@elevasis/ui 2.42.0 → 2.43.0

package/dist/components/index.d.ts

@@ -1698,6 +1698,7 @@ type Database = {
                     organization_id: string;
                     primary_company_id: string | null;
                     primary_contact_id: string | null;
+                    source: string;
                     source_deal_id: string | null;
                     status: string;
                     updated_at: string;
@@ -1711,6 +1712,7 @@ type Database = {
                     organization_id: string;
                     primary_company_id?: string | null;
                     primary_contact_id?: string | null;
+                    source?: string;
                     source_deal_id?: string | null;
                     status?: string;
                     updated_at?: string;
@@ -1724,6 +1726,7 @@ type Database = {
                     organization_id?: string;
                     primary_company_id?: string | null;
                     primary_contact_id?: string | null;
+                    source?: string;
                     source_deal_id?: string | null;
                     status?: string;
                     updated_at?: string;

package/dist/components/index.js

@@ -1,4 +1,4 @@
-export { APIErrorAlert, AbsoluteScheduleForm, ActionModal, ActivityCard, ActivityFeedWidget, ActivityFilters as ActivityFiltersBar, ActivityTable, ActivityTimeline, AgentDefinitionDisplay, AgentExecutionLogs, AgentExecutionTimeline, AgentExecutionVisualizer, AgentIterationEdge, AgentIterationNode, AllTasksPage, ApiKeyDisplayModal, ApiKeyList, ApiKeySettings, AppErrorBoundary, BaseEdge, BaseExecutionLogs, BaseExecutionLogsHeader, BaseExecutionLogsStates, BaseNode, Breadcrumbs, BusinessImpactCard, CenteredErrorState, CheckpointGroup, CollapsibleJsonSection, CollapsibleSection, CommandQueueSidebar, CommandQueueSidebarMiddle, CommandQueueSidebarTop, CommandQueueTaskRow, CompanyDetailPage, ConfigCard, ConfirmationInputModal, ConfirmationModal, ContactDetailPage, ContentSections, ContextUsageBadge, ContextViewer, ContractDisplay, CostBreakdownCard, CostByModelTable, CostMetricsCard, CrashErrorFallback, CreateApiKeyModal, CreateCredentialModal, CreateRoleModal, CreateScheduleModal, CredentialList, CredentialSettings, CrmOverview, CrmSidebar, CrmSidebarMiddle, CrmSidebarTop, CustomModal, CustomSelector, DEAL_STAGES, DEFAULT_KANBAN_CONFIG, DealDetailPage, DealKanbanCard, DealsListPage, DeleteScheduleModal, DeploymentDetailModal, DeploymentList, DeploymentSettings, DeploymentStatusBadge, DetailCardSkeleton, EditApiKeyModal, ElevasisLoader, EmptyState, EmptyVisualizer, ErrorAnalysisCard, ErrorBreakdownTable, ErrorReportCard, ExecutionBreakdownTable, ExecutionErrorSection, ExecutionHealthCard, ExecutionLogsFilters as ExecutionLogsFilterBar, ExecutionLogsTable, ExecutionStats, ExecutionStatusBadge, FeatureUnavailableState, FilterBar, GlowDot, GraphBackground, GraphContainer, GraphFitViewButton, GraphFitViewHandler, GraphLegend, HealthStatusCard, JsonViewer, KanbanBoard, LEAD_GEN_ROUTE_LINKS, LeadGenCompaniesPage, LeadGenContactsPage, LeadGenListDetailPage, LeadGenListsPage, LeadGenOverviewPage, LeadGenRouteShell, LeadGenSidebar, LeadGenSidebarMiddle, LeadGenSidebarTop, ListSkeleton, LogEntry, LogGroup, MdxRenderer, MembershipStatusBadge, MetricsStrip, MilestoneTimeline, MyTasksPanel, NavigationButton, NewKnowledgeMapEdge, NewKnowledgeMapGraph, NewKnowledgeMapNode, NoAccessState, NotificationBell, NotificationItem, NotificationList, NotificationPanel, OAuthConnectModal, OperationsSidebar, OperationsSidebarMiddle, OperationsSidebarTop, OrganizationMembershipsList, PIPELINE_FUNNEL_ORDER, PageNotFound, PageTitleCaption, PermissionMatrix, PipelineFunnelWidget, ProjectDetailPage, ProjectsListPage, ProjectsSidebar, ProjectsSidebarMiddle, ProjectsSidebarTop, QuickCreateActions, RecurringScheduleForm, RelativeScheduleForm, ResourceCard, ResourceDefinitionSection, ResourceErrorState, ResourceFilter, ResourceHeader, ResourceHealthChart, ResourceHealthPanel, ResourceNotFoundState, RichTextEditor, RoleBadge, RunResourceButton, SAVED_VIEW_PRESETS, SavedViewsPanel, ScheduleCard, ScheduleDetailModal, ScheduleTypeSelector, SessionMemory, SortableHeader, StatCard, StatCardSkeleton, StatsCardSkeleton, StatusBadge, StepConfigForm, TabCountBadge, TabSection, TableSelectionToolbar, TaskCard, TaskScheduler, TimeRangeSelector, TimelineAxis, TimelineBar, TimelineContainer, TimelineRow, ToolsListDisplay, TrendIndicator, UnifiedWorkflowEdge, UnifiedWorkflowGraph, UnifiedWorkflowNode, UpcomingMilestonesPage, VisualizerContainer, WebhookUrlDisplayModal, WorkflowDefinitionDisplay, WorkflowExecutionLogs, WorkflowExecutionTimeline, ZodFormRenderer, buildErrorReport, calculateProgress, crmManifest, deliveryManifest, formatStatusLabel, getEnrichmentColor, getExecutionStatusConfig, getGraphBackgroundStyles, getHealthColor, getIcon, getLogLevelConfig, getStatusColor, iconMap, leadGenManifest, mdxComponents, milestoneStatusColors, monitoringManifest, noteTypeColors, operationsManifest, projectStatusColors, settingsManifest, showApiErrorNotification, showAuthError, showErrorNotification, showInfoNotification, showSuccessNotification, showWarningNotification, taskStatusColors, taskTypeColors, useCrmPipelineSummary, useCrmQuickMetrics, useDeleteLists, useGraphBackgroundStyles, useGraphTheme, useNewKnowledgeMapLayout, useRecentCrmActivity } from '../chunk-3MTAHV5M.js';
