Reverse spec drafted

Record Overview

Summary cards, contact details, Project snapshot, matching profile, vision, recent work and actions.

Observed route/admin/leads/:idFuture Spec 09 →

Current maturityComprehensive working qualification summary

Evidence confidenceVerified

Last reviewedAugust 4, 2026

Visual evidenceDeferred during UI updates

Current-state summary

The Overview brings the opportunity, Client, commercial estimate, matching inputs, vision, inspiration and recent work into one page. Forest Hill Residence includes complete location/contact context, a $425,000 estimated value, 36% matching-profile completion, six inspiration images and empty recent-work cards. Edit actions are card-scoped, while prior evidence shows one large standardized form spanning core, contact, Project, qualification, assignment, matching and snapshot sections.

Interface inventory

Anatomy and verified behavior

Verification states separate observed behavior from requirements or assumptions.

Element	Current behavior	Verification
Opportunity information	Shows identity, type, stage, priority, Project address, estimated value, source and furniture spend.	Verified live
Client Contact	Shows identity, contact methods, billing/location fields, time zone and decision context.	Verified live
Project Snapshot	Shows design package, hours, commission, hourly rate and total estimate.	Verified live; values are currently zero
Matchmaking completeness	Shows completion percentage, completed-field count and eleven criteria.	Verified live at 36%, 4 of 11
Vision and inspiration	Shows Project narrative, six images, Edit and Add images.	Verified live
Recent work cards	Internal Notes, Activity Timeline, Next Steps and Documents & Files show latest content or explicit empty states with links to full tabs.	Verified live

User journeys

Current flows

Qualify opportunity

Review opportunity and Client
Assess value and Project type
Review matching completeness
Fill missing criteria
Set next action

Edit record

Select a card Edit action
Open sectioned form
Use standardized fields
Validate required values
Save and refresh summary

Continue into work

Review a recent-work card
Select View all or Add
Open the matching dedicated tab or composer

State model

Current and expected states

Complete field

Displays formatted value such as $425,000, Ontario or Renovation.

Missing field

Displays Not provided rather than a blank.

Empty recent module

Displays a module-specific empty message and action.

Partial matching profile

Shows 36% and four completed criteria.

Zero commercial snapshot

Shows $0 and 0 hrs without explaining whether not configured or truly zero.

Product rules

Non-negotiable boundaries

Overview values are projections of canonical fields, not separately editable copies.
Missing and zero are distinct states.
Client and Project addresses remain separately modeled.
Currency, dates, addresses and dropdowns use standardized components.
Sensitive contact and financial fields must respect field-level permissions.

Dependencies

Dynamic form systemPipeline field schemaClient identityAddress lookupCurrency formattingMatching questionnaireMedia storageRecent module queries

Known current limitations · 5 mapped

What is missing, broken or unverified

Future Spec 09 owns closure →

Zero Project Snapshot values do not distinguish unset from calculated zero.
Legacy Proper Gallery commission language remains.
Matching completeness counts presence, but quality/recency rules are not visible.
No duplicate Client warning is shown on the summary.
Field-level access variants were not verified.

Future alignment

Required evolution

01Drive overview cards from Pipeline/entity profile configuration.
02Distinguish missing, not applicable and calculated zero.
03Expose readiness blockers for matching and conversion.
04Reuse the same standardized summary modules for Admin, Designer, Provider and Client with permission-aware content.

Current baseline

Acceptance record

Opportunity, Client, Project and matching context are visible.
Missing values use explicit labels.
Recent work links to full modules.
Inspiration and vision are retained on the record.
Edit behavior uses standardized form controls.

Reverse-spec completeness

Documentation coverage

The interface is still changing, so visual evidence and repository tracing remain intentionally incomplete.

Purpose and user outcome

Documented

Roles and access

Documented

Routes and entry points

Documented

Page and component anatomy

Documented

Fields and displayed data

Documented

Primary actions

Documented

Forms and validation

Documented

States and transitions

Documented

Empty, loading and error states

Documented

Responsive behavior

Partial

Accessibility behavior

Partial

Activity and audit events

Partial

Data sources and persistence

Documented

Notifications and automation

Partial

Known defects and limitations

Documented

Reusable component dependencies

Documented

Future-spec conflicts

Partial

Visual and repository evidence

Deferred

Acceptance of current baseline

Documented