Go to file
Yashas 93baba3fa1 console: when an agent stops, say so and offer the way back
The lead page told an operator an automated step "typically completes
within two minutes; this view refreshes automatically" — and went on
saying it indefinitely. Today a lead sat forty minutes under that
sentence while the model provider returned 502s.

Agents stall, and for reasons this app does not control: the provider
slows from 6s a call to 90s or drops the request, a thinking budget runs
out mid-sentence, a late webhook wakes the wrong employee. From the
console every one of those looks identical — a lead that stops — so the
screen now reports the only thing it can honestly know (nothing has
happened for N minutes), says the work so far is safe, and offers the
way out.

THE WAY OUT IS NOT A RETRY BUTTON, because the platform has none and no
agent can be woken directly. But every agent is woken BY AN ACTIVITY, so
performing that activity again wakes it again. nudgeFor() holds that
mapping, and inside Document Pending it picks by how far the chain
actually got — three agents work that state in sequence and the one to
restart is the one that did not finish.

That matters most for the Advisor. It is the only AI step nobody may
perform by hand — permitted to ai_advisor alone — so re-performing the
activity that wakes it is the ONLY route back, and it is the step that
failed twice today. Without this table an operator's only option was to
wait or to call me.

Five minutes before it says anything: an employee wake plus a slow model
is legitimately three or four minutes, and a console that cries stall on
a working lead is one nobody reads.

The clock lives in state, ticking every 20s, rather than Date.now() in
the render body — reading the wall clock while rendering is impure, and
the counter would otherwise only move when something else happened to
re-render the page.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-08 16:37:25 +05:30
public/brand Wire the console to the platform and make it deployable 2026-08-24 15:20:13 +05:30
src console: when an agent stops, say so and offer the way back 2026-09-08 16:37:25 +05:30
.env.example Wire the console to the platform and make it deployable 2026-08-24 15:20:13 +05:30
.gitignore Updated to new frontend specifications 2026-09-04 13:26:20 +05:30
CLAUDE.md Updated to new frontend specifications 2026-09-04 13:26:20 +05:30
eslint.config.js Empty vite-react project 2026-08-24 12:27:21 +05:30
index.html fix(build): add BASE_HREF placeholder + config.js tag to index.html 2026-08-24 15:47:26 +05:30
package-lock.json Wire the console to the platform and make it deployable 2026-08-24 15:20:13 +05:30
package.json Wire the console to the platform and make it deployable 2026-08-24 15:20:13 +05:30
README.md Wire the console to the platform and make it deployable 2026-08-24 15:20:13 +05:30
vite.config.js Wire the console to the platform and make it deployable 2026-08-24 15:20:13 +05:30

Zurich Kotak — Lead Desk

Operator console for the Zurich Kotak "Lead to Policy" demo. Leads arrive through three channels — direct, bancassurance and agency — and run one state machine to policy issuance. The agents do the work; a person appears at one queue.

Workflow config is seeded from sm2/custom-apps/zurich-kotak/ (org 84, app 536, workflow zk_wf_lead). Design doc: sm2/app-designs/zurich-kotak/design.html. Workflow spec PDF: sm2/custom-apps/zurich-kotak/zurich-kotak-workflow.pdf.

Run it

npm install
npm run dev          # http://localhost:5175
npm run build        # → dist/

.env carries the API host for local dev only:

VITE_ZINO_API_URL=https://dev.getzino.in

Logins (all password ZurichKotak@2026, org 84):

Email Role Can do
sanjay.uw@zurichkotak.example SME Underwriter Clear / Decline Referral — the only human decision
meera.rm@zurichkotak.example Bancassurance RM Submit a Partner Bank Lead
arjun.posp@zurichkotak.example POSP / Broker Submit a Partner Agent Lead
kavya.csr@zurichkotak.example Direct / Call centre Submit a Self-Serve Lead
deepa.ops@zurichkotak.example Operations Cross-channel visibility

Sign in as Sanjay to land in Referred to Underwriting, which is where the demo happens.

How it talks to the platform

Everything goes through src/api/client.js:

  • POST /usr/login — auth. org_id must be a string; a number returns cannot unmarshal number into Go struct field LoginRequest.org_id.
  • POST /app/536/view/recordview — every queue is one record view (zk-rv-leads) filtered server-side on current_state_name.
  • POST /app/536/view/form-screens then POST /app/536/activity — forms are read from the live activity schema and submitted straight back.

Forms are not defined in this repo

Whatever /view/form-screens returns is what renders — labels, types, select options, which fields are mandatory. Add a field to an activity in Studio, redeploy, and it appears here with no frontend change. That is deliberate: the workflow is the source of truth, and a hardcoded form would quietly diverge from it.

Permissions are never enforced here

The console does not hide a button to stop someone using it. Every permission decision is the workflow's, made server-side on each submission — the platform refuses and this app reports what it said. Two refusals worth knowing: /activity answers 403, /start answers 400, and both carry permission denied.

The runtime-config contract

VITE_ZINO_API_URL is read at runtime from a config.js the server writes when it places the build — never compiled in. One artifact is promoted between environments unchanged, so a build-time URL would point every environment at whichever backend happened to build it. requireConfigValue throws if it is missing, so a production build with no config.js fails loudly rather than calling the wrong backend.

vite.config.js uses base: './' and the router takes its basename from the <base href> the server writes, so one build serves any mount path. Do not reintroduce a build-time base.

This is also why the fonts and logo live under src/assets/ and not public/. Vite rewrites bundled asset URLs to be relative; a public/ file referenced as /fonts/… stays absolute and 404s under the /zurich-kotak/ mount path. The favicon is the one exception — it stays in public/brand/ and is referenced relatively from index.html.

Deployment

Registered with frontgen by sm2/custom-apps/zurich-kotak/05_frontgen_project.sql (slug zurich-kotak, repo_name zurich_kotak, org 84). A push to main builds and serves at https://preview-dev.getzino.in/zurich-kotak/.

The webhook only fires on a new push — a push made before the frontgen project row existed matched no project and did nothing.

State of the build

Piece Status
Brand — Zurich Sans, palette, logo done (kept from the original scaffold)
Sign-in against the real gateway done
Runtime config, relative base, router done
Pipeline sidebar (mirrors tbl_wf_states) done
Queue lists waiting on the zk-rv-leads record view
Lead file, activity forms, attribution panel waiting on zk-dv-lead + form screens