+export { APIErrorAlert, AbsoluteScheduleForm, ActionModal, ActivityCard, ActivityFeedWidget, ActivityFilters as ActivityFiltersBar, ActivityTable, ActivityTimeline, AgentDefinitionDisplay, AgentExecutionLogs, AgentExecutionTimeline, AgentExecutionVisualizer, AgentIterationEdge, AgentIterationNode, AllTasksPage, ApiKeyDisplayModal, ApiKeyList, ApiKeySettings, AppErrorBoundary, BaseEdge, BaseExecutionLogs, BaseExecutionLogsHeader, BaseExecutionLogsStates, BaseNode, Breadcrumbs, BusinessImpactCard, CenteredErrorState, CheckpointGroup, CollapsibleJsonSection, CollapsibleSection, CommandQueueSidebar, CommandQueueSidebarMiddle, CommandQueueSidebarTop, CommandQueueTaskRow, CompanyDetailPage, ConfigCard, ConfirmationInputModal, ConfirmationModal, ContactDetailPage, ContentSections, ContextUsageBadge, ContextViewer, ContractDisplay, CostBreakdownCard, CostByModelTable, CostMetricsCard, CrashErrorFallback, CreateApiKeyModal, CreateCredentialModal, CreateRoleModal, CreateScheduleModal, CredentialList, CredentialSettings, CrmOverview, CrmSidebar, CrmSidebarMiddle, CrmSidebarTop, CustomModal, CustomSelector, DEAL_STAGES, DEFAULT_KANBAN_CONFIG, DealDetailPage, DealKanbanCard, DealsListPage, DeleteScheduleModal, DeploymentDetailModal, DeploymentList, DeploymentSettings, DeploymentStatusBadge, DetailCardSkeleton, EditApiKeyModal, ElevasisLoader, EmptyState, EmptyVisualizer, ErrorAnalysisCard, ErrorBreakdownTable, ErrorReportCard, ExecutionBreakdownTable, ExecutionErrorSection, ExecutionHealthCard, ExecutionLogsFilters as ExecutionLogsFilterBar, ExecutionLogsTable, ExecutionStats, ExecutionStatusBadge, FeatureUnavailableState, FilterBar, GlowDot, GraphBackground, GraphContainer, GraphFitViewButton, GraphFitViewHandler, GraphLegend, HealthStatusCard, JsonViewer, KanbanBoard, LEAD_GEN_ROUTE_LINKS, LeadGenCompaniesPage, LeadGenContactsPage, LeadGenListDetailPage, LeadGenListsPage, LeadGenOverviewPage, LeadGenRouteShell, LeadGenSidebar, LeadGenSidebarMiddle, LeadGenSidebarTop, ListSkeleton, LogEntry, LogGroup, MdxRenderer, MembershipStatusBadge, MetricsStrip, MilestoneTimeline, MyTasksPanel, NavigationButton, NewKnowledgeMapEdge, NewKnowledgeMapGraph, NewKnowledgeMapNode, NoAccessState, NotificationBell, NotificationItem, NotificationList, NotificationPanel, OAuthConnectModal, OperationsSidebar, OperationsSidebarMiddle, OperationsSidebarTop, OrganizationMembershipsList, PIPELINE_FUNNEL_ORDER, PageNotFound, PageTitleCaption, PermissionMatrix, PipelineFunnelWidget, ProjectDetailPage, ProjectsListPage, ProjectsSidebar, ProjectsSidebarMiddle, ProjectsSidebarTop, QuickCreateActions, RecurringScheduleForm, RelativeScheduleForm, ResourceCard, ResourceDefinitionSection, ResourceErrorState, ResourceFilter, ResourceHeader, ResourceHealthChart, ResourceHealthPanel, ResourceNotFoundState, RichTextEditor, RoleBadge, RunResourceButton, SAVED_VIEW_PRESETS, SavedViewsPanel, ScheduleCard, ScheduleDetailModal, ScheduleTypeSelector, SessionMemory, SortableHeader, StatCard, StatCardSkeleton, StatsCardSkeleton, StatusBadge, StepConfigForm, TabCountBadge, TabSection, TableSelectionToolbar, TaskCard, TaskScheduler, TimeRangeSelector, TimelineAxis, TimelineBar, TimelineContainer, TimelineRow, ToolsListDisplay, TrendIndicator, UnifiedWorkflowEdge, UnifiedWorkflowGraph, UnifiedWorkflowNode, UpcomingMilestonesPage, VisualizerContainer, WebhookUrlDisplayModal, WorkflowDefinitionDisplay, WorkflowExecutionLogs, WorkflowExecutionTimeline, ZodFormRenderer, buildErrorReport, calculateProgress, crmManifest, deliveryManifest, formatStatusLabel, getEnrichmentColor, getExecutionStatusConfig, getGraphBackgroundStyles, getHealthColor, getIcon, getLogLevelConfig, getStatusColor, iconMap, leadGenManifest, mdxComponents, milestoneStatusColors, monitoringManifest, noteTypeColors, operationsManifest, projectStatusColors, settingsManifest, showApiErrorNotification, showAuthError, showErrorNotification, showInfoNotification, showSuccessNotification, showWarningNotification, taskStatusColors, taskTypeColors, useCrmPipelineSummary, useCrmQuickMetrics, useDeleteLists, useGraphBackgroundStyles, useGraphTheme, useNewKnowledgeMapLayout, useRecentCrmActivity } from '../chunk-FUKNHVUV.js';
 import '../chunk-NZ2F5RQ4.js';
 import '../chunk-OJJK27GC.js';
 import '../chunk-AUDNF2Q7.js';
@@ -9,7 +9,7 @@ import '../chunk-SJHM4WDG.js';
 import '../chunk-ZTWA5H77.js';
 export { CardHeader } from '../chunk-S3XR4II4.js';
 import '../chunk-6DO4PE3O.js';
-import '../chunk-MA7YCY7C.js';
+import '../chunk-NVVAQNKE.js';
 import '../chunk-DD3CCMCZ.js';
 export { SEOSidebar, SEOSidebarMiddle, SEOSidebarTop, seoManifest } from '../chunk-GMXGDO3I.js';
 import '../chunk-2IFYDILW.js';
@@ -18,7 +18,7 @@ export { Graph_module_css_default as graphStyles } from '../chunk-HENXLGVD.js';
 export { CONTAINER_CONSTANTS, SHARED_VIZ_CONSTANTS } from '../chunk-7FPLLSHN.js';
 import '../chunk-RNP5R5I3.js';
 import '../chunk-W2SFTXMT.js';
-import '../chunk-YEGMSADG.js';
+import '../chunk-XDEUR36B.js';
 import '../chunk-KRWALB24.js';
 import '../chunk-2FTX4WO2.js';
 import '../chunk-MQZE7SUI.js';

