cocottetech/@platform/codebase/@features/ai-copilot/docs/prospect-detail.screen.md

Prospect detail · screen

Implementation breakdown of brief B §B3 — the cross-surface message-history drawer for one resolved prospect_id, reached from chat citations, the unified-inbox row tap, audit-row links, and global-search prospect hits.

Layout (iPhone)

┌────────────────────────────────────────┐
│  ←  @felix                  ⋮   share  │  ← header: back, overflow, share-with-org (W)
├────────────────────────────────────────┤
│  @felix · OF + Tryst + SMS             │  ← identity line (working register)
│  first DM Mar 12 · last contact 2h ago │
│  [ funnel: PPV ▾ ]   value: $1,420 ytd │  ← funnel chip + value-to-date strip
├────────────────────────────────────────┤
│  ⚠ Coop intel · 2 peer reports         │  ← coop callout (plain register)
│    Berlin Providers · UNSAFE           │
│    [ open report ]                     │
├────────────────────────────────────────┤
│  Timeline · cross-surface              │
│  ┌──────────────────────────────────┐  │
│  │ Tryst · 2h ago                   │  │
│  │ him: "thinking about Berlin..."  │  │
│  │ Cocotte drafted: "Berlin Oct…"   │  │
│  │ [ approve · edit · set aside ]   │  │
│  ├──────────────────────────────────┤  │
│  │ OF DM · yesterday 9:14pm         │  │
│  │ him: "subbing again"             │  │
│  │ you: "welcome back —" · sent     │  │
│  ├──────────────────────────────────┤  │
│  │ SMS · Mar 28 · tip $40           │  │
│  │ event · funnel: free → tip       │  │
│  └──────────────────────────────────┘  │
├────────────────────────────────────────┤
│  Reply                                 │
│  via: [ Tryst DM ▾ ]                   │
│  ┌──────────────────────────────────┐  │
│  │ Berlin Oct 3–7 — want a slot?    │  │
│  └──────────────────────────────────┘  │
│  [ send ]  [ ask Cocotte to draft ]    │
└────────────────────────────────────────┘

Component table

Component	Source	Notes
ProspectHeader	new (B3)	Identity line + surfaces list + first/last-contact stamps. Working register.
FunnelChip	new (B3 + T2)	Stage selector: free / DM / tip / PPV / subscribe / booking. Tap opens stage history sheet.
ValueToDateStrip	new (B3 + T2)	YTD revenue attributed to this prospect_id. Reads engagement_events rollup.
CoopIntelCallout	shared (coop-intel-detail)	Inline summary if peer reports match this subject. Plain register. Tap opens coop-intel-detail.screen.md.
CrossSurfaceTimelineRow	new (B3)	One row per engagement_events entry: source chip (per F5d) + body + Cocotte draft inline if pending.
InlineApprovalStrip	shared (A, approval-card)	Same swipe + button trio: approve / edit / set aside.
ReplyComposer	new (B3 + P)	Channel picker (defaults to last-contact channel) + text + "ask Cocotte to draft" — routes through mcp__quinn-prospector__draft_message.
ShareWithOrgButton	new (W)	Cross-context handoff affordance; gated on org membership + share scope.
UnresolvedIdentifierBanner	new (B3 + P §prospect-resolver)	Renders when prospect-resolver has unmerged candidate identifiers for this prospect.

States to render

1. Typical — known prospect, mixed-surface history, funnel-stage PPV, no coop reports.
2. New prospect, no history — single inbound event. Timeline shows one row + hearth-leaning empty hint above the composer: "First contact. Cocotte hasn't drafted yet — ask for a draft, or write your own."
3. Funnel-stage paying (PPV / subscribe / booking) — value strip foregrounded, accent-green; strategist insight chip appears: "Warm cohort — worth a follow-up before the heat fades."
4. Funnel-stage cold — value strip muted, hearth chip suggests "On the back burner. Want strategist to draft a re-engagement?" Reply composer still available; no auto-draft pre-filled.
5. Peer-coop reports present (per brief N) — CoopIntelCallout rendered above the timeline in plain register. Reply composer soft-warns but is not disabled; Quinn judges.
6. Blocked in K1 — drawer renders for replay/audit purposes only. Composer + approval strips are disabled with a plain-register notice: "This prospect is on your blocklist. Reply disabled. Manage in safety settings."
7. Cross-surface unresolved — prospect-resolver hasn't merged yet. Banner above the timeline: "2 unmerged identifiers — Cocotte is still confirming this is the same person. Showing what's matched so far." Identity line shows resolved channels only.
8. Share-with-org pending (per brief W) — header share button shows a confirmation sheet before any data crosses scopes. Org-context voice shift applies once confirmed.

