Visual and information-architecture pass across every screen. No API call,
payload, poll, permission rule or workflow mirror changes; forms still render
from the live schema and the timeline's merge/grouping is unchanged (only the
display order is reversible).
Design language
- Ground + white cards with one hairline and one radius; sentence-case
headings; shared primitives in index.css (.card .pill .btn .avatar .live).
- One inline icon set (components/Icon.jsx); no more filled navy/red tiles.
- Read-side labels in api/display.js: roles and enum tokens humanized,
customer initials/tones, money and date formatters. Nothing sent changes.
Shell
- 56px header with brand, global lead search (portfolio rows, "/" to focus)
and identity chip with a human role label.
- Sidebar rows carry icons and a clear active bar; AI roster at the foot,
each opening its remit card.
Login
- Operator copy instead of retail copy; centred sign-in card with show/hide
password; demo persona picker that fills the EMAIL only.
Overview
- "Who holds the work" as four quiet cards that warm only when owed.
- Pipeline flow bar with every stage named beneath it; KPI strip in a card.
- Action rows with chevron / view-only eye; expiry bands filter the table.
Queues
- Filter bar (search, product, channel, expiry band, stalled, hide closed)
and sortable columns, all client-side on the fetched page.
- Avatars, product/channel chips, stage chips for closed leads, tinted
stalled rows, count inline with the title.
Lead
- Avatar + chips in the header; metrics card with the stage rail inside,
and a branch node for Referred / Parked / Lost / Declined.
- Timeline newest-first by default (toggle), the worker's face as the node,
one footer row per entry, AI markdown rendered as bold.
- "AI team on this lead" panel with per-agent step counts; PDF tags on docs.
Forms & dialogs
- Required marked with an asterisk + legend; "Select…" placeholder; dd Mon
yyyy hint under date inputs; open activity form in a titled panel;
one-line dialog footnotes.
Fixes: horizontal overflow at 1024px, boxed "in N days" figure, raw tokens
(sme_underwriter, verbal_call, Rsa), findings cut at "1.".
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
The app had FIFTY-FOUR distinct font sizes and forty of them sat between
0.58rem and 0.95rem — a three-pixel band. The most-used size was 0.78rem, so
body copy was 12.5px. That is not a hierarchy, it is a fog of small grey text,
and it is the main reason the screen read as a decade old: nothing could be
emphasised because everything was already the same size.
Nine steps now, with real jumps. 12px is the floor and is reserved for
uppercase eyebrows — every one of the 53 declarations sitting there that was
not an eyebrow has been lifted off it. The surfaces people actually read — the
trail's entries, WhatsApp bubbles, field values, table cells — are at body size
rather than meta size.
The hairline cages are gone with them. The lead metrics and the overview KPIs
were seven equal cells in a 1px grid, every value the same size as its label,
which left the reader to do the prioritising themselves on every lead. They are
separated by whitespace now, values at 22px against 12px labels, with premium
and commission larger again: size does the prioritising instead.
Panels breathe at 32px rather than 24, radii went 10/14 -> 12/16/20, borders
dropped to the softer line, and the stage rail, the queue table and the cards
were rebuilt on the same spacing rhythm.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
