Infinity

Contacts

A contact is a person. The same person can be linked to multiple accounts (e.g. primary on one, guarantor on another).

ContactMobileEmailLinked accountsDOB
AA
Aria Adams shared
ct-G060
+61 459 178 474[email protected]
Aria & Aria Adams · co-applicantLayla & Aria Adams · co-applicant
26 Jan 1969
NA
Naomi Adams
ct-G063
+61 414 108 867[email protected]
Mia & Naomi Adams · co-applicant
14 Mar 1996
FA
Freya Allen
ct-G075
+61 425 418 444[email protected]—09 Mar 1967
RA
Riley Allen
ct-G091
+61 481 485 278[email protected]—17 Nov 1988
TA
Toby Anderson shared
ct-G050
+61 433 176 725[email protected]
Zara & Toby Anderson · co-applicantToby Anderson · primary
11 Apr 1998
BB
Bianca Bailey
ct-G014
+61 452 307 821[email protected]—24 Mar 1995
LB
Layla Bailey shared
ct-G048
+61 478 182 938[email protected]
Layla & Aria Carter · primaryLayla & Aria Adams · primary
06 May 1985
TB
Toby Bailey
ct-G023
+61 469 388 592[email protected]—14 Dec 1995
EB
Eleanor Bennett
ct-G026
+61 496 550 855[email protected]—22 July 1998
JB
Jasmine Bennett
ct-G085
+61 412 783 571[email protected]—09 Apr 1988
PB
Priya Bennett
ct-G034
+61 484 176 987[email protected]—02 Sept 1981
ZB
Zara Bennett
ct-G059
+61 443 340 615[email protected]
Zara & Toby Anderson · primary
26 Nov 1985
NB
Noah Brooks
ct-G068
+61 424 973 273[email protected]
Sofia & Noah Brooks · co-applicant
09 Apr 1969
AC
Aria Carter shared
ct-G012
+61 411 603 651[email protected]
Layla & Aria Carter · co-applicantAria & Aria Adams · primary
13 Dec 1989
ZC
Zara Chen
ct-G027
+61 462 592 975[email protected]—09 Sept 1994
PC
Phoebe Clark
ct-G062
+61 449 458 694[email protected]—07 Sept 1994
PC
Priya Clark
ct-G073
+61 487 767 489[email protected]—28 Oct 1996
KC
Kai Cox
ct-G081
+61 428 277 771[email protected]—05 Apr 1971
MC
Mason Cox shared
ct-G035
+61 493 373 928[email protected]
Amelia & Mason Cox · co-applicantMason Cox · primary
13 Sept 1978
HE
Hudson Edwards
ct-G086
+61 493 679 361[email protected]—21 Mar 1965
CE
Caleb Evans
ct-G055
+61 460 161 212[email protected]—02 Feb 2000
RF
Riley Fisher
ct-G089
+61 497 685 213[email protected]—20 Oct 2001
SF
Sienna Fisher
ct-G004
+61 435 573 644[email protected]
Imogen & Sienna Fisher · co-applicant
10 June 1978
HF
Hannah Foster
ct-G078
+61 454 513 279[email protected]—02 Mar 1983
AH
Anika Hall
ct-G043
+61 457 512 827[email protected]—23 June 1961
FH
Finn Hall
ct-G074
+61 452 829 499[email protected]
Oliver & Finn Hall · co-applicant
09 July 1970
IH
Imogen Hall shared
ct-G002
+61 447 758 753[email protected]
Imogen & Kiana Lee · primaryImogen & Sienna Fisher · primary
13 July 1990
CH
Chloe Harris
ct-G038
+61 496 858 321[email protected]
Chloe & Ethan Hayes · primary
25 May 1977
IH
Isla Harris
ct-G044
+61 433 551 450[email protected]
Jack & Isla Harris · co-applicant
15 Jan 1974
AH
Ahmed Hassan
ct-050
+61 433 200 110[email protected]
Ahmed Hassan · primary
11 Aug 1990
EH
Ethan Hayes
ct-G047
+61 426 680 696[email protected]
Chloe & Ethan Hayes · co-applicant
24 May 1961
JH
Jack Hayes shared
ct-G061
+61 489 876 607[email protected]