package/dist/components/navigation/index.js

@@ -1,4 +1,4 @@
-export { useBreadcrumbs } from '../../chunk-3MTAHV5M.js';
+export { useBreadcrumbs } from '../../chunk-FUKNHVUV.js';
 import '../../chunk-NZ2F5RQ4.js';
 import '../../chunk-OJJK27GC.js';
 import '../../chunk-AUDNF2Q7.js';
@@ -9,7 +9,7 @@ import '../../chunk-SJHM4WDG.js';
 import '../../chunk-ZTWA5H77.js';
 import '../../chunk-S3XR4II4.js';
 import '../../chunk-6DO4PE3O.js';
-import '../../chunk-MA7YCY7C.js';
+import '../../chunk-NVVAQNKE.js';
 import '../../chunk-DD3CCMCZ.js';
 import '../../chunk-GMXGDO3I.js';
 import '../../chunk-2IFYDILW.js';
@@ -18,7 +18,7 @@ import '../../chunk-HENXLGVD.js';
 import '../../chunk-7FPLLSHN.js';
 import '../../chunk-RNP5R5I3.js';
 import '../../chunk-W2SFTXMT.js';
-import '../../chunk-YEGMSADG.js';
+import '../../chunk-XDEUR36B.js';
 import '../../chunk-KRWALB24.js';
 import '../../chunk-2FTX4WO2.js';
 import '../../chunk-MQZE7SUI.js';

package/dist/features/auth/index.d.ts

@@ -1253,6 +1253,7 @@ type Database = {
                     organization_id: string;
                     primary_company_id: string | null;
                     primary_contact_id: string | null;
+                    source: string;
                     source_deal_id: string | null;
                     status: string;
                     updated_at: string;
@@ -1266,6 +1267,7 @@ type Database = {
                     organization_id: string;
                     primary_company_id?: string | null;
                     primary_contact_id?: string | null;
+                    source?: string;
                     source_deal_id?: string | null;
                     status?: string;
                     updated_at?: string;
@@ -1279,6 +1281,7 @@ type Database = {
                     organization_id?: string;
                     primary_company_id?: string | null;
                     primary_contact_id?: string | null;
+                    source?: string;
                     source_deal_id?: string | null;
                     status?: string;
                     updated_at?: string;

package/dist/features/auth/index.js

@@ -1,5 +1,5 @@
-import { ProtectedRoute, AppearanceContext, AppShellError, useAppearance } from '../../chunk-3MTAHV5M.js';
-export { AccessGuard } from '../../chunk-3MTAHV5M.js';
+import { ProtectedRoute, AppearanceContext, AppShellError, useAppearance } from '../../chunk-FUKNHVUV.js';
+export { AccessGuard } from '../../chunk-FUKNHVUV.js';
 import '../../chunk-NZ2F5RQ4.js';
 import '../../chunk-OJJK27GC.js';
 import '../../chunk-AUDNF2Q7.js';
@@ -10,7 +10,7 @@ import '../../chunk-SJHM4WDG.js';
 import '../../chunk-ZTWA5H77.js';
 import '../../chunk-S3XR4II4.js';
 import { useInitialization } from '../../chunk-6DO4PE3O.js';
-import '../../chunk-MA7YCY7C.js';
+import '../../chunk-NVVAQNKE.js';
 import '../../chunk-DD3CCMCZ.js';
 import '../../chunk-GMXGDO3I.js';
 import '../../chunk-2IFYDILW.js';
@@ -19,7 +19,7 @@ import '../../chunk-HENXLGVD.js';
 import '../../chunk-7FPLLSHN.js';
 import '../../chunk-RNP5R5I3.js';
 export { useUserProfile } from '../../chunk-W2SFTXMT.js';
-import '../../chunk-YEGMSADG.js';
+import '../../chunk-XDEUR36B.js';
 import '../../chunk-KRWALB24.js';
 import '../../chunk-2FTX4WO2.js';
 import '../../chunk-MQZE7SUI.js';

