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5 changed files with 72 additions and 131 deletions

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@ -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 {

View File

@ -1,6 +1,6 @@
import { NavLink, Outlet } from 'react-router-dom'
import { NAV_GROUPS } from '../api/config.js'
import { rolesOf, visibleStages } from '../api/permissions.js'
import { ENTRY, NAV_GROUPS } from '../api/config.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
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. It lives on the screens where leads are looked at —
the overview and the queues — beside the thing it adds to. */}
{canFile ? (
<NavLink to="/add" className="shell__add">
<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
</NavLink>
) : null}
{NAV_GROUPS.filter((g) => g.kind !== 'end').map((group) => {
const inGroup = stages.filter((s) => s.kind === group.kind)

View File

@ -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 { entryDoorsFor, rolesOf, visibleStages } from '../api/permissions.js'
import { STAGES, phaseOf } from '../api/config.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,
which is for moving between places — an action among destinations
is the one item that does not behave like its neighbours. */}
<div className="page__right">
{state.at ? (
<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>
{state.at ? (
<span className="stamp">
Updated {state.at.toLocaleTimeString('en-IN', { hour: '2-digit', minute: '2-digit' })}
</span>
) : null}
</header>
<div className="kpis">

View File

@ -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 { entryDoorsFor, rolesOf } from '../api/permissions.js'
import { CHANNELS, RV_LEADS, STAGES, phaseOf } from '../api/config.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 canFile = entryDoorsFor(rolesOf(user), ENTRY).length > 0
// "all" is not a stage — it is every lead in one list, so an operator
// 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 { client } = useZino()
// "all" is not a stage — it is every open lead in one list. An operator
// wanting to find a lead should not have to guess which queue it is in.
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
// is a choice made below, on data already fetched — a filter that
// throws rows away at the query cannot be undone by a toggle.
if (isAll) {
const closed = new Set(STAGES.filter((x) => x.kind === 'end').map((x) => x.name))
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">
{/* Offered only where there is something to hide, and OFF by
default: this page's job is that nothing disappears from it. */}
{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 className="page__count">
<strong>{state.total}</strong>
<span>{state.total === 1 ? 'lead' : 'leads'}</span>
</div>
) : null}
</header>
@ -202,11 +166,11 @@ export default function Pipeline() {
</div>
) : null}
{state.status === 'ready' && shownRows.length === 0 ? (
<p className="empty">{isAll ? 'No leads yet.' : 'No records in this stage.'}</p>
{state.status === 'ready' && state.rows.length === 0 ? (
<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'
+ (prog ? ' is-' + prog.state : '')
+ (CLOSED.has(r.current_state_name) ? ' is-done' : '')}
className={'grid__row' + (prog ? ' is-' + prog.state : '')}
onClick={() => navigate(`/lead/${id}`)}
onKeyDown={(e) => {
if (e.key === 'Enter' || e.key === ' ') { e.preventDefault(); navigate(`/lead/${id}`) }

View File

@ -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; }