Cooper & Jack Hayes · co-applicantJack & Isla Harris · primary
16 Mar 1989
CH
Chloe Hill
ct-G017
+61 438 731 316[email protected]—24 Aug 1970
CH
Caleb Hughes
ct-G072
+61 423 560 876[email protected]—23 Apr 1981
FH
Finn Hughes
ct-G092
+61 421 817 777[email protected]—13 Sept 1990
MH
Mia Hughes shared
ct-G008
+61 484 358 848[email protected]
Mia & Chloe Phillips · primaryHarvey & Mia Hughes · co-applicant
13 Aug 2000
MH
Mia Hughes
ct-G022
+61 449 737 353[email protected]
Mia Hughes · primary
12 Aug 1985
PI
Prabhakar Iyer shared
ct-010
+61 412 990 221[email protected]
Prabhakar & Vaijay · primaryIyer Family Trust · primary
03 Nov 1982
VI
Vaijayanthi Iyer shared
ct-011
+61 412 990 222[email protected]
Prabhakar & Vaijay · co-applicantIyer Family Trust · guarantor
19 July 1985
AJ
Aaliyah Jackson
ct-G076
+61 417 345 556[email protected]—06 Nov 1973
RJ
Riley Jackson
ct-G007
+61 417 559 200[email protected]
Tara & Riley Jackson · co-applicant
07 Feb 1967
ZJ
Zane Jackson
ct-G071
+61 473 670 574[email protected]—03 Mar 1961
CK
Cooper Khan
ct-G033
+61 478 362 803[email protected]
Cooper & Sienna Martin · primary
13 June 1988
LK
Leonidas Kyriakopoulos
ct-020
+61 401 555 010[email protected]
Leonidas Kyria · primary
09 Feb 1979
AL
Anika Lam
ct-G056
+61 459 104 408[email protected]
Anika Lam · primary
20 Sept 1987
EL
Eva Lee
ct-G018
+61 411 728 866[email protected]—28 Jan 1963
KL
Kiana Lee
ct-G058
+61 455 813 235[email protected]
Imogen & Kiana Lee · co-applicant
28 May 1968
AL
Aarav Liu
ct-G019
+61 496 878 931[email protected]—05 July 1998
OL
Oliver Liu
ct-G032
+61 471 649 837[email protected]
Mia & Oliver Liu · co-applicant
28 Dec 1969
SM
Sienna Martin
ct-G036
+61 495 470 878[email protected]
Cooper & Sienna Martin · co-applicant
15 June 1979
AM
Asher Morgan shared
ct-G066
+61 461 724 514[email protected]
Ben & Asher Morgan · co-applicantAsher Morgan · primary
02 Nov 1999
BM
Bianca Morgan
ct-G013
+61 486 506 319[email protected]—23 Aug 1997
MM
Mason Morgan
ct-G083
+61 447 533 880[email protected]
Mason & Riley Patel · primary
16 Nov 1998
SO
Sienna O’Brien
ct-030
+61 466 110 220[email protected]
Sienna O’Brien · primary
30 Dec 1995
AO
Amelia O’Connor
ct-G021
+61 427 934 371[email protected]
Amelia & Mason Cox · primary
20 Sept 1978
GO
Grace O’Connor
ct-G067
+61 481 210 267[email protected]
Hannah & Grace O’Connor · co-applicant
04 June 1963
HO
Harvey O’Connor shared
ct-G009
+61 412 891 276[email protected]
Harvey & Mia Hughes · primaryRuby & Harvey O’Connor · co-applicant
08 Sept 1985
IP
Isla Patel
ct-G054
+61 453 975 105[email protected]
Ruby & Isla Patel · co-applicant
17 June 1986
RP
Riley Patel
ct-G016
+61 431 765 529[email protected]
Mason & Riley Patel · co-applicant
14 June 1989
BP
Ben Perry
ct-G080
+61 445 542 555[email protected]—11 Jan 1972
LP
Layla Perry
ct-G064
+61 431 153 363[email protected]—06 Oct 1968
CP
Chloe Phillips
ct-G031
+61 413 878 485[email protected]
Mia & Chloe Phillips · co-applicant
06 Oct 1991
DR
Daisy Reed
ct-G057
+61 439 594 491[email protected]—02 Oct 1969
IR
Isla Reed
ct-G049
+61 434 916 455[email protected]
Isla Reed · primary
