src/layout/Shell.css

@@ -195,6 +195,41 @@
   animation: zk-rise 0.28s var(--ease) both;
 }
 
+/* ── Primary action ────────────────────────────────────────── */
+.shell__add {
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  gap: 8px;
+  margin: 0 2px 22px;
+  padding: 11px 14px;
+  border-radius: var(--r-md);
+  text-decoration: none;
+  font-size: 0.86rem;
+  font-weight: 500;
+  color: var(--zk-white);
+  background: var(--grad-blue);
+  box-shadow: var(--sh-sm);
+  transition: box-shadow var(--t), transform var(--t-fast), background var(--t);
+}
+
+.shell__add:hover {
+  background: var(--grad-blue-hover);
+  box-shadow: var(--sh-md);
+  transform: translateY(-1px);
+}
+
+.shell__add:active {
+  transform: none;
+  box-shadow: var(--sh-xs);
+}
+
+.shell__add svg {
+  width: 15px;
+  height: 15px;
+  flex: none;
+}
+
 /* ── Narrow viewports: the rail lies down and scrolls ──────── */
 @media (max-width: 900px) {
   .shell__body {

src/layout/Shell.jsx

@@ -1,6 +1,6 @@
 import { NavLink, Outlet } from 'react-router-dom'
-import { NAV_GROUPS } from '../api/config.js'
+import { ENTRY, NAV_GROUPS } from '../api/config.js'
-import { rolesOf, visibleStages } from '../api/permissions.js'
+import { entryDoorsFor, rolesOf, visibleStages } from '../api/permissions.js'
 import { useStageCounts } from '../api/portfolio.jsx'
 import { useZino } from '../api/provider.jsx'
 import UserMenu from './UserMenu.jsx'
@@ -36,6 +36,7 @@ export default function Shell() {
   // The sidebar shows the queues this role WORKS in. Reporting on the rest
   // lives on the overview, which counts the whole book for everyone.
   const stages = visibleStages(roles)
+  const canFile = entryDoorsFor(roles, ENTRY).length > 0
   const { counts, ready } = useStageCounts()
 
   // One queue row. Extracted because the live groups and the folded Closed
@@ -97,11 +98,15 @@ export default function Shell() {
             All leads
           </NavLink>
 
-          {/* "New lead" used to sit here. A sidebar is for moving between
+          {canFile ? (
-              places; filing a lead is an ACTION, and an action in a list of
+          <NavLink to="/add" className="shell__add">
-              destinations is the one item that does not behave like its
+            <svg viewBox="0 0 16 16" aria-hidden="true">
-              neighbours. It lives on the screens where leads are looked at —
+              <path d="M8 3.2v9.6M3.2 8h9.6" fill="none" stroke="currentColor" strokeWidth="1.7"
-              the overview and the queues — beside the thing it adds to. */}
+                    strokeLinecap="round" />
+            </svg>
+            New lead
+          </NavLink>
+          ) : null}
 
           {NAV_GROUPS.filter((g) => g.kind !== 'end').map((group) => {
             const inGroup = stages.filter((s) => s.kind === group.kind)

src/screens/Overview.jsx

@@ -2,8 +2,8 @@ import { useMemo } from 'react'
 import { Link, useNavigate } from 'react-router-dom'
 import { usePortfolio } from '../api/portfolio.jsx'
 import { useZino } from '../api/provider.jsx'
-import { ENTRY, STAGES, phaseOf } from '../api/config.js'
+import { STAGES, phaseOf } from '../api/config.js'
-import { entryDoorsFor, rolesOf, visibleStages } from '../api/permissions.js'
+import { rolesOf, visibleStages } from '../api/permissions.js'
 import { describeError } from '../api/errors.js'
 import './screens.css'
 
@@ -58,7 +58,6 @@ export default function Overview() {
   const { user } = useZino()
   const navigate = useNavigate()
   const roles = rolesOf(user)
-  const canFile = entryDoorsFor(roles, ENTRY).length > 0
   const state = usePortfolio()
 
   const m = useMemo(() => {
@@ -168,25 +167,11 @@ export default function Overview() {
           <h1 className="page__title">Portfolio overview</h1>
           <p className="page__sub">Motor and SME renewals · organisation-wide</p>
         </div>
-        {/* The action sits with the thing it acts on. It was in the sidebar,
+        {state.at ? (
-            which is for moving between places — an action among destinations
+          <span className="stamp">
-            is the one item that does not behave like its neighbours. */}
+            Updated {state.at.toLocaleTimeString('en-IN', { hour: '2-digit', minute: '2-digit' })}
-        <div className="page__right">
+          </span>
-          {state.at ? (
+        ) : null}
-            <span className="stamp">
-              Updated {state.at.toLocaleTimeString('en-IN', { hour: '2-digit', minute: '2-digit' })}
-            </span>
-          ) : null}
-          {canFile ? (
-            <Link to="/add" className="newlead">
-              <svg viewBox="0 0 16 16" aria-hidden="true">
-                <path d="M8 3.2v9.6M3.2 8h9.6" fill="none" stroke="currentColor"
-                      strokeWidth="1.7" strokeLinecap="round" />
-              </svg>
-              New lead
-            </Link>
-          ) : null}
-        </div>
       </header>
 
