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Fix DIAL-V6: V44 rebuild + refined Wizard setup#134

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fix/dialer-v6-wizard-rebuild
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Fix DIAL-V6: V44 rebuild + refined Wizard setup#134
bmoss2015 wants to merge 1 commit into
mainfrom
fix/dialer-v6-wizard-rebuild

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Summary

  • V44 rebuilt from scratch at /share/dialer-mockup-final per the locked spec
  • Refined Wizard at /share/setup-a with the 3 expanded steps Bree picked
  • V45, the comparison index, and setup options B/C/D are dropped

V44 Routes

  • /share/dialer-mockup-final (index, 5 thumbs)
  • /share/dialer-mockup-final/v44 Hayes Tax Sale
  • /share/dialer-mockup-final/v44-wrap (Interested selected + toast)
  • /share/dialer-mockup-final/v44-state-b Pemberton Mortgage Foreclosure
  • /share/dialer-mockup-final/v44-queue-progressed (15 leads, scrollbar visible)
  • /share/dialer-mockup-final/v44-timeline-open

V44 Locks Applied

  • Hero chip universal: "Same Case · Contact X of Y". Never says Estate or Property
  • No avatar, no case number in hero
  • Status: green dot + Connected 04:32 plain text
  • Financial: 3 equal rows (RECOVERY FEE / SURPLUS / NET TO FIRM)
  • Lead Summary header Proper Case, no Gemini, no refresh button
  • 5 white-filled control buttons + separate red End Call
  • Pause Session + End Session in top header (white + petrol / red)
  • Right column: one white panel, 3 sections divided by 1px gray-at-8% lines; 20px / 16px / 20px padding
  • Case Details labels Proper Case (Case Number, County, Sale Type, etc); 11px medium gray
  • Contact Tree trailing reads "3 Callable · 1 Reference" Proper Case
  • Hero gets min-h-0 + overflow-hidden so the control row always renders inside the canvas
  • Queue scrollbar always visible (4px gray) via Tailwind arbitrary scrollbar utilities

Demo Data

  • State A Hayes: Tax Sale, Cuyahoga County, Deceased owner, $146,132 net to firm
  • State B Pemberton: Mortgage Foreclosure (not Sheriff Sale), Lancaster County, Living owner, $217,600 net to firm

Refined Wizard at /share/setup-a

3 step progress indicator at the top with check icons on completed steps.

Step 1 Pick Leads (10 filter sections in a single card)

  • Lead Source dropdown (All Active Leads)
  • State checkboxes (Ohio, Pennsylvania, South Carolina, Tennessee, New York) with count badges
  • County chips filtered by selected states + "+ N more"
  • Case Type checkboxes (Tax Sale, Mortgage Foreclosure, Other). Estate removed.
  • CRM Stage checkboxes (8 stages, 2 column grid)
  • Call History radios (All / Never / <3 / 3+ / Last Call Was + date dropdown)
  • Owner Status checkboxes (Living, Deceased, Unknown)
  • Surplus Range dual slider $0 to $1M, default $25K to $300K
  • Last Contacted radios (Any / Older 30d / Older 90d)
  • Litigation checkbox (Skip Litigated default ON) with excluded count
  • Right sidebar: 47 Leads + Estimated Session 3h 45m in petrol gradient callout + Filter Recap card

Step 2 Call Settings (renamed from Dialer Behavior)

  • Dial From Number: Auto Map by State recommended radio + specific number radio (grayed dropdown when Auto Map selected)
  • Compliance: Skip DNC Flagged Numbers + Skip Litigated Leads (both default ON). "Call Anyway with Consent Recording" dropped entirely.
  • Wrap Up Time slider 0 to 10s, default 3s
  • Note Handling (new): Pause Countdown If I'm Typing a Note checkbox, default OFF, with trade off explanation
  • Voicemail Drop radios + template dropdown + Manage Templates link

Step 3 Auto Follow Up (renamed from Follow Up Templates)

