feat: form RBAC guard, file fields, AI eligibility card, worklist recency sort + UI polish
- SchemaGuard: gate all activity bodies on form-screens (403 → permission card, not live form); dedup ActivityForm/RecommendBody - ActivityForm: generic file-field upload (Onboard policy doc etc) - UnderwritingBody: AI eligibility-notes parser (+raw fallback) in navy card, drop placeholder assess() panel - DocumentUploadCard: equal-height cards + Replace/Remove - Worklist + leads: sort latest-first by updated_at (instance_id tiebreak) - Modal: cap 85vh, scroll body; slim themed scrollbars (schedule/rail/modal/kanban) - Schedule agenda + Kanban columns: cap height, scroll internally; minimal kanban card - Topbar: back button each screen; Avatar lucide type fix Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Bhanu Prakash Sai Potteri
parent
6d7b335147
commit
52a691fd75
42
cleanup-phantom-agents.sql
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42
cleanup-phantom-agents.sql
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@ -0,0 +1,42 @@
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-- Cleanup phantom Schedule-page agents (app 385, sandbox)
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-- Junk test rows where owner_agent is a bare placeholder string instead of {id,name}.
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-- Effect: nulls owner_agent -> these leads collapse into "Unassigned" on the Schedule page.
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-- Affected instances: 4489 (Sandy), 4490 (Alex), 4502 (Owner Agent), 4511/4512 (Owner Agent*)
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--
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-- NOTE: recordview reads from the denormalized companion table
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-- tbl_wf_385_lead_to_policy, which is kept in sync only via the app write path.
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-- A raw UPDATE to tbl_appdata_workflow_instances does NOT propagate, so we must
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-- clean BOTH tables.
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BEGIN;
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-- Preview before committing
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SELECT 'main' AS tbl, instance_id, data->'owner_agent' AS owner_agent
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FROM public.tbl_appdata_workflow_instances
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WHERE instance_id IN (4489, 4490, 4502, 4511, 4512)
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UNION ALL
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SELECT 'companion', instance_id, owner_agent
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FROM public.tbl_wf_385_lead_to_policy
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WHERE instance_id IN (4489, 4490, 4502, 4511, 4512);
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-- 1. Main instance table: drop the bad owner_agent key (only bare-string placeholders)
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UPDATE public.tbl_appdata_workflow_instances
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SET data = data - 'owner_agent',
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updated_at = now()
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WHERE instance_id IN (4489, 4490, 4502, 4511, 4512)
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AND jsonb_typeof(data->'owner_agent') = 'string';
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-- 2. Companion recordview table: null out the bad owner_agent (only bare-string placeholders)
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UPDATE public.tbl_wf_385_lead_to_policy
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SET owner_agent = NULL
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WHERE instance_id IN (4489, 4490, 4502, 4511, 4512)
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AND jsonb_typeof(owner_agent) = 'string';
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-- Verify (should return 0 rows)
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SELECT 'main' AS tbl, instance_id FROM public.tbl_appdata_workflow_instances
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WHERE instance_id IN (4489, 4490, 4502, 4511, 4512) AND data ? 'owner_agent'
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UNION ALL
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SELECT 'companion', instance_id FROM public.tbl_wf_385_lead_to_policy
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WHERE instance_id IN (4489, 4490, 4502, 4511, 4512) AND owner_agent IS NOT NULL;
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COMMIT;
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85
flow-findings.md
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85
flow-findings.md
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@ -0,0 +1,85 @@
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# Lead-to-Policy (Aria) — Live Flow Findings
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App **385**, workflow `e29c3c33` (db `workflow_id=29851`), org 53. Sandbox DB verified (`postgres-sandbox`, read-only) + AI decisions via `https://sandbox.getzino.in/monitor/decisions`.
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Loop: `/loop 4m` (cron `d62147e6`). Each tick re-checks the latest instance, observes what the AI did, recommends the next human payload.
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---
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## State graph (state → activity → next state)
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| # | State | Human/forward activity | → next state | Disqualify? |
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|---|-------|------------------------|--------------|-------------|
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| 1 | New Lead | Capture Lead `cc1a73d5` (INIT) | Qualified (via Qualify Lead) | yes |
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| 2 | Qualified | **Assign Lead `da61aaa1`** | Assigned | yes |
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| 3 | Assigned | Log First Contact `fea6b3a8` | Contacted | yes |
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| 4 | Contacted | Schedule Meeting `c444d32f` | Meeting Scheduled | yes |
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| 5 | Meeting Scheduled | Recommend Product `c0e2004e` (→ stage-gate `…5a01`) | Product Recommended | yes |
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| 6 | Product Recommended | Collect Documents `a8eb0faa` | Documents Collected | yes |
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| 7 | Documents Collected | Assess Eligibility `ba3d3e7f` (→ gate `…0a01`) | Eligibility Assessed | yes |
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| 8 | Eligibility Assessed | Submit Underwriting `ed8ec0dc` (→ gate `…0b02`) | Underwriting | yes |
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| 9 | Underwriting | Issue Policy `7b8fb734` (→ gate `…0c03`) | Policy Issued | yes |
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| 10 | Policy Issued | Onboard Customer `ae415f4e` | Customer 360 (END) | — |
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`Disqualify ea99fc60` is allowed in every non-terminal state → **Disqualified** (END).
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`AI Product Recommendation 14d734da` is a self-loop on Meeting Scheduled (AI-only, no state change).
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---
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## AI employees & triggers (verified in `activity_triggers`)
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Trigger = bound to a **source** activity; fires *after* a human performs it, then the bound AI employee autonomously performs the **next** workflow activity.
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| Trigger on activity | AI employee | user_id | Effect |
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|---------------------|-------------|---------|--------|
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| Capture Lead `cc1a73d5` | Insurance AI (Aria) #6 | **29180** | auto-performs **Qualify Lead** → Qualified |
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| Assign Lead `da61aaa1` | Aria (Engagement) #7 | **29181** | auto-performs next (Log First Contact) |
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| Log First Contact `fea6b3a8` | Aria (Engagement) #7 | **29181** | auto-advances toward Schedule Meeting |
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| Schedule Meeting `c444d32f` | Aria Advisor #9 | **29188** | logs **AI Product Recommendation** decision (self-loop) before human Recommend Product |
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| Collect Documents `a8eb0faa` | Aria (Underwriting) #8 | **29182** | auto-advances underwriting steps |
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| Onboard Customer `ae415f4e` | *(no AI)* automation pipeline | — | customJS Compute Maturity → generateDoc Policy Schedule → sendEmail welcome |
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Note: Qualify Lead, Recommend Product, Assess Eligibility, Submit Underwriting, Issue Policy have **no** trigger bound → they are human/manual gates (no auto-advance).
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---
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## Observation log
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### Tick 1 — 2026-06-26 ~07:25 (instance 5017, lead "Parikshith Takkar")
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Flow observed (verified DB + monitor):
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- `07:20:46` — **Capture Lead** by human **29183** (Sales Agent). Lead: Bengaluru / Karnataka, Lawyer, ₹23L income, DOB 1976-05-25 (age 50), web, term interest, English.
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- Capture trigger fired → **Insurance AI (Aria) 29180** auto-performed **Qualify Lead** at `07:21:31`:
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- confidence **0.95**, status **submitted**, model `claude-sonnet-4-5`, 5 LLM calls, cost ~$0.124.
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- set lead_score **95**, segment **hot**, annual_income 23,00,000, DOB confirmed.
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- knowledge sources: Lead Qualification Guide, ABSLI Product Catalog, ABSLI Underwriting Rules.
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- reasoning: age 50 within 18-65 entry; income supports ₹2.76–3.45 cr coverage; Lawyer = stable; no disqualifiers.
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- **Current state: Qualified** (`41c7a19f`). No trigger on Qualify Lead → flow waits for human.
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**→ Next human activity = Assign Lead.** Recommended payload below.
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---
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## ⭐ Recommended payload — next activity: **Assign Lead** (`da61aaa1`)
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Fields (from `activity_data_fields`; field_rules cascade city → region → agent):
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```json
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{
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"assign_city": "Bengaluru",
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"assigned_region_input": "South",
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"owner_agent_input": { "id": 1, "name": "Asha Rao" }
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}
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```
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- `assign_city` — select, mapped `city`. Lead already in Bengaluru. Drives region filter.
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- `assigned_region_input` — **mandatory** lookup `tbl_branches.region`. Bengaluru branch (id 7, "Bengaluru MG Road") → region **South**. Filtered by city via rule `rule_region_by_city`.
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- `owner_agent_input` — optional lookup `tbl_sales_agents` (stores id+name), filtered to region=South via `rule_agent_by_region`. South agents available: **Asha Rao (1)**, Karthik Iyer (7), Divya Menon (8). Pick any; Asha Rao recommended.
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**After you submit Assign Lead:** trigger fires → **Aria (Engagement) 29181** auto-performs the next step (Log First Contact → Contacted). Watch `/monitor/decisions?instance_id=5017` for user `29181`.
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---
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### Tick 2 — 2026-06-26 ~07:29 — no change
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Instance 5017 still in **Qualified** (`updated_at` 07:21:31, unchanged). Assign Lead not yet submitted. Recommendation above unchanged.
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@ -5,6 +5,7 @@ import {
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AI_EMPLOYEES,
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AI_RECOMMENDATION,
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STATE_NAME_BY_UID,
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SUPER_ROLES,
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aiEmployeeForState,
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stageOfState,
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} from './config';
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@ -246,6 +247,17 @@ export interface TimelineItem {
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tone: Tone;
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}
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// Audit entries carry no username — only user_id + human-readable roles. Show
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// the person's role ("Sales Agent", "Underwriter") instead of a raw "User 5";
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// admins surface as "Admin".
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function humanActor(userId: string, roles: string[] | undefined): string {
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const r = roles ?? [];
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const sup = r.find((role) => SUPER_ROLES.includes(role));
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if (sup) return 'Admin';
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if (r[0]) return r[0];
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return userId === '1' ? 'Admin' : 'Team member';
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}
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export function auditToTimeline(entries: AuditEntry[]): TimelineItem[] {
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const items = [...entries]
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.sort((a, b) => new Date(b.created_at).getTime() - new Date(a.created_at).getTime())
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@ -259,7 +271,7 @@ export function auditToTimeline(entries: AuditEntry[]): TimelineItem[] {
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? `advanced to ${stateName}`
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: 'performed an activity';
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return {
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actor: ai?.name ?? (e.user_id === '1' ? 'Admin' : `User ${e.user_id}`),
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actor: ai?.name ?? humanActor(e.user_id, e.user_roles),
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ai: !!ai,
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action,
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time: formatTime(e.created_at),
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@ -34,6 +34,12 @@ export interface FieldDef {
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label: string;
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type: FieldType;
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required?: boolean;
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/** Designer `field_defaults[id].hidden` — render nothing, but still seed +
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* submit its mapped value (used for filter-only inputs like assign_city). */
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hidden?: boolean;
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/** Designer `field_defaults[id].disabled` — render read-only; the value is
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* computed (e.g. premium_amount written by the custom_js). */
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disabled?: boolean;
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options?: FieldOption[];
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prefix?: string;
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placeholder?: string;
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@ -28,7 +28,7 @@ const LeadsContext = createContext<LeadsContextValue | null>(null);
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export function LeadsProvider({ children }: { children: ReactNode }) {
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const { client } = useZino();
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const { data, loading, error, refetch } = useQuery(
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() => client.recordView(RECORD_VIEW_IDS.ALL_LEADS, { limit: 200, sortBy: 'instance_id', sortDir: 'desc' }),
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() => client.recordView(RECORD_VIEW_IDS.ALL_LEADS, { limit: 200, sortBy: 'updated_at', sortDir: 'desc' }),
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[],
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);
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@ -65,7 +65,14 @@ export function schemaToFields(resp: FormScreenResponse): FieldDef[] {
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.filter((f): f is FormScreenField => !!f)
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: resp.fields;
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return ordered.map(toFieldDef).filter((d): d is FieldDef => d !== null);
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return ordered
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.map(toFieldDef)
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.filter((d): d is FieldDef => d !== null)
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.map((d) => ({
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...d,
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hidden: !!resp.field_defaults?.[d.id]?.hidden,
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disabled: !!resp.field_defaults?.[d.id]?.disabled,
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}));
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}
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/** Single field's def by id — for bespoke screens that need one field's
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@ -75,5 +82,12 @@ export function fieldFromSchema(
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id: string,
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): FieldDef | undefined {
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const f = resp?.fields.find((x) => x.id === id);
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return f ? toFieldDef(f) ?? undefined : undefined;
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if (!f) return undefined;
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const def = toFieldDef(f);
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if (!def) return undefined;
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return {
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...def,
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hidden: !!resp?.field_defaults?.[id]?.hidden,
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disabled: !!resp?.field_defaults?.[id]?.disabled,
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};
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}
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@ -82,11 +82,49 @@ export interface FormScreenGridItem {
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y: number;
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}
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/** One condition of a field_rule filter_config. The lookup row's
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* `target_column` is compared (currently only `equals`) against the current
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* value of `form_field`. When the source field is itself a lookup/object,
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* `source_value_key` names the sub-key to read off it (e.g. a region lookup's
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* "region" column); empty means use the form value directly. */
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export interface FieldRuleCondition {
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operator: string;
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form_field: string;
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target_column: string;
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source_value_key?: string;
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}
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/** A designer field_rule. We honour `action: "filter_options"`, which scopes a
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* target field's options/lookup rows by another field's current value. */
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export interface FieldRule {
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id: string;
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action: string;
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active?: boolean;
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target_field: string;
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filter_config?: {
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logic?: string; // "AND" | "OR"
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conditions?: FieldRuleCondition[];
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} | null;
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}
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/** Per-field designer defaults, keyed by field id. `hidden` drops the field
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* from the form UI while its mapped value is still seeded + submitted. */
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export interface FieldDefault {
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hidden?: boolean;
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/** Read-only in the form — value is computed (e.g. premium_amount by custom_js). */
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disabled?: boolean;
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value?: unknown;
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}
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export interface FormScreenResponse {
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activity_uid: string;
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activity_name: string;
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fields: FormScreenField[];
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grid_config?: FormScreenGridItem[];
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/** Designer field_rules (cascading filter_options etc.). */
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field_rules?: FieldRule[];
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/** Per-field designer defaults (e.g. `{ assign_city: { hidden: true } }`). */
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field_defaults?: Record<string, FieldDefault>;
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}
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// --- Audit (GET /app/{appId}/view/audit) ---
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@ -208,5 +246,9 @@ export interface LeadRecord {
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// Written by the Onboard trigger (5d), read off the lead record.
