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feat: 8 outcome-driven UI flows#68

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chitcommit merged 1 commit intomainfrom
feat/user-flows-and-outcomes
Mar 26, 2026
Merged

feat: 8 outcome-driven UI flows#68
chitcommit merged 1 commit intomainfrom
feat/user-flows-and-outcomes

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@chitcommit chitcommit commented Mar 26, 2026

Summary

  • P0: Action Completion Loop — Recommendations: type-specific follow-through panels (defer date picker, email→Litigation AI, browser automation queue, negotiate→dispute link)
  • P0: Litigation→Dispute Bridge — Dispute picker on draft output, Save to Dispute button, URL param pre-population
  • P1: Evidence Timeline — New /evidence page with unified case timeline, contradiction alerts
  • P1: Account Drill-Down — Click-to-expand with transactions, sync balances, APR display
  • P1: Legal Deadline CRUD — Create form, mark-complete button
  • P2: Task Board — New /tasks page with Kanban/list views, status transitions, Notion links
  • P2: Queue History — Active/History tabs on Action Queue
  • P2: Revenue Management — Add/edit forms in Revenue tab

Navigation: 2 new routes, sidebar + mobile nav updated.

Test plan

  • Navigate to /evidence and /tasks
  • Recommendations follow-through panels (defer, email, browser, negotiate)
  • Litigation AI dispute bridge (picker, save, URL pre-population)
  • Account drill-down (click, transactions, sync)
  • Legal CRUD (create, complete)
  • Task Board (Kanban/list, status transitions)
  • Queue History tab
  • Revenue add/edit
  • tsc --noEmit + vite build pass

🤖 Generated with Claude Code

Summary by CodeRabbit

Release Notes

New Features

  • Evidence Timeline page for tracking case events and identifying contradictions
  • Legal deadlines management with creation and completion tracking
  • Tasks board offering Kanban and list view options for task organization
  • Revenue source management with manual add and edit capabilities
  • Account expansion to view recent transactions and sync balances
  • Decision history view in Action Queue
  • Save litigation drafts directly to disputes
  • Follow-through confirmation workflow for recommendations

P0: Action completion loop — type-specific follow-through panels for
defer (date picker), send_email (litigation AI link), browser automation
(queue), and negotiate (dispute link) actions in Recommendations.

P0: Litigation-to-dispute bridge — dispute picker dropdown, save-to-dispute
button that creates correspondence, URL param pre-population from dispute
context.

P1: Evidence Timeline page — unified case timeline combining facts,
deadlines, disputes, and documents from ChittyEvidence with contradiction
alerts tab.

P1: Account drill-down — click-to-expand with transaction list, sync
balances button, APR display, last synced timestamps.

P1: Legal deadline CRUD — create form with validation, mark-complete
button, toast notifications.

P2: Task Board page — Kanban view (4 columns) and list view with
filters, status transitions, priority badges, Notion deep links.

P2: Queue history — Active/History tabs on ActionQueue with decision
history list showing approvals, rejections, deferrals, and savings.

P2: Revenue management — add/edit forms in RevenueSources with manual
entry, inline editing, confidence/recurrence fields.

Navigation: 2 new routes (/evidence, /tasks), sidebar entries for
Evidence Timeline and Task Board, expanded mobile nav (8 items).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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@chitcommit chitcommit merged commit 7e88831 into main Mar 26, 2026
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@chitcommit chitcommit deleted the feat/user-flows-and-outcomes branch March 26, 2026 20:42
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coderabbitai bot commented Mar 26, 2026

Caution

Review failed

The pull request is closed.

ℹ️ Recent review info
⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro

Run ID: de6e2bf3-735a-442e-a80c-a7f5b4861b10

📥 Commits

Reviewing files that changed from the base of the PR and between d40d32c and ed3a8f0.

📒 Files selected for processing (12)
  • ui/src/components/MobileNav.tsx
  • ui/src/components/Sidebar.tsx
  • ui/src/components/planner/RevenueSources.tsx
  • ui/src/lib/api.ts
  • ui/src/main.tsx
  • ui/src/pages/Accounts.tsx
  • ui/src/pages/ActionQueue.tsx
  • ui/src/pages/Evidence.tsx
  • ui/src/pages/Legal.tsx
  • ui/src/pages/LitigationAssistant.tsx
  • ui/src/pages/Recommendations.tsx
  • ui/src/pages/Tasks.tsx

📝 Walkthrough

Walkthrough

This PR introduces multiple new features: Evidence and Tasks pages for case timelines and task management; a Legal page for deadline tracking; new API endpoints for evidence timeline retrieval and legal deadline management; and enhancements to existing pages (Accounts, ActionQueue, Recommendations, RevenueSources, LitigationAssistant) with expanded functionality and user interactions.

