Align BRIEF.md grid card with locked investor model

Drop 'type badge'/INVESTOR-PROSPECT category and the create-flow 'type'
field (no investor type — Existing-Investor is auto-derived from
committed $). Card now specs the existing-investor star/accent, Priority
as the only corner badge, the 4-stage chip shown only when in pipeline,
and last-contact staleness (grey->amber->red, 'Nd stale').
This commit is contained in:
Keysat
2026-06-19 09:13:59 -05:00
parent 168336c318
commit 9777fe6e25
+24 -7
View File
@@ -38,7 +38,8 @@ the on-the-go core; everything else stays desktop-only.
editable on mobile is **investor name**, **contacts (name + email)**, **notes / communication editable on mobile is **investor name**, **contacts (name + email)**, **notes / communication
/ outreach log** (logging activity, not composing/sending — see §3a Backend reality), / outreach log** (logging activity, not composing/sending — see §3a Backend reality),
**pipeline stage**, and **reminders***and* **creating a new investor** **pipeline stage**, and **reminders***and* **creating a new investor**
(name + one or more contacts + type/stage). Still **desktop-only**: commitments/amounts, the (name + one or more contacts; no type field — Existing-Investor is auto-derived, pipeline stage
optional). Still **desktop-only**: commitments/amounts, the
full 20+ column set, column structure, bulk ops, and CSV. So mobile is "create and manage the full 20+ column set, column structure, bulk ops, and CSV. So mobile is "create and manage the
core investor record + log activity," not the full spreadsheet. core investor record + log activity," not the full spreadsheet.
- **Create/edit investors go through the Grid — the canonical write path — never Contacts.** - **Create/edit investors go through the Grid — the canonical write path — never Contacts.**
@@ -90,8 +91,20 @@ never a wide table.
- **View switching, up top (high priority):** a tappable current-view name → **bottom-sheet - **View switching, up top (high priority):** a tappable current-view name → **bottom-sheet
view picker** (Main / Follow-up / All Investors / … a growing set), plus search. Switching view picker** (Main / Follow-up / All Investors / … a growing set), plus search. Switching
re-filters the card list in place. re-filters the card list in place.
- **Card:** ~5 at-a-glance fields — **name · type badge · committed amount · pipeline stage · - **Card:** at-a-glance — **name · committed amount · pipeline stage · last contact**, plus two
last contact**. Tap → **full-screen investor detail** (today's slide-over, promoted). derived indicators below. Tap → **full-screen investor detail** (today's slide-over, promoted).
*(Card model is locked — see ROADMAP "Pipeline stages + investor flags/labels — LOCKED SPEC.")*
- **Existing-Investor indicator** (auto-derived from any committed $): a quiet **star by the name
or a thin left accent edge** — *not* a per-card banner. Existing LPs are special; unmistakable
but restrained, in the blue accent.
- **Priority** is the **only top-right corner badge** — a star/pill when flagged, empty otherwise.
Graveyard is not a corner badge (those rows filter out / render muted). Priority + Graveyard are
the only two disposition flags; there is **no investor "type"** — drop any INVESTOR/PROSPECT chip.
- **Pipeline stage** chip shows **only when the row is in the pipeline** (`Lead → Engaged →
Diligence → Commitment`); most rows have none.
- **Last contact** carries staleness: grey when fresh → **amber → red** by age, appending "stale"
past one global threshold (e.g. "35d stale"). Derived from one server value, so grid + mobile
color-code identically.
- **Detail + edit:** the full field set is grouped into sections and **read-only**, *except* - **Detail + edit:** the full field set is grouped into sections and **read-only**, *except*
the editable set: **investor name**, **contacts (name + email — the contact "pills")**, the editable set: **investor name**, **contacts (name + email — the contact "pills")**,
**notes / communication / outreach** (a text area or "log a note" entry), **pipeline stage** **notes / communication / outreach** (a text area or "log a note" entry), **pipeline stage**
@@ -99,8 +112,9 @@ never a wide table.
in a **bottom sheet**, one field at a time — no spreadsheet grid. Commitments/amounts and the in a **bottom sheet**, one field at a time — no spreadsheet grid. Commitments/amounts and the
rest of the columns stay read-only on mobile. rest of the columns stay read-only on mobile.
- **Add investor (`+` on the Grid):** a create flow capturing **investor name + one or more - **Add investor (`+` on the Grid):** a create flow capturing **investor name + one or more
contacts (name, email) + type + stage** — the minimum to start a record; the rest is filled contacts (name, email)** — the minimum to start a record (no "type" to choose — Existing-Investor
later on desktop. **Search-as-you-type on name first** and offer existing matches before is auto-derived from committed $; pipeline stage is optional, set only if adding to the pipeline);
the rest is filled later on desktop. **Search-as-you-type on name first** and offer existing matches before
creating, so a phone-added investor doesn't duplicate one already in the grid. creating, so a phone-added investor doesn't duplicate one already in the grid.
- The full multi-column spreadsheet (commitments/amounts, column reorder, bulk/CSV) stays - The full multi-column spreadsheet (commitments/amounts, column reorder, bulk/CSV) stays
**desktop-only**. **desktop-only**.
@@ -202,13 +216,16 @@ information density made thumb-friendly.
**Fundraising Grid:** **Fundraising Grid:**
> This is a 20+ column editable data table; each row is one investor (contact pills + per-fund > This is a 20+ column editable data table; each row is one investor (contact pills + per-fund
> commitments) — unusable as a wide table on a phone. Design a mobile **investor card list**: > commitments) — unusable as a wide table on a phone. Design a mobile **investor card list**:
> card shows name, type badge, committed amount, pipeline stage, last contact. At the top, a > card shows name, committed amount, pipeline stage (only if in the pipeline), and last contact
> (which color-shifts grey→amber→red as it goes stale); plus an auto-derived Existing-Investor star
> and a Priority corner badge — there is **no** investor/prospect type chip. At the top, a
> **tappable current-view name that opens a bottom-sheet list of saved views** (Main, Follow-up, > **tappable current-view name that opens a bottom-sheet list of saved views** (Main, Follow-up,
> All Investors, and a growing set of filtered cuts) plus search; switching a view re-filters > All Investors, and a growing set of filtered cuts) plus search; switching a view re-filters
> the list. Tapping a card opens a **full-screen detail**: most fields read-only **except** the > the list. Tapping a card opens a **full-screen detail**: most fields read-only **except** the
> editable set — **investor name**, **contacts (name + email)**, **notes/communication/outreach**, > editable set — **investor name**, **contacts (name + email)**, **notes/communication/outreach**,
> **pipeline stage**, and **set a reminder** — each edited in a bottom sheet. Add a **`+` to > **pipeline stage**, and **set a reminder** — each edited in a bottom sheet. Add a **`+` to
> create a new investor** (name + one or more contacts with name/email + type + stage), with > create a new investor** (name + one or more contacts with name/email; no type, pipeline stage
> optional), with
> search-as-you-type on name to surface existing matches before creating (avoid duplicates). > search-as-you-type on name to surface existing matches before creating (avoid duplicates).
> Commitments/amounts and the full column set stay read-only / desktop-only. > Commitments/amounts and the full column set stay read-only / desktop-only.