Unify the client portal
Make proposals and customer details feel like one familiar portal.
Criteria, constraints and evidence
Required proof
Desktop/mobile route journey and screenshots of portal, menu, list and editor. Compare to the existing shell.
Independent Luna High image description: pending
Executor comparison with this criterion: pending
Required proof
Six entrypoint journeys, tab screenshots and server readback for each field group. Restore/archive only test-owned records.
Independent Luna High image description: pending
Executor comparison with this criterion: pending
Required proof
Open/close screenshots, keyboard focus and background-interaction checks. The two old demo URLs redirect to the real portal contact/proposal entry instead of a demo.
Independent Luna High image description: pending
Executor comparison with this criterion: pending
Constraints
- Use the existing portal header, hamburger, logo and navigation behavior. Do not invent a separate application shell or new portal product.
- Preserve existing CRM/calendar fields, original enquiry, own note, reminders, work-period dates, calendar visibility, archive behavior, source metadata and linked-proposal identity.
- The tabbed prototype supplies layout only. The deployed panel must use actual shared CRM persistence. Retire demo navigation/routes without deleting saved customer data.