src/api/config.js

@@ -119,7 +119,7 @@ const STATE_ACTIVITIES = {
   ],
   'zk-state-qualified': [
     { uid: 'zk-act-contact',       label: 'Log Contact',                 by: 'Engage AI',        role: 'force' },
-    { uid: 'zk-act-retry-call',    label: 'Retry Call',                  by: 'Scheduled',        role: 'force' },
+    { uid: 'zk-act-retry-call',    label: 'Retry Call',                  by: 'Scheduled',        role: 'again' },
   ],
   'zk-state-contacted': [
     { uid: 'zk-act-request-docs',  label: 'Request Documents',           by: 'Engage AI',        role: 'force' },
@@ -128,7 +128,7 @@ const STATE_ACTIVITIES = {
   // be found and uploaded. Everything else here is the AI's own chain.
   'zk-state-docs': [
     { uid: 'zk-act-collect-docs',  label: 'Upload documents',            by: 'you',              role: 'do' },
-    { uid: 'zk-act-doc-reminder',  label: 'Send a reminder',             by: 'Scheduled',        role: 'force' },
+    { uid: 'zk-act-doc-reminder',  label: 'Send a reminder',             by: 'Scheduled',        role: 'again' },
     { uid: 'zk-act-capture-motor', label: 'Capture Motor Risk',          by: 'Engage AI',        role: 'force' },
     { uid: 'zk-act-capture-sme',   label: 'Capture SME Risk',            by: 'Engage AI',        role: 'force' },
     { uid: 'zk-act-advise',        label: 'AI Cover Recommendation',     by: 'Advisor AI',       role: 'force' },

src/components/ActivityForm.jsx

@@ -1,6 +1,6 @@
-import { useEffect, useRef, useState } from 'react'
+import { useEffect, useState } from 'react'
 import { useZino } from '../api/provider.jsx'
-import { baseFieldId, fieldApplies } from '../api/config.js'
+import { fieldApplies } from '../api/config.js'
 import { describeError, describeValidation } from '../api/errors.js'
 import FileField from './FileField.jsx'
 import './ActivityForm.css'
@@ -41,10 +41,6 @@ export default function ActivityForm({ activityUid, instanceId, lead, onDone, on
   // `error`, because this is the form talking about itself rather than the
   // server refusing something.
   const [missing, setMissing] = useState([])
-  // Field ids filled from the lead record rather than typed. OCR may overwrite
-  // these — the document is more authoritative than a copy of the record — but
-  // must never overwrite something a person typed.
-  const seededRef = useRef(new Set())
   const [busy, setBusy] = useState(false)
 
   useEffect(() => {
@@ -72,55 +68,21 @@ export default function ActivityForm({ activityUid, instanceId, lead, onDone, on
         // whichever convention a pipeline is authored in, rather than breaking
         // again the next time one is written the other way.
         const pre = s.prefill_data || s.prefillData || s.field_defaults || {}
-        const seed = {}
         if (pre && typeof pre === 'object') {
+          const seed = {}
           for (const f of s.fields) {
-            const base = baseFieldId(f.id ?? '')
+            const base = String(f.id ?? '').replace(/_\d+$/, '')
             const v = pre[f.id] ?? pre[f.uid] ?? (base ? pre[base] : undefined)
             if (v !== undefined && v !== null && v !== '') seed[f.id] = v
           }
+          if (Object.keys(seed).length) setValues(seed)
         }
-
-        // THE LEAD ALREADY KNOWS MOST OF THIS. The document form mirrors
-        // fourteen fields the record carries — registration, make and model,
-        // previous insurer, expiry, policy number, PAN — so the OCR can write
-        // into them. Rendered blank, they read as fourteen more things to type.
-        // Seed each from the lead by its base key, so an agent uploading for
-        // KA01MF6618 sees KA01MF6618 already there.
-        //
-        // Server prefill wins, then anything already typed. Files and generated
-        // ids are never seeded — a file reference is not a value to copy, and an
-        // id_gen is the platform's to issue. Only on an existing lead: an INIT
-        // form has no record behind it.
-        const seededFromLead = new Set()
-        if (lead && instanceId) {
-          for (const f of s.fields) {
-            if (seed[f.id] !== undefined) continue
-            if (['file', 'ocr', 'id_gen'].includes(f.data_type)) continue
-            const v = lead[baseFieldId(f.id ?? '')]
-            if (v !== undefined && v !== null && v !== '' && typeof v !== 'object') {
-              seed[f.id] = v
-              seededFromLead.add(f.id)
-            }
-          }
-        }
-        seededRef.current = seededFromLead
-
-        if (Object.keys(seed).length) setValues(seed)
       })
       .catch((e) => { if (!dead) setError(e) })
     return () => { dead = true }
-    // `lead` is READ here but deliberately not a dependency. It is the parent's
-    // polled record object, so its identity changes on every refresh; listing it
-    // would re-run this effect, re-fetch the schema and call setValues(seed) —
-    // discarding whatever the operator had typed, every few seconds, mid-form.
-    // The seed is a one-time starting point, not a subscription.
-    // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [client, activityUid, instanceId])
 
