gitea_admin/lead-to-policy
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Author SHA1 Message Date
Bhanu Prakash Sai Potteri
a4d0f80f71 feat: Zino brand logo in sidebar + login, strip header search/bell 
- inline ZinoLogo SVG (from sm2 renderer asset); replace aria badge in
  sidebar (centered) and login brand block
- remove search + notification buttons from topbar
- carry pending field prefill (field_defaults.value) + qualify RBAC trim

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-26 17:36:18 +05:30
Bhanu Prakash Sai Potteri
52a691fd75 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>
 2026-06-26 17:10:11 +05:30
Bhanu Prakash Sai Potteri
6d7b335147 refactor: Lead360 profile tiles + header LeadActions, collapse decision stream 
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
 2026-06-26 12:42:56 +05:30
Bhanu Prakash Sai Potteri
850a12b648 feat: surface Aria Advisor product recommendation in Recommend form 
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>
 2026-06-26 12:42:51 +05:30
Bhanu Prakash Sai Potteri
3b95cf8f81 fix: port designer field rules into bespoke activity forms 
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>
 2026-06-26 12:16:59 +05:30
Bhanu Prakash Sai Potteri
1a622b1267 feat: worklist screens + modal-driven activity forms 
- state-scoped lead worklists (list → row action → form modal) replace per-activity screens
- shared Modal / ActivityActions / registry; bespoke bodies + generic ActivityForm
- screen RBAC (canSeeScreen + RequireScreen), client-side pagination, lead filters
- fixes: document scroll, PickerShell z-index above modal, friendly RBAC message, Lead360 compact INR, segments-card alignment
 2026-06-24 17:04:26 +05:30
Bhanu Prakash Sai Potteri
8f419919bb fix: set router basename to /lead-to-policy for preview deep-links 2026-06-23 13:00:16 +05:30
Bhanu Prakash Sai Potteri
904e1660f1 feat: unify selects on shared searchable picker 2026-06-23 13:00:16 +05:30
Bhanu Prakash Sai Potteri
6ab7a51db4 fix: set vite base to /lead-to-policy/ for path-based preview 2026-06-23 12:04:39 +05:30
Bhanu Prakash Sai Potteri
cbaec7320f chore: trigger first frontgen build 2026-06-23 12:00:59 +05:30
Bhanu Prakash Sai Potteri
f35e0ce5d2 schema-driven forms + tier-1 fixes 2026-06-23 11:20:31 +05:30
Bhanu Prakash Sai Potteri
714f8ab8ff initial commit 2026-06-22 10:36:16 +05:30