11 Mar 1969
RR
Ruby Reed
ct-G020
+61 423 857 145[email protected]—11 Sept 1998
GR
Grace Richardson
ct-G005
+61 491 404 652[email protected]—12 June 1973
IR
Imogen Richardson
ct-G039
+61 427 196 758[email protected]—23 Oct 1982
JR
Jack Richardson
ct-G070
+61 414 844 261[email protected]—07 June 1973
JR
James Richardson
ct-G077
+61 430 674 337[email protected]—13 Jan 1988
OR
Oliver Richardson
ct-G053
+61 435 341 634[email protected]
Oliver & Finn Hall · primary
24 Nov 1978
JR
Jack Rivera
ct-G037
+61 460 419 626[email protected]—23 Sept 1965
PR
Phoebe Rivera
ct-G011
+61 446 541 839[email protected]—08 Sept 1970
KR
Kai Roberts
ct-G028
+61 427 740 285[email protected]—19 Jan 1997
SR
Sofia Roberts
ct-G030
+61 430 732 948[email protected]
Sofia & Noah Brooks · primary
08 Mar 1970
ER
Ethan Robinson
ct-G051
+61 435 385 671[email protected]—06 June 1961
TR
Theo Robinson
ct-G090
+61 422 182 649[email protected]—14 Feb 1976
HR
Hannah Ross
ct-G082
+61 414 680 510[email protected]—11 Mar 1962
MR
Mia Russell
ct-G065
+61 454 199 252[email protected]—01 Aug 1996
BS
Ben Sharma
ct-G006
+61 415 210 475[email protected]
Ben & Asher Morgan · primary
11 May 1967
MS
Mia Sharma shared
ct-G079
+61 418 439 333[email protected]
Mia & Naomi Adams · primaryMia & Oliver Liu · primary
28 Aug 1990
MS
Mia Singh
ct-G069
+61 411 549 261[email protected]—08 Oct 2000
CT
Chloe Taylor
ct-G001
+61 467 487 442[email protected]—06 Feb 1976
CT
Christina Testing
ct-001
+61 478 528 388[email protected]
Christina Testing · primary
21 Apr 1988
CT
Cooper Tran
ct-G087
+61 411 418 472[email protected]
Cooper & Jack Hayes · primary
26 June 1988
HT
Hannah Tran
ct-G015
+61 436 407 114[email protected]
Hannah & Grace O’Connor · primary
02 Mar 2000
LT
Leo Tran
ct-G010
+61 442 425 811[email protected]—27 May 1986
NT
Noah Tran
ct-G052
+61 492 606 698[email protected]
Noah & Hannah Watson · primary
28 May 1990
TT
Tara Tran
ct-G084
+61 461 659 207[email protected]
Tara & Riley Jackson · primary
02 June 1969
FW
Freya Wang
ct-G040
+61 425 282 129[email protected]—20 Apr 1980
HW
Hannah Wang
ct-G025
+61 494 262 208[email protected]—24 Nov 1991
PW
Priya Ward
ct-G088
+61 467 298 462[email protected]—12 Feb 1992
HW
Hannah Watson shared
ct-G045
+61 456 922 268[email protected]
Hannah Watson · primaryNoah & Hannah Watson · co-applicant
22 Dec 1992
HW
Hana Webb
ct-041
+61 422 808 910[email protected]
Marcus & Hana Webb · co-applicant
02 Oct 1983
MW
Marcus Webb
ct-040
+61 422 808 909[email protected]
Marcus & Hana Webb · primary
14 June 1980
BW
Ben Williams
ct-G024
+61 417 574 577[email protected]—09 Nov 2002
PW
Phoebe Williams
ct-G029
+61 444 890 643[email protected]
Phoebe Williams · primary
20 July 1982
AW
Adam Wilson
ct-G042
+61 443 120 268[email protected]—10 Feb 1988
RW
Ruby Wilson shared
ct-G041
+61 431 729 926[email protected]
Ruby & Harvey O’Connor · primaryRuby & Isla Patel · primary
21 Aug 2002
SW
Sofia Wright
ct-G003
+61 471 139 243[email protected]—05 Jan 1979
JZ
Jasmine Zhang
ct-G046
+61 472 462 981[email protected]
Jasmine Zhang · primary
08 Dec 1961

Showing 100 of 100 contacts.