package/dist/features/clients/index.d.ts

@@ -4,12 +4,14 @@ import { ReactNode, ComponentType } from 'react';
 
 declare const ClientStatusSchema: z.ZodEnum<{
     active: "active";
-    completed: "completed";
-    paused: "paused";
     onboarding: "onboarding";
+    paused: "paused";
+    completed: "completed";
     churned: "churned";
 }>;
+declare const ClientSourceSchema: z.ZodString;
 type ClientStatus = z.infer<typeof ClientStatusSchema>;
+type ClientSource = z.infer<typeof ClientSourceSchema>;
 
 interface ClientStatusBadgeProps {
     status: ClientStatus;
@@ -48,8 +50,9 @@ interface EditClientNameModalProps {
     onClose: () => void;
     clientId: string;
     currentName: string;
+    currentSource: ClientSource;
 }
-declare function EditClientNameModal({ opened, onClose, clientId, currentName }: EditClientNameModalProps): react_jsx_runtime.JSX.Element;
+declare function EditClientNameModal({ opened, onClose, clientId, currentName, currentSource }: EditClientNameModalProps): react_jsx_runtime.JSX.Element;
 
 interface UpdateClientStatusModalProps {
     opened: boolean;

package/dist/features/clients/index.js

@@ -1,4 +1,4 @@
-import { useClientStatus, StatCard, EmptyState, useCreateClient, CustomModal, useUpdateClient, useDeleteClient, usePaginationState, useClients, SubshellContentContainer, PageContainer, PageTitleCaption, FilterBar, CenteredErrorState, useClient, showApiErrorNotification } from '../../chunk-3MTAHV5M.js';
+import { useClientStatus, StatCard, EmptyState, useCreateClient, CustomModal, useUpdateClient, useDeleteClient, usePaginationState, useClients, SubshellContentContainer, PageContainer, PageTitleCaption, FilterBar, CenteredErrorState, useClient, showApiErrorNotification } from '../../chunk-FUKNHVUV.js';
 import '../../chunk-NZ2F5RQ4.js';
 import '../../chunk-OJJK27GC.js';
 import '../../chunk-AUDNF2Q7.js';
@@ -9,7 +9,7 @@ import '../../chunk-SJHM4WDG.js';
 import '../../chunk-ZTWA5H77.js';
 import { CardHeader } from '../../chunk-S3XR4II4.js';
 import '../../chunk-6DO4PE3O.js';
-import '../../chunk-MA7YCY7C.js';
+import '../../chunk-NVVAQNKE.js';
 import '../../chunk-DD3CCMCZ.js';
 import '../../chunk-GMXGDO3I.js';
 import '../../chunk-2IFYDILW.js';
@@ -18,7 +18,7 @@ import '../../chunk-HENXLGVD.js';
 import '../../chunk-7FPLLSHN.js';
 import '../../chunk-RNP5R5I3.js';
 import '../../chunk-W2SFTXMT.js';
-import { PAGE_SIZE_DEFAULT, formatTimeAgo } from '../../chunk-YEGMSADG.js';
+import { PAGE_SIZE_DEFAULT, formatTimeAgo } from '../../chunk-XDEUR36B.js';
 import '../../chunk-KRWALB24.js';
 import '../../chunk-2FTX4WO2.js';
 import '../../chunk-MQZE7SUI.js';
@@ -46,15 +46,27 @@ var CLIENT_STATUS_COLORS = {
 function formatClientStatusLabel(status) {
   return status.charAt(0).toUpperCase() + status.slice(1);
 }
+var CLIENT_SOURCE_OPTIONS = [
+  { value: "word_of_mouth", label: "Word of mouth" },
+  { value: "acquisition", label: "Acquisition" },
+  { value: "referral", label: "Referral" },
+  { value: "partner", label: "Partner" },
+  { value: "manual", label: "Manual" }
+];
+function formatClientSourceLabel(source) {
+  return source.split("_").filter(Boolean).map((part) => part.charAt(0).toUpperCase() + part.slice(1)).join(" ");
+}
 function ClientStatusBadge({ status }) {
   return /* @__PURE__ */ jsx(Badge, { variant: "light", color: CLIENT_STATUS_COLORS[status] ?? "gray", size: "sm", children: formatClientStatusLabel(status) });
 }
 var ClientStatusSchema = z.enum(["active", "onboarding", "paused", "completed", "churned"]);
+var ClientSourceSchema = z.string().trim().min(1).max(64).regex(/^[a-z][a-z0-9_]*$/, "Source must use lowercase letters, numbers, and underscores");
 z.object({
   clientId: UuidSchema
 }).strict();
 z.object({
   status: ClientStatusSchema.optional(),
+  source: ClientSourceSchema.optional(),
   search: z.string().trim().min(1).max(255).optional(),
   limit: z.coerce.number().int().min(1).max(100).default(50),
   offset: z.coerce.number().int().min(0).default(0)
@@ -69,6 +81,7 @@ var ClientResponseSchema = z.object({
   organizationId: z.string(),
   name: z.string(),
   status: ClientStatusSchema,
+  source: ClientSourceSchema,
   sourceDealId: z.string().nullable(),
   primaryCompanyId: z.string().nullable(),
   primaryContactId: z.string().nullable(),
@@ -132,6 +145,7 @@ z.object({
 var CreateClientRequestSchema = z.object({
   name: z.string().trim().min(1).max(255),
   status: ClientStatusSchema.optional(),
+  source: ClientSourceSchema.optional(),
   sourceDealId: UuidSchema.nullable().optional(),
   primaryCompanyId: UuidSchema.nullable().optional(),
   primaryContactId: UuidSchema.nullable().optional(),
@@ -140,6 +154,7 @@ var CreateClientRequestSchema = z.object({
 z.object({
   name: z.string().trim().min(1).max(255).optional(),
