Forge: The Handling Engine

Timeline

1. 1

   Start

   Mobile layout spins

   Dashboard overflow, stat cards, horizontal scroll — fixed in sequence

2. 2

   30m

   Call workflow

   Twilio <Dial> forward, 90s Inngest delay, answeredCallDisposition, forge/lead.handled cancelOn

3. 3

   1hr

   Auth + Twilio URL fix

   getTenantId fallback removed, Twilio webhook URL built from NEXT_PUBLIC_APP_URL

4. 4

   1.5hr

   Unit tests

   auth.test.ts + twilioSignature.test.ts, fixed @/ alias resolution in vitest.config.ts

5. 5

   2hr

   moveDeal triggerEvent decoupling

   Stage names no longer drive Inngest events — triggerEvent column on pipeline_stages

6. 6

   2.5hr

   Handling engine + Today view

   lib/forge/handling.ts, TodayCard, attention-aware DealCard, Customers page, nav rename

7. 7

   Done

   Forge v2 committed

   All changes in forge/ subrepo

What shipped

• lib/forge/handling.ts — getHandlingState(), getPrimaryActions(), extractMemoryText(), TONE_COLORS — pure functions, no DB writes

• TodayCard component — vertical mobile layout, handling state badge always visible, contextual primary actions, Done/Snooze secondary

• Today page — replaces Dashboard/Inbox/Home everywhere (nav, page title, dynamic date header)

• Pipeline page — fetches most important active event per deal, passes handling + primaryActions into DealCard

• DealCard — attention panel with handling label + primary action buttons when active event exists

• Customers page (was Contacts) — active deals ordered by createdAt desc, excludes Paid/Complete, memory snippets via extractMemoryText()

• ContactsList — client component with live search + memory snippet (violet, italic)

• Call workflow — Twilio <Dial> forward to owner_phone, outcome callback to /api/webhooks/twilio/call-status

• missedCallSms Inngest function — 90s delay, cancelOn forge/lead.handled so Gino calling back prevents awkward missed-call text

• answeredCallDisposition — texts Gino after answered call asking what happened (new estimate / scheduled / not a lead)

• leadStatus column on deals — new_lead → missed_call_queued → missed_call_sent → contacted / not_a_lead / awaiting_reply

• forge/lead.handled fires on: stage move, markContacted, markNotALead, customer SMS reply

• Needs Contact section on dashboard — unhandled missed calls with Got it / Not a lead one-tap buttons

• getTenantId(): removed hardcoded fallback — missing org now redirects to sign-in

• Twilio webhook: URL built from NEXT_PUBLIC_APP_URL (req.url is relative on Vercel)

• vitest.config.ts: resolve.tsconfigPaths fixes @/ alias resolution

• tests/unit/auth.test.ts — covers no-org-fallback case

• tests/unit/twilioSignature.test.ts — covers URL construction logic

• moveDeal: triggerEvent column on pipeline_stages — stage display names no longer drive Inngest events

• migration 0005_thin_leader.sql — ALTER TABLE pipeline_stages ADD COLUMN trigger_event

• Dashboard: compact Needs Contact list — one row per lead, no dead space

• Multiple mobile layout fixes: overflow, stat card wrap, min-w-0 on flex children, height constraints removed

• Deleted orphaned EventActions.tsx and LeadActions.tsx

• PrimaryActionButton shared component in components/forge/ used by TodayCard and DealCard