Changes

Cohort / File(s) Summary
Navigation Updates
ui/src/components/MobileNav.tsx, ui/src/components/Sidebar.tsx, ui/src/main.tsx
Added /legal, /evidence, and /tasks routes with corresponding navigation menu items in mobile and sidebar navigation; imported associated page components and icons.
API Layer Expansion
ui/src/lib/api.ts
Added 6 new endpoints: getCaseTimeline, getCaseFacts, getCaseContradictions, getPendingFacts for evidence/timeline retrieval; createLegalDeadline, updateLegalDeadline for legal deadline management; exported TypeScript interfaces for timeline events, facts, and contradictions.
New Evidence Page
ui/src/pages/Evidence.tsx
New page component for unified case timeline and contradiction visualization; fetches case timeline and contradiction data; renders tabbed interface with timeline cards (event type, source, confidence metadata) and contradiction cards (severity-based styling); includes empty state and error handling.
New Legal Page
ui/src/pages/Legal.tsx
New page for legal deadline management with create form, deadline card list with completion toggle, form validation (requires case_ref, title, deadline_date); calls createLegalDeadline and updateLegalDeadline API methods; toast notifications for success/error feedback.
New Tasks Page
ui/src/pages/Tasks.tsx
New page with Kanban board and list views for task display/management; groups tasks by backend status; renders task cards with priority, status, type, title, and optional metadata; supports status advancement via updateTaskStatus with optimistic updates and toast notifications.
Existing Page Enhancements
ui/src/pages/Accounts.tsx
Added expandable transaction display per account (calls getAccount on demand); added balance sync control (syncPlaidBalances); updated card UI with chevron indicators, expansion state, and inline transaction list rendering (20 items max with count footer).
Existing Page Enhancements
ui/src/pages/ActionQueue.tsx
Added tabbed navigation (active/history); introduced decision history fetching (getQueueHistory); added history presentation with decision icons, badges, and formatted metadata; conditionally renders triage/controls only on active tab.
Existing Page Enhancements
ui/src/pages/RevenueSources.tsx
Extended with create/edit form UI (description, amount, recurrence, source, confidence fields); added addRevenueSource and updateRevenueSource API calls; per-row edit controls; replaced single action button with two-button layout (Add Source / Auto-Discover); form validation and toast notifications.
Existing Page Enhancements
ui/src/pages/LitigationAssistant.tsx
Added dispute linkage: fetches disputes on mount (getDisputes); reads dispute query parameter; pre-selects dispute and populates recipient/notes from matching dispute; new saveToDispute function calls addCorrespondence; renders dispute picker and Save button in draft UI.
Existing Page Enhancements
ui/src/pages/Recommendations.tsx
Added follow-through workflow with deferred action state; confirmFollowThrough handler for multi-step actions (defer, send_email, execute_browser, negotiate); intercepts actions to show follow-through panel; added success toast notifications; extended action labeling.

Estimated code review effort

🎯 4 (Complex) | ⏱️ ~60 minutes

Possibly related PRs

Poem

🐰✨ New routes and pages take their place,
Evidence timelines help us trace the case!
Legal deadlines, tasks in splendid rows,
Enhanced flows where user data flows.
The frontend hops to features fresh and new! 🌿

✨ Finishing Touches
📝 Generate docstrings
  • Create stacked PR
  • Commit on current branch
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch feat/user-flows-and-outcomes

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chitcommit added a commit that referenced this pull request Mar 27, 2026
Critical:
- Encode user-supplied caseId in evidence API URLs (path traversal risk)
- Surface contradiction fetch failures in Evidence page (was silent empty)
- Show error state on transaction fetch failure in Accounts (was silent empty)
- Show dispute load error in LitigationAssistant picker (was empty catch)

Important:
- Remove dead actionIcon/Icon code from Recommendations
- Remove unused RefreshCw import from Accounts
- Guard useEffect pre-population to run once (prevents overwriting user edits)
- Restore console.error logging in Recommendations act/dismiss
- Clear stale data when loading new case in Evidence
- Surface timeline.partial warning in Evidence page
- Show retry on history load failure in ActionQueue
- Clear error state on reload in Legal page
- Surface missing dispute from URL param in LitigationAssistant

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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