   status: ClientStatusSchema.optional(),
+  source: ClientSourceSchema.optional(),
   sourceDealId: UuidSchema.nullable().optional(),
   primaryCompanyId: UuidSchema.nullable().optional(),
   primaryContactId: UuidSchema.nullable().optional(),
@@ -230,7 +245,8 @@ function CreateClientModal({ opened, onClose }) {
   const form = useForm({
     initialValues: {
       name: "",
-      status: void 0
+      status: "onboarding",
+      source: "word_of_mouth"
     },
     validate: zod4Resolver(CreateClientRequestSchema)
   });
@@ -265,34 +281,49 @@ function CreateClientModal({ opened, onClose }) {
       Select,
       {
         label: "Status",
-        placeholder: "Select status (optional)",
+        placeholder: "Select status",
         data: STATUS_OPTIONS,
-        clearable: true,
         ...form.getInputProps("status"),
         disabled: createClient.isPending
       }
     ),
+    /* @__PURE__ */ jsx(
+      Select,
+      {
+        label: "Source",
+        placeholder: "Select source",
+        data: CLIENT_SOURCE_OPTIONS,
+        required: true,
+        value: form.values.source ?? null,
+        onChange: (value) => form.setFieldValue("source", value ?? "word_of_mouth"),
+        error: form.errors.source,
+        disabled: createClient.isPending
+      }
+    ),
     /* @__PURE__ */ jsxs(Group, { justify: "space-between", mt: "xs", children: [
       /* @__PURE__ */ jsx(Button, { variant: "light", onClick: handleClose, disabled: createClient.isPending, children: "Cancel" }),
       /* @__PURE__ */ jsx(Button, { type: "submit", loading: createClient.isPending, children: "Create Client" })
     ] })
   ] }) }) });
 }
-var EditNameSchema = z.object({ name: z.string().trim().min(1).max(255) });
-function EditClientNameModal({ opened, onClose, clientId, currentName }) {
+var EditClientSchema = z.object({
+  name: z.string().trim().min(1).max(255),
+  source: ClientSourceSchema
+});
+function EditClientNameModal({ opened, onClose, clientId, currentName, currentSource }) {
   const updateClient = useUpdateClient();
   const form = useForm({
-    initialValues: { name: currentName },
-    validate: zod4Resolver(EditNameSchema)
+    initialValues: { name: currentName, source: currentSource },
+    validate: zod4Resolver(EditClientSchema)
   });
   useEffect(() => {
     if (opened) {
-      form.setValues({ name: currentName });
+      form.setValues({ name: currentName, source: currentSource });
     }
-  }, [opened, currentName]);
+  }, [opened, currentName, currentSource]);
   const handleSubmit = async (values) => {
     try {
-      await updateClient.mutateAsync({ clientId, updates: { name: values.name } });
+      await updateClient.mutateAsync({ clientId, updates: { name: values.name, source: values.source } });
       onClose();
     } catch (error) {
       showApiErrorNotification(error);
@@ -305,7 +336,7 @@ function EditClientNameModal({ opened, onClose, clientId, currentName }) {
     }
   };
   return /* @__PURE__ */ jsx(CustomModal, { opened, onClose: handleClose, size: "sm", loading: updateClient.isPending, children: /* @__PURE__ */ jsx("form", { onSubmit: form.onSubmit(handleSubmit), children: /* @__PURE__ */ jsxs(Stack, { p: "md", children: [
-    /* @__PURE__ */ jsx(Title, { order: 4, children: "Edit Client Name" }),
+    /* @__PURE__ */ jsx(Title, { order: 4, children: "Edit Client" }),
     /* @__PURE__ */ jsx(
       TextInput,
       {
@@ -316,6 +347,18 @@ function EditClientNameModal({ opened, onClose, clientId, currentName }) {
         disabled: updateClient.isPending
       }
     ),
+    /* @__PURE__ */ jsx(
+      Select,
+      {
+        label: "Source",
+        data: CLIENT_SOURCE_OPTIONS,
+        required: true,
+        value: form.values.source,
+        onChange: (value) => form.setFieldValue("source", value ?? currentSource),
+        error: form.errors.source,
+        disabled: updateClient.isPending
+      }
+    ),
     /* @__PURE__ */ jsxs(Group, { justify: "space-between", mt: "xs", children: [
       /* @__PURE__ */ jsx(Button, { variant: "light", onClick: handleClose, disabled: updateClient.isPending, children: "Cancel" }),
       /* @__PURE__ */ jsx(Button, { type: "submit", loading: updateClient.isPending, children: "Save" })
@@ -416,12 +459,14 @@ var STATUS_OPTIONS3 = [
 ];
 function ClientsListPage({ onClientClick } = {}) {
   const [statusFilter, setStatusFilter] = useState(null);
+  const [sourceFilter, setSourceFilter] = useState(null);
   const [searchQuery, setSearchQuery] = useState("");
   const [createOpened, { open: openCreate, close: closeCreate }] = useDisclosure(false);
   const [debouncedSearch] = useDebouncedValue(searchQuery, 300);