       <div className="kpis">

src/screens/Pipeline.jsx

@@ -1,8 +1,7 @@
 import { useEffect, useState } from 'react'
-import { Link, useNavigate, useParams } from 'react-router-dom'
+import { useNavigate, useParams } from 'react-router-dom'
 import { useZino } from '../api/provider.jsx'
-import { CHANNELS, ENTRY, RV_LEADS, STAGES, phaseOf } from '../api/config.js'
+import { CHANNELS, RV_LEADS, STAGES, phaseOf } from '../api/config.js'
-import { entryDoorsFor, rolesOf } from '../api/permissions.js'
 import { describeError } from '../api/errors.js'
 
 /** Short absolute date plus how long ago — a queue needs both: the absolute
@@ -71,20 +70,12 @@ import './screens.css'
 export default function Pipeline() {
   const { stageUid } = useParams()
   const navigate = useNavigate()
-  const { client, user } = useZino()
+  const { client } = useZino()
-  const canFile = entryDoorsFor(rolesOf(user), ENTRY).length > 0
+  // "all" is not a stage — it is every open lead in one list. An operator
-  // "all" is not a stage — it is every lead in one list, so an operator
+  // wanting to find a lead should not have to guess which queue it is in.
-  // wanting to find one does not have to guess which queue it is in.
-  //
-  // IT MEANS ALL. This view used to drop closed leads, so a lead that was lost
-  // or onboarded disappeared from the page called "All leads" — the one place
-  // somebody goes when they cannot find something. A lead that ended is still
-  // a lead, and "where did it go?" is exactly the question this page exists to
-  // answer. Closed rows are shown, and dimmed, and can be hidden by choice.
   const isAll = stageUid === 'all'
-  const [hideClosed, setHideClosed] = useState(false)
   const stage = isAll
-    ? { uid: 'all', name: 'All leads', kind: 'all', by: 'everyone' }
+    ? { uid: 'all', name: 'All open leads', kind: 'all', by: 'everyone' }
     : STAGES.find((s) => s.uid === stageUid)
 
   const [state, setState] = useState({ status: 'loading', rows: [], total: 0, error: null })
@@ -108,9 +99,10 @@ export default function Pipeline() {
         .then((res) => {
           if (cancelled) return
           let rows = res?.data ?? res?.rows ?? res?.records ?? []
-          // Nothing is dropped here any more. Whether closed leads are shown
+          if (isAll) {
-          // is a choice made below, on data already fetched — a filter that
+            const closed = new Set(STAGES.filter((x) => x.kind === 'end').map((x) => x.name))
-          // throws rows away at the query cannot be undone by a toggle.
+            rows = rows.filter((r) => !closed.has(r.current_state_name))
+          }
           // total_count is the size of the QUEUE; rows is one page of at most
           // 100 of it. Counting the page would quietly under-report a busy stage.
           const total = isAll ? rows.length : (res?.pagination?.total_count ?? rows.length)
@@ -132,14 +124,6 @@ export default function Pipeline() {
     return () => { cancelled = true; clearInterval(id) }
   }, [client, stageUid, stage?.name, isAll])
 
-  // Split rather than filtered at the query, so the header can say how many
-  // are closed instead of silently showing fewer than the page claims.
-  const CLOSED = new Set(STAGES.filter((x) => x.kind === 'end').map((x) => x.name))
-  const closedCount = isAll ? state.rows.filter((r) => CLOSED.has(r.current_state_name)).length : 0
-  const shownRows = isAll && hideClosed
-    ? state.rows.filter((r) => !CLOSED.has(r.current_state_name))
-    : state.rows
-
   if (!stage) return <p className="empty">Unknown stage.</p>
 
