Commit Graph

303 Commits

Author SHA1 Message Date
Satyam Rastogi 2f07103617 feat(dispatch): map dispatch reps to canonical field agents; ground recommendations in real profile facts 2026-05-29 20:30:09 +05:30
Satyam Rastogi fab8644d9c feat(data): add org skill catalog + two-layer person profiles + profile store API 2026-05-29 20:22:23 +05:30
Satyam Rastogi e56853c415 docs: add Plan 7 (profiles, skill catalog & AI dispatch context) 2026-05-29 20:15:39 +05:30
Satyam Rastogi db61ac2152 feat(subportal): grounded dashboard KPIs + My Projects; scoped project list/detail pages + routes; task→project link 2026-05-29 20:07:19 +05:30
Satyam Rastogi 5ce956b37a feat(analytics): add subcontractor project scoping selectors (permitted-subset project view) 2026-05-29 20:01:33 +05:30
Satyam Rastogi 777af1ed70 feat(data): reconcile subcontractor<->project linkage (subcontractorIds + teamMembers from tasks) 2026-05-29 19:59:58 +05:30
Satyam Rastogi 5141d2adea docs: add Plan 6 (subcontractor portal data + project parity) 2026-05-29 19:54:05 +05:30
Satyam Rastogi 9625aafd73 feat(subtasks): owner table category/assigned-date columns, owner modal stage timeline + review gate, subcontractor picker stages 2026-05-29 19:44:33 +05:30
Satyam Rastogi 1e8b72f18d feat(data): re-stage subcontractor demo tasks across the full state machine with coherent history 2026-05-29 19:38:10 +05:30
Satyam Rastogi 42792a82ca feat(data): expand subcontractor task state machine constants + add category/assignedDate; audit cancel 2026-05-29 19:31:26 +05:30
Satyam Rastogi b0ad60c6f0 docs: add Plan 5 (subcontractor task state machine) 2026-05-29 19:26:14 +05:30
Satyam Rastogi c06b7f2ab4 fix(analytics): switch revenue recognition to cost-to-cost POC so P&L reflects true margins (positive net, not front-load-distorted) 2026-05-29 19:16:36 +05:30
Satyam Rastogi a0bc7c4d34 feat(dashboard): show analytics+financial cards to owner; ground Top Sales leaderboard in real reps; fix en-US currency formatting 2026-05-29 19:13:05 +05:30
Satyam Rastogi 51f13caa64 feat(dashboard): add grounded company-wide Financial Overview cards + drill-down to admin dashboard 2026-05-29 19:05:08 +05:30
Satyam Rastogi 19c7c62a1e fix(owner): lift Team Management dropdown above the SpotlightCard stacking context so it renders opaque 2026-05-29 19:02:27 +05:30
Satyam Rastogi 94ddc1b030 fix(owner): replace native Team Management select with custom dark-mode-aware project picker 2026-05-29 18:59:50 +05:30
Satyam Rastogi 6a5b857de3 feat(owner): ground Financial Overview cards + drill-down modal in real records (collected/AR/payouts/vendor-spend) 2026-05-29 18:49:11 +05:30
Satyam Rastogi c27d64d75e fix(data): tune PRJ-004/005 to healthy margins (PRJ-019 stays the sole problem job); compute owner portfolio count 2026-05-29 18:42:03 +05:30
Satyam Rastogi a8ed0c0034 feat(leads): enrich lead data + add clickable lead detail page mirroring the create-lead form 2026-05-29 18:18:58 +05:30
Satyam Rastogi aeabcea850 fix(analytics): recognize revenue/commission on percentage-of-completion basis (fix spurious negative gross profit) 2026-05-29 18:11:38 +05:30
Satyam Rastogi c068106679 feat(projects): claimed-vs-verified scope-variance badge 2026-05-29 17:49:58 +05:30
Satyam Rastogi 6c5d9ea5e8 feat(projects): Estimate Versions tab (history + full document view) 2026-05-29 17:48:23 +05:30
Satyam Rastogi 35ff7a2e05 feat(projects): Inspections tab (damage + final, issues, rework loop, photo upload) 2026-05-29 17:45:35 +05:30
Satyam Rastogi 6d2c06f74b fix(data): remove duplicate completionPercentage keys introduced with lifecycleStage 2026-05-29 17:39:57 +05:30
Satyam Rastogi 5dff6cfaea feat(projects): interactive lifecycle progression control with stage history 2026-05-29 17:30:16 +05:30
Satyam Rastogi ffb2307066 feat(store): add lifecycle/inspection/estimate-version mutators 2026-05-29 17:26:40 +05:30
Satyam Rastogi 63b80a91b5 feat(data): add inspections, estimate versions, and scope variance to demo scenarios 2026-05-29 17:25:18 +05:30
Satyam Rastogi 1a96346200 feat(data): add lifecycleStage + stageHistory to all projects 2026-05-29 17:19:39 +05:30
Satyam Rastogi 293abb6d27 feat(lifecycle): add pure project lifecycle stage model (stages, progress map, helpers) 2026-05-29 17:10:53 +05:30
Satyam Rastogi bf796e83ea docs: add Plan 4 (lifecycle state machine + inspections + estimate versions) 2026-05-29 17:07:30 +05:30
Satyam Rastogi 8e75aa15c9 fix(data): convert signed lead kl_044 to PRJ-2026-029 (resolves orphan signed-column lead) 2026-05-29 17:01:20 +05:30
Satyam Rastogi dd781f4692 feat(dashboards): wire owner + admin KPIs to computed selectors (pipeline, funnel, win-rate, revenue, commission, storm) 2026-05-29 16:50:19 +05:30
Satyam Rastogi 8f5a32179d feat(analytics): add pure selectors for pipeline, revenue, commission, sub performance, storm 2026-05-29 16:46:57 +05:30
Satyam Rastogi 4857033994 feat(data): de-fake customer phones, tag 10 demo archetypes, add lost lead (#3), make #6 over-budget 2026-05-29 16:43:48 +05:30
Satyam Rastogi 76df03f6fa feat(data): realistic pre-sale lead identities, values, dates, and storm attribution 2026-05-29 16:31:23 +05:30
Satyam Rastogi 33b99c57d9 docs(plan3): correct phantom App.jsx route-bug (Windows grep artifact); routes verified correct 2026-05-29 16:22:58 +05:30
Satyam Rastogi e28d9c0266 docs: add Plan 3 (pipeline depth + computed analytics); note App.jsx lead-route fix in roadmap 2026-05-29 16:14:11 +05:30
Satyam Rastogi ec1d9dfb25 feat(routes): unify won leads and projects on a single /projects/:id page
- add role-prefix-free /projects/:id route (OWNER/ADMIN/FIELD_AGENT; ABAC guard lands in Phase 8)
- relax detail lookup so admin/field-agent open any project, owners only their own
- kanban drawer + project list route won leads (with projectId) to /projects/:id; pre-sale leads stay on the lead page
2026-05-29 15:51:09 +05:30
Satyam Rastogi d5ea0935b4 fix(data): correct pendingInvoiceCount and align cost-invoice vendors to breakdown 2026-05-29 15:39:36 +05:30
Satyam Rastogi 2b741dd0b5 fix(data): trade-correct vendors, margins, and timeline details on converted projects 2026-05-29 15:20:01 +05:30
Satyam Rastogi 4b2bb37b3b feat(data): convert won kanban leads (kl_023-038) into unified project records 2026-05-29 14:10:54 +05:30
Satyam Rastogi 058f41c763 refactor(data): migrate project ids to PRJ-2026-### (with inbound FKs) 2026-05-29 13:50:13 +05:30
Satyam Rastogi c62ee39012 docs: reframe access control to ABAC; align Plan 2 to unified /projects/:id; add Appendix G plan-by-plan roadmap (what/why/how) 2026-05-29 05:35:27 +05:30
Satyam Rastogi 5ac4087658 docs(master): add data dictionary, concrete scenarios, component map, demo clickstreams, naming conventions, QA appendices 2026-05-29 05:28:40 +05:30
Satyam Rastogi bb3a6a42e1 docs(master): add Phase 8 (access control + unified permission-aware routing); route naming map 2026-05-29 05:23:37 +05:30
Satyam Rastogi 16389dbca7 docs: expand master plan into a comprehensive reference (vision, data model, phases, state machines, scenarios, execution) 2026-05-29 05:14:46 +05:30
Satyam Rastogi fc7cc855c3 docs: Plan 2 — unify lead/project + routing (PRJ-2026-### ids), with parallel-safe lane map 2026-05-29 05:10:46 +05:30
Satyam Rastogi c1eef01a66 docs: master scope & rationale for the demo build (all phases + why) 2026-05-29 05:07:42 +05:30
Satyam Rastogi f794ec28b4 chore(data): purge residual placeholder name in docs; normalize sub_001 trade + owner email 2026-05-29 05:00:22 +05:30
Satyam Rastogi 55ede33c2f chore(login): update employee-id placeholder to LUP scheme; gitignore playwright artifact 2026-05-29 04:47:34 +05:30