-  const pagination = usePaginationState(PAGE_SIZE_DEFAULT, [statusFilter, debouncedSearch]);
+  const pagination = usePaginationState(PAGE_SIZE_DEFAULT, [statusFilter, sourceFilter, debouncedSearch]);
   const { data, isLoading, error } = useClients({
     status: statusFilter ?? void 0,
+    source: sourceFilter ?? void 0,
     search: debouncedSearch.trim() || void 0,
     limit: PAGE_SIZE_DEFAULT,
     offset: pagination.offset
@@ -434,7 +479,7 @@ function ClientsListPage({ onClientClick } = {}) {
         PageTitleCaption,
         {
           title: "Clients",
-          caption: "Closed-won deals and ongoing engagements",
+          caption: "Direct clients, converted deals, and ongoing engagements",
           rightSection: /* @__PURE__ */ jsx(Button, { variant: "filled", size: "sm", leftSection: /* @__PURE__ */ jsx(IconPlus, { size: 16 }), onClick: openCreate, children: "New Client" })
         }
       ),
@@ -453,6 +498,18 @@ function ClientsListPage({ onClientClick } = {}) {
               style: { minWidth: 180 }
             }
           ),
+          /* @__PURE__ */ jsx(
+            Select,
+            {
+              placeholder: "All Sources",
+              data: CLIENT_SOURCE_OPTIONS,
+              value: sourceFilter,
+              onChange: (v) => setSourceFilter(v),
+              clearable: true,
+              size: "sm",
+              style: { minWidth: 180 }
+            }
+          ),
           /* @__PURE__ */ jsx(
             TextInput,
             {
@@ -470,12 +527,13 @@ function ClientsListPage({ onClientClick } = {}) {
           {
             icon: IconUsers,
             title: "No clients found",
-            description: "Clients are created when a deal is closed-won."
+            description: "Create a direct client or convert a closed-won deal."
           }
         ) : /* @__PURE__ */ jsxs(Table, { children: [
           /* @__PURE__ */ jsx(Table.Thead, { children: /* @__PURE__ */ jsxs(Table.Tr, { children: [
             /* @__PURE__ */ jsx(Table.Th, { children: "Name" }),
             /* @__PURE__ */ jsx(Table.Th, { children: "Status" }),
+            /* @__PURE__ */ jsx(Table.Th, { children: "Source" }),
             /* @__PURE__ */ jsx(Table.Th, { children: "Converted" }),
             /* @__PURE__ */ jsx(Table.Th, { children: "Updated" })
           ] }) }),
@@ -487,6 +545,7 @@ function ClientsListPage({ onClientClick } = {}) {
             return /* @__PURE__ */ jsxs(Table.Tr, { ...rowProps, children: [
               /* @__PURE__ */ jsx(Table.Td, { children: /* @__PURE__ */ jsx(Text, { fw: 500, children: client.name }) }),
               /* @__PURE__ */ jsx(Table.Td, { children: /* @__PURE__ */ jsx(ClientStatusBadge, { status: client.status }) }),
+              /* @__PURE__ */ jsx(Table.Td, { children: /* @__PURE__ */ jsx(Text, { size: "sm", c: "dimmed", children: formatClientSourceLabel(client.source) }) }),
               /* @__PURE__ */ jsx(Table.Td, { children: /* @__PURE__ */ jsx(Text, { size: "sm", c: "dimmed", children: formatTimeAgo(client.convertedAt) }) }),
               /* @__PURE__ */ jsx(Table.Td, { children: /* @__PURE__ */ jsx(Text, { size: "sm", c: "dimmed", children: formatTimeAgo(client.updatedAt) }) })
             ] }, client.id);
@@ -559,7 +618,7 @@ function ClientDetailPage({ clientId }) {
       ) })
     ] }) }) });
   }
-  const caption = client.convertedAt ? `Converted ${formatTimeAgo(client.convertedAt)}` : "Not yet converted";
+  const caption = client.convertedAt ? `Converted ${formatTimeAgo(client.convertedAt)}` : `${formatClientSourceLabel(client.source)} client`;
   return /* @__PURE__ */ jsxs(SubshellContentContainer, { children: [
     /* @__PURE__ */ jsx(PageContainer, { children: /* @__PURE__ */ jsxs(Stack, { gap: "md", children: [
       /* @__PURE__ */ jsx(PageTitleCaption, { title: client.name, caption, rightSection: headerActions }),
@@ -567,6 +626,7 @@ function ClientDetailPage({ clientId }) {
         /* @__PURE__ */ jsx(CardHeader, { icon: /* @__PURE__ */ jsx(IconUsers, { size: 18 }), title: "Client", mb: 0 }),
         /* @__PURE__ */ jsxs(SimpleGrid, { cols: { base: 1, sm: 2 }, spacing: "sm", children: [
           /* @__PURE__ */ jsx(DetailRow, { label: "Status", value: /* @__PURE__ */ jsx(ClientStatusBadge, { status: client.status }) }),
+          /* @__PURE__ */ jsx(DetailRow, { label: "Source", value: formatClientSourceLabel(client.source) }),
           /* @__PURE__ */ jsx(
             DetailRow,
             {
@@ -676,7 +736,8 @@ function ClientDetailPage({ clientId }) {
         opened: editNameOpened,
         onClose: closeEditName,
         clientId,
-        currentName: client.name
+        currentName: client.name,
+        currentSource: client.source
       }
     ),
     /* @__PURE__ */ jsx(