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welcome_email_status?: string | null;
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policy_doc?: PolicyDoc[] | null;
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// Recordview system columns — last-activity / creation time, used to sort
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// worklists latest-first.
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created_at?: string | null;
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updated_at?: string | null;
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[key: string]: unknown;
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}
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@ -1,8 +1,10 @@
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import { useEffect, useMemo, useState } from 'react';
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import { CheckCircle2, UserCheck } from 'lucide-react';
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import { AIDecisionCard, Button, Card } from '../';
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import { LookupField } from '../form';
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import { AiSuggestionPanel, Button, Card } from '../';
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import { LookupField, SchemaGuard } from '../form';
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import type { LookupValue } from '../form';
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import { SelectField } from '../core/SelectField';
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import { Input } from '../core/Input';
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import { useQuery, useZino } from '../../api/provider';
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import { decisionToCard } from '../../api/adapters';
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import { fieldFromSchema } from '../../api/schema';
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@ -15,17 +17,27 @@ export function AssignBody({ instanceId, record, onSuccess }: ActivityBodyProps)
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const { client } = useZino();
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const schemaQ = useQuery(() => client.formSchema(DEF.uid, instanceId), [instanceId]);
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const CITY = useMemo(() => fieldFromSchema(schemaQ.data, 'assign_city'), [schemaQ.data]);
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const REGION = useMemo(() => fieldFromSchema(schemaQ.data, 'assigned_region_input'), [schemaQ.data]);
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const OWNER = useMemo(() => fieldFromSchema(schemaQ.data, 'owner_agent_input'), [schemaQ.data]);
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const [city, setCity] = useState('');
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const [region, setRegion] = useState<LookupValue | null>(null);
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const [agent, setAgent] = useState<LookupValue | null>(null);
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useEffect(() => {
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if (!record) return;
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setCity(String((record as Record<string, unknown>).city ?? ''));
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setRegion((record.assigned_region as LookupValue) ?? null);
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setAgent((record.owner_agent as LookupValue) ?? null);
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}, [record]);
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// Form values keyed exactly as the rules' `form_field`s reference them.
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const formData: Record<string, unknown> = {
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assign_city: city,
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assigned_region_input: region,
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owner_agent_input: agent,
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};
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const [submitting, setSubmitting] = useState(false);
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const [result, setResult] = useState<{ ok: boolean; msg: string } | null>(null);
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@ -51,6 +63,7 @@ export function AssignBody({ instanceId, record, onSuccess }: ActivityBodyProps)
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}
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return (
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<SchemaGuard loading={schemaQ.loading} error={schemaQ.error} action="assign this lead">
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<div className="grid gap-[18px] items-start grid-cols-1 lg:grid-cols-[1fr_340px]">
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<div className="flex flex-col gap-[18px] min-w-0">
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{result && (
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@ -68,6 +81,36 @@ export function AssignBody({ instanceId, record, onSuccess }: ActivityBodyProps)
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<Card title="Assign to agent">
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<div className="grid grid-cols-2 gap-4">
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{/* assign_city is filter-only: when the designer marks it hidden
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(field_defaults.assign_city.hidden), we don't render it but still
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seed it from the lead's city and send it so region filters. */}
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{CITY &&
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!CITY.hidden &&
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(CITY.options?.length ? (
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<SelectField
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label={CITY.label}
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required={CITY.required}
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value={city}
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onChange={(v) => {
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setCity(v);
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setRegion(null); // city drives the region list — drop stale picks
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setAgent(null);
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}}
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options={CITY.options}
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placeholder={CITY.required ? 'Select…' : '— None —'}
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/>
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) : (
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<Input
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label={CITY.label}
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required={CITY.required}
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value={city}
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onChange={(e) => {
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setCity(e.target.value);
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setRegion(null);
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setAgent(null);
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}}
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/>
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))}
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{REGION && (
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<LookupField
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label={REGION.label}
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@ -83,6 +126,7 @@ export function AssignBody({ instanceId, record, onSuccess }: ActivityBodyProps)
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setRegion(v);
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setAgent(null); // region drives the agent list — drop a stale pick
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}}
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formData={formData}
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/>
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)}
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{OWNER && (
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@ -96,10 +140,9 @@ export function AssignBody({ instanceId, record, onSuccess }: ActivityBodyProps)
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instanceId={instanceId}
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value={agent}
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onChange={setAgent}
|
||||
formData={{ assigned_region_input: region }}
|
||||
formData={formData}
|
||||
/>
|
||||
)}
|
||||
{schemaQ.loading && <div className="col-span-full text-sm text-faint">Loading form…</div>}
|
||||
</div>
|
||||
<div className="flex gap-2.5 mt-5">
|
||||
<Button variant="primary" disabled={submitting} onClick={submit}>
|
||||
@ -130,6 +173,7 @@ export function AssignBody({ instanceId, record, onSuccess }: ActivityBodyProps)
|
||||
<AssignAiSuggestion instanceId={instanceId} />
|
||||
</div>
|
||||
</div>
|
||||
</SchemaGuard>
|
||||
);
|
||||
}
|
||||
|
||||
@ -138,11 +182,5 @@ function AssignAiSuggestion({ instanceId }: { instanceId: number | string }) {
|
||||
const q = useQuery(() => client.aiDecisions(instanceId as number), [instanceId]);
|
||||
const latest = (q.data ?? [])[0];
|
||||
if (!latest) return null;
|
||||
const card = decisionToCard(latest);
|
||||
return (
|
||||
<>
|
||||
<div className="text-2xs font-bold uppercase tracking-[0.06em] text-faint">AI suggestion</div>
|
||||
<AIDecisionCard {...card} defaultExpanded />
|
||||
</>
|
||||
);
|
||||
return <AiSuggestionPanel {...decisionToCard(latest)} />;
|
||||
}
|
||||
|
||||
@ -2,6 +2,7 @@ import { useEffect, useMemo, useRef, useState } from 'react';
|
||||
import { AlertTriangle, CheckCircle2, FileText, Info, ShieldCheck, UploadCloud } from 'lucide-react';
|
||||
import { Avatar, Badge, Button, Card, DocumentUploadCard, formatINR, Input, SelectField } from '../';
|
||||
import type { BadgeTone, DocStatus, OcrField } from '../';
|
||||
import { SchemaGuard } from '../form';
|
||||
import { useQuery, useZino } from '../../api/provider';
|
||||
import { fieldFromSchema } from '../../api/schema';
|
||||
import { ACTIVITIES } from '../../api/config';
|
||||
@ -51,6 +52,15 @@ function OcrCapture({
|
||||
const [fields, setFields] = useState<OcrField[]>([]);
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
|
||||
function reset() {
|
||||
setStatus('empty');
|
||||
setFileName(null);
|
||||
setFields([]);
|
||||
setError(null);
|
||||
onFile(null);
|
||||
onExtract(docKey, { name: null, dob: null }); // clear this doc's KYC cross-check
|
||||
}
|
||||
|
||||
async function handlePick(file: File) {
|
||||
setFileName(file.name);
|
||||
setStatus('processing');
|
||||
@ -81,7 +91,7 @@ function OcrCapture({
|
||||
}
|
||||
|
||||
return (
|
||||
<div>
|
||||
<div className="h-full">
|
||||
<input
|
||||
ref={inputRef}
|
||||
type="file"
|
||||
@ -100,6 +110,8 @@ function OcrCapture({
|
||||
fileName={fileName}
|
||||
onUpload={() => inputRef.current?.click()}
|
||||
onConfirm={() => setStatus('verified')}
|
||||
onReplace={() => inputRef.current?.click()}
|
||||
onRemove={reset}
|
||||
/>
|
||||
{error && <div className="text-2xs text-amber-700 mt-1.5">{error}</div>}
|
||||
</div>
|
||||
@ -188,6 +200,11 @@ export function DocumentsBody({ instanceId, record, onSuccess }: ActivityBodyPro
|
||||
const completion = Math.round((checklist.filter((c) => c.done).length / checklist.length) * 100);
|
||||
|
||||
return (
|
||||
<SchemaGuard
|
||||
loading={schemaQ.loading}
|
||||
error={schemaQ.error}
|
||||
action="collect documents for this lead"
|
||||
>
|
||||
<div className="grid gap-[18px] items-start grid-cols-1 lg:grid-cols-[1fr_320px]">
|
||||
<div className="flex flex-col gap-[18px] min-w-0">
|
||||
<div className="flex items-center gap-3 bg-card border border-border-subtle rounded-lg px-[18px] py-3.5 shadow-sm">
|
||||
@ -354,6 +371,7 @@ export function DocumentsBody({ instanceId, record, onSuccess }: ActivityBodyPro
|
||||
) : null}
|
||||
</div>
|
||||
</div>
|
||||
</SchemaGuard>
|
||||
);
|
||||
}
|
||||
|
||||
|
||||
@ -1,7 +1,8 @@
|
||||
import { useEffect, useMemo, useState } from 'react';
|
||||
import { CheckCircle2 } from 'lucide-react';
|
||||
import { Button, Card, formatINR, Input } from '../';
|
||||
import { useZino } from '../../api/provider';
|
||||
import { SchemaGuard } from '../form';
|
||||
import { useQuery, useZino } from '../../api/provider';
|
||||
import { ACTIVITIES } from '../../api/config';
|
||||
import type { ActivityBodyProps } from './types';
|
||||
|
||||
@ -22,6 +23,11 @@ function addYears(iso: string, years: number): string {
|
||||
export function IssuePolicyBody({ instanceId, record, onSuccess }: ActivityBodyProps) {
|
||||
const { client } = useZino();
|
||||
|
||||
// Fields are hand-built (no schema-driven options), but we still fetch the
|
||||
// form schema so an RBAC denial gates the form up front instead of only
|
||||
// surfacing on submit.
|
||||
const schemaQ = useQuery(() => client.formSchema(ACTIVITIES.ISSUE_POLICY.uid, instanceId), [instanceId]);
|
||||
|
||||
const [issueDate, setIssueDate] = useState(todayISO());
|
||||
const [term, setTerm] = useState(20);
|
||||
const [premium, setPremium] = useState(0);
|
||||
@ -64,6 +70,7 @@ export function IssuePolicyBody({ instanceId, record, onSuccess }: ActivityBodyP
|
||||
const lead = record;
|
||||
|
||||
return (
|
||||
<SchemaGuard loading={schemaQ.loading} error={schemaQ.error} action="issue this policy">
|
||||
<div className="grid gap-[18px] items-start grid-cols-1 lg:grid-cols-[1fr_360px]">
|
||||
<div className="flex flex-col gap-[18px] min-w-0">
|
||||
{result && (
|
||||
@ -147,5 +154,6 @@ export function IssuePolicyBody({ instanceId, record, onSuccess }: ActivityBodyP
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</SchemaGuard>
|
||||
);
|
||||
}
|
||||
|
||||
@ -1,18 +1,17 @@
|
||||
import { useEffect, useMemo, useState } from 'react';
|
||||
import { CheckCircle2, ChevronRight, Sparkles, Wand2 } from 'lucide-react';
|
||||
import { CheckCircle2, ChevronRight, ShieldCheck, Sparkles, Wand2 } from 'lucide-react';
|
||||
import {
|
||||
AIDecisionCard,
|
||||
AiSuggestionPanel,
|
||||
Avatar,
|
||||
Button,
|
||||
Card,
|
||||
ConfidenceRing,
|
||||
formatINR,
|
||||
Input,
|
||||
MultiSelect,
|
||||
RupeeAmount,
|
||||
SelectField,
|
||||
} from '../';
|
||||
import { LookupField } from '../form';
|
||||
import { LookupField, SchemaGuard } from '../form';
|
||||
import type { LookupValue } from '../form';
|
||||
import { useQuery, useZino } from '../../api/provider';
|
||||
import { decisionToCard, recommendationFromDecisions } from '../../api/adapters';
|
||||
@ -41,6 +40,9 @@ export function RecommendBody({ instanceId, record, onSuccess }: ActivityBodyPro
|
||||
const productField = useMemo(() => fieldFromSchema(schemaQ.data, F.product), [schemaQ.data]);
|
||||
const freqOptions = useMemo(() => fieldFromSchema(schemaQ.data, F.premiumFrequency)?.options ?? [], [schemaQ.data]);
|
||||
const riderOptions = useMemo(() => fieldFromSchema(schemaQ.data, F.riders)?.options ?? [], [schemaQ.data]);
|
||||
// Premium Amount is designer-disabled (field_defaults.premium_amount_input.disabled):
|
||||
// the custom_js computes it from the rate-card, so it's read-only, never typed.
|
||||
const premiumDisabled = useMemo(() => fieldFromSchema(schemaQ.data, F.premiumAmount)?.disabled ?? false, [schemaQ.data]);
|
||||
|
||||
const [product, setProduct] = useState<LookupValue | null>(null);
|
||||
const [sum, setSum] = useState(2000000);
|
||||
@ -67,7 +69,9 @@ export function RecommendBody({ instanceId, record, onSuccess }: ActivityBodyPro
|
||||
// Mirror the designer custom_js: rate-card premium + sa_valid (the stage-gate
|
||||
// field). Without sa_valid the lead can't advance past Meeting Scheduled.
|
||||
const calc = recommendCalc(product, record?.date_of_birth, sum, record?.annual_income);
|
||||
const effectivePremium = premiumTouched ? premium : calc.premium;
|
||||
// When the field is designer-disabled, the premium is always the computed
|
||||
// rate-card value — a manual override (premiumTouched) can't apply.
