"New lead" sat in the sidebar. A sidebar is for moving between places;
filing a lead is an action, and an action in a list of destinations is
the one item that does not behave like its neighbours — everything above
and below it changes what you are looking at, and it did something.
It now sits on the overview and on every queue, beside the lists it adds
to, which is also where somebody is standing when they realise they have
a lead to file. Same role gate as before: shown only to a user who holds
an entry door.
The sidebar's own button CSS went with it rather than being left for
someone to wonder about.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
THE SIDEBAR NOW CARRIES COUNTS. It deliberately did not, on the argument
that a tally could only come from a second full list call that would then
disagree with the queue's own total. Right about the cost, wrong about
the conclusion: with no numbers the only way to learn whether anything
was waiting on you was to open all nine queues in turn, which is the
question navigation exists to answer.
There is no second call. The overview's existing fetch moved into a
PortfolioProvider that both surfaces read, so this is one call fewer than
before and the two agree by construction. Bounded at 200 rows, as the
overview always was; past that the honest answer is an aggregate
endpoint, not a bigger limit.
What the badge counts is what needs a PERSON — phaseOf again, so a lead
whose documents are in and whose AI chain is running is reported beside
the badge rather than inside it. An amber dot marks a queue holding a
renewal inside a week, which is the only reason to open one queue before
another and was previously invisible. Zero is shown rather than hidden:
"nothing here" is an answer, and a queue that disappears when it empties
makes the sidebar move under the cursor.
Closed is folded into a summary. Three of the twelve queues, opened about
once a week, and at equal weight they made the live ones harder to find.
REASONING OPENS IN A DIALOG, NOT INLINE. The audit rail is 320px wide
with one entry per step, and a 1,500-character rationale expanding in
place pushed a lead's whole history off screen to read one sentence of
it. Nobody reads a paragraph in a sidebar. The finding — the AI's own
first sentence, which is already the conclusion — stays on the line; the
working is one click away and one Escape back, headed by what is being
read ("Call — Log Contact") rather than by nothing. Escape closes, the
page behind does not scroll, and focus returns to the button that opened
it so a keyboard reader keeps their place.
Two headings that described the container rather than the contents:
Record → "Lead file", and the audit trail's subtitle now says what a
reader gets from it.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Three problems, and the first one is the reason the other two were hard
to see.
THERE WAS NO DASHBOARD. "/" redirected to the underwriting queue — one
stage, usually empty, and belonging to somebody else. Every screen in
the app answered "show me this queue"; none answered "how is the book
doing, and is anything waiting on me?", which is the only question a
person has before they have picked a queue.
So: a Today page. Three blocks, in the order somebody cares about them.
What is waiting on a person, as three cards that colour only when they
have something in them. Renewals running out, worst first, capped at 30
days because a renewal six months away is not a thing to look at today.
Then every stage with its count, zeroes included — a stage quietly
receiving nothing is only visible if its zero is on screen.
It is one list call, counted in the browser. That is honest at this size
and it is the same call the queues already make. If the book outgrows it
the answer is a counts endpoint, not a bigger page.
THE WORDS WERE WRITTEN FOR WHOEVER BUILT THE WORKFLOW. "What happens
next" was followed by "these are the only activities this state allows
— but the workflow decides, server-side, whether you may". A failed list
said "this queue has no record view yet". Panels were called "Flow
details". A closed lead read "nothing runs from here". None of that is
wrong; all of it is addressed to the wrong reader.
Now: "What you can do", "Lead details", "History", "This queue could not
be loaded". Queue names say what they want — "Documents needed",
"Underwriter to review", "Payment to confirm". The sidebar group called
"Not yet" says "Not due yet", and "Running by itself" says "The agents
have it", which is the actual claim being made.
THE QUEUE HAD NINE COLUMNS AND LED WITH THE WRONG ONE. Two were internal
vocabulary: attribution status renders "clear" or "contested" and means
nothing to an operator, and the channel is background rather than
something anyone scans a queue for. Both fold into a subtitle under the
customer. That leaves six columns and puts the renewal countdown — the
number that decides whether to act today — second instead of fifth.
Also: the timeline printed a raw slug when a step came back without a
name. It is the screen this product is demonstrated on, so a
"zk-act-doc-reminder" in the middle of an otherwise readable story is
expensive. It now reads as English.
The pipeline could be looked at but not driven. Adds the three pieces
that make the machine walkable end to end from the UI.
- ActivityForm renders whatever /view/form-screens returns — labels,
types, select options, mandatory flags — and submits it back. No form
is defined in this repo, so a field added in Studio appears here with
no code change.
- AddLead presents the three doors. Each is a separate INIT activity with
its own permissions; the bank one lands further along because the bank
already did CKYC.
- Lead shows the file grouped in the order it was worked, ending with
what the sourcing agent earns, plus the activities this state allows
and who normally performs each.
The "who normally performs this" label is presentational only. Nothing
here enforces anything — the workflow refuses server-side and the form
reports what it said, including a note when a 403 is the platform
declining rather than the console misbehaving.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The scaffold had the brand right and nothing behind it: the login was a
600ms setTimeout with a TODO, and three pieces of the frontgen deploy
contract were missing.
- Sign in against POST /usr/login (org_id as a STRING — a number is
rejected by the gateway) with the session in a provider; surface the
gateway's own message rather than a generic "invalid credentials",
because a wrong password and a user without access to this app look
identical from here and are not.
- Runtime config: the API URL is read from the config.js the server
writes at placement, never compiled in, and requireConfigValue throws
so a build with no config.js fails loudly instead of calling whichever
backend built it.
- base: './' plus a router basename taken from <base href>, so one build
serves any mount path.
- Move the fonts and logo from public/ into src/assets/ — Vite rewrites
bundled asset URLs to be relative, while a public/ file referenced as
"/fonts/..." stays absolute and 404s under the /zurich-kotak/ mount.
- API client for recordview / detailview / form-screens / start /
activity, and the pipeline shell whose sidebar is the state machine in
the order a lead moves.
Queue and lead-file data wait on the record and detail views.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
