71 lines
2.7 KiB
Markdown
71 lines
2.7 KiB
Markdown
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# Phase 3: Agent Portal Shell - Context
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**Gathered:** 2026-03-19
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**Status:** Ready for planning
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<domain>
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## Phase Boundary
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Private authenticated area where Teressa manages clients (create, list, view profiles, edit, delete) and monitors all documents with their current status from a central dashboard. This phase builds the shell and client data model. Real documents are added in Phase 4 — placeholder data is seeded in this phase so the UI looks populated.
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</domain>
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<decisions>
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## Implementation Decisions
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### Portal Navigation
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- Top nav (horizontal nav bar) — not sidebar
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- Agent lands on Dashboard after login
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- All portal routes live under a `/portal` prefix (e.g., `/portal/dashboard`, `/portal/clients`, `/portal/clients/[id]`)
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- Visual feel: same brand as marketing site (shared colors/fonts) but cleaner and more utilitarian — clearly a logged-in app, not a marketing page
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### Client List Design
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- Card grid layout (not table/list)
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- Each card shows: client name, email, document count, last activity date
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- New client created via modal/dialog triggered from the client list page (not a separate page)
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- Empty state: friendly message ("No clients yet") with a prominent "+ Add your first client" CTA button
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### Dashboard Document View
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- Table layout with color-coded status badges: Draft=gray, Sent=blue, Viewed=amber/yellow, Signed=green
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- Columns: Document name, Client, Status badge, Date sent
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- Controls: filter by status (dropdown) + sort by date (most recent first)
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- Phase 3 seeds a few placeholder document rows (real documents arrive in Phase 4)
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- Empty state not needed since data is seeded
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### Client Profile Page
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- Two-section layout: client details header (name, email, edit button) above a documents table
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- Back link to Clients list
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- Edit client: modal/dialog (consistent with create pattern) — no inline editing
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- Documents section: same table style as dashboard (doc name, status badge, date)
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- Delete client: delete button on profile with confirmation dialog before removing
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### Claude's Discretion
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- Exact card dimensions and spacing on client grid
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- Color palette values for status badges (within brand colors)
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- Skeleton/loading states
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- Exact wording for empty states and confirmation dialogs
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- Mobile responsiveness details
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</decisions>
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<specifics>
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## Specific Ideas
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- Portal nav should feel like a real web app (not the marketing site) — utilitarian, clean
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- Consistent modal pattern for both create and edit client (same component, different mode)
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- Dashboard is the post-login landing page — it should feel like "command central"
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</specifics>
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<deferred>
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## Deferred Ideas
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- None — discussion stayed within phase scope
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</deferred>
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---
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*Phase: 03-agent-portal-shell*
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*Context gathered: 2026-03-19*
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