|
||||
const effectivePremium = !premiumDisabled && premiumTouched ? premium : calc.premium;
|
||||
const issues = saValidIssues(calc);
|
||||
|
||||
const [submitting, setSubmitting] = useState(false);
|
||||
@ -146,7 +150,17 @@ export function RecommendBody({ instanceId, record, onSuccess }: ActivityBodyPro
|
||||
}
|
||||
}
|
||||
|
||||
// Product / frequency / riders render from the live schema. Without a guard a
|
||||
// failed schema fetch (most often an RBAC denial — only some roles can
|
||||
// recommend) silently drops those fields, leaving a broken half-form with no
|
||||
// explanation. SchemaGuard surfaces loading + permission/error instead.
|
||||
return (
|
||||
<SchemaGuard
|
||||
loading={schemaQ.loading}
|
||||
error={schemaQ.error}
|
||||
empty={!productField}
|
||||
action="recommend a product for this lead"
|
||||
>
|
||||
<div className="grid gap-[18px] items-start grid-cols-1 lg:grid-cols-[1fr_360px]">
|
||||
<div className="flex flex-col gap-[18px] min-w-0">
|
||||
{result && (
|
||||
@ -162,7 +176,7 @@ export function RecommendBody({ instanceId, record, onSuccess }: ActivityBodyPro
|
||||
</div>
|
||||
)}
|
||||
|
||||
<Card title="Recommend product">
|
||||
<Card>
|
||||
<div className="grid grid-cols-2 gap-4">
|
||||
{productField && (
|
||||
<LookupField
|
||||
@ -196,8 +210,20 @@ export function RecommendBody({ instanceId, record, onSuccess }: ActivityBodyPro
|
||||
prefix="₹"
|
||||
type="number"
|
||||
value={effectivePremium}
|
||||
hint={premiumTouched ? undefined : calc.evaluated ? `Rate-card — ₹${formatINR(calc.premium)}` : undefined}
|
||||
disabled={premiumDisabled}
|
||||
hint={
|
||||
premiumDisabled
|
||||
? calc.evaluated
|
||||
? 'Auto-calculated from the plan’s rate-card'
|
||||
: 'Pick a product to compute the premium'
|
||||
: premiumTouched
|
||||
? undefined
|
||||
: calc.evaluated
|
||||
? `Rate-card — ₹${formatINR(calc.premium)}`
|
||||
: undefined
|
||||
}
|
||||
onChange={(e) => {
|
||||
if (premiumDisabled) return;
|
||||
setPremium(Number(e.target.value) || 0);
|
||||
setPremiumTouched(true);
|
||||
}}
|
||||
@ -268,6 +294,7 @@ export function RecommendBody({ instanceId, record, onSuccess }: ActivityBodyPro
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
</SchemaGuard>
|
||||
);
|
||||
}
|
||||
|
||||
@ -317,12 +344,7 @@ function RecommendAiSuggestion({ instanceId, onApply, applying, applyNote }: Rec
|
||||
if (!rec) {
|
||||
const latest = decisions[0];
|
||||
if (!latest) return null;
|
||||
return (
|
||||
<>
|
||||
<div className="text-2xs font-bold uppercase tracking-[0.06em] text-faint">AI suggestion</div>
|
||||
<AIDecisionCard {...decisionToCard(latest)} defaultExpanded />
|
||||
</>
|
||||
);
|
||||
return <AiSuggestionPanel {...decisionToCard(latest)} />;
|
||||
}
|
||||
|
||||
return (
|
||||
@ -345,71 +367,77 @@ function AriaRecommendationCard({
|
||||
applyNote: string | null;
|
||||
}) {
|
||||
const [open, setOpen] = useState(false);
|
||||
const autonomous = rec.confidence >= 0.7;
|
||||
const accent = autonomous ? 'var(--status-autonomous)' : 'var(--status-escalated)';
|
||||
const pct = Math.round(Math.max(0, Math.min(1, rec.confidence)) * 100);
|
||||
|
||||
return (
|
||||
<article className="relative bg-card rounded-lg border border-border-subtle shadow-md overflow-hidden font-sans">
|
||||
<span className="absolute top-0 left-0 bottom-0 w-1 bg-sunrise" />
|
||||
<div className="flex gap-4 pl-[22px] pr-5 py-[18px]">
|
||||
<div className="flex-1 min-w-0">
|
||||
<header className="flex items-center gap-2.5 mb-3">
|
||||
<Avatar name={rec.employee} ai size={36} />
|
||||
<div className="min-w-0">
|
||||
<div className="flex items-center gap-2">
|
||||
<span className="text-base font-bold text-strong">{rec.employee}</span>
|
||||
<span className="text-[10px] font-bold uppercase tracking-[0.06em] text-faint bg-sunk px-[7px] py-[3px] rounded-pill">
|
||||
{rec.role}
|
||||
</span>
|
||||
</div>
|
||||
<div className="text-xs text-muted mt-0.5">
|
||||
Recommended before your meeting
|
||||
{rec.time && <span className="text-faint"> · {rec.time}</span>}
|
||||
</div>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
{/* what it recommended */}
|
||||
<div className="rounded-lg border border-border-default bg-sunk px-3.5 py-3">
|
||||
<div className="flex items-center gap-1.5 text-2xs font-bold uppercase tracking-[0.06em] text-sunrise-600">
|
||||
<Sparkles size={12} /> Recommends
|
||||
</div>
|
||||
<div className="mt-1 text-base font-bold text-strong leading-snug">{rec.product}</div>
|
||||
{rec.sumAssured != null && (
|
||||
<div className="mt-2 flex items-baseline justify-between">
|
||||
<span className="text-xs text-muted">Suggested cover</span>
|
||||
<span className="text-sm font-semibold text-strong nums">₹{formatINR(rec.sumAssured)}</span>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* what it thought */}
|
||||
{rec.rationale && (
|
||||
<div className="mt-3">
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setOpen((o) => !o)}
|
||||
className="inline-flex items-center gap-1.5 bg-none border-none p-0 cursor-pointer font-sans text-xs font-semibold text-link"
|
||||
>
|
||||
<ChevronRight size={14} className={open ? 'rotate-90 transition-transform' : 'transition-transform'} />
|
||||
{open ? 'Hide reasoning' : 'Why this product'}
|
||||
</button>
|
||||
{open && (
|
||||
<p className="mt-2.5 px-4 py-3.5 bg-sunk rounded-lg text-sm leading-normal text-body whitespace-pre-line max-h-[260px] overflow-y-auto">
|
||||
{rec.rationale}
|
||||
</p>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
<div className="mt-4">
|
||||
<Button variant="secondary" disabled={applying} onClick={onApply}>
|
||||
<Wand2 size={14} />
|
||||
{applying ? 'Applying…' : 'Use this suggestion'}
|
||||
</Button>
|
||||
{applyNote && <div className="mt-2 text-xs text-amber-700">{applyNote}</div>}
|
||||
<article className="bg-card rounded-2xl border border-border-subtle shadow-sm overflow-hidden font-sans">
|
||||
{/* header — identity + confidence */}
|
||||
<header className="flex items-center gap-3 px-5 pt-[18px] pb-3.5">
|
||||
<Avatar name={rec.employee} ai size={36} className="shrink-0" />
|
||||
<div className="min-w-0 flex-1">
|
||||
<div className="text-sm font-bold text-strong leading-tight truncate">{rec.employee}</div>
|
||||
<div className="text-xs text-faint mt-0.5 truncate">
|
||||
Pre-meeting suggestion{rec.time && <span> · {rec.time}</span>}
|
||||
</div>
|
||||
</div>
|
||||
<span
|
||||
className="shrink-0 inline-flex items-center gap-1.5 rounded-pill px-2.5 py-1 text-2xs font-bold tracking-[0.02em] nums"
|
||||
style={{ background: 'transparent', color: accent }}
|
||||
title={autonomous ? 'Autonomous' : 'Needs review'}
|
||||
>
|
||||
<span className="w-1.5 h-1.5 rounded-full" style={{ background: accent }} />
|
||||
{pct}%
|
||||
</span>
|
||||
</header>
|
||||
|
||||
<div className="shrink-0 flex flex-col items-center pt-0.5">
|
||||
<ConfidenceRing value={rec.confidence} size={76} />
|
||||
<div className="px-5 pb-5">
|
||||
{/* recommended product — navy hero tile, echoes the premium card */}
|
||||
<div className="rounded-xl bg-navy-grad p-4">
|
||||
<div className="flex items-start gap-3">
|
||||
<span className="shrink-0 w-11 h-11 rounded-xl bg-sunrise text-white flex items-center justify-center shadow-sunrise">
|
||||
<ShieldCheck size={22} />
|
||||
</span>
|
||||
<div className="min-w-0 flex-1">
|
||||
<div className="flex items-center gap-1 text-2xs font-bold uppercase tracking-[0.06em] text-sunrise-300">
|
||||
<Sparkles size={11} /> Recommends
|
||||
</div>
|
||||
<div className="mt-1 text-lg font-bold text-on-navy leading-snug break-words">{rec.product}</div>
|
||||
</div>
|
||||
</div>
|
||||
{rec.sumAssured != null && (
|
||||
<div className="mt-3.5 flex items-baseline justify-between gap-2 border-t border-[rgba(255,255,255,0.12)] pt-3.5">
|
||||
<span className="text-2xs font-bold uppercase tracking-[0.06em] text-on-navy-muted shrink-0">Suggested cover</span>
|
||||
<span className="font-numeric text-xl font-extrabold text-on-navy nums truncate">₹{formatINR(rec.sumAssured)}</span>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* why it recommended this — expands inline, no inner scrollbar */}
|
||||
{rec.rationale && (
|
||||
<div className="mt-3.5">
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setOpen((o) => !o)}
|
||||
className="inline-flex items-center gap-1.5 bg-none border-none p-0 cursor-pointer font-sans text-xs font-semibold text-link"
|
||||
>
|
||||
<ChevronRight size={14} className={open ? 'rotate-90 transition-transform duration-200' : 'transition-transform duration-200'} />
|
||||
{open ? 'Hide reasoning' : 'Why this product'}
|
||||
</button>
|
||||
{open && (
|
||||
<p className="mt-2.5 px-4 py-3.5 bg-sunk rounded-xl text-sm leading-relaxed text-body whitespace-pre-line">
|
||||
{rec.rationale}
|
||||
</p>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
<div className="mt-3.5">
|
||||
<Button variant="primary" size="sm" full disabled={applying} onClick={onApply} iconLeft={<Wand2 size={14} />}>
|
||||
{applying ? 'Applying…' : 'Use this suggestion'}
|
||||
</Button>
|
||||
{applyNote && <div className="mt-2 text-xs text-amber-700">{applyNote}</div>}
|
||||
</div>
|
||||
</div>
|
||||
</article>
|
||||
|
||||
@ -1,10 +1,10 @@
|
||||
import { useEffect, useMemo, useState } from 'react';
|
||||
import { CheckCircle2 } from 'lucide-react';
|
||||
import { Button, Card, formatINR, SelectField } from '../';
|
||||
import { AlertTriangle, CheckCircle2, Sparkles } from 'lucide-react';
|
||||
import { Button, Card, SelectField } from '../';
|
||||
import { SchemaGuard } from '../form';
|
||||
import { useQuery, useZino } from '../../api/provider';
|
||||
import { fieldFromSchema } from '../../api/schema';
|
||||
import { ACTIVITIES } from '../../api/config';
|
||||
import { assess } from '../../lib/underwriting';
|
||||
import type { ActivityBodyProps } from './types';
|
||||
|
||||
const F = ACTIVITIES.SUBMIT_UNDERWRITING.fields;
|
||||
@ -12,7 +12,7 @@ const F = ACTIVITIES.SUBMIT_UNDERWRITING.fields;
|
||||
export function UnderwritingBody({ instanceId, record, onSuccess }: ActivityBodyProps) {
|
||||
const { client } = useZino();
|
||||
|
||||
const schemaQ = useQuery(() => client.formSchema(ACTIVITIES.SUBMIT_UNDERWRITING.uid, instanceId), []);
|
||||
const schemaQ = useQuery(() => client.formSchema(ACTIVITIES.SUBMIT_UNDERWRITING.uid, instanceId), [instanceId]);
|
||||
const statusOptions = useMemo(() => fieldFromSchema(schemaQ.data, F.status)?.options ?? [], [schemaQ.data]);
|
||||
|
||||
const [status, setStatus] = useState('approved');
|
||||
@ -20,8 +20,6 @@ export function UnderwritingBody({ instanceId, record, onSuccess }: ActivityBody
|
||||
if (record?.underwriting_status) setStatus(String(record.underwriting_status));
|
||||
}, [record]);
|
||||
|
||||
const a = useMemo(() => (record ? assess(record) : null), [record]);
|
||||
|
||||
const [submitting, setSubmitting] = useState(false);
|
||||
const [result, setResult] = useState<{ ok: boolean; msg: string } | null>(null);
|
||||
|
||||
@ -44,9 +42,12 @@ export function UnderwritingBody({ instanceId, record, onSuccess }: ActivityBody
|
||||
}
|
||||
}
|
||||
|
||||
const lead = record;
|
||||
|
||||
return (
|
||||
<SchemaGuard
|
||||
loading={schemaQ.loading}
|
||||
error={schemaQ.error}
|
||||
action="submit underwriting for this lead"
|
||||
>
|
||||
<div className="grid gap-[18px] items-start grid-cols-1 lg:grid-cols-[1fr_360px]">
|
||||
<div className="flex flex-col gap-[18px] min-w-0">
|
||||
{result && (
|
||||
@ -63,11 +64,6 @@ export function UnderwritingBody({ instanceId, record, onSuccess }: ActivityBody
|
||||
)}
|
||||
|
||||
<Card title="Underwriting decision">
|
||||
{lead?.eligibility_notes && (
|
||||
<div className="text-sm text-muted bg-app border border-border-subtle rounded-md px-3.5 py-2.5 mb-4">
|
||||
<span className="font-semibold text-strong">Eligibility notes:</span> {lead.eligibility_notes}
|
||||
</div>
|
||||
)}
|
||||
<div className="grid grid-cols-2 gap-4">
|
||||
<SelectField
|
||||
label="Underwriting status"
|
||||
@ -88,68 +84,138 @@ export function UnderwritingBody({ instanceId, record, onSuccess }: ActivityBody
|
||||
</div>
|
||||
|
||||
<div className="flex flex-col gap-4">
|
||||
<div className="bg-navy-grad rounded-lg px-5 py-[22px] shadow-md">
|
||||
<div className="text-2xs font-bold uppercase tracking-[0.06em] text-on-navy-muted mb-3.5">
|
||||
Underwriting assessment
|
||||
{record?.eligibility_notes ? (
|
||||
<EligibilityNotes notes={String(record.eligibility_notes)} status={record.eligibility_status} />
|
||||
) : (
|
||||
<div className="bg-navy-grad rounded-lg px-5 py-[22px] shadow-md text-sm text-on-navy-muted">
|
||||
No eligibility assessment on file yet — Aria Eligibility writes it when documents are collected.
