Riders multiselect filters to the picked product's allowed_riders (newly
exposed on the product lookup). Disabled w/ hint until a product is chosen;
auto-prunes now-invalid selections on switch w/ a note. Legacy product values
(no allowed_riders key) fall back to all options. Brace-safe rider normalizer.
MultiSelect gains disabled + hint props.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
DatasetSelectField fetches options live from /dataset-options (filter_options-aware),
refetches when its dependency (State) changes, clears stale selection. Wired through
schema/types/client/forms for option_source=dataset; AssignBody made dataset-aware so
shared city field stays a real select.
SQL artifacts: cascade filter rule + rebuild City/State datasets from tbl_branches
(every captured city is branch-backed, so Assign region→agent cascade always resolves).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- sidebar: Workspace section label, rounded rows w/ icon chips, sunrise
active accent bar + ring, pinned live AI-employee status footer
- login: headline "Your AI sales floor for insurance", subtitle "Lead Management"
- tab title "Zino | Lead Management" + zino.svg favicon
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Pull the pre-activity recommendation (product, suggested SA, rationale,
confidence) from Aria Advisor's submitted decision and show it in the
Recommend Product form, with one-click apply that fills SA + resolves the
product name to its catalogue lookup value.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Custom frontend skipped designer custom_js / field_rules, so workflow
gates relying on computed fields never passed.
- Recommend: compute & send sa_valid (+ real rate-card premium) so the
Meeting Scheduled -> Product Recommended stage gate passes; add inline
validity hint; success copy now reflects whether the gate advanced
- Assign: thread form_data through LookupField so owner_agent options are
region-filtered (field_rules filter_options cascade); clear agent on
region change
- add src/lib/recommend.ts (faithful port of the Recommend custom_js)
Verified via live UI E2E: lead reaches Product Recommended (sa_valid=true,
premium=21000) and owner agent matches the chosen region.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