Gestures

• Swipe right on a timeline row: approve a pending draft (when the row carries one).
• Swipe left on a timeline row: set aside the draft (same semantics as A's chat cards).
• Tap a timeline row: opens the source's raw thread (audit-shadow view).
• Long-press the funnel chip: opens funnel-stage history sheet (when did this prospect move from free → tip, etc.).
• Tap the coop callout: opens coop-intel-detail.screen.md.
• Swipe down: dismiss to the surface that opened this drawer (chat / inbox / search / audit).

In-the-wild copy

Header identity line (working):

@felix · OF + Tryst · first DM Mar 12 · last contact 2h ago

Funnel chip, paying (working):

PPV · $1,420 ytd · last buy 4 days ago

Coop intel callout (plain):

2 peer reports on this subject. Berlin Providers · UNSAFE. Read before you reply.

Unresolved-identifier banner (working):

2 unmerged identifiers — Cocotte is still confirming this is the same person. Showing what's matched so far.

Blocked-in-K1 notice (plain):

This prospect is on your blocklist. Reply disabled. Manage in safety settings.

Share-with-org confirmation (plain, per brief W):

Share this prospect with Demimonde org? Members with prospect-scope access will see this history and funnel state. Continue / cancel.

Auto-conversation live indicator (working, per Q3):

Cocotte is on a thread with @felix right now — last turn 12s ago.

Privacy invariants

• Subject phone / email / handle identifiers in the header and timeline are never copyable to clipboard (same rule as coop-intel-detail §privacy). Tap-and-hold opens a privacy reminder, not a copy menu.
• Cross-channel identifier guards (per brief K3h): the reply composer's channel picker warns when the chosen channel uses an identifier the prospect hasn't seen — "They messaged via Tryst. You're replying via SMS, which uses a number they may not have. Continue / switch back."
• No screenshot affordance. iOS screen-capture detection raises a banner per coop-intel-detail pattern.
• Coop intel callout obeys per-coop visibility rules — reports from coops Quinn isn't in never surface here.
• Share-with-org never echoes identifiers outside the org scope; the org receives the resolved prospect_id view, not raw cross-channel identifiers from coops Quinn-only is in.

Edge cases

• Govt-name draft reply (K3c-1 hard rule) — if a Cocotte-proposed draft contains what the safety pass flags as a government / legal name, the draft is withheld; row shows plain-register stub: "Draft held — contains a name we don't put in writing. Ask Cocotte to redraft." Hard rule; no override here.
• Search lands here — brief U query routes to this screen with the matched timeline row scrolled into view and highlighted for ~2s; back-swipe returns to search results, not chat.
• Auto-conversation in progress (per brief Q3) — when triage is mid-thread with this prospect, a live indicator pulses next to the header and the composer is dimmed with copy: "Cocotte is replying — interrupt to take over?" Tap "interrupt" snapshots the conversation and hands control back.
• Two phone numbers, same prospect, not yet merged — timeline renders both as separate source chips with the UnresolvedIdentifierBanner; once prospect-resolver (P4) merges, banner clears and rows recompose without a reload.
• Outbound failure on reply — failed row enters pending retry (per brief M §M3). Approval strip becomes "retry / set aside" until reconciled.
• Counter-action target (per brief I) — a row sent by mistake can be tapped → "Counter-action: retract / revert / follow-up" sheet opens; counter-actions land in audit.

Related

• brief B §B3 — drawer parent.
• brief P — unified inbox routes here on row tap; channel posture from P drives the composer's default via:.
• brief N — coop intel callout source; opens coop-intel-detail.screen.md.
• brief Q §Q3 — auto-conversation live indicator.
• brief U — search routes land here.
• brief I — counter-action target; row-level retract / revert / follow-up.
• brief W — share-with-org cross-context handoff.
• brief K §K1 (blocked-in-drawer), §K3c-1 (govt-name hard rule), §K3h (cross-channel identifier guard).
• voice §V2b working register · §V2c plain on coop callout + safety stubs.