Reverse spec drafted

Record Proposals

Commercial records related to the current opportunity or application.

Observed route/admin/leads/:id?tab=proposalsFuture Spec 06 →

Current maturityHonest disabled placeholder; commercial module not implemented

Evidence confidenceKnown limitation

Last reviewedAugust 4, 2026

Visual evidenceDeferred during UI updates

Current-state summary

Proposals remains present in the record navigation for roadmap context, but it is now disabled and labeled Coming soon. This corrects the earlier behavior where selecting it silently rendered Overview. No proposal list, status, create action, template, commercial summary or empty state is implemented yet, and the global Admin Proposals destination is also disabled with Coming soon.

Interface inventory

Anatomy and verified behavior

Verification states separate observed behavior from requirements or assumptions.

Element	Current behavior	Verification
Tab	Proposals is visible, disabled and labeled Coming soon.	Verified live
Interaction	Cannot be selected and therefore cannot replace the current record body with unrelated content.	Verified live
Proposal list	Not implemented on this surface.	Absent live
Create action	Not implemented on this surface.	Absent live
Empty state	Not implemented because the module is not enterable.	Absent live

User journeys

Current flows

Encounter planned Proposals

Review record tabs
See Proposals marked Coming soon
Remain in the current working module

Create and send proposal

Create from template
Add scope/pricing/terms
Preview branded output
Send
Track acceptance
Convert accepted work

State model

Current and expected states

Coming soon

Visible and disabled.

Empty

No dedicated empty state yet.

Draft/sent/viewed/accepted/declined/expired

Not represented.

Load failure

Not represented.

Product rules

Non-negotiable boundaries

An enabled tab must render its own module or a clear unavailable state.
Proposals remain linked to their source opportunity and Workspace.
Commercial records use immutable versions after sending.
Only authorized viewers see pricing, terms and contact information.
Acceptance must be auditable and idempotent.

Dependencies

Proposal serviceTemplate and branding systemPricing/financial permissionsClient/provider identitiesElectronic acceptanceNotificationsProject conversion

Known current limitations · 4 mapped

What is missing, broken or unverified

Future Spec 06 owns closure →

Dedicated proposal content is missing.
No global proposal route is currently available.
No statuses, versioning, approvals, PDFs or acceptance behavior are evidenced.
Coming soon does not provide timing, documentation or an alternate workflow.

Future alignment

Required evolution

01Implement Spec 06 proposal, work-order and invoicing model.
02Provide record-scoped list plus global table from one canonical dataset.
03Support Designer proposals and Provider quotes with configurable branded templates.
04Replace the disabled placeholder only when loading, empty, populated, error and permission states exist.

Current baseline

Acceptance record

The tab is visibly disabled and labeled Coming soon.
The feature is not described as working.
Future states and dependencies are separated from current behavior.
A functional release requires a dedicated empty state at minimum.

Reverse-spec completeness

Documentation coverage

The interface is still changing, so visual evidence and repository tracing remain intentionally incomplete.

Purpose and user outcome

Documented

Roles and access

Documented

Routes and entry points

Documented

Page and component anatomy

Documented

Fields and displayed data

Documented

Primary actions

Documented

Forms and validation

Documented

States and transitions

Documented

Empty, loading and error states

Documented

Responsive behavior

Partial

Accessibility behavior

Partial

Activity and audit events

Partial

Data sources and persistence

Documented

Notifications and automation

Partial

Known defects and limitations

Documented

Reusable component dependencies

Documented

Future-spec conflicts

Partial

Visual and repository evidence

Deferred

Acceptance of current baseline

Documented