   function set(id, v) {
-    // Typed by hand: from here on it outranks any document.
-    seededRef.current.delete(id)
     setValues((p) => ({ ...p, [id]: v }))
     // Clear the complaint as soon as the field is filled. Leaving a red field
     // marked after it has been corrected teaches people to ignore the marking.
@@ -144,57 +106,6 @@ export default function ActivityForm({ activityUid, instanceId, lead, onDone, on
   const hidesMandatory = schema ? schema.fields.some((f) => f.mandatory && !fieldApplies(f.id, lead)) : false
   const fields = applicable.length && !hidesMandatory ? applicable : (schema?.fields ?? [])
 
-  /**
-   * Turn an /ocr-extract response into form values.
-   *
-   * THE ENDPOINT DOES NOT SPEAK THE FORM'S LANGUAGE. It answers keyed by the
-   * ocr_config's `extraction_fields[].key` — `reg_no`, `engine_cc`, `fuel` —
-   * because that is what the vision prompt was asked to produce. The form's
-   * fields are `motor_reg_no_6`, `motor_cc_3`, `motor_fuel_3`. Written straight
-   * in, as they were, every extracted value landed on a key no field renders:
-   * the read succeeded, the panel said so, and nothing filled.
-   *
-   * The bridge is already on the field. `ocr_config.field_mappings` maps
-   * extraction_key -> target_field (the GLOBAL name), and the form field is that
-   * global plus a per-form suffix. So: key -> target -> the field whose base id
-   * matches. Same suffix rule as prefill and the same trap, in a third place.
-   */
-  function applyExtraction(ocrField, extracted) {
-    const maps = ocrField?.properties?.ocr_config?.field_mappings
-      ?? ocrField?.ocr_config?.field_mappings ?? []
-    const all = schema?.fields ?? []
-
-    // extraction_key -> form field id
-    const target = {}
-    for (const m of maps) {
-      if (!m?.extraction_key || !m?.target_field) continue
-      const hit = all.find((f) => f.id === m.target_field)
-        ?? all.find((f) => baseFieldId(f.id) === m.target_field)
-      if (hit) target[m.extraction_key] = hit.id
-    }
-
-    setValues((prev) => {
-      const next = { ...prev }
-      for (const [key, val] of Object.entries(extracted)) {
-        if (val === null || val === undefined || String(val) === '') continue
-        // An unmapped key may still name a field directly on forms whose
-        // extraction keys ARE the field names.
-        const id = target[key]
-          ?? all.find((f) => f.id === key)?.id
-          ?? all.find((f) => baseFieldId(f.id) === key)?.id
-        if (!id) continue
-        // Never overwrite something a person typed. A value we copied off the
-        // lead is fair game — the document is the better source for it.
-        const isBlank = next[id] === undefined || next[id] === ''
-        if (isBlank || seededRef.current.has(id)) {
-          next[id] = val
-          seededRef.current.delete(id)
-        }
-      }
-      return next
-    })
-  }
-
   function isEmpty(v) {
     return v === undefined || v === null || v === '' || (Array.isArray(v) && v.length === 0)
   }
@@ -272,7 +183,19 @@ export default function ActivityForm({ activityUid, instanceId, lead, onDone, on
                 <FileField
                   field={f} value={v} instanceId={instanceId} activityUid={activityUid}
                   onChange={(refs) => set(f.id, refs)}
-                  onExtract={(fields) => applyExtraction(f, fields)}
+                  onExtract={(fields) => {
+                    // The document answered questions the form was about to ask.
+                    // Only fill what is still blank — never overwrite something a
+                    // person typed with something a model read.
+                    setValues((prev) => {
+                      const next = { ...prev }
+                      for (const [k, val] of Object.entries(fields)) {
+                        if (val === null || val === undefined || String(val) === '') continue
+                        if (next[k] === undefined || next[k] === '') next[k] = val
+                      }
+                      return next
+                    })
+                  }}
                 />
               ) : f.data_type === 'id_gen' ? (
                 <div className="af__auto">

src/layout/Shell.jsx

@@ -48,12 +48,6 @@ export default function Shell() {
           >
             Overview
           </NavLink>
-          <NavLink
-            to="/stage/all"
-            className={({ isActive }) => 'shell__today' + (isActive ? ' is-active' : '')}
-          >
-            All leads
-          </NavLink>
 
