Build the initial customer-facing workspace screen for a boutique investment team. It should present a compact relationship dashboard with priority contacts, key firms, recent interactions, stale relationships, upcoming follow-ups, and high-value opportunities requiring attention, using realistic sample data so the product direction is visible immediately.
Acceptance (definition of done)
A reviewer can open the app and see a polished relationship intelligence dashboard, not a generic CRM or landing page. The screen includes clearly labeled sections for priority contacts, firms, recent interactions, stale relationships, upcoming follow-ups, and opportunities needing attention. Each item shows investment-specific context such as relationship owner, last touch, relationship strength or status, next step, and relevant firm/contact details. The UI contains no internal development or automation language.
This is the current active step for this product. The maintainer will only merge a pull request that completes THIS step and demonstrably works. Open a PR that closes this issue.
Why this step now: There is no product surface yet. The vision explicitly says to start from a simple relationship dashboard, and this creates the foundation future profile, briefing, capture, coverage, and natural-language features can build from.
Build the initial customer-facing workspace screen for a boutique investment team. It should present a compact relationship dashboard with priority contacts, key firms, recent interactions, stale relationships, upcoming follow-ups, and high-value opportunities requiring attention, using realistic sample data so the product direction is visible immediately.
Acceptance (definition of done)
A reviewer can open the app and see a polished relationship intelligence dashboard, not a generic CRM or landing page. The screen includes clearly labeled sections for priority contacts, firms, recent interactions, stale relationships, upcoming follow-ups, and opportunities needing attention. Each item shows investment-specific context such as relationship owner, last touch, relationship strength or status, next step, and relevant firm/contact details. The UI contains no internal development or automation language.
This is the current active step for this product. The maintainer will only merge a pull request that completes THIS step and demonstrably works. Open a PR that closes this issue.
Why this step now: There is no product surface yet. The vision explicitly says to start from a simple relationship dashboard, and this creates the foundation future profile, briefing, capture, coverage, and natural-language features can build from.