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Fix DIAL-V4: V44 polish + Pre Session Setup#130

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fix/dialer-v4-polish
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Fix DIAL-V4: V44 polish + Pre Session Setup#130
bmoss2015 wants to merge 1 commit into
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fix/dialer-v4-polish

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@bmoss2015

@bmoss2015 bmoss2015 commented Jun 17, 2026

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Summary

  • V44 polish at /share/dialer-mockup-final with one merged right column, balanced financial stack, white-filled controls, and the new Wrap Up (Call Outcome) + auto-send flow
  • New state /v44-timeline-open showing the Activity Timeline panel slide-in
  • Pre Session Setup at /dialer-setup with the full filter / dial / DNC / VM / wrap up / email / SMS configuration
  • V45 dropped entirely

Routes

  • /share/dialer-mockup-final (index)
  • /v44, /v44-wrap, /v44-state-b, /v44-queue-progressed, /v44-timeline-open
  • /dialer-setup

Hero

  • No avatar
  • Case-type chip universal: "Same Case · Contact X of Y" (Estate / Property never appear)
  • Financial stack: 3 perfectly aligned rows; all labels 11px uppercase gray; all values 24px white semibold
  • Case number REMOVED from hero, lives only in the Case Details section
  • Lead Summary unchanged, no Gemini, no refresh button

Controls

  • 5 equal 110px x 44px buttons, white-filled with petrol text, 0 1px 2px shadow
  • Add Note slightly bolder weight
  • End Call separate, filled red
  • Pause Session (white + petrol) + End Session (red) in top header use the same treatment

Wrap Up

  • Hero KEEPS petrol gradient
  • Lead Summary dims to 70%
  • Header: "Call Outcome" Proper Case (no question header)
  • 5 chips: outlined on the gradient, white-filled with petrol text on select
  • Quick Note: no fill, white text, thin white-at-30% underline
  • Sticky countdown banner with baseline-aligned typography

Email Auto Send + Note Safety

  • Outcome click queues the configured follow up email and surfaces a top-right toast (Follow Up Email Queued + Undo) with a 5 second undo window
  • Countdown continues; email sends in background after the window closes
  • If countdown hits 0 while the note field is focused with unsaved text, countdown pauses; banner offers Save And Dial or Discard

Right Column

  • ONE white panel with 3 sections separated by 1px gray-at-8% dividers
  • Sections: Case Details, Latest Activity, Contact Tree
  • 16px padding per section
  • View Timeline link opens the slide-in panel at /v44-timeline-open
  • Contact Tree max-height 300px with internal scroll

Queue

  • 13 leads visible with always-visible 4px gray scrollbar
  • Header reads only "Lead 3 of 100"
  • Done rows: strikethrough + 50% opacity + check icon in place of position number

Pre Session Setup

  • Lead List: case type checkboxes, surplus range dual slider, county dropdown, last touch filter, scrollable preview of selected leads
  • Dial From Number + Auto Map by State toggle + helper text
  • DNC Behavior: Skip default ON + Call Anyway override
  • Voicemail Drop Template with None option + Manage link
  • Wrap Up Time slider 0 to 10s default 3s, with skippable countdown note
  • Outcome Email Templates (5 dropdowns)
  • SMS (Pending) section explains A2P 10DLC delay
  • Start Session CTA

Test Plan

  • /share/dialer-mockup-final renders index with V44 states grid + Pre Session Setup link
  • /v44 chip reads "Same Case · Contact 1 of 4"; financial 3 rows all same size; no avatar; no case number in hero
  • /v44-state-b chip ALSO reads "Same Case · Contact 1 of 2" (universal)
  • /v44-wrap shows Call Outcome header (not question); Interested chip filled white + petrol; toast top-right with Undo
  • /v44-queue-progressed shows rows 1+2 strikethrough with check icons
  • /v44-timeline-open shows Activity Timeline panel covering the right column with type-icon dots
  • /dialer-setup renders all sections including Selected Leads scrollable preview + SMS Pending notice

🤖 Generated with Claude Code

@bmoss2015 @claude
Fix DIAL-V4: V44 polish + Pre Session Setup
62e6751 
Drops V45 entirely. V44 is the only chassis. Hero, controls, and right
column reworked per the locked decisions. Pre Session Setup page added
at /dialer-setup with the full filter / dial / DNC / VM / wrap up /
email / SMS configuration.

Hero
- Avatar removed.
- Case-type chip universal wording: Same Case · Contact X of Y. Estate
  and Property never appear in the chip.
- Status: green dot + Connected 04:32 in plain text.
- Financial: 3 perfectly aligned rows. All labels 11px uppercase gray;
  all values 24px white semibold. No progressive emphasis.
- Case number removed from the hero. Lives only in the Case Details
  section.
- Lead Summary unchanged: bullets on the gradient, no Gemini, no
  refresh button.

Right Column
- One white panel spanning the column. Not three floating cards.
- Three sections separated by 1px gray-at-8% dividers.
- Proper Case headers: Case Details, Latest Activity, Contact Tree.
- 16px internal padding per section.
- View Timeline link in the Latest Activity header.
- Contact Tree max-height 300px with internal scroll.

Controls
- 5 equal 110px x 44px buttons, all white-filled with petrol text and
  0 1px 2px shadow. Add Note slightly bolder. End Call separate, red.
- Pause Session (white + petrol) + End Session (red) in top header
  carry the same treatment.

Top Header
- 4 stats vertically aligned on a clean baseline grid. Number + single
  trend arrow only. Hover tooltip carries the detail.

Wrap Up
- Hero KEEPS the petrol gradient.
- Lead Summary dims to 70%.
- Section header reads Call Outcome (Proper Case). No question header.
- 5 outcome chips: outlined on the gradient, filled white + petrol on
  select.
- Quick Note: no fill, white text on the gradient, thin 1px
  white-at-30% underline (Linear / Notion inline edit pattern).
- Sticky countdown banner. Typography aligned: Name 14px medium,
  Relationship 12px regular, Countdown 16px tabular, Buttons 14px.

Email Auto Send
- Outcome click queues the configured email and shows a top-right toast
  with a 5 second Undo window.
- Countdown continues, does not block.
- Email sends in the background after the window closes.

Note Safety Pause
- If countdown hits 0 while the note field is focused with unsaved
  text, countdown pauses. Banner offers Save And Dial or Discard.

Queue
- 13 leads visible, always-visible 4px gray scrollbar.
- Header reads only Lead 3 of 100.
- Done rows: strikethrough + 50% opacity + check icon in place of
  position number.

Activity Timeline Panel (new state at /v44-timeline-open)
- Slide-in panel covers the right column entirely.
- Header: Activity Timeline + lead name + close icon.
- Vertical timeline with type icon (call / mail / system), timestamp,
  author.

Pre Session Setup at /dialer-setup
- Lead List: case type checkboxes, surplus range dual slider, county
  dropdown, last touch date filter, scrollable preview of 5 selected
  leads.
- Dial From Number + Auto Map by State toggle + helper text.
- DNC Behavior: Skip default ON, Call Anyway override with
  justification.
- Voicemail Drop Template with None option + Manage Templates link.
- Wrap Up Time slider 0 to 10s, default 3s, with skippable countdown
  note.
- Outcome Email Templates: 5 dropdowns for Interested / Callback
  Requested / Not Interested / Wrong Number / Do Not Contact.
- SMS Pending section explains A2P 10DLC registration delay.
- Start Session CTA.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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