package/dist/features/crm/index.d.ts

@@ -1301,6 +1301,7 @@ type Database = {
                     organization_id: string;
                     primary_company_id: string | null;
                     primary_contact_id: string | null;
+                    source: string;
                     source_deal_id: string | null;
                     status: string;
                     updated_at: string;
@@ -1314,6 +1315,7 @@ type Database = {
                     organization_id: string;
                     primary_company_id?: string | null;
                     primary_contact_id?: string | null;
+                    source?: string;
                     source_deal_id?: string | null;
                     status?: string;
                     updated_at?: string;
@@ -1327,6 +1329,7 @@ type Database = {
                     organization_id?: string;
                     primary_company_id?: string | null;
                     primary_contact_id?: string | null;
+                    source?: string;
                     source_deal_id?: string | null;
                     status?: string;
                     updated_at?: string;

package/dist/features/crm/index.js

@@ -1,4 +1,4 @@
-export { ActivityFeedWidget, CRM_ITEMS, CompanyDetailPage, ContactDetailPage, ConversationThread, CrmOverview, CrmSettingsPage, CrmSidebar, CrmSidebarMiddle, CrmSidebarTop, DEAL_STAGE_COLORS, DEAL_STAGE_OPTIONS, DealDetailPage, DealsListPage, MetricsStrip, MyTasksPanel, PIPELINE_FUNNEL_ORDER, PipelineFunnelWidget, QuickCreateActions, SAVED_VIEW_PRESETS, SavedViewsPanel, crmManifest, crmPrioritySettingsKeys, formatDealStageLabel, useCrmPipelineSummary, useCrmPrioritySettings, useCrmQuickMetrics, useRecentCrmActivity, useResetCrmPrioritySettings, useUpdateCrmPrioritySettings } from '../../chunk-3MTAHV5M.js';
+export { ActivityFeedWidget, CRM_ITEMS, CompanyDetailPage, ContactDetailPage, ConversationThread, CrmOverview, CrmSettingsPage, CrmSidebar, CrmSidebarMiddle, CrmSidebarTop, DEAL_STAGE_COLORS, DEAL_STAGE_OPTIONS, DealDetailPage, DealsListPage, MetricsStrip, MyTasksPanel, PIPELINE_FUNNEL_ORDER, PipelineFunnelWidget, QuickCreateActions, SAVED_VIEW_PRESETS, SavedViewsPanel, crmManifest, crmPrioritySettingsKeys, formatDealStageLabel, useCrmPipelineSummary, useCrmPrioritySettings, useCrmQuickMetrics, useRecentCrmActivity, useResetCrmPrioritySettings, useUpdateCrmPrioritySettings } from '../../chunk-FUKNHVUV.js';
 import '../../chunk-NZ2F5RQ4.js';
 import '../../chunk-OJJK27GC.js';
 import '../../chunk-AUDNF2Q7.js';
@@ -9,7 +9,7 @@ import '../../chunk-SJHM4WDG.js';
 import '../../chunk-ZTWA5H77.js';
 import '../../chunk-S3XR4II4.js';
 import '../../chunk-6DO4PE3O.js';
-import '../../chunk-MA7YCY7C.js';
+import '../../chunk-NVVAQNKE.js';
 import '../../chunk-DD3CCMCZ.js';
 import '../../chunk-GMXGDO3I.js';
 import '../../chunk-2IFYDILW.js';
@@ -18,7 +18,7 @@ import '../../chunk-HENXLGVD.js';
 import '../../chunk-7FPLLSHN.js';
 import '../../chunk-RNP5R5I3.js';
 import '../../chunk-W2SFTXMT.js';
-import '../../chunk-YEGMSADG.js';
+import '../../chunk-XDEUR36B.js';
 import '../../chunk-KRWALB24.js';
 import '../../chunk-2FTX4WO2.js';
 import '../../chunk-MQZE7SUI.js';

package/dist/features/dashboard/index.js

@@ -1,4 +1,4 @@
-export { Dashboard, DashboardOperationsOverview, OperationsOverview, RecentExecutionsByResource, ResourceOverview, UnresolvedErrorsTeaser } from '../../chunk-3MTAHV5M.js';
+export { Dashboard, DashboardOperationsOverview, OperationsOverview, RecentExecutionsByResource, ResourceOverview, UnresolvedErrorsTeaser } from '../../chunk-FUKNHVUV.js';
 import '../../chunk-NZ2F5RQ4.js';
 import '../../chunk-OJJK27GC.js';
 import '../../chunk-AUDNF2Q7.js';
@@ -9,7 +9,7 @@ import '../../chunk-SJHM4WDG.js';
 import '../../chunk-ZTWA5H77.js';
 import '../../chunk-S3XR4II4.js';
 import '../../chunk-6DO4PE3O.js';
-import '../../chunk-MA7YCY7C.js';
+import '../../chunk-NVVAQNKE.js';
 import '../../chunk-DD3CCMCZ.js';
 import '../../chunk-GMXGDO3I.js';
 import '../../chunk-2IFYDILW.js';
@@ -18,7 +18,7 @@ import '../../chunk-HENXLGVD.js';
 import '../../chunk-7FPLLSHN.js';
 import '../../chunk-RNP5R5I3.js';
 import '../../chunk-W2SFTXMT.js';
-import '../../chunk-YEGMSADG.js';
+import '../../chunk-XDEUR36B.js';
 import '../../chunk-KRWALB24.js';
 import '../../chunk-2FTX4WO2.js';
 import '../../chunk-MQZE7SUI.js';

