zooms the map to that polygon and opens the drawer
- useStormEvents hook with USE_MOCK flag, date-range cutoff filter, type/severity filter,
  sort by date or severity, and conversionWindow() helper
- api/storm-events.js: NWS api.weather.gov proxy (free, no auth needed), parses
  GeoJSON polygons and hail size from alert descriptions
- MOCK_STORM_EVENTS: 7 realistic Plano TX storm events with accurate polygon coords
- Sidebar: CloudLightning "Storm Intel" entry added for OWNER and ADMIN nav
2026-05-18 16:49:37 +05:30
Satyam-Rastogi 9e2173fd43 feat(hail-recon): Hail Recon integration — storm intel panel, hail history, auto storm mode, address monitoring 2026-05-18 15:50:59 +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 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 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 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 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 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 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 8f9cb9dd48 feat(estimates): add EstimatesPage hub with templates tab, estimate detail drawer, and template editor
- 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
2026-04-01 16:13:36 +05:30
Satyam b804f7cff1 feat(dispatch): additional features — quick assign, lead quick view, rep cycling, AI efficiency score, AI Says block
- 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
2026-03-26 14:14:42 +05:30
Satyam 4648561e7a feat(dispatch): Phase 1 — LynkDispatch AI skeleton, mock data, routes, sidebar
- 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
2026-03-21 21:46:09 +05:30