- 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>