|
||||
</div>
|
||||
{a && a.ok ? (
|
||||
<>
|
||||
<div className="flex justify-between mb-2">
|
||||
<span className="text-sm text-on-navy-muted">Applicant age</span>
|
||||
<span className="text-sm font-semibold text-on-navy nums">{a.age ?? '—'}</span>
|
||||
</div>
|
||||
<div className="flex justify-between mb-2">
|
||||
<span className="text-sm text-on-navy-muted">Sum assured</span>
|
||||
<span className="text-sm font-semibold text-on-navy nums">₹{formatINR(a.sumAssured)}</span>
|
||||
</div>
|
||||
<div className="flex justify-between">
|
||||
<span className="text-sm text-on-navy-muted">Eligibility</span>
|
||||
<span className="text-sm font-semibold text-on-navy">{lead?.eligibility_status ?? '—'}</span>
|
||||
</div>
|
||||
|
||||
<div className="h-px bg-[rgba(255,255,255,0.12)] my-4" />
|
||||
|
||||
<div className="mb-3">
|
||||
<div className="text-2xs font-bold uppercase tracking-[0.06em] text-on-navy-muted mb-1">
|
||||
Financial
|
||||
</div>
|
||||
<div className={a.financialRequired ? 'text-sm font-semibold text-sunrise-300' : 'text-sm text-emerald-300'}>
|
||||
{a.financialText}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="mb-3">
|
||||
<div className="text-2xs font-bold uppercase tracking-[0.06em] text-on-navy-muted mb-1">
|
||||
Medical
|
||||
</div>
|
||||
<div className={a.medicalRequired ? 'text-sm font-semibold text-sunrise-300' : 'text-sm text-emerald-300'}>
|
||||
{a.medicalText}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="flex items-center gap-2 mt-4">
|
||||
<span className="text-2xs font-bold uppercase tracking-[0.06em] text-on-navy-muted">Route</span>
|
||||
{a.route.map((r) => (
|
||||
<span
|
||||
key={r}
|
||||
className="text-xs font-semibold text-on-navy bg-[rgba(255,255,255,0.1)] rounded px-2 py-0.5"
|
||||
>
|
||||
{r}
|
||||
</span>
|
||||
))}
|
||||
</div>
|
||||
</>
|
||||
) : (
|
||||
<div className="text-sm text-on-navy-muted">
|
||||
{record ? 'Not enough data (DOB / income / sum assured) to assess.' : 'Not enough data to assess.'}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
<div className="text-xs text-faint px-1">
|
||||
Assessment is advisory and computed in-app from the lead's data. NML limits are
|
||||
placeholder values pending the real ABSLI grid.
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
</SchemaGuard>
|
||||
);
|
||||
}
|
||||
|
||||
// --- Eligibility notes (AI-generated, free-form) -------------------------------
|
||||
// Aria Eligibility writes eligibility_notes as semi-structured prose:
|
||||
// "DOCUMENTS: …", "ELIGIBILITY CHECK (…):", "✓ Age …", "REFERRAL REASON: …".
|
||||
// We parse it leniently into headings / check-items / bullets / paragraphs.
|
||||
// Nothing is guaranteed — if no structure is detected we fall back to the raw
|
||||
// text exactly as the model emitted it. Rendered as React children (escaped),
|
||||
// never dangerouslySetInnerHTML.
|
||||
|
||||
type NoteBlock =
|
||||
| { kind: 'heading'; text: string; inline?: string }
|
||||
| { kind: 'check'; ok: boolean; text: string }
|
||||
| { kind: 'bullet'; text: string }
|
||||
| { kind: 'para'; text: string };
|
||||
|
||||
function parseNotes(raw: string): NoteBlock[] {
|
||||
const blocks: NoteBlock[] = [];
|
||||
for (const line of raw.split(/\r?\n/)) {
|
||||
const t = line.trim();
|
||||
if (!t) continue;
|
||||
let m: RegExpMatchArray | null;
|
||||
if ((m = t.match(/^[✓✔☑]\s*(.+)$/))) {
|
||||
blocks.push({ kind: 'check', ok: true, text: m[1] });
|
||||
continue;
|
||||
}
|
||||
if ((m = t.match(/^[✗✘×✕☒]\s*(.+)$/))) {
|
||||
blocks.push({ kind: 'check', ok: false, text: m[1] });
|
||||
continue;
|
||||
}
|
||||
if ((m = t.match(/^[-•*]\s+(.+)$/))) {
|
||||
blocks.push({ kind: 'bullet', text: m[1] });
|
||||
continue;
|
||||
}
|
||||
// Heading: short prefix before a colon whose first word is ALL-CAPS
|
||||
// (DOCUMENTS, ELIGIBILITY, REFERRAL). Keeps mixed-case tails like
|
||||
// "(ABSLI DigiShield Plan)" inside the heading.
|
||||
const colon = t.indexOf(':');
|
||||
if (colon > 1 && colon <= 60) {
|
||||
const head = t.slice(0, colon).trim();
|
||||
const firstWord = (head.split(/\s+/)[0] || '').replace(/[^A-Za-z]/g, '');
|
||||
if (firstWord.length >= 2 && firstWord === firstWord.toUpperCase()) {
|
||||
const inline = t.slice(colon + 1).trim();
|
||||
blocks.push({ kind: 'heading', text: head, inline: inline || undefined });
|
||||
continue;
|
||||
}
|
||||
}
|
||||
blocks.push({ kind: 'para', text: t });
|
||||
}
|
||||
return blocks;
|
||||
}
|
||||
|
||||
function EligibilityNotes({ notes, status }: { notes: string; status?: string | null }) {
|
||||
const blocks = useMemo(() => parseNotes(notes), [notes]);
|
||||
const structured = blocks.some((b) => b.kind !== 'para');
|
||||
|
||||
const s = (status ?? '').toLowerCase();
|
||||
// On the navy card, status reads as a tinted text on a translucent chip.
|
||||
const chipText =
|
||||
s === 'eligible' ? 'text-emerald-300' : s === 'ineligible' ? 'text-ruby-500' : 'text-amber-300'; // refer / unknown
|
||||
|
||||
let first = true;
|
||||
|
||||
return (
|
||||
<div className="bg-navy-grad rounded-lg px-5 py-[22px] shadow-md">
|
||||
<div className="flex items-center justify-between gap-2 mb-3.5">
|
||||
<div className="flex items-center gap-1.5 text-2xs font-bold uppercase tracking-[0.06em] text-on-navy-muted">
|
||||
<Sparkles size={12} className="text-sunrise-300" />
|
||||
Eligibility assessment · Aria Eligibility
|
||||
</div>
|
||||
{status && (
|
||||
<span className={`shrink-0 rounded-pill bg-white/10 px-2 py-0.5 text-2xs font-bold ${chipText}`}>
|
||||
{status}
|
||||
</span>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{structured ? (
|
||||
<div className="flex flex-col gap-1.5">
|
||||
{blocks.map((b, i) => {
|
||||
if (b.kind === 'heading') {
|
||||
const el = (
|
||||
<div key={i} className={first ? '' : 'mt-3 pt-3 border-t border-white/10'}>
|
||||
<div className="text-2xs font-bold uppercase tracking-[0.04em] text-on-navy-muted">{b.text}</div>
|
||||
{b.inline && <div className="mt-1 text-sm text-on-navy leading-relaxed">{b.inline}</div>}
|
||||
</div>
|
||||
);
|
||||
first = false;
|
||||
return el;
|
||||
}
|
||||
if (b.kind === 'check') {
|
||||
return (
|
||||
<div key={i} className="flex items-start gap-2 text-sm text-on-navy">
|
||||
{b.ok ? (
|
||||
<CheckCircle2 size={15} className="mt-0.5 shrink-0 text-emerald-300" />
|
||||
) : (
|
||||
<AlertTriangle size={15} className="mt-0.5 shrink-0 text-amber-300" />
|
||||
)}
|
||||
<span>{b.text}</span>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
if (b.kind === 'bullet') {
|
||||
return (
|
||||
<div key={i} className="flex items-start gap-2 text-sm text-on-navy">
|
||||
<span className="mt-1.5 shrink-0 w-1 h-1 rounded-full bg-on-navy-muted" />
|
||||
<span>{b.text}</span>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
return (
|
||||
<p key={i} className="text-sm text-on-navy leading-relaxed">
|
||||
{b.text}
|
||||
</p>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
) : (
|
||||
// Fallback — render the model's output verbatim, line breaks preserved.
|
||||
<p className="text-sm text-on-navy leading-relaxed whitespace-pre-line">{notes}</p>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
@ -11,6 +11,13 @@ import { LeadActions, AddLeadButton } from './ActivityActions';
|
||||
|
||||
const PAGE_SIZE = 10;
|
||||
|
||||
/** Epoch ms for a recordview timestamp; 0 (oldest) when missing/unparseable. */
|
||||
function ms(ts?: string | null): number {
|
||||
if (!ts) return 0;
|
||||
const t = new Date(ts).getTime();
|
||||
return Number.isNaN(t) ? 0 : t;
|
||||
}
|
||||
|
||||
/** A compact stat tile computed over this screen's (already state-filtered) rows. */
|
||||
export interface TileSpec {
|
||||
label: string;
|
||||
@ -34,14 +41,16 @@ export function Worklist({ states, emptyHint, showAddLead, tiles }: WorklistProp
|
||||
const { records, fields, loading, refetch } = useLeads();
|
||||
const [filters, setFilters] = useState<FilterState>(EMPTY_FILTER);
|
||||
|
||||
const order = useMemo(() => new Map(states.map((s, i) => [s, i])), [states]);
|
||||
// Scope to this screen's states, then apply the search/filter bar.
|
||||
const allowed = useMemo(() => new Set(states), [states]);
|
||||
// Scope to this screen's states, latest-first: most recently actioned
|
||||
// (updated_at) at the top, instance_id as the tiebreaker. Sorting by state
|
||||
// would bury a freshly-updated lead under older ones in an earlier state.
|
||||
const scoped = useMemo(
|
||||
() =>
|
||||
records
|
||||
.filter((r) => order.has(r.current_state_name ?? ''))
|
||||
.sort((a, b) => order.get(a.current_state_name ?? '')! - order.get(b.current_state_name ?? '')!),
|
||||
[records, order],
|
||||
.filter((r) => allowed.has(r.current_state_name ?? ''))
|
||||
.sort((a, b) => ms(b.updated_at) - ms(a.updated_at) || Number(b.instance_id) - Number(a.instance_id)),
|
||||
[records, allowed],
|
||||
);
|
||||
const recs = useMemo(() => applyFilters(scoped, filters, fields), [scoped, filters, fields]);
|
||||
const rows = useMemo(() => recs.map((record) => ({ record, lead: recordToLead(record) })), [recs]);
|
||||
|
||||
@ -1,5 +1,5 @@
|
||||
import type { CSSProperties } from 'react';
|
||||
import { Sparkles } from 'lucide-react';
|
||||
import { Lightbulb, Phone, ShieldCheck, Sparkles, type LucideIcon } from 'lucide-react';
|
||||
import { cn } from '../../lib/cn';
|
||||
|
||||
export interface AvatarProps {
|
||||
@ -26,6 +26,25 @@ function initials(name = ''): string {
|
||||
return ((p[0]?.[0] || '') + (p[1]?.[0] || '')).toUpperCase();
|
||||
}
|
||||
|
||||
// Each AI employee does something distinct, so each gets its own glyph + glow
|
||||
// instead of one shared orange bot. Matched by name; unrecognised AI actors
|
||||
// (and plain "Aria", the Qualifier) fall back to the sunrise Sparkles look.