Release notes

Currently running v0.4.2

Open on GitHub ↗
v0.4.2 2026-05-13
Changed
  • Account → Documents tab now also surfaces each member's contact-scoped documents in collapsible "{First name}'s documents" sections, with a deep link to the contact's Documents tab. Reinforces the single-library story: personal docs travel with the contact, account docs stay on the account.
v0.4.1 2026-05-13
Fixed
  • Account → Members tab: the whole member card is now a clickable link to the contact (previously only the name was a link).
v0.4.0 2026-05-13
Added
  • Bulk demo data: ~100 contacts and ~40 accounts in total. The original hand-crafted 8 contacts and 7 accounts are kept intact; generated records use `ct-G…` / `a-G…` ids and a deterministic seed so the data is stable across reloads.
  • Generator produces realistic distribution across four account profiles (first-home, owner-only, investor, high-value) with ownership shares, super/savings/vehicles per member, properties with secured loans + LVR, line of credit for high-value, HECS for first-home, credit cards, monthly expenses scaled to profile, and varied employment/income.
v0.3.2 2026-05-13
Added
  • Tabs on the Account and Contact pages now reflect in the URL as `?tab=...` query strings. Each tab is a real anchor link, so URLs like `/accounts/a-001?tab=documents` or `/contacts/ct-001?tab=timeline` can be shared, bookmarked and deep-linked. Uses SvelteKit `replacestate` + `noscroll` so changing tabs doesn't pollute history or jump the scroll position.
v0.3.1 2026-05-13
Fixed
  • Account overview: "Active & draft deals" and "Lodged / completed" rows are now clickable links to the deal page (previously plain text).
v0.3.0 2026-05-13
Added
  • **Financial Profile** tab on the Account page (replaces the old Assets & Liabilities tab). A proper fact-find layout, sectioned into: - Top summary band: Total assets, Total liabilities, Net position, Gross annual income (with employment / other / rental breakdown), rough monthly surplus (income − repayments − expenses). - Income & Employment per contact: avatar, role, employer details, and Other Income items (rental, dividend, bonus, gov benefits, trust distributions, etc.) with frequency-aware annualisation. - Assets grouped by kind (Property / Vehicle / Offset / Savings / Shares / Super / etc.). Property cards show address, use (Owner-occupied / Investment / Holiday), weekly rent and the secured-loan summary inline (with computed LVR). Vehicles show make/model/year. Each asset shows ownership chips per contact. - Liabilities grouped by kind with a per-row table showing lender, responsibility chips per contact, balance, limit, interest rate, monthly repayment and the asset it's secured against. - Monthly expenses table with annualised totals. - Net position by contact — apportioned by ownership / responsibility shares so the same person on multiple accounts isn't double-counted.
  • **Asset model** extended: `ownership` (per-contact %), `address`, `propertyUse`, `rentalIncomePerWeek`, `makeModel`, `year`, `institution`, `holdings`, plus more `kind`s (Offset, Term Deposit, Managed Fund, Crypto, Business).
  • **Liability model** extended: `responsibility` (per-contact %), `interestRate`, `securedAgainstAssetId`, `notes`, plus more `kind`s (BNPL, Tax Debt, Overdraft, Line of Credit).
  • **OtherIncome** as a first-class type per `AccountMember` (kind / amount / frequency / description).
  • **MonthlyExpense** as a first-class type per Account.
  • Significantly richer mock data across all 7 accounts: vehicles, multiple super funds, holiday house, line of credit, BNPL, HECS per contact, partner profit share, locum income, trust distributions, family expenses, etc.
v0.2.0 2026-05-13
Added
  • **Contact — communication preferences**: preferred channel, per-channel opt-ins (email / SMS / call / post), marketing opt-in, master Do Not Contact kill-switch, quiet hours, consent source + timestamp.