package/dist/features/delivery/index.d.ts

@@ -1252,6 +1252,7 @@ type Database = {
                     organization_id: string;
                     primary_company_id: string | null;
                     primary_contact_id: string | null;
+                    source: string;
                     source_deal_id: string | null;
                     status: string;
                     updated_at: string;
@@ -1265,6 +1266,7 @@ type Database = {
                     organization_id: string;
                     primary_company_id?: string | null;
                     primary_contact_id?: string | null;
+                    source?: string;
                     source_deal_id?: string | null;
                     status?: string;
                     updated_at?: string;
@@ -1278,6 +1280,7 @@ type Database = {
                     organization_id?: string;
                     primary_company_id?: string | null;
                     primary_contact_id?: string | null;
+                    source?: string;
                     source_deal_id?: string | null;
                     status?: string;
                     updated_at?: string;

package/dist/features/delivery/index.js

@@ -1,4 +1,4 @@
-export { AllTasksPage, Checklist, CreateDeliveryEntityModal, DELIVERY_COMMUNICATION_ITEMS, DELIVERY_PROJECT_ITEMS, DELIVERY_WORK_ITEMS, HealthStatusCard, MilestoneTimeline, ProjectDetailPage, ProjectsListPage, ProjectsSidebar, ProjectsSidebarMiddle, ProjectsSidebarTop, TaskCard, UpcomingMilestonesPage, calculateProgress, deliveryManifest, formatStatusLabel, milestoneStatusColors, noteTypeColors, projectStatusColors, taskStatusColors, taskTypeColors } from '../../chunk-3MTAHV5M.js';
+export { AllTasksPage, Checklist, CreateDeliveryEntityModal, DELIVERY_COMMUNICATION_ITEMS, DELIVERY_PROJECT_ITEMS, DELIVERY_WORK_ITEMS, HealthStatusCard, MilestoneTimeline, ProjectDetailPage, ProjectsListPage, ProjectsSidebar, ProjectsSidebarMiddle, ProjectsSidebarTop, TaskCard, UpcomingMilestonesPage, calculateProgress, deliveryManifest, formatStatusLabel, milestoneStatusColors, noteTypeColors, projectStatusColors, taskStatusColors, taskTypeColors } from '../../chunk-FUKNHVUV.js';
 import '../../chunk-NZ2F5RQ4.js';
 import '../../chunk-OJJK27GC.js';
 import '../../chunk-AUDNF2Q7.js';
@@ -9,7 +9,7 @@ import '../../chunk-SJHM4WDG.js';
 import '../../chunk-ZTWA5H77.js';
 import '../../chunk-S3XR4II4.js';
 import '../../chunk-6DO4PE3O.js';
-import '../../chunk-MA7YCY7C.js';
+import '../../chunk-NVVAQNKE.js';
 import '../../chunk-DD3CCMCZ.js';
 import '../../chunk-GMXGDO3I.js';
 import '../../chunk-2IFYDILW.js';
@@ -18,7 +18,7 @@ import '../../chunk-HENXLGVD.js';
 import '../../chunk-7FPLLSHN.js';
 import '../../chunk-RNP5R5I3.js';
 import '../../chunk-W2SFTXMT.js';
-import '../../chunk-YEGMSADG.js';
+import '../../chunk-XDEUR36B.js';
 import '../../chunk-KRWALB24.js';
 import '../../chunk-2FTX4WO2.js';
 import '../../chunk-MQZE7SUI.js';

package/dist/features/knowledge/index.js

@@ -1,4 +1,4 @@
-export { knowledgeManifest } from '../../chunk-3MTAHV5M.js';
+export { knowledgeManifest } from '../../chunk-FUKNHVUV.js';
 import '../../chunk-NZ2F5RQ4.js';
 import '../../chunk-OJJK27GC.js';
 import '../../chunk-AUDNF2Q7.js';
@@ -9,7 +9,7 @@ import '../../chunk-SJHM4WDG.js';
 import '../../chunk-ZTWA5H77.js';
 import '../../chunk-S3XR4II4.js';
 import '../../chunk-6DO4PE3O.js';
-import '../../chunk-MA7YCY7C.js';
+import '../../chunk-NVVAQNKE.js';
 import '../../chunk-DD3CCMCZ.js';
 import '../../chunk-GMXGDO3I.js';
 import '../../chunk-2IFYDILW.js';
@@ -18,7 +18,7 @@ import '../../chunk-HENXLGVD.js';
 import '../../chunk-7FPLLSHN.js';
 import '../../chunk-RNP5R5I3.js';
 import '../../chunk-W2SFTXMT.js';
-import '../../chunk-YEGMSADG.js';
+import '../../chunk-XDEUR36B.js';
 import '../../chunk-KRWALB24.js';
 import '../../chunk-2FTX4WO2.js';
 import '../../chunk-MQZE7SUI.js';