|
||||
type AiPersona = { Icon: LucideIcon; bg: string; shadow: string; color: string };
|
||||
const AI_PERSONAS: Array<{ match: RegExp } & AiPersona> = [
|
||||
{ match: /engage/i, Icon: Phone, bg: 'linear-gradient(135deg,#19C2A8,#0E9466)', shadow: '0 2px 10px rgba(14,148,102,.45)', color: '#0E9466' },
|
||||
{ match: /underwrite/i, Icon: ShieldCheck, bg: 'linear-gradient(135deg,#4F9BF5,#2480DB)', shadow: '0 2px 10px rgba(36,128,219,.45)', color: '#2480DB' },
|
||||
{ match: /advisor/i, Icon: Lightbulb, bg: 'linear-gradient(135deg,#9B7BE8,#7C5BD6)', shadow: '0 2px 10px rgba(124,91,214,.45)', color: '#7C5BD6' },
|
||||
];
|
||||
function aiPersona(name: string): AiPersona | null {
|
||||
return AI_PERSONAS.find((p) => p.match.test(name)) ?? null;
|
||||
}
|
||||
|
||||
/** Solid accent color for an AI employee, matched by name. Falls back to the
|
||||
* shared sunrise orange for unrecognised actors (and plain "Aria"). */
|
||||
export function aiEmployeeColor(name = ''): string {
|
||||
return aiPersona(name)?.color ?? 'var(--sunrise-600, #F26B3A)';
|
||||
}
|
||||
|
||||
/** Circular avatar with deterministic color from name; supports AI-employee glyph. */
|
||||
export function Avatar({ name = '', src, size = 40, ai = false, className, style }: AvatarProps) {
|
||||
const dim: CSSProperties = { width: size, height: size, fontSize: Math.round(size * 0.4) };
|
||||
@ -41,16 +60,24 @@ export function Avatar({ name = '', src, size = 40, ai = false, className, style
|
||||
);
|
||||
}
|
||||
|
||||
const persona = ai ? aiPersona(name) : null;
|
||||
const AiIcon = persona?.Icon ?? Sparkles;
|
||||
|
||||
return (
|
||||
<span
|
||||
className={cn(
|
||||
'rounded-full inline-flex items-center justify-center font-sans font-bold text-white shrink-0',
|
||||
ai && 'bg-sunrise shadow-sunrise',
|
||||
ai && !persona && 'bg-sunrise shadow-sunrise',
|
||||
className,
|
||||
)}
|
||||
style={{ ...dim, background: ai ? undefined : COLORS[hashIdx(name)], ...style }}
|
||||
style={{
|
||||
...dim,
|
||||
background: ai ? persona?.bg : COLORS[hashIdx(name)],
|
||||
boxShadow: persona?.shadow,
|
||||
...style,
|
||||
}}
|
||||
>
|
||||
{ai ? <Sparkles size={Math.round(size * 0.46)} /> : initials(name)}
|
||||
{ai ? <AiIcon size={Math.round(size * 0.46)} /> : initials(name)}
|
||||
</span>
|
||||
);
|
||||
}
|
||||
|
||||
@ -22,10 +22,11 @@ export function Input({
|
||||
suffix,
|
||||
required,
|
||||
className,
|
||||
disabled,
|
||||
...rest
|
||||
}: InputProps) {
|
||||
return (
|
||||
<label className={cn('flex flex-col gap-1.5 font-sans', className)}>
|
||||
<label className={cn('flex flex-col gap-1.5 font-sans', disabled && 'cursor-not-allowed', className)}>
|
||||
{label && (
|
||||
<span className="text-sm font-medium text-muted">
|
||||
{label}
|
||||
@ -34,14 +35,19 @@ export function Input({
|
||||
)}
|
||||
<div
|
||||
className={cn(
|
||||
'flex items-center gap-2 bg-card rounded-md px-3 h-[42px] border transition-[border-color,box-shadow] duration-150',
|
||||
error ? 'border-ruby-600' : 'border-border-default focus-ring',
|
||||
'flex items-center gap-2 rounded-md px-3 h-[42px] border transition-[border-color,box-shadow] duration-150',
|
||||
disabled ? 'bg-sunk border-border-subtle' : 'bg-card',
|
||||
error ? 'border-ruby-600' : !disabled && 'border-border-default focus-ring',
|
||||
)}
|
||||
>
|
||||
{prefix && <span className="text-faint text-base font-semibold">{prefix}</span>}
|
||||
{prefix && <span className={cn('text-base font-semibold', disabled ? 'text-faint' : 'text-faint')}>{prefix}</span>}
|
||||
<input
|
||||
required={required}
|
||||
className="flex-1 w-full border-none outline-none bg-transparent font-sans text-base text-strong"
|
||||
disabled={disabled}
|
||||
className={cn(
|
||||
'flex-1 w-full border-none outline-none bg-transparent font-sans text-base',
|
||||
disabled ? 'text-muted cursor-not-allowed' : 'text-strong',
|
||||
)}
|
||||
{...rest}
|
||||
/>
|
||||
{suffix && <span className="text-faint text-sm">{suffix}</span>}
|
||||
|
||||
@ -52,11 +52,15 @@ export function Modal({ open, onClose, title, subtitle, width = 'md', children }
|
||||
role="dialog"
|
||||
aria-modal="true"
|
||||
className={cn(
|
||||
// Capped well below the viewport so the box stays a contained dialog
|
||||
// (visible backdrop margin) — the body scrolls internally rather than
|
||||
// the whole dialog growing with content and taking over the screen.
|
||||
'w-full bg-card rounded-lg border border-border-subtle shadow-lg my-auto',
|
||||
'flex flex-col max-h-[85vh]',
|
||||
WIDTH[width],
|
||||
)}
|
||||
>
|
||||
<header className="flex items-start justify-between gap-3 px-5 py-4 border-b border-border-subtle">
|
||||
<header className="shrink-0 flex items-start justify-between gap-3 px-5 py-4 border-b border-border-subtle">
|
||||
<div className="min-w-0">
|
||||
{title && <h3 className="m-0 text-md font-semibold text-strong truncate">{title}</h3>}
|
||||
{subtitle && <div className="text-xs text-faint mt-0.5">{subtitle}</div>}
|
||||
@ -69,7 +73,7 @@ export function Modal({ open, onClose, title, subtitle, width = 'md', children }
|
||||
<X size={18} />
|
||||
</button>
|
||||
</header>
|
||||
<div className="p-5">{children}</div>
|
||||
<div className="flex-1 min-h-0 overflow-y-auto p-5 scrollbar-slim">{children}</div>
|
||||
</div>
|
||||
</div>,
|
||||
document.body,
|
||||
|
||||
@ -4,7 +4,7 @@ export { Card } from './Card';
|
||||
export type { CardProps, Elevation } from './Card';
|
||||
export { Badge } from './Badge';
|
||||
export type { BadgeProps, BadgeTone } from './Badge';
|
||||
export { Avatar } from './Avatar';
|
||||
export { Avatar, aiEmployeeColor } from './Avatar';
|
||||
export type { AvatarProps } from './Avatar';
|
||||
export { Input } from './Input';
|
||||
export type { InputProps } from './Input';
|
||||
|
||||
@ -1,11 +1,12 @@
|
||||
import { useEffect, useMemo, useState } from 'react';
|
||||
import { CheckCircle2, Lock } from 'lucide-react';
|
||||
import { useEffect, useMemo, useRef, useState } from 'react';
|
||||
import { CheckCircle2, FileText, UploadCloud } from 'lucide-react';
|
||||
import { Button } from '../core/Button';
|
||||
import { Input } from '../core/Input';
|
||||
import { SelectField } from '../core/SelectField';
|
||||
import { MultiSelect } from '../core/MultiSelect';
|
||||
import { LookupField } from './LookupField';
|
||||
import type { LookupValue } from './LookupField';
|
||||
import { isPermissionError, SchemaGuard } from './SchemaGuard';
|
||||
import { useQuery, useZino } from '../../api/provider';
|
||||
import { schemaToFields } from '../../api/schema';
|
||||
import type { ActivityMeta, FieldDef } from '../../api/forms';
|
||||
@ -45,17 +46,13 @@ function seedFor(field: FieldDef, record?: LeadRecord | null): unknown {
|
||||
return [];
|
||||
case 'boolean':
|
||||
return false;
|
||||
case 'file':
|
||||
return null; // holds a File once picked; uploaded on submit
|
||||
default:
|
||||
return '';
|
||||
}
|
||||
}
|
||||
|
||||
/** True for a backend RBAC denial — so we can show a human line, not the raw
|
||||
* "user N does not have permission for activity <uuid>". */
|
||||
export function isPermissionError(msg?: string | null): boolean {
|
||||
return !!msg && /permission|not authoriz|unauthoriz|forbidden|\b403\b/i.test(msg);
|
||||
}
|
||||
|
||||
/** Renders an activity's fields from the live form-screens schema and submits
|
||||
* via performActivity (or startInstance when no instanceId is given). */
|
||||
export function ActivityForm({ meta, instanceId, record, onSuccess, successMessage }: ActivityFormProps) {
|
||||
@ -86,7 +83,7 @@ export function ActivityForm({ meta, instanceId, record, onSuccess, successMessa
|
||||
const missing = useMemo(
|
||||
() =>
|
||||
fields.filter((f) => {
|
||||
if (!f.required) return false;
|
||||
if (!f.required || f.hidden) return false; // hidden fields are auto-seeded, not user-entered
|
||||
const v = values[f.id];
|
||||
if (Array.isArray(v)) return v.length === 0;
|
||||
return v === '' || v === null || v === undefined;
|
||||
@ -102,17 +99,23 @@ export function ActivityForm({ meta, instanceId, record, onSuccess, successMessa
|
||||
setSubmitting(true);
|
||||
setResult(null);
|
||||
|
||||
// Drop empty optional values so we don't overwrite with blanks.
|
||||
const data: Record<string, unknown> = {};
|
||||
for (const f of fields) {
|
||||
const v = values[f.id];
|
||||
if (v === '' || v === null || v === undefined) continue;
|
||||
if (Array.isArray(v) && v.length === 0) continue;
|
||||
data[f.id] =
|
||||
f.type === 'number' ? Number(v) || 0 : f.type === 'datetime' ? toRfc3339(String(v)) : v;
|
||||
}
|
||||
|
||||
try {
|
||||
// Drop empty optional values so we don't overwrite with blanks.
|
||||
const data: Record<string, unknown> = {};
|
||||
for (const f of fields) {
|
||||
const v = values[f.id];
|
||||
if (v === '' || v === null || v === undefined) continue;
|
||||
if (Array.isArray(v) && v.length === 0) continue;
|
||||
if (f.type === 'file') {
|
||||
if (!(v instanceof File)) continue;
|
||||
const fileMeta = await client.uploadFile(v, { activityId: meta.uid, fieldId: f.id, instanceId });
|
||||
data[f.id] = [fileMeta];
|
||||
continue;
|
||||
}
|
||||
data[f.id] =
|
||||
f.type === 'number' ? Number(v) || 0 : f.type === 'datetime' ? toRfc3339(String(v)) : v;
|
||||
}
|
||||
|
||||
const res =
|
||||
instanceId != null
|
||||
? await client.performActivity(instanceId, meta.uid, data)
|
||||
@ -130,34 +133,16 @@ export function ActivityForm({ meta, instanceId, record, onSuccess, successMessa
|
||||
}
|
||||
}
|
||||
|
||||
if (schemaQ.loading) {
|
||||
return <div className="py-6 text-sm text-faint">Loading form…</div>;
|
||||
}
|
||||
if (schemaQ.error || !fields.length) {
|
||||
if (isPermissionError(schemaQ.error)) {
|
||||
return (
|
||||
<div className="flex items-start gap-2.5 rounded-md border border-amber-200 bg-amber-50 px-4 py-3.5 text-sm text-amber-800">
|
||||
<Lock size={16} className="mt-0.5 shrink-0 text-amber-600" />
|
||||
<div>
|
||||
<div className="font-semibold">You don’t have permission for this action</div>
|
||||
<div className="mt-0.5 text-xs text-amber-700">
|
||||
Your role can’t {meta.name.toLowerCase()}. Ask an admin to grant your role access to this activity.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
return (
|
||||
<div className="py-4 text-sm text-amber-700">
|
||||
{schemaQ.error ? `Couldn't load the form: ${schemaQ.error}` : 'This activity has no input fields.'}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<SchemaGuard
|
||||
loading={schemaQ.loading}
|
||||
error={schemaQ.error}
|
||||
empty={!fields.length}
|
||||
action={meta.name.toLowerCase()}
|
||||
>
|
||||
<div className="flex flex-col gap-4">
|
||||
<div className="grid grid-cols-2 gap-4">
|
||||
{fields.map((f) => (
|
||||
{fields.filter((f) => !f.hidden).map((f) => (
|
||||
<Field
|
||||
key={f.id}
|
||||
field={f}
|
||||
@ -165,6 +150,7 @@ export function ActivityForm({ meta, instanceId, record, onSuccess, successMessa
|
||||
onChange={(v) => set(f.id, v)}
|
||||
activityId={meta.uid}
|
||||
instanceId={instanceId}
|
||||
formData={values}
|
||||
/>
|
||||
))}
|
||||
</div>
|
||||
@ -188,6 +174,69 @@ export function ActivityForm({ meta, instanceId, record, onSuccess, successMessa
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
</SchemaGuard>
|
||||
);
|
||||
}
|
||||
|
||||
/** File picker for schema `file` fields. Holds the chosen File in form state;
|
||||
* ActivityForm uploads it on submit and sends the returned [meta]. */
|
||||
function FileInput({
|
||||
label,
|
||||
required,
|
||||
value,
|
||||
onChange,
|
||||
className,
|
||||
}: {
|
||||
label: string;
|
||||
required?: boolean;
|
||||
value: unknown;
|
||||
onChange: (f: File | null) => void;
|
||||
className?: string;
|
||||
}) {
|
||||
const ref = useRef<HTMLInputElement>(null);
|
||||
const file = value instanceof File ? value : null;
|
||||
return (
|
||||
<div className={className}>
|
||||
<span className="text-sm font-medium text-muted">
|
||||
{label}
|
||||
{required && <span className="text-ruby-600"> *</span>}
|
||||
</span>
|
||||
<input
|
||||
ref={ref}
|
||||
type="file"
|
||||
accept=".pdf,.png,.jpg,.jpeg"
|
||||
className="hidden"
|
||||
onChange={(e) => {
|
||||
onChange(e.target.files?.[0] ?? null);
|
||||
e.target.value = '';
|
||||
}}
|
||||
/>
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => ref.current?.click()}
|
||||
className="mt-1.5 w-full flex items-center gap-2.5 border border-dashed border-border-default rounded-md bg-slate-50 px-3.5 py-3 cursor-pointer text-left"
|
||||
>
|
||||
{file ? (
|
||||
<FileText size={18} className="text-sunrise-600 shrink-0" />
|
||||
) : (
|
||||
<UploadCloud size={18} className="text-sunrise-500 shrink-0" />
|
||||
)}
|
||||
<span className="text-sm text-body truncate flex-1">
|
||||
{file ? file.name : 'Upload file (PDF / image)'}
|
||||
</span>
|
||||
{file && (
|
||||
<span
|
||||
onClick={(e) => {
|
||||
e.stopPropagation();
|
||||
onChange(null);
|
||||
}}
|
||||
className="text-2xs font-semibold text-link"
|
||||
>
|
||||
Remove
|
||||
</span>
|
||||
)}
|
||||
</button>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
@ -197,17 +246,34 @@ function Field({
|
||||
onChange,
|
||||
activityId,
|
||||
instanceId,
|
||||
formData,
|
||||
}: {
|
||||
field: FieldDef;
|
||||
value: unknown;
|
||||
onChange: (v: unknown) => void;
|
||||
activityId: string;
|
||||
instanceId?: number | string;
|
||||
formData?: Record<string, unknown>;
|
||||
}) {
|
||||
const full = field.type === 'longtext' || field.type === 'multiselect' || field.type === 'lookup';
|
||||
const full =
|
||||
field.type === 'longtext' ||
|
||||
field.type === 'multiselect' ||
|
||||
field.type === 'lookup' ||
|
||||
field.type === 'file';
|
||||
const wrap = full ? 'col-span-full' : '';
|
||||
|
||||
switch (field.type) {
|
||||
case 'file':
|
||||
return (
|
||||
<FileInput
|
||||
className={wrap}
|
||||
label={field.label}
|
||||
required={field.required}
|
||||
value={value}
|
||||
onChange={onChange}
|
||||
/>
|
||||
);
|
||||
|
||||
case 'longtext':
|
||||
return (
|
||||
<label className={`${wrap} flex flex-col gap-1.5`}>
|
||||
@ -276,6 +342,7 @@ function Field({
|
||||
instanceId={instanceId}
|
||||
value={(value as LookupValue) ?? null}
|
||||
onChange={onChange}
|
||||
formData={formData}
|
||||
/>
|
||||
</div>
|
||||
);
|
||||
|
||||
@ -19,8 +19,11 @@ export interface LookupFieldProps {
|
||||
instanceId?: number | string;
|
||||
value: LookupValue | null;
|
||||
onChange: (v: LookupValue | null) => void;
|
||||
/** Current form values, so the server can apply field_rules filter_options
|
||||
* (cascading lookups — e.g. owner agents scoped to the picked region). */
|
||||
/** Current form values — sent to the lookup endpoint so the server applies
|
||||
* the activity's field_rules filter_options (cascading lookups, e.g. owner
|
||||
* agents scoped to the picked region, regions scoped to the picked city).
