[WIP] 🚀 MVP Phase 2: Real Data Entry, Call Details & Single-User Testing

[Copilot]

• Explore and understand existing codebase structure
• Fix Vite configuration to handle SQLite externalization
• Analyze current routing, API endpoints, and UI components
• Implement mock authentication for development mode
• Test and verify existing functionality works

Current working features discovered:

• ✅ Organization dashboard with KPIs and client overview
• ✅ Client dashboards with call history and action items
• ✅ Detailed call dashboards with full analysis
• ✅ Tree navigation with org/clients/calls hierarchy
• ✅ Theme switching and paper mode
• ✅ Data from seed files working properly

✅ COMPLETED - 1. CRUD Basics

• ✅ Create Client: New Client button/form with name (required), notes (optional)
• ✅ Log Call: Already working - form with client, title, transcript, AI analysis
• ✅ Add Action Item: New /clients/:clientId/actions/new route with owner, text, dueDate, status
• ✅ Zod validation + inline error messages for all forms
• ✅ Form submission with success feedback and navigation
• ✅ Data persistence and real-time UI updates
• ✅ Integration with existing Follow-ups widget (shows both call-derived and manual entries)

✅ COMPLETED - 2. Call Detail Page

• ✅ Route /calls/:id exists as comprehensive sales call dashboard
• ✅ Displays call meta, sentiment, booking likelihood, objections, action items, key moments
• ✅ Back navigation and full analysis view

✅ COMPLETED - 3. Live Refresh (partial)

• ✅ Client and call dashboards update in real-time after creating action items/calls
• ✅ Organization metrics update after creating clients
• ⚠️ Tree view needs refresh logic (minor issue)

Still needed for MVP Phase 2:

• 4. Lightweight Import (CSV → Clients & Calls)
• 5. Single-User Mode Polish
• 6. QA Checklist Page (/qa)
• 7. i18n Scaffolding
• 8. Security & Validation Edges

Key accomplishments:

• ✅ Full CRUD functionality for clients and action items
• ✅ Extended data model with standalone action items
• ✅ Updated adapters to merge call-derived and manual action items
• ✅ Seamless UX with success feedback and navigation
• ✅ Type-safe implementation with Zod validation

Fixes #66.

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