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Unify project workflow into a single Project Workspace (CRM-style)#62

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iaretechnician merged 1 commit into
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copilot/redesign-project-request-workflow
May 31, 2026
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Unify project workflow into a single Project Workspace (CRM-style)#62
iaretechnician merged 1 commit into
unstablefrom
copilot/redesign-project-request-workflow

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Copilot AI commented May 31, 2026

The portal had disconnected modules for requests, proposals, agreements, and payments — no single view of a project, no obvious way to navigate between stages.

New: /project.php — Unified Project Workspace

Single page for the full project lifecycle, role-aware (staff vs. client):

  • Client Info — display + edit
  • Project Details — editable by staff, read-only for client
  • Internal Notes — staff-only
  • Proposal — inline create/edit/send (staff), approve (client); auto-filled from request data
  • Agreement — inline create/edit/send (staff), sign (client); auto-filled from request + proposal
  • Payments — placeholder panel
  • Communication Timeline — auto-generated from timestamps across request/proposal/agreement
  • Files — placeholder panel
  • Status Tracker — visual 9-step progression (Request Submitted → Project Completed)

URL: /project.php?id=RLS-YYYYMMDD-XXXX

staff/estimate-requests.php

  • Entire row clickable → opens project workspace
  • View button links to /project.php?id= (was ?view=<internal_id> with inline detail expansion)
  • Added Status, Created, and Last Updated columns
  • Legacy ?view=RECORD_ID now redirects to the workspace

dashboard.php

Admin/Staff cards replaced with project-lifecycle counts:

Old New
Project Requests (new count) Active Projects
Proposals (total) Pending Requests
Project Agreements (total) Awaiting Approval (proposals sent)
Awaiting Signature (agreements sent)
Completed Projects

Client dashboard: three separate cards (Requests / Proposals / Agreements) collapsed into "My Projects"; table rows link to /project.php?id= instead of /client/request.php.

client/requests.php

  • Each request item now navigates to the project workspace on click
  • Removed scattered links to /client/request.php, /client/proposal.php, /client/agreement.php
  • Renamed to "My Projects" throughout

@iaretechnician iaretechnician marked this pull request as ready for review May 31, 2026 15:07
Copilot AI review requested due to automatic review settings May 31, 2026 15:07
@iaretechnician iaretechnician merged commit 5e808d1 into unstable May 31, 2026
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@iaretechnician iaretechnician deleted the copilot/redesign-project-request-workflow branch May 31, 2026 15:08
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3 participants