|
||||
* Keys MUST match the rules' `form_field`s; lookup values stay objects so
|
||||
* the server can read a rule's `source_value_key` sub-column. */
|
||||
formData?: Record<string, unknown>;
|
||||
}
|
||||
|
||||
@ -81,6 +84,9 @@ export function LookupField({
|
||||
client
|
||||
.lookupRecords(templateUid, { activityId, fieldId, instanceId, search, limit: 50, formData })
|
||||
.then((r) => {
|
||||
// The server scopes rows via filter_options using the form_data we
|
||||
// sent (target columns like `city` aren't selected into the rows, so
|
||||
// they can only be filtered server-side).
|
||||
if (live) setRows(dedupe(r.records ?? []));
|
||||
})
|
||||
.catch(() => {
|
||||
|
||||
51
src/components/form/SchemaGuard.tsx
Normal file
51
src/components/form/SchemaGuard.tsx
Normal file
@ -0,0 +1,51 @@
|
||||
import type { ReactNode } from 'react';
|
||||
import { Lock } from 'lucide-react';
|
||||
|
||||
/** True for a backend RBAC denial — so we can show a human line, not the raw
|
||||
* "user N does not have permission for activity <uuid>". */
|
||||
export function isPermissionError(msg?: string | null): boolean {
|
||||
return !!msg && /permission|not authoriz|unauthoriz|forbidden|\b403\b/i.test(msg);
|
||||
}
|
||||
|
||||
interface SchemaGuardProps {
|
||||
loading: boolean;
|
||||
error: string | null;
|
||||
/** Verb phrase for the denial copy, e.g. "collect documents for this lead". */
|
||||
action: string;
|
||||
/** True when the schema loaded but yielded no usable fields. */
|
||||
empty?: boolean;
|
||||
children: ReactNode;
|
||||
}
|
||||
|
||||
/** Gate any activity body on its form-screens fetch. Until the schema resolves
|
||||
* cleanly we never render the form: an RBAC denial (or any load error) shows a
|
||||
* human-readable card instead of a live-looking form that 403s only on submit.
|
||||
* Bespoke bodies and the generic <ActivityForm> share this so the guard can't
|
||||
* drift out of sync between them. */
|
||||
export function SchemaGuard({ loading, error, action, empty, children }: SchemaGuardProps) {
|
||||
if (loading) {
|
||||
return <div className="py-6 text-sm text-faint">Loading form…</div>;
|
||||
}
|
||||
if (error || empty) {
|
||||
if (isPermissionError(error)) {
|
||||
return (
|
||||
<div className="flex items-start gap-2.5 rounded-md border border-amber-200 bg-amber-50 px-4 py-3.5 text-sm text-amber-800">
|
||||
<Lock size={16} className="mt-0.5 shrink-0 text-amber-600" />
|
||||
<div>
|
||||
<div className="font-semibold">You don’t have permission for this action</div>
|
||||
<div className="mt-0.5 text-xs text-amber-700">
|
||||
Your role can’t {action}. Ask an admin to grant your role access to this activity, or
|
||||
sign in as a role that can.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
return (
|
||||
<div className="py-4 text-sm text-amber-700">
|
||||
{error ? `Couldn’t load the form: ${error}` : 'This activity has no input fields.'}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
return <>{children}</>;
|
||||
}
|
||||
@ -1,2 +1,3 @@
|
||||
export * from './ActivityForm';
|
||||
export * from './LookupField';
|
||||
export * from './SchemaGuard';
|
||||
|
||||
@ -60,81 +60,80 @@ export function AIDecisionCard({
|
||||
style={autonomous ? undefined : { background: 'var(--status-escalated)' }}
|
||||
/>
|
||||
|
||||
<div className="flex gap-4 pl-[22px] pr-5 py-[18px]">
|
||||
{/* left: identity + content */}
|
||||
<div className="flex-1 min-w-0">
|
||||
<header className="flex items-center gap-2.5 mb-3">
|
||||
<Avatar name={employee} ai size={36} />
|
||||
<div className="min-w-0">
|
||||
<div className="flex items-center gap-2">
|
||||
<span className="text-base font-bold text-strong">{employee}</span>
|
||||
<span className="text-[10px] font-bold uppercase tracking-[0.06em] text-faint bg-sunk px-[7px] py-[3px] rounded-pill">
|
||||
{role}
|
||||
</span>
|
||||
</div>
|
||||
<div className="text-xs text-muted mt-0.5">
|
||||
{activity}
|
||||
{time && <span className="text-faint"> · {time}</span>}
|
||||
</div>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
{/* status pill */}
|
||||
<div
|
||||
className="inline-flex items-center gap-1.5 text-2xs font-bold tracking-[0.03em] px-[11px] py-[5px] rounded-pill mb-2.5"
|
||||
style={{ background: accentSoft, color: accent }}
|
||||
>
|
||||
<span className="w-1.5 h-1.5 rounded-full" style={{ background: accent }} />
|
||||
{autonomous ? 'AUTONOMOUS DECISION' : 'ESCALATED TO HUMAN'}
|
||||
{/* header band — identity + confidence, tinted by autonomy state */}
|
||||
<header
|
||||
className="flex items-center gap-3 pl-[22px] pr-5 py-3.5 border-b border-border-subtle"
|
||||
style={{ background: accentSoft }}
|
||||
>
|
||||
<Avatar name={employee} ai size={38} />
|
||||
<div className="min-w-0 flex-1">
|
||||
<div className="flex items-center gap-2 flex-wrap">
|
||||
<span className="text-base font-bold text-strong leading-tight">{employee}</span>
|
||||
<span className="text-[10px] font-bold uppercase tracking-[0.06em] text-faint bg-card border border-border-subtle px-[7px] py-[3px] rounded-pill">
|
||||
{role}
|
||||
</span>
|
||||
</div>
|
||||
<div className="text-xs text-muted mt-0.5 truncate">
|
||||
{activity}
|
||||
{time && <span className="text-faint"> · {time}</span>}
|
||||
</div>
|
||||
</div>
|
||||
<div className="shrink-0">
|
||||
<ConfidenceRing value={confidence} size={64} threshold={threshold} />
|
||||
</div>
|
||||
</header>
|
||||
|
||||
{/* one-line reasoning summary */}
|
||||
<p className="m-0 text-base leading-normal text-body">{summary}</p>
|
||||
|
||||
{/* expandable full reasoning */}
|
||||
{reasoning && (
|
||||
<div className="mt-3">
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setOpen((o) => !o)}
|
||||
className="inline-flex items-center gap-1.5 bg-none border-none p-0 cursor-pointer font-sans text-xs font-semibold text-link"
|
||||
>
|
||||
<ChevronRight size={14} className={cn('transition-transform duration-200', open && 'rotate-90')} />
|
||||
{open ? 'Hide full reasoning' : 'Show full reasoning'}
|
||||
</button>
|
||||
{open && (
|
||||
<div className="mt-2.5 px-4 py-3.5 bg-sunk rounded-lg max-h-[320px] overflow-y-auto">
|
||||
<ReasoningBody text={reasoning} accent={accent} accentSoft={accentSoft} />
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* citation chips */}
|
||||
{citations.length > 0 && (
|
||||
<div className="mt-3.5">
|
||||
<div className="text-[10px] font-bold uppercase tracking-[0.06em] text-faint mb-[7px]">
|
||||
Cited knowledge
|
||||
</div>
|
||||
<div className="flex flex-wrap gap-[7px]">
|
||||
{citations.map((c, i) => (
|
||||
<span
|
||||
key={i}
|
||||
className="inline-flex items-center gap-1.5 text-xs font-medium text-muted bg-card border border-border-default rounded-sm px-2.5 py-[5px]"
|
||||
>
|
||||
<FileText size={12} className="text-sunrise-500" />
|
||||
{typeof c === 'string' ? c : c.title}
|
||||
</span>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
<div className="pl-[22px] pr-5 py-[18px]">
|
||||
{/* status pill */}
|
||||
<div
|
||||
className="inline-flex items-center gap-1.5 text-2xs font-bold tracking-[0.03em] px-[11px] py-[5px] rounded-pill mb-2.5"
|
||||
style={{ background: accentSoft, color: accent }}
|
||||
>
|
||||
<span className="w-1.5 h-1.5 rounded-full" style={{ background: accent }} />
|
||||
{autonomous ? 'AUTONOMOUS DECISION' : 'ESCALATED TO HUMAN'}
|
||||
</div>
|
||||
|
||||
{/* right: confidence ring */}
|
||||
<div className="shrink-0 flex flex-col items-center pt-0.5">
|
||||
<ConfidenceRing value={confidence} size={76} threshold={threshold} />
|
||||
</div>
|
||||
{/* one-line reasoning summary */}
|
||||
<p className="m-0 text-base leading-normal text-body">{summary}</p>
|
||||
|
||||
{/* expandable full reasoning */}
|
||||
{reasoning && (
|
||||
<div className="mt-3">
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setOpen((o) => !o)}
|
||||
className="inline-flex items-center gap-1.5 bg-none border-none p-0 cursor-pointer font-sans text-xs font-semibold text-link"
|
||||
>
|
||||
<ChevronRight size={14} className={cn('transition-transform duration-200', open && 'rotate-90')} />
|
||||
{open ? 'Hide full reasoning' : 'Show full reasoning'}
|
||||
</button>
|
||||
{open && (
|
||||
<div className="mt-2.5 px-4 py-3.5 bg-sunk rounded-lg">
|
||||
<ReasoningBody text={reasoning} accent={accent} accentSoft={accentSoft} />
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* citation chips */}
|
||||
{citations.length > 0 && (
|
||||
<div className="mt-3.5">
|
||||
<div className="text-[10px] font-bold uppercase tracking-[0.06em] text-faint mb-[7px]">
|
||||
Cited knowledge
|
||||
</div>
|
||||
<div className="flex flex-wrap gap-[7px]">
|
||||
{citations.map((c, i) => (
|
||||
<span
|
||||
key={i}
|
||||
className="inline-flex items-center gap-1.5 text-xs font-medium text-muted bg-card border border-border-default rounded-sm px-2.5 py-[5px]"
|
||||
>
|
||||
<FileText size={12} className="text-sunrise-500" />
|
||||
{typeof c === 'string' ? c : c.title}
|
||||
</span>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</article>
|
||||
);
|
||||
|
||||
@ -163,7 +163,7 @@ function DecisionRow({
|
||||
{open && (d.reasoning || d.citations.length > 0) && (
|
||||
<div className="px-3.5 pb-4">
|
||||
{d.reasoning && (
|
||||
<div className="px-4 py-3.5 bg-sunk rounded-lg max-h-[300px] overflow-y-auto">
|
||||
<div className="px-4 py-3.5 bg-sunk rounded-lg">
|
||||
<ReasoningBody text={d.reasoning} accent={accent} accentSoft={accentSoft} />
|
||||
</div>
|
||||
)}
|
||||
|
||||
92
src/components/insurance/AiSuggestionPanel.tsx
Normal file
92
src/components/insurance/AiSuggestionPanel.tsx
Normal file
@ -0,0 +1,92 @@
|
||||
import { useState } from 'react';
|
||||
import { Sparkles, ChevronDown, ChevronUp, Check, AlertTriangle } from 'lucide-react';
|
||||
import { cn } from '../../lib/cn';
|
||||
import { Avatar } from '../core/Avatar';
|
||||
import { AIDecisionCard } from './AIDecisionCard';
|
||||
import type { AIDecisionCardProps } from './AIDecisionCard';
|
||||
|
||||
export interface AiSuggestionPanelProps extends AIDecisionCardProps {
|
||||
/** Eyebrow heading above the card. @default "AI suggestion" */
|
||||
label?: string;
|
||||
/** Start as a one-line strip, expandable to the full card. @default true */
|
||||
collapsible?: boolean;
|
||||
className?: string;
|
||||
}
|
||||
|
||||
/**
|
||||
* Sidebar framing for an AI employee's decision inside an activity form.
