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Prospects

Prospects

Section titled “Prospects”

Status: In progress

Purpose

Section titled “Purpose”

Pipeline-style prospect management module with stage-based workflow, drag/drop stage updates, detail view, and supporting records (calls, files, notes, tasks).

Entry Points

Section titled “Entry Points”
  • Module folder: src/modules/Prospects
  • Module entry: src/modules/Prospects/index.tsx
  • Registry key: prospects

Core Flow

Section titled “Core Flow”
  1. Fetch prospects (getProspects) via React Query.
  2. Transform raw records into pipeline items.
  3. Group items by stage.
  4. Support drag/drop movement using @dnd-kit/core.
  5. Persist stage changes via updateProspectStatus mutation.
  6. Invalidate prospects query on successful mutation.

UX Behavior

Section titled “UX Behavior”
  • Desktop and mobile views diverge by viewport width.
  • Filtering and sorting are handled in memoized transforms.
  • Detail panel/cards render from selected prospect state.

Shared Primitive Usage

Section titled “Shared Primitive Usage”
  • TabManager
  • DynamicTable (files/calls in detail contexts)
  • Cards, dropdowns, loaders, and module-specific tabber

Risks and Regression Areas

Section titled “Risks and Regression Areas”
  • optimistic update correctness for stage movement
  • drag/drop edge cases with filtered views
  • stale query state after mutation failures

Documentation TODO

Section titled “Documentation TODO”
  • Add stage transition rules and allowed transitions
  • Add prospect status and payload contract docs
  • Add mobile vs desktop parity checklist