ba8bd9e3ff
fix(dispatch): replace residual fake customer name Marcus Webb
2026-05-29 20:42:50 +05:30
f38d4c9707
feat(profile): self-service User Details page; owner Person Details (full roster, two layers, skill scoring); skill-catalog editor; canonical leaderboard
2026-05-29 20:39:54 +05:30
2f07103617
feat(dispatch): map dispatch reps to canonical field agents; ground recommendations in real profile facts
2026-05-29 20:30:09 +05:30
fab8644d9c
feat(data): add org skill catalog + two-layer person profiles + profile store API
2026-05-29 20:22:23 +05:30
e56853c415
docs: add Plan 7 (profiles, skill catalog & AI dispatch context)
2026-05-29 20:15:39 +05:30
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
5ce956b37a
feat(analytics): add subcontractor project scoping selectors (permitted-subset project view)
2026-05-29 20:01:33 +05:30
777af1ed70
feat(data): reconcile subcontractor<->project linkage (subcontractorIds + teamMembers from tasks)
2026-05-29 19:59:58 +05:30
5141d2adea
docs: add Plan 6 (subcontractor portal data + project parity)
2026-05-29 19:54:05 +05:30
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
1e8b72f18d
feat(data): re-stage subcontractor demo tasks across the full state machine with coherent history
2026-05-29 19:38:10 +05:30
42792a82ca
feat(data): expand subcontractor task state machine constants + add category/assignedDate; audit cancel
2026-05-29 19:31:26 +05:30
b0ad60c6f0
docs: add Plan 5 (subcontractor task state machine)
2026-05-29 19:26:14 +05:30
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
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
51f13caa64
feat(dashboard): add grounded company-wide Financial Overview cards + drill-down to admin dashboard
2026-05-29 19:05:08 +05:30
19c7c62a1e
fix(owner): lift Team Management dropdown above the SpotlightCard stacking context so it renders opaque
2026-05-29 19:02:27 +05:30
94ddc1b030
fix(owner): replace native Team Management select with custom dark-mode-aware project picker
2026-05-29 18:59:50 +05:30
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
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
a8ed0c0034
feat(leads): enrich lead data + add clickable lead detail page mirroring the create-lead form
2026-05-29 18:18:58 +05:30
aeabcea850
fix(analytics): recognize revenue/commission on percentage-of-completion basis (fix spurious negative gross profit)
2026-05-29 18:11:38 +05:30
c068106679
feat(projects): claimed-vs-verified scope-variance badge
2026-05-29 17:49:58 +05:30
6c5d9ea5e8
feat(projects): Estimate Versions tab (history + full document view)
2026-05-29 17:48:23 +05:30
35ff7a2e05
feat(projects): Inspections tab (damage + final, issues, rework loop, photo upload)
2026-05-29 17:45:35 +05:30
6d2c06f74b
fix(data): remove duplicate completionPercentage keys introduced with lifecycleStage
2026-05-29 17:39:57 +05:30
5dff6cfaea
feat(projects): interactive lifecycle progression control with stage history
2026-05-29 17:30:16 +05:30
ffb2307066
feat(store): add lifecycle/inspection/estimate-version mutators
2026-05-29 17:26:40 +05:30
63b80a91b5
feat(data): add inspections, estimate versions, and scope variance to demo scenarios
2026-05-29 17:25:18 +05:30
1a96346200
feat(data): add lifecycleStage + stageHistory to all projects
2026-05-29 17:19:39 +05:30
293abb6d27
feat(lifecycle): add pure project lifecycle stage model (stages, progress map, helpers)
2026-05-29 17:10:53 +05:30
bf796e83ea
docs: add Plan 4 (lifecycle state machine + inspections + estimate versions)
2026-05-29 17:07:30 +05:30
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
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
8f5a32179d
feat(analytics): add pure selectors for pipeline, revenue, commission, sub performance, storm
2026-05-29 16:46:57 +05:30
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
76df03f6fa
feat(data): realistic pre-sale lead identities, values, dates, and storm attribution
2026-05-29 16:31:23 +05:30
33b99c57d9
docs(plan3): correct phantom App.jsx route-bug (Windows grep artifact); routes verified correct
2026-05-29 16:22:58 +05:30
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
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
d5ea0935b4
fix(data): correct pendingInvoiceCount and align cost-invoice vendors to breakdown
2026-05-29 15:39:36 +05:30
2b741dd0b5
fix(data): trade-correct vendors, margins, and timeline details on converted projects
2026-05-29 15:20:01 +05:30
4b2bb37b3b
feat(data): convert won kanban leads (kl_023-038) into unified project records
2026-05-29 14:10:54 +05:30
058f41c763
refactor(data): migrate project ids to PRJ-2026-### (with inbound FKs)
2026-05-29 13:50:13 +05:30
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
5ac4087658
docs(master): add data dictionary, concrete scenarios, component map, demo clickstreams, naming conventions, QA appendices
2026-05-29 05:28:40 +05:30
bb3a6a42e1
docs(master): add Phase 8 (access control + unified permission-aware routing); route naming map
2026-05-29 05:23:37 +05:30
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
fc7cc855c3
docs: Plan 2 — unify lead/project + routing (PRJ-2026-### ids), with parallel-safe lane map
2026-05-29 05:10:46 +05:30
c1eef01a66
docs: master scope & rationale for the demo build (all phases + why)
2026-05-29 05:07:42 +05:30
Satyam Rastogi