           {canFile ? (
           <NavLink to="/add" className="shell__add">

src/screens/Lead.jsx

@@ -348,16 +348,8 @@ export default function Lead() {
               Mark Lost. Rendering them as one flat row of equals is what made
               six buttons appear where one was the answer. */}
           {(() => {
-            // Once the three documents are in, the upload is no longer the step:
+            const step  = actions.filter((a) => a.role === 'do')
-            // the lead stays in Document Pending while Engage captures the risk
+            const again = actions.filter((a) => a.role === 'again')
-            // and the quote is built, and offering "Upload documents" through
-            // that reads as though nothing was received. A further upload stays
-            // possible as a loop — a fourth document, a corrected one — it is
-            // just not what the lead is waiting on.
-            const docsDone = stage?.uid === 'zk-state-docs' && row.documents_status === 'complete'
-            const roleOf = (a) => (docsDone && a.uid === 'zk-act-collect-docs' ? 'again' : a.role)
-            const step  = actions.filter((a) => roleOf(a) === 'do')
-            const again = actions.filter((a) => roleOf(a) === 'again')
             const force = actions.filter((a) => a.role === 'force')
             const exit  = actions.filter((a) => a.role === 'exit')
             const extras = [...force, ...exit]
@@ -391,9 +383,7 @@ export default function Lead() {
                         ? 'This is what this lead is waiting on.'
                         : isClosed
                           ? 'This lead is closed.'
-                          : docsDone
+                          : `Nothing is waiting on you — ${stage?.by ?? 'someone else'} has this one.`}
-                            ? 'Documents received. Engage AI is capturing the risk and preparing the quote.'
-                            : `Nothing is waiting on you — ${stage?.by ?? 'someone else'} has this one.`}
                     </p>
                   </div>
                 </div>

src/screens/Pipeline.jsx

@@ -43,12 +43,7 @@ import './screens.css'
 export default function Pipeline() {
   const { stageUid } = useParams()
   const { client } = useZino()
-  // "all" is not a stage — it is every open lead in one list. An operator
+  const stage = STAGES.find((s) => s.uid === stageUid)
-  // wanting to find a lead should not have to guess which queue it is in.
-  const isAll = stageUid === 'all'
-  const stage = isAll
-    ? { 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 })
 
@@ -62,22 +57,15 @@ export default function Pipeline() {
       if (!quiet) setState({ status: 'loading', rows: [], total: 0, error: null })
       return client
         .recordView(RV_LEADS, {
-          limit: isAll ? 200 : 100,
+          limit: 100,
-          // No stage filter on the all view. Closed leads are dropped below
+          filters: [{ field_key: 'current_state_name', value: stage?.name ?? '' }],
-          // rather than in the query: one request beats three negations, and
-          // 200 covers a demo book comfortably.
-          ...(isAll ? {} : { filters: [{ field_key: 'current_state_name', value: stage?.name ?? '' }] }),
         })
         .then((res) => {
           if (cancelled) return
-          let rows = res?.data ?? res?.rows ?? res?.records ?? []
+          const rows = res?.data ?? res?.rows ?? res?.records ?? []
-          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)
+          const total = res?.pagination?.total_count ?? rows.length
           setState({ status: 'ready', rows, total, error: null })
         })
         .catch((err) => {
@@ -94,7 +82,7 @@ export default function Pipeline() {
     }, 30000)
 
     return () => { cancelled = true; clearInterval(id) }
-  }, [client, stageUid, stage?.name, isAll])
+  }, [client, stageUid, stage?.name])
 
   if (!stage) return <p className="empty">Unknown stage.</p>
 
@@ -104,9 +92,7 @@ export default function Pipeline() {
         <div>
           <h1 className="page__title">{stage.need ?? stage.name}</h1>
           <p className="page__sub">
-            {isAll
+            {stage.kind === 'auto'
-              ? 'Every lead not yet closed, across all stages.'
-              : stage.kind === 'auto'
               ? `Automated · ${stage.doing.toLowerCase()}`
               : stage.kind === 'end'
                 ? 'Closed — retained for reporting.'