|
||||
* Defaults to a compact one-line strip (avatar · name · confidence · summary)
|
||||
* so it sits comfortably beside small forms, and expands to the full
|
||||
* AIDecisionCard on click. Pass `collapsible={false}` to always show the card.
|
||||
*/
|
||||
export function AiSuggestionPanel({
|
||||
label = 'AI suggestion',
|
||||
collapsible = true,
|
||||
className,
|
||||
...card
|
||||
}: AiSuggestionPanelProps) {
|
||||
const [open, setOpen] = useState(!collapsible);
|
||||
|
||||
const {
|
||||
employee = 'Aria',
|
||||
confidence = 0.85,
|
||||
threshold = 0.7,
|
||||
summary,
|
||||
} = card;
|
||||
const autonomous = confidence >= threshold;
|
||||
const accent = autonomous ? 'var(--status-autonomous)' : 'var(--status-escalated)';
|
||||
const accentSoft = autonomous ? 'var(--status-autonomous-soft)' : 'var(--status-escalated-soft)';
|
||||
const pct = Math.round(Math.max(0, Math.min(1, confidence)) * 100);
|
||||
|
||||
return (
|
||||
<div className={cn('flex flex-col gap-2.5', className)}>
|
||||
<div className="flex items-center justify-between gap-2">
|
||||
<div className="flex items-center gap-1.5 text-2xs font-bold uppercase tracking-[0.06em] text-faint">
|
||||
<Sparkles size={12} className="text-sunrise-500" />
|
||||
{label}
|
||||
</div>
|
||||
{collapsible && open && (
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setOpen(false)}
|
||||
className="inline-flex items-center gap-1 bg-none border-none p-0 cursor-pointer font-sans text-2xs font-semibold text-link"
|
||||
>
|
||||
<ChevronUp size={12} />
|
||||
Collapse
|
||||
</button>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{open ? (
|
||||
<AIDecisionCard {...card} />
|
||||
) : (
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setOpen(true)}
|
||||
className="group relative w-full text-left bg-card rounded-lg border border-border-subtle shadow-sm hover:shadow-md transition-shadow overflow-hidden font-sans flex items-center gap-3 pl-[14px] pr-3 py-2.5"
|
||||
>
|
||||
{/* accent rail */}
|
||||
<span className="absolute top-0 left-0 bottom-0 w-1" style={{ background: accent }} />
|
||||
<Avatar name={employee} ai size={30} />
|
||||
<div className="min-w-0 flex-1">
|
||||
<div className="flex items-center gap-2">
|
||||
<span className="text-sm font-bold text-strong leading-tight truncate">{employee}</span>
|
||||
<span
|
||||
className="inline-flex items-center gap-1 text-2xs font-bold tracking-[0.03em] px-1.5 py-0.5 rounded-pill shrink-0"
|
||||
style={{ background: accentSoft, color: accent }}
|
||||
>
|
||||
{autonomous ? <Check size={10} strokeWidth={3} /> : <AlertTriangle size={10} strokeWidth={3} />}
|
||||
{pct}%
|
||||
</span>
|
||||
</div>
|
||||
{summary && <div className="text-xs text-muted mt-0.5 truncate">{summary}</div>}
|
||||
</div>
|
||||
<ChevronDown
|
||||
size={16}
|
||||
className="shrink-0 text-faint transition-transform group-hover:translate-y-0.5"
|
||||
/>
|
||||
</button>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@ -20,6 +20,10 @@ export interface DocumentUploadCardProps {
|
||||
fileName?: string | null;
|
||||
onUpload?: () => void;
|
||||
onConfirm?: () => void;
|
||||
/** Pick a different file (re-runs OCR). Shown once a doc is uploaded. */
|
||||
onReplace?: () => void;
|
||||
/** Clear the uploaded doc + its extracted fields. */
|
||||
onRemove?: () => void;
|
||||
className?: string;
|
||||
}
|
||||
|
||||
@ -53,12 +57,14 @@ export function DocumentUploadCard({
|
||||
fileName = null,
|
||||
onUpload,
|
||||
onConfirm,
|
||||
onReplace,
|
||||
onRemove,
|
||||
className,
|
||||
}: DocumentUploadCardProps) {
|
||||
const isEmpty = status === 'empty';
|
||||
|
||||
return (
|
||||
<div className={cn('bg-card border border-border-subtle rounded-lg shadow-sm overflow-hidden font-sans', className)}>
|
||||
<div className={cn('h-full flex flex-col bg-card border border-border-subtle rounded-lg shadow-sm overflow-hidden font-sans', className)}>
|
||||
<header className="flex items-center justify-between px-[18px] py-3.5 border-b border-border-subtle">
|
||||
<div className="flex items-center gap-2.5">
|
||||
<span className="w-[34px] h-[34px] rounded-sm bg-sunrise-100 text-sunrise-600 flex items-center justify-center">
|
||||
@ -72,19 +78,19 @@ export function DocumentUploadCard({
|
||||
{STATUS_BADGE[status]}
|
||||
</header>
|
||||
|
||||
<div className="p-[18px]">
|
||||
<div className="flex-1 flex flex-col p-[18px]">
|
||||
{isEmpty ? (
|
||||
<button
|
||||
type="button"
|
||||
onClick={onUpload}
|
||||
className="w-full border-2 border-dashed border-border-default rounded-md bg-slate-50 px-4 py-7 cursor-pointer flex flex-col items-center gap-2 font-sans"
|
||||
className="flex-1 w-full border-2 border-dashed border-border-default rounded-md bg-slate-50 px-4 py-7 cursor-pointer flex flex-col items-center justify-center gap-2 font-sans"
|
||||
>
|
||||
<UploadCloud size={28} className="text-sunrise-500" />
|
||||
<span className="text-sm font-semibold text-strong">Upload {docType} card</span>
|
||||
<span className="text-xs text-faint">JPG, PNG or PDF · OCR auto-extracts fields</span>
|
||||
</button>
|
||||
) : (
|
||||
<div className="flex flex-col gap-0.5">
|
||||
<div className="flex-1 flex flex-col gap-0.5">
|
||||
<div className="text-[10px] font-bold uppercase tracking-[0.06em] text-faint mb-2">
|
||||
OCR-extracted fields
|
||||
</div>
|
||||
@ -119,15 +125,34 @@ export function DocumentUploadCard({
|
||||
</span>
|
||||
</div>
|
||||
))}
|
||||
{status === 'extracted' && (
|
||||
<button
|
||||
type="button"
|
||||
onClick={onConfirm}
|
||||
className="mt-3.5 w-full h-10 border-none rounded-md bg-sunrise text-white font-sans text-base font-semibold cursor-pointer shadow-sunrise"
|
||||
>
|
||||
Confirm & verify
|
||||
</button>
|
||||
)}
|
||||
{/* mt-auto keeps the action row pinned to the card bottom, so both
|
||||
cards' Confirm/Replace align even with differing field counts. */}
|
||||
<div className="mt-auto flex flex-col gap-2.5 pt-3.5">
|
||||
{status === 'extracted' && (
|
||||
<button
|
||||
type="button"
|
||||
onClick={onConfirm}
|
||||
className="w-full h-10 border-none rounded-md bg-sunrise text-white font-sans text-base font-semibold cursor-pointer shadow-sunrise"
|
||||
>
|
||||
Confirm & verify
|
||||
</button>
|
||||
)}
|
||||
{(onReplace || onRemove) && status !== 'processing' && (
|
||||
<div className="flex items-center justify-center gap-3 text-xs">
|
||||
{onReplace && (
|
||||
<button type="button" onClick={onReplace} className="font-semibold text-link">
|
||||
Replace file
|
||||
</button>
|
||||
)}
|
||||
{onReplace && onRemove && <span className="text-faint">·</span>}
|
||||
{onRemove && (
|
||||
<button type="button" onClick={onRemove} className="font-semibold text-faint hover:text-ruby-600">
|
||||
Remove
|
||||
</button>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
|
||||
@ -46,6 +46,21 @@ export function parseReasoning(raw: string): ReasoningParts {
|
||||
return { intro: text, steps: [] };
|
||||
}
|
||||
|
||||
/**
|
||||
* Split a prose blob into sentence-sized facts for scannable rendering.
|
||||
* Only breaks on terminal punctuation that follows a word/paren/quote and
|
||||
* precedes a capital — so decimals (₹2.76), ranges (18-65), and multiples
|
||||
* (10-20x) never split mid-fact. Newlines are flattened first.
|
||||
*/
|
||||
function splitSentences(raw: string): string[] {
|
||||
return (raw ?? '')
|
||||
.replace(/\s*\n+\s*/g, ' ')
|
||||
.trim()
|
||||
.split(/(?<=[a-zA-Z)\]%"'])[.!?]+\s+(?=[A-Z"'(])/)
|
||||
.map((s) => s.trim())
|
||||
.filter(Boolean);
|
||||
}
|
||||
|
||||
export interface ReasoningBodyProps {
|
||||
text: string;
|
||||
/** Accent color for the step badges (matches the decision's autonomy state). */
|
||||
@ -63,17 +78,27 @@ export function ReasoningBody({
|
||||
}: ReasoningBodyProps) {
|
||||
const { intro, steps } = parseReasoning(text);
|
||||
|
||||
// No enumeration — render as prose paragraphs.
|
||||
// No enumeration — split the prose into sentence-sized facts and render them
|
||||
// as a scannable list, so a dense wall of reasoning reads point-by-point.
|
||||
if (steps.length === 0) {
|
||||
const paras = text.split(/\n+/).map((p) => p.trim()).filter(Boolean);
|
||||
const facts = splitSentences(text);
|
||||
if (facts.length < 2) {
|
||||
return (
|
||||
<p className={cn('m-0 text-sm leading-relaxed text-body', className)}>{text.trim()}</p>
|
||||
);
|
||||
}
|
||||
return (
|
||||
<div className={cn('text-sm leading-relaxed text-body', className)}>
|
||||
{paras.map((p, i) => (
|
||||
<p key={i} className={cn('m-0', i > 0 && 'mt-2')}>
|
||||
{p}
|
||||
</p>
|
||||
<ul className={cn('m-0 p-0 list-none flex flex-col gap-2 text-sm leading-snug text-body', className)}>
|
||||
{facts.map((f, i) => (
|
||||
<li key={i} className="flex gap-2.5">
|
||||
<span
|
||||
className="mt-[7px] shrink-0 w-1.5 h-1.5 rounded-full"
|
||||
style={{ background: accent }}
|
||||
/>
|
||||
<span className="flex-1">{f}</span>
|
||||
</li>
|
||||
))}
|
||||
</div>
|
||||
</ul>
|
||||
);
|
||||
}
|
||||
|
||||
|
||||
@ -38,19 +38,30 @@ const TONES: Record<RupeeTone, string> = {
|
||||
onNavy: 'var(--text-on-navy)',
|
||||
};
|
||||
|
||||
/** Oversized confident rupee numeral via Inter Tight. */
|
||||
// Large sizes shrink for long figures so a crore-scale number never spills out
|
||||
// of its container. Keyed off the formatted length (digits + grouping commas).
|
||||
function fitScale(size: RupeeSize, len: number): number {
|
||||
if (size !== 'hero' && size !== 'xl') return 1;
|
||||
if (len > 12) return 0.6; // ₹12,00,00,000+
|
||||
if (len > 10) return 0.72; // ₹2,76,00,000
|
||||
if (len > 8) return 0.85; // ₹20,00,000
|
||||
return 1;
|
||||
}
|
||||
|
||||
/** Oversized confident rupee numeral via Inter Tight. Auto-fits long figures. */
|
||||
export function RupeeAmount({ value, size = 'md', tone = 'default', sub, className, style }: RupeeAmountProps) {
|
||||
const fs = SIZES[size];
|
||||
const text = formatINR(value);
|
||||
const fs = SIZES[size] * fitScale(size, text.length);
|
||||
return (
|
||||
<span className={cn('inline-flex flex-col leading-none font-numeric', className)} style={style}>
|
||||
<span className={cn('flex flex-col leading-none font-numeric max-w-full min-w-0', className)} style={style}>
|
||||
<span
|
||||
className="font-extrabold tracking-[-0.02em] nums inline-flex items-baseline gap-0.5"
|
||||
className="font-extrabold tracking-[-0.02em] nums inline-flex items-baseline gap-0.5 max-w-full whitespace-nowrap overflow-hidden"
|
||||
style={{ fontSize: fs, color: TONES[tone] }}
|
||||
>
|
||||
<span className="font-bold" style={{ fontSize: fs * 0.62 }}>
|
||||
<span className="font-bold shrink-0" style={{ fontSize: fs * 0.62 }}>
|
||||
₹
|
||||
</span>
|
||||
{formatINR(value)}
|
||||
<span className="truncate">{text}</span>
|
||||
</span>
|
||||
{sub && <span className="font-sans text-xs font-medium text-faint mt-1">{sub}</span>}
|
||||
</span>
|
||||
|
||||
@ -1,5 +1,6 @@
|
||||
import type { ReactNode } from 'react';
|
||||
import { cn } from '../../lib/cn';
|
||||
import { aiEmployeeColor } from '../core/Avatar';
|
||||
import type { Tone } from '../../types';
|
||||
|
||||
export interface TimelineEntryProps {
|
||||
@ -35,21 +36,24 @@ export function TimelineEntry({
|
||||
last = false,
|
||||
className,
|
||||
}: TimelineEntryProps) {
|
||||
// Match the AI-employee color used by their Avatar + decision cards, so each
|
||||
// employee reads the same hue everywhere (timeline dot + actor name).
