KamoCRM

LOS pipeline UI — kanban, detail section, template admin

Featurekamo-internal
Ya
15 Mei 2026, 18:53 UTC
Mwandishi
kamo
Ahadi ya
46d2b57

Sub-project 4 frontend, end-to-end: - /applications/pipeline (PipelineBoardClient): kanban grouped by LoanFileStatus with off-ramp lanes below the happy-path columns. Each card surfaces borrower, loan amount, days-in-status, open and blocking condition counts. The "..." menu offers Advance / Off-ramp / Open detail; both Advance and Off-ramp open the same transition dialog with the legal next-status radios fetched from the snapshot. Underwriter override checkbox appears when the chosen forward arrow would skip blocking conditions. - /applications (list): new "Pipeline" header button routing to the kanban; preserves the existing list + filters. - /applications/[uid]: new "Pipeline & Conditions" section in the nav (between Summary and Loan & Property). The section combines current status, conditions list (open/cleared/waived with add/clear/waive/ delete), the loan timeline, and the same transition dialog. - **************** per-org template admin with CRUD list, add/edit modal (title, description, category, typical due offset days, blocksAdvancementDefault, displayOrder). - types/mortgageApp.ts: pipeline/condition/template DTO types, LOAN_FILE_STATUS map, off-ramp helper. - app/lib/mortgageAppsApi.ts: client methods for every new endpoint.

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