add crm pipeline and suppression center

2026-09-03 12:07:58 +02:00
parent de97a2337d
commit c93dbd1ab4
12 changed files with 377 additions and 14 deletions
@@ -32,6 +32,9 @@
        <a class="nav-item" href="#add"><span>＋</span> Add prospects</a>
        <a class="nav-item" href="#jobs" data-nav="jobs"><span>◷</span> Jobs</a>
        <a class="nav-item" href="#sources" data-nav="sources"><span>⌁</span> Sources</a>
+        <a class="nav-item" href="#crmPipeline" data-nav="crm"><span>◫</span> CRM pipeline</a>
+        <a class="nav-item" href="#crmReports" data-nav="reports"><span>▤</span> Reports</a>
+        <a class="nav-item" href="#suppressionCenter" data-nav="suppression"><span>⊘</span> Suppressions</a>
        <a class="nav-item" href="#scoreRules" data-nav="score-rules"><span>◈</span> Score rules</a>
      </nav>
      <div class="sidebar-foot"><div class="live-dot"></div><div><strong>Workspace live</strong><small>Data sync is healthy</small></div></div>
@@ -86,6 +89,25 @@
        </section>
        <section class="lower-grid" id="add"><article class="panel add-panel"><div class="panel-heading"><div><p class="eyebrow">INTAKE</p><h2>Add a prospect</h2></div><span class="small-label">Manual entry</span></div><form id="addForm"><div class="form-grid"><label>Company name<input required name="name" placeholder="Acme Inc."></label><label>Website <span class="optional">optional</span><input name="website" type="url" placeholder="https://acme.com"></label><label>Location<input name="location" placeholder="Cape Town, ZA"></label><label>Notes <span class="optional">optional</span><input name="description" placeholder="Why this is a fit…"></label></div><div class="form-footer"><p id="formMessage" class="form-message" role="status"></p><button class="button primary" type="submit">Add to review queue</button></div></form></article>
          <article class="panel csv-panel"><div class="panel-heading"><div><p class="eyebrow">BULK INTAKE</p><h2>CSV preview</h2></div><label class="button ghost upload-label" for="csvInput">↑ Choose CSV</label><input id="csvInput" type="file" accept=".csv,text/csv" hidden></div><p class="muted">Preview rows before adding them to your review queue.</p><div id="csvPreview" class="csv-empty"><span>⊞</span><p>No file selected</p><small>CSV stays in your browser until you confirm.</small></div></article></section>
+        <section class="crm-section" id="crmPipeline" aria-labelledby="crmPipelineTitle" data-smoke="crm-pipeline">
+          <div class="crm-header panel"><div><p class="eyebrow">CRM WORKFLOW</p><h2 id="crmPipelineTitle">Pipeline board</h2><p class="muted">Move prospects through explicit human stages. Stage changes never send outreach.</p></div><div class="crm-actions"><button class="button ghost" id="crmRefreshBtn" type="button">↻ Refresh CRM</button><button class="button ghost" id="pipelineViewToggle" type="button" aria-pressed="false">☷ List view</button></div></div>
+          <div class="crm-safety" role="note"><strong>No outreach from this workspace.</strong> Pipeline actions, interactions, and follow-ups are internal CRM records only. Suppressed or unreviewed prospects remain unavailable for contact.</div>
+          <p id="crmMessage" class="crm-message" role="status" aria-live="polite"></p>
+          <div id="pipelineBoard" class="pipeline-board" aria-live="polite"><div class="detail-loading">Sign in to load the pipeline.</div></div>
+        </section>
+        <section class="crm-section" id="crmActivity" aria-labelledby="crmActivityTitle" data-smoke="crm-interactions">
+          <div class="crm-header panel"><div><p class="eyebrow">RELATIONSHIP HISTORY</p><h2 id="crmActivityTitle">Interactions &amp; follow-ups</h2><p class="muted">Capture outcomes and next steps without contacting anyone.</p></div></div>
+          <div class="crm-two-col"><article class="panel interaction-panel"><div id="interactionState" class="detail-loading">Select a prospect to load interactions.</div></article><article class="panel"><div class="panel-heading"><div><p class="eyebrow">ADD RECORD</p><h3>Log an interaction</h3></div><span class="small-label">Internal only</span></div><form id="interactionForm" class="crm-form"><label>Type<select name="type"><option value="note">Note</option><option value="call">Call</option><option value="meeting">Meeting</option><option value="email">Email (record only)</option></select></label><label>Outcome<select name="outcome"><option value="">Choose outcome</option><option value="no_response">No response</option><option value="interested">Interested</option><option value="not_a_fit">Not a fit</option><option value="follow_up">Follow-up requested</option></select></label><label>Follow-up date <span class="optional">optional</span><input name="follow_up_at" type="date"></label><label>Summary<textarea name="summary" rows="4" required placeholder="What happened? Keep this an internal record."></textarea></label><p id="interactionMessage" class="form-message" role="status"></p><button class="button primary" type="submit">Save interaction</button></form></article></div>
+        </section>
+        <section class="crm-section" id="crmReports" aria-labelledby="crmReportsTitle" data-smoke="crm-reports">
+          <div class="crm-header panel"><div><p class="eyebrow">REPORTING</p><h2 id="crmReportsTitle">CRM reports</h2><p class="muted">Tenant-scoped pipeline, outcomes, and activity summaries from the API.</p></div><button class="button ghost" id="reportsRefreshBtn" type="button">↻ Refresh reports</button></div>
+          <div class="reports-grid"><article class="panel report-panel" id="pipelineReport"><div class="detail-loading">Loading pipeline report…</div></article><article class="panel report-panel" id="outcomesReport"><div class="detail-loading">Loading outcomes report…</div></article><article class="panel report-panel" id="activityReport"><div class="detail-loading">Loading activity report…</div></article></div>
+        </section>
+        <section class="crm-section" id="suppressionCenter" aria-labelledby="suppressionTitle" data-smoke="suppression-center">
+          <div class="crm-header panel"><div><p class="eyebrow">SAFETY CENTER</p><h2 id="suppressionTitle">Suppression center</h2><p class="muted">Review and maintain tenant-scoped do-not-contact rules.</p></div><button class="button ghost" id="suppressionRefreshBtn" type="button">↻ Refresh suppressions</button></div>
+          <div class="suppression-warning" role="alert"><strong>Suppression always wins.</strong> Suppressed contacts and domains cannot be contacted, regardless of score, stage, or interaction outcome.</div>
+          <div class="crm-two-col"><article class="panel"><div class="panel-heading"><div><p class="eyebrow">ADD RULE</p><h3>Add suppression</h3></div><span class="small-label">Explicit confirmation required</span></div><form id="suppressionForm" class="crm-form"><label>Kind<select name="kind"><option value="email">Email</option><option value="domain">Domain</option><option value="phone">Phone</option></select></label><label>Value<input name="value" required placeholder="person@example.com"></label><label>Reason <span class="optional">optional</span><input name="reason" placeholder="Customer request / policy"></label><p id="suppressionMessage" class="form-message" role="status"></p><button class="button danger" type="submit">Add suppression</button></form></article><article class="panel"><div class="panel-heading"><div><p class="eyebrow">REGISTER</p><h3>Current suppressions</h3></div><div class="suppression-bulk-actions"><label class="checkbox-label"><input id="selectAllSuppressions" type="checkbox"> Select all</label><button class="button ghost compact" id="bulkReviewSuppressionsBtn" type="button" disabled>Review selected</button></div></div><div id="suppressionState" class="detail-loading">Sign in to load suppressions.</div></article></div>
+        </section>
        <footer><span>ProspectOS</span><span>Evidence-led prospecting · <a href="#explorer">Review queue</a></span></footer>
      </div>
    </main>