|
||||
const aiColor = ai ? aiEmployeeColor(actor) : undefined;
|
||||
return (
|
||||
<div className={cn('flex gap-3 font-sans', className)}>
|
||||
<div className="flex flex-col items-center shrink-0">
|
||||
<span
|
||||
className={cn(
|
||||
'w-3 h-3 rounded-full border-2 border-card mt-[3px]',
|
||||
ai ? 'bg-sunrise' : DOT[tone],
|
||||
!ai && DOT[tone],
|
||||
)}
|
||||
style={{ boxShadow: '0 0 0 1px var(--border-subtle)' }}
|
||||
style={{ boxShadow: '0 0 0 1px var(--border-subtle)', background: aiColor }}
|
||||
/>
|
||||
{!last && <span className="flex-1 w-0.5 bg-border-subtle mt-0.5 min-h-3.5" />}
|
||||
</div>
|
||||
<div className={cn('flex-1', last ? 'pb-0' : 'pb-[18px]')}>
|
||||
<div className="flex items-baseline gap-2 flex-wrap">
|
||||
<span className={cn('text-sm font-bold', ai ? 'text-sunrise-600' : 'text-strong')}>{actor}</span>
|
||||
<span className="text-sm font-bold" style={{ color: aiColor || 'var(--text-strong)' }}>{actor}</span>
|
||||
<span className="text-sm text-body">{action}</span>
|
||||
<span className="ml-auto text-2xs text-faint whitespace-nowrap">{time}</span>
|
||||
</div>
|
||||
|
||||
@ -14,6 +14,8 @@ export { TimelineEntry } from './TimelineEntry';
|
||||
export type { TimelineEntryProps } from './TimelineEntry';
|
||||
export { AIDecisionCard } from './AIDecisionCard';
|
||||
export type { AIDecisionCardProps, Citation } from './AIDecisionCard';
|
||||
export { AiSuggestionPanel } from './AiSuggestionPanel';
|
||||
export type { AiSuggestionPanelProps } from './AiSuggestionPanel';
|
||||
export { AIDecisionStream } from './AIDecisionStream';
|
||||
export type { AIDecisionStreamProps } from './AIDecisionStream';
|
||||
export { ReasoningBody, parseReasoning } from './ReasoningBody';
|
||||
|
||||
@ -1,7 +1,7 @@
|
||||
import { useEffect, useMemo, useState } from 'react';
|
||||
import { Outlet, useLocation, useNavigate } from 'react-router-dom';
|
||||
import type { LucideIcon } from 'lucide-react';
|
||||
import { Bell, CalendarClock, FileText, LogOut, Menu, Search, ShieldCheck, Sparkles, UserCheck, Users, X } from 'lucide-react';
|
||||
import { ArrowLeft, Bell, CalendarClock, FileText, LogOut, Menu, Search, ShieldCheck, Sparkles, UserCheck, Users, X } from 'lucide-react';
|
||||
import { cn } from '../lib/cn';
|
||||
import { Avatar } from '../components/core';
|
||||
import { canSeeScreen } from '../api/config';
|
||||
@ -90,6 +90,14 @@ function Topbar({ title, subtitle, onMenu }: { title: string; subtitle: string;
|
||||
>
|
||||
<Menu size={20} />
|
||||
</button>
|
||||
<button
|
||||
onClick={() => (window.history.length > 1 ? navigate(-1) : navigate('/pipeline'))}
|
||||
aria-label="Go back"
|
||||
title="Go back"
|
||||
className="w-[38px] h-[38px] rounded-md border border-border-subtle bg-card cursor-pointer text-muted flex items-center justify-center shrink-0 hover:text-strong hover:bg-slate-50"
|
||||
>
|
||||
<ArrowLeft size={18} />
|
||||
</button>
|
||||
<div className="flex-1 min-w-0">
|
||||
<h1 className="m-0 text-lg font-bold text-strong truncate">{title}</h1>
|
||||
{subtitle && <div className="text-xs text-faint mt-px truncate">{subtitle}</div>}
|
||||
|
||||
@ -2,17 +2,7 @@ import { useEffect, useMemo, useState } from 'react';
|
||||
import { useNavigate } from 'react-router-dom';
|
||||
import { Columns3, Table } from 'lucide-react';
|
||||
import { cn } from '../lib/cn';
|
||||
import {
|
||||
Avatar,
|
||||
Badge,
|
||||
Card,
|
||||
ChannelBadge,
|
||||
KpiCard,
|
||||
LeadRow,
|
||||
LEAD_GRID,
|
||||
Pagination,
|
||||
SegmentBadge,
|
||||
} from '../components';
|
||||
import { Badge, Card, KpiCard, LeadRow, LEAD_GRID, Pagination } from '../components';
|
||||
import type { Kpi, Lead, SegmentDatum } from '../types';
|
||||
import { useLeads } from '../api/leads';
|
||||
import { STAGES } from '../api/config';
|
||||
@ -23,12 +13,6 @@ import { applyFilters, EMPTY_FILTER, type FilterState } from '../api/filters';
|
||||
|
||||
const PAGE_SIZE = 10;
|
||||
|
||||
function scoreColor(score: number): string {
|
||||
if (score >= 75) return 'var(--sunrise-600)';
|
||||
if (score >= 50) return 'var(--amber-600)';
|
||||
return 'var(--slate-500)';
|
||||
}
|
||||
|
||||
// Funnel milestones (subset of STAGES) — count = leads that have *reached* it.
|
||||
const FUNNEL_STEPS: Array<{ label: string; stage: string }> = [
|
||||
{ label: 'New Lead', stage: 'New Lead' },
|
||||
@ -133,29 +117,30 @@ function SegmentDonut({ segments }: { segments: SegmentDatum[] }) {
|
||||
);
|
||||
}
|
||||
|
||||
// Minimal card — monochrome text with a single segment dot as the only accent
|
||||
// (segment already encodes hot/warm/cold, so the score stays neutral).
|
||||
function KanbanCard({ lead, onClick }: { lead: Lead; onClick: () => void }) {
|
||||
return (
|
||||
<div
|
||||
onClick={onClick}
|
||||
className="bg-card border border-border-subtle rounded-md shadow-xs p-3 cursor-pointer flex flex-col gap-2.5 transition-all duration-150 hover:shadow-md hover:-translate-y-px"
|
||||
className="bg-card border border-border-subtle rounded-md shadow-xs p-3 cursor-pointer flex flex-col gap-1.5 transition-all duration-150 hover:shadow-md hover:-translate-y-px"
|
||||
>
|
||||
<div className="flex items-center gap-2.5">
|
||||
<Avatar name={lead.name} size={30} />
|
||||
<div className="flex-1 min-w-0">
|
||||
<div className="flex items-start justify-between gap-2">
|
||||
<div className="min-w-0">
|
||||
<div className="text-sm font-semibold text-strong truncate">{lead.name}</div>
|
||||
<div className="text-2xs text-faint">{lead.city}</div>
|
||||
<div className="text-2xs text-faint truncate">
|
||||
{[lead.city, lead.channel].filter(Boolean).join(' · ')}
|
||||
</div>
|
||||
</div>
|
||||
<span className="font-numeric font-extrabold text-lg leading-none nums" style={{ color: scoreColor(lead.score) }}>
|
||||
{lead.score}
|
||||
</span>
|
||||
<span className="font-numeric font-bold text-sm text-muted nums shrink-0">{lead.score}</span>
|
||||
</div>
|
||||
<div className="flex gap-1.5 flex-wrap">
|
||||
<SegmentBadge segment={lead.segment} size="sm" />
|
||||
<ChannelBadge channel={lead.channel} size="sm" />
|
||||
</div>
|
||||
<div className="flex items-center gap-[7px] pt-2.5 border-t border-border-subtle">
|
||||
<Avatar name={lead.owner} ai={lead.ownerAi} size={20} />
|
||||
<span className="text-2xs text-muted truncate">{lead.lastAction}</span>
|
||||
<div className="flex items-center gap-1.5 text-2xs text-faint min-w-0">
|
||||
<span
|
||||
className="w-1.5 h-1.5 rounded-full shrink-0"
|
||||
style={{ background: SEGMENT_COLORS[lead.segment] ?? 'var(--slate-400)' }}
|
||||
title={lead.segment}
|
||||
/>
|
||||
<span className="truncate">{lead.lastAction}</span>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
@ -164,7 +149,7 @@ function KanbanCard({ lead, onClick }: { lead: Lead; onClick: () => void }) {
|
||||
function KanbanBoard({ leads, onOpenLead }: { leads: Lead[]; onOpenLead: (l: Lead) => void }) {
|
||||
const cols = STAGES.slice(0, 8);
|
||||
return (
|
||||
<div className="flex gap-3.5 overflow-x-auto pb-1.5">
|
||||
<div className="flex gap-3.5 overflow-x-auto pb-1.5 scrollbar-slim">
|
||||
{cols.map((stage, idx) => {
|
||||
const items = leads.filter((l) => l.stage === idx);
|
||||
return (
|
||||
@ -175,7 +160,9 @@ function KanbanBoard({ leads, onOpenLead }: { leads: Lead[]; onOpenLead: (l: Lea
|
||||
{items.length}
|
||||
</span>
|
||||
</div>
|
||||
<div className="flex flex-col gap-2.5 bg-slate-100 rounded-md p-2.5 min-h-[120px]">
|
||||
{/* Card list caps at viewport height and scrolls per-column so a
|
||||
busy stage doesn't blow up the whole board's height. */}
|
||||
<div className="flex flex-col gap-2.5 bg-slate-100 rounded-md p-2.5 min-h-[120px] max-h-[70vh] overflow-y-auto scrollbar-slim">
|
||||
{items.length ? (
|
||||
items.map((l) => <KanbanCard key={l.id} lead={l} onClick={() => onOpenLead(l)} />)
|
||||
) : (
|
||||
|
||||
@ -137,7 +137,7 @@ function AgentRail({
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex-1 overflow-y-auto p-1.5 flex flex-col gap-0.5">
|
||||
<div className="flex-1 overflow-y-auto p-1.5 flex flex-col gap-0.5 scrollbar-slim">
|
||||
{items.length === 0 ? (
|
||||
<div className="text-2xs text-faint text-center py-6">No agents match.</div>
|
||||
) : (
|
||||
@ -260,9 +260,10 @@ export function ScheduleScreen() {
|
||||
tomorrowKey={tomorrowKey}
|
||||
/>
|
||||
|
||||
{/* Detail: selected agent's agenda */}
|
||||
<div className="flex flex-col gap-4 min-w-0">
|
||||
<div className="flex flex-wrap items-center gap-3 justify-between">
|
||||
{/* Detail: selected agent's agenda — capped to the viewport so a long
|
||||
agenda scrolls internally instead of growing the whole page. */}
|
||||
<div className="flex flex-col gap-4 min-w-0 md:h-[calc(100vh-180px)]">
|
||||
<div className="flex flex-wrap items-center gap-3 justify-between shrink-0">
|
||||
<div className="flex items-center gap-3 min-w-0">
|
||||
<Avatar name={selected ?? ''} size={40} />
|
||||
<div className="min-w-0">
|
||||
@ -295,7 +296,7 @@ export function ScheduleScreen() {
|
||||
<div className="text-2xs text-faint">Try “All”, or pick another agent.</div>
|
||||
</div>
|
||||
) : (
|
||||
<div className="flex flex-col gap-5">
|
||||
<div className="flex flex-col gap-5 md:flex-1 md:min-h-0 md:overflow-y-auto md:pr-1 scrollbar-slim">
|
||||
{days.map(([k, ms]) => (
|
||||
<div key={k} className="flex flex-col gap-2.5">
|
||||
<div className="flex items-center gap-3">
|
||||
|
||||
@ -16,7 +16,7 @@ const avg = (col: keyof LeadRecord) => (rows: LeadRecord[]) => {
|
||||
return vals.length ? String(Math.round(vals.reduce((a, b) => a + b, 0) / vals.length)) : '—';
|
||||
};
|
||||
|
||||
/** Qualify (New Lead) + Assign (Qualified). Entry point — hosts Add Lead. */
|
||||
/** Qualify (New Lead) + Assign (Qualified). */
|
||||
const QUALIFY_TILES: TileSpec[] = [
|
||||
{ label: 'In queue', value: count },
|
||||
{ label: 'Avg lead score', value: avg('lead_score') },
|
||||
@ -26,7 +26,6 @@ export function QualificationScreen() {
|
||||
return (
|
||||
<Worklist
|
||||
states={['New Lead', 'Qualified']}
|
||||
showAddLead
|
||||
tiles={QUALIFY_TILES}
|
||||
emptyHint="No new or qualified leads in the queue."
|
||||
/>
|
||||
|
||||
@ -159,4 +159,27 @@
|
||||
border-color: var(--sunrise-500);
|
||||
box-shadow: var(--shadow-focus);
|
||||
}
|
||||
/* Slim, theme-tinted scrollbar for in-panel scroll areas (agenda, rail,
|
||||
modal body). The 2px transparent border + padding-box clip makes the thumb
|
||||
read as a thin rounded pill with breathing room; darkens on hover. */
|
||||
.scrollbar-slim {
|
||||
scrollbar-width: thin;
|
||||
scrollbar-color: var(--border-default) transparent;
|
||||
}
|
||||
.scrollbar-slim::-webkit-scrollbar {
|
||||
width: 10px;
|
||||
height: 10px;
|
||||
}
|
||||
.scrollbar-slim::-webkit-scrollbar-track {
|
||||
background: transparent;
|
||||
}
|
||||
.scrollbar-slim::-webkit-scrollbar-thumb {
|
||||
background-color: var(--border-default);
|
||||
background-clip: padding-box;
|
||||
border: 3px solid transparent;
|
||||
border-radius: 9999px;
|
||||
}
|
||||
.scrollbar-slim:hover::-webkit-scrollbar-thumb {
|
||||
background-color: var(--text-faint);
|
||||
}
|
||||
}
|
||||
|
||||
Loading…
Reference in New Issue
Block a user