   return (
@@ -161,29 +145,9 @@ export default function Pipeline() {
           </p>
         </div>
         {state.status === 'ready' ? (
-          <div className="page__right">
+          <div className="page__count">
-            {/* Offered only where there is something to hide, and OFF by
+            <strong>{state.total}</strong>
-                default: this page's job is that nothing disappears from it. */}
+            <span>{state.total === 1 ? 'lead' : 'leads'}</span>
-            {isAll && closedCount ? (
-              <label className="toggle">
-                <input type="checkbox" checked={hideClosed}
-                       onChange={(ev) => setHideClosed(ev.target.checked)} />
-                Hide {closedCount} closed
-              </label>
-            ) : null}
-            <div className="page__count">
-              <strong>{isAll ? shownRows.length : state.total}</strong>
-              <span>{(isAll ? shownRows.length : state.total) === 1 ? 'lead' : 'leads'}</span>
-            </div>
-            {canFile ? (
-            <Link to="/add" className="newlead">
-              <svg viewBox="0 0 16 16" aria-hidden="true">
-                <path d="M8 3.2v9.6M3.2 8h9.6" fill="none" stroke="currentColor"
-                      strokeWidth="1.7" strokeLinecap="round" />
-              </svg>
-              New lead
-            </Link>
-            ) : null}
           </div>
         ) : null}
       </header>
@@ -202,11 +166,11 @@ export default function Pipeline() {
         </div>
       ) : null}
 
-      {state.status === 'ready' && shownRows.length === 0 ? (
+      {state.status === 'ready' && state.rows.length === 0 ? (
-        <p className="empty">{isAll ? 'No leads yet.' : 'No records in this stage.'}</p>
+        <p className="empty">No records in this stage.</p>
       ) : null}
 
-      {state.status === 'ready' && shownRows.length > 0 ? (
+      {state.status === 'ready' && state.rows.length > 0 ? (
         <div className="gridwrap">
           <table className="grid">
             <thead>
@@ -219,7 +183,7 @@ export default function Pipeline() {
               </tr>
             </thead>
             <tbody>
-              {shownRows.map((r) => {
+              {state.rows.map((r) => {
                 const id = r.instance_id ?? r.id
                 const ch = CHANNELS[r.source_channel] || { label: r.source_channel || '—' }
                 const exp = expiry(r.renewal_due_date)
@@ -232,9 +196,7 @@ export default function Pipeline() {
                 return (
                   <tr
                     key={id}
-                    className={'grid__row'
+                    className={'grid__row' + (prog ? ' is-' + prog.state : '')}
-                      + (prog ? ' is-' + prog.state : '')
-                      + (CLOSED.has(r.current_state_name) ? ' is-done' : '')}
                     onClick={() => navigate(`/lead/${id}`)}
                     onKeyDown={(e) => {
                       if (e.key === 'Enter' || e.key === ' ') { e.preventDefault(); navigate(`/lead/${id}`) }

src/screens/screens.css

@@ -1369,49 +1369,3 @@
   background: var(--zk-amber-tint);
 }
 .doing--stalled strong { color: var(--zk-amber-ink); }
-
-/* ---- header right-hand cluster ---- */
-.page__right { display: flex; align-items: center; gap: 18px; flex: none; }
-
-.toggle {
-  display: inline-flex;
-  align-items: center;
-  gap: 7px;
-  font-size: 0.78rem;
-  color: var(--zk-muted);
-  cursor: pointer;
-  user-select: none;
-  white-space: nowrap;
-}
-.toggle input { accent-color: var(--zk-blue); cursor: pointer; }
-.toggle:hover { color: var(--zk-ink); }
-
-/* A finished lead, still listed. Dimmed rather than removed: "where did it
-   go?" is the question this page exists to answer, and a lead that ended is
-   still a lead. Hover restores it — it is muted, not disabled. */
-.grid__row.is-done { color: var(--zk-grey); }
-.grid__row.is-done .grid__name { color: var(--zk-muted); font-weight: 400; }
-.grid__row.is-done:hover { color: var(--zk-ink); }
-.grid__row.is-done:hover .grid__name { color: var(--zk-blue-dark); }
-
-/* ---- file a lead ----
-   Moved off the sidebar. A nav is for moving between places; this adds
-   something, and it now sits beside the lists it adds to. */
-.newlead {
-  display: inline-flex;
-  align-items: center;
-  gap: 8px;
-  flex: none;
-  padding: 9px 16px;
-  border-radius: var(--r-pill);
-  text-decoration: none;
-  font-size: 0.84rem;
-  font-weight: 500;
-  color: var(--zk-white);
-  background: var(--grad-blue);
-  box-shadow: var(--sh-sm);
-  transition: box-shadow var(--t), transform var(--t-fast), background var(--t);
-}
-.newlead svg { width: 14px; height: 14px; }
-.newlead:hover { background: var(--grad-blue-hover); box-shadow: var(--sh-md); transform: translateY(-1px); }
-.newlead:focus-visible { outline: 2px solid var(--zk-blue); outline-offset: 2px; }