  • Intro text
  • 5 outcome rows each with color bar (petrol/gray/red), name, template dropdown, Preview link, 1 sentence description
  • Manage Email Templates link
  • SMS section removed entirely (not surfaced until A2P registration completes)
  • Footer: Back + Start Session · 47 Leads CTA (petrol gradient + soft shadow)

Visual Pizzazz Across The Wizard

  • Page background: subtle radial dot pattern at 3% opacity on a 24px grid
  • Section icons: 16px next to every section label (map pin, building, file, kanban, etc)
  • Count badges: petrol filled chips next to checkbox labels
  • Filter chips: petrol filled when active, gray outlined when inactive
  • Sliders: petrol fill on the selected range
  • Sidebar callout: 47 / 3h 45m in petrol gradient with subtle shadow
  • Start Session CTA: 280x56 petrol gradient with 0 4px 12px shadow

Test Plan

  • /share/dialer-mockup-final shows 5 V44 state thumbnails
  • /share/dialer-mockup-final/v44 right column reads as one continuous panel with horizontal lines
  • /share/dialer-mockup-final/v44-state-b shows Sale Type = Mortgage Foreclosure, Owner Status = Living
  • /share/dialer-mockup-final/v44-queue-progressed shows the queue overflowing with the always-visible scrollbar; rows 1 and 2 strikethrough with check icons; controls render inside the hero
  • /share/setup-a renders all 3 step blocks stacked; Step 1 has all 10 filter sections; Step 2 has Note Handling; Step 3 has 5 outcome rows with color bars

🤖 Generated with Claude Code

V44 rebuilt from scratch at /share/dialer-mockup-final
- Drops the case_type "estate" / "foreclosure" / "other" prefix
  selection. Hero chip always reads "Same Case · Contact X of Y".
- Drops Estate as a value entirely; only Tax Sale and Mortgage
  Foreclosure surface as sale types. Pemberton's saleType is now
  "Mortgage Foreclosure" (was Sheriff Sale).
- Owner Status simplified to Living / Deceased / Unknown enum.
- Hayes status is Deceased; Pemberton is Living.
- Right column is one white panel with 3 sections divided by 1px
  gray-at-8% lines. 20px / 16px / 20px padding per section.
- Case Details labels Proper Case (Case Number, County, Sale Type,
  Sale Date, Time Since Sale, Closing Bid, Net to Firm, Recovery
  Fee, Owner Status, Attorney). 11px medium gray.
- Contact Tree trailing reads "3 Callable · 1 Reference" Proper Case.
- Hero has min-h-0 + overflow-hidden so controls always render.
- Queue uses scrollbar-width:thin + webkit pseudo-elements via Tailwind
  arbitrary classes; always-visible 4px gray scrollbar.
- 15 leads in QUEUE_PROGRESSED to verify scrollbar shows.

Refined Wizard at /share/setup-a (Bree picked A)
- 3 steps: Pick Leads / Call Settings / Auto Follow Up.
- Step progress indicator at top with check icons for done steps.
- Step 1: 10 filter sections (Lead Source, State, County, Case Type,
  CRM Stage, Call History, Owner Status, Surplus Range, Last
  Contacted, Litigation). Sidebar with 47 / Estimated Session 3h 45m
  callout in petrol gradient.
- Step 2: Dial From Number (Auto Map recommended + specific number
  fallback grayed), Compliance (Skip DNC + Skip Litigated), Wrap Up
  Time slider, Note Handling (new, OFF by default), Voicemail Drop.
  Dropped "Call Anyway with Consent Recording" entirely.
- Step 3: 5 outcome rows with petrol/gray/red color bar, name,
  template dropdown, Preview link, 1 sentence description. SMS
  section dropped (pending A2P 10DLC registration not surfaced).
- Visual pizzazz: dot pattern background at 3% opacity on 24px grid,
  section icons, count badges (petrol filled chips), filter chips
  petrol/outline, petrol sliders, petrol gradient Start Session CTA.

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