Skip to content

Simplify owner dashboard lead workflow#88

Draft
DevCalebR wants to merge 2 commits into
mainfrom
customer/simplify-owner-setup-surfaces
Draft

Simplify owner dashboard lead workflow#88
DevCalebR wants to merge 2 commits into
mainfrom
customer/simplify-owner-setup-surfaces

Conversation

@DevCalebR

Copy link
Copy Markdown
Owner

Summary

  • Carries forward the existing owner-safe setup cleanup on this branch.
  • Refactors the owner dashboard around missed-call lead follow-up instead of technical setup or revenue/demo framing.
  • Keeps /app/leads as a scoped inbox/list and makes /app/leads/[leadId] the primary action workspace for calling, reviewing conversations, and marking contacted/booked/lost.
  • Simplifies /app/conversations into a conversation index that deep-links directly to the matching lead detail page.
  • Preserves owner alert deep links to /app/leads/[leadId] and strengthens regression coverage for tenant safety and customer-visible language.

Tenant and owner-safety checks

  • Customer-visible pages avoid Twilio, A2P, provisioning, SID, webhook, admin, and setup-control terminology.
  • Lead inbox and detail routes remain business-scoped through the existing requireBusiness and business-id data access patterns.
  • Status actions remain protected by business-scoped updates.

Validation

  • ./node_modules/.bin/tsx --test tests/customer-home-dashboard.test.ts tests/leads-workspace-routing.test.ts tests/tenant-isolation-wiring.test.ts tests/tenant-isolation.test.ts tests/owner-notification-idempotency.test.ts tests/pilot-safety.test.ts
  • npm run env:check
  • npm run preflight:providers
  • npm run typecheck
  • npm run lint
  • npm run test
  • npm run build

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant