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Refresh CRM overview, compact filters and unified opportunity board - #70
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Included review availability: This review used your included allowance. Your plan provides up to 1 included review per hour; 0 remain after this review. 📝 WalkthroughWalkthroughThe CRM refresh adds URL-backed record filters and sorting, shared filter support across record and outreach operations, and an opportunity board with board and list layouts. It also updates overview reporting, action and outreach empty states, shared controls, navigation, and validation coverage. ChangesCRM filtering and shared operations
Opportunity and view workflows
Reporting and shared navigation behavior
Priority: ➖ Normal Estimated code review effort: 4 (Complex) | ~60 minutes Change: Feature
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Docstring coverage is 10.00% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 60 functions across 52 files. (1 skipped:… | Write docstrings for the functions missing them to satisfy the coverage threshold. |
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The title clearly summarizes the main changes: the CRM overview refresh, compact filters, and unified opportunity board. |
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Docstring coverage is 10.00% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 60 functions across 52 files. (1 skipped: 1 unsupported.)
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Inline comments:
Review comments at @packages/operations/catalog.ts:
- Around line 833-838: Update the `list_next_actions` handler’s `pendingOnly`
argument so an explicit `status: "completed"` does not also filter out completed
actions; preserve the existing `includeCompleted` behavior for other statuses.
Review comments at @src/components/views/opportunities-view.tsx:
- Around line 195-204: Update clearFilters to call browser.clear() instead of
manually removing browser filter parameters, so pending custom-field drafts and
field state are reset. Preserve cleanup of the view-specific pipeline and stage
parameters, then keep the existing search clearing and query replacement.
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⛔ Files ignored due to path filters (8)
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📒 Files selected for processing (68)
docs/crm-ui-refresh-checklist.mddocs/dependency-licenses.jsonpackage.jsonpackages/core/field-filter-sql.tspackages/core/outreach.tspackages/core/record-filters.tspackages/core/record-list.tspackages/core/shortcuts.tspackages/i18n/translations/en.jsonpackages/mcp/server.tspackages/operations/catalog.tssrc/app/globals.csssrc/components/crm/crm-context.tsxsrc/components/crm/use-archive.tssrc/components/files/file-library.csssrc/components/filter-visibility.tssrc/components/money.tssrc/components/outreach/outreach-data.tssrc/components/outreach/touch-lists.tsxsrc/components/records/list-browser.tsxsrc/components/records/opportunity-board.tssrc/components/records/stage-cards.tsxsrc/components/records/value-filter.tsxsrc/components/shell/navigation.tssrc/components/shell/shortcut-context.tssrc/components/shell/use-shell-shortcuts.tssrc/components/shell/view-toolbar.tsxsrc/components/ui/filter-popover.tsxsrc/components/ui/select.tsxsrc/components/view-query.tssrc/components/views/actions-view.tsxsrc/components/views/opportunities-view.tsxsrc/components/views/opportunities.csssrc/components/views/outreach-view.tsxsrc/components/views/overview-view.tsxsrc/components/views/overview.csssrc/components/workspace-preference.tstests/app-navigation.test.tsxtests/app-routes.test.tstests/browser/crm-workflows.spec.tstests/browser/files.spec.tstests/browser/record-sidebar.spec.tstests/browser/ui-usability.spec.tstests/contact-attribution-ui.test.tsxtests/fields-tasks-ui.test.tsxtests/filter-visibility.test.tsxtests/keyboard-map.test.tsxtests/mcp-write.test.tstests/opportunity-archive-ui.test.tsxtests/opportunity-board.test.tstests/outbound.test.tstests/outreach-field-filters.test.tstests/overview-message-scope.test.tsxtests/overview-ui.test.tsxtests/pipeline-brand.test.tsxtests/record-editing.test.tsxtests/record-usability-ui.test.tsxtests/revenue-ui.test.tsxtests/routes.test.tstests/select-control.test.tsxtests/send-ui.test.tsxtests/support/crm-harness.tsxtests/support/memory-router.tsxtests/support/select-control.tsxtests/ui-refresh-browser.test.tsxtests/ui-refresh-filters.test.tstests/ui-refresh-queues.test.tsxtests/value-filter.test.tsx
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The CRM hides useful filters, renders separate product boards, and makes overview drilldowns and empty queues difficult to understand. This change shows compact filters by default, opens Opportunities as one merged board, and makes the overview and recovery actions use the available space.
Filters stay on one line at laptop widths. A Deal value popover combines a keyboard-accessible range slider with exact currency-aware inputs. Users can hide filters; their explicit choice is remembered per user and organization, with active counts and clearing still available.
Opportunities moves directly below Overview in Work. Product/pipeline scope, useful search, Board/List shortcuts and top-right sorting remain available. Cards keep their real product/pipeline IDs and only move to authorized, unambiguous targets.
Revenue and pipeline drilldowns use full-width tables. Activity shows real counts, axes and genuine-zero recovery. Metrics use balanced columns based on available content width, including beside an inspector.
Shared Radix controls fix keyboard/focus behavior, label and chevron spacing, form values and nested popup placement. Popover and Slider are pinned; existing primitives and Orbit layout patterns are reused.
Saved views distinguish genuine absence from filtered results. Outreach reads existing queues independently of planning, and cached/private reports invalidate immediately when their readable scope changes.
HTTP/MCP use the same full schemas, authorized services and pre-pagination filters/sorts, including typed custom fields on outreach queues. This preserves current membership, product grants, private histories, archived-contact rules and explicit send authorization.
Integration with current main preserves custom fields, internal tasks and reversible deal removal. Field rules survive reload and timezone changes without losing false, zero or precise instants. Board pagination/empty recovery, archive confirmation, compatible-stage restoration and Undo preserve the compact layout and view state.
The final readiness review fixes explicit completed-status queries in
list_next_actionswithout changing the pending default, with HTTP/MCP compatibility regressions. Opportunities reset now clears incomplete custom-field drafts and malformed rules while preserving a rapid layout change; the UI regressions reproduced the defects before repair.All 27 requests have an implementation and regression evidence row in the checklist. The latest remembered-filter and navigation requests are included.
Validation: all hosted PR checks passed on final head
6041a66: CI attempt 4, CodeQL and Markdown links. Hosted Node 22 tests passed 1,297 cases across 144 files (428 / 335 / 534), with 11 PostgreSQL-dependent skips covered by the separate 12/12 PostgreSQL driver suite. The hosted 21/21 browser workflows, dependency audit, license inventory, typecheck, lint, production build and public-site smoke all passed. The same final source also passed the complete local suite and 31 focused UI regressions. Application and CI runtime settings remain unchanged.The initial hosted attempts were blocked by GitHub billing; the retry passed after the account was unlocked. The required
CI okgate remained enforced, and auto-merge squashed this PR intomainas881f746. The merged Git tree exactly matches the tested PR tree. CodeRabbit finished with no new actionable findings, and both earlier review threads are resolved.CodeQL completed successfully with one test-only false positive about the optional
StorageEventinitialization dictionary. DOM constructor types and a JSDOM runtime check confirm that the second argument is consumed; no production fix or suppression was needed.Seven fresh fictional demo captures are in docs/ui-refresh: overview and board in light/dark themes, expanded revenue, the deal-value slider and inspector layout. No supplied real-contact screenshots, real contacts, transcripts, credentials or uploaded files are committed. No production data was backfilled, no message was dispatched, and no external database was migrated.
Summary by CodeRabbit