roos-fs tasks #316
Updated by Vadim Golub 9 months ago
We need the ability to assign and manage Lead status to improve tracking and pipeline visibility. Status must be visible and usable in the Leads table, editable in the Lead Details screen, and every change must be tracked in Activity Log. All new Leads start with status New. **Developer Context:** Developer Context: To view Lead, head into the Leads Menu and pick the Lead: <img style="width: 2133px;" src="clipboard-202508211727-990pi.png"><br> **Required Implementation:** **Leads table** - Add a new Status column. - Enable sorting and filtering by Status (works with existing pagination/search). <img style="width: 2133px;" src="clipboard-202508211731-r1tkh.png"><br> **Lead Details** - Add a Status dropdown to assign/change a lead’s status. - Placement: inside the Lead Information block, below the existing fields and left-aligned with them. <img style="width: 2133px;" src="clipboard-202508211736-wohje.png"><br> - **Available statuses: New, Engaged, Follow up & close, Closed lost, Follow-up due; default = New.** **- New Leads are created with status New.** **Activity Log** - On every status change, append an entry: “Status changed from {Old} to {New} by {User} at {Timestamp}”. **Expected Behavior / Acceptance Criteria** - Status is shown in the Leads table and can be sorted/filtered. - In Lead Information, users can change Status via the dropdown. - Every status change is recorded in Activity Log with old/new values, actor, and timestamp. - New Leads are created with status New. - Other Lead features continue to work as before.