  • **Contact — multiple phone numbers**: mobile/home/work/other, with a primary flag and SMS-capable flag.
  • **Contact — additional emails** alongside the primary email.
  • **Contact — address history**: past addresses listed beneath the current address, oldest at the bottom (credit-app friendly).
  • **Contact-scoped documents**: a `Documents` tab on the contact detail page lists personal docs (ID, payslips, tax returns) that follow the contact across every account they're on. Documents now belong to either an Account (deal-side) or a Contact (person-side).
  • **Unified contact timeline**: a `Timeline` tab merges activity events and communications across every account the contact is a member of, with channel/direction badges, account jump-links and relative timestamps.
  • **Kanban with drag-to-stage**: deals can now be moved between stages by drag-and-drop. Records a stage-change activity event and shows an Undo affordance for the last move.
  • **Lots of new mock data**: ~30 activity events covering contact creation, address changes, consent, document expiry, stage changes, tasks, meetings, settlements, etc.; ~20 communications (SMS / email in & out / calls / notes); ~25 contact-scoped documents with expiries and cross-account usage.
Changed
  • `DocumentRecord.accountId` is now optional; either `accountId` OR `contactId` must be set (deal doc vs personal doc).
  • `Communication.accountId` and `ActivityEvent.accountId` are now optional; both also support an optional `contactId` so events can be contact-direct (e.g. "address changed", "consent updated").
  • `ActivityKind` expanded with many new kinds (task-created /-completed, meeting-booked /-held, doc-expired, address-changed, phone-verified, membership-added /-removed, consent-updated, contact-created, strategy-published, goal-achieved, scenario-won /-lost).
v0.1.4 2026-05-13
Added
  • **Contact detail page** at `/contacts/[id]`. Header shows name, age, dependants and a “shared across N accounts” badge when applicable. A details card lists mobile / email / current home address. A linked accounts table shows every account the contact is on, with their role on that account and the per-(contact, account) employment record (employer, role, type, gross annual income) — reinforcing that employment lives on the membership, not the person.
  • Contact rows in the **search overlay** and the **Contacts list** now navigate to the new contact detail page. Member names on the Account detail “Members” tab also link to the contact.
  • Full-page `/search` contact rows link to the contact detail page.
v0.1.3 2026-05-13
Changed
  • Search overlay rows are now **clickable across the whole row** (stretched link pattern). Clicking an account row opens the account detail; clicking a contact row opens the Contacts list (no contact detail page yet).
  • The role badges and the explicit “open in new tab” button on account rows still work independently.
  • Search input wrapper raised to z-50 so click-away doesn't intercept re-focus on the input.
v0.1.2 2026-05-13
Added
  • **Live search overlay** drops down from the top-bar search input as you type — no full-page navigation. Two grouped sections (Contacts + Accounts), each capped at 6 with a “See all N matches” link to the full `/search` page.
  • Each result has a small “open in new tab” affordance; middle-click and Ctrl/Cmd+click also work as expected.
  • Press <kbd>Enter</kbd> on the input to open the full search page; <kbd>Esc</kbd> closes the overlay.
Changed
  • Top-bar search no longer auto-navigates while typing; it now stays put-and-overlay so you can search without leaving the current page.
v0.1.1 2026-05-13
Changed
  • **Renamed Client (the person) → Contact.** v0.1.0 had renamed Contact → Client; we're reverting that one piece. Account stays as Account. People are now consistently called Contacts everywhere — type (`Contact`), store (`contacts`), helpers (`getContact`, `contactById`, `accountsForContact`, `updateContact`, `primaryMemberOf` returns `{ contact, employment? }`), seed (`seedContacts` with stable IDs `ct-001`, `ct-010`, …), routes (`/clients` → `/contacts`), AppShell nav label and all UI text.
  • **Renamed `co-borrower` member role → `co-applicant`.** Type, seed data, badge labels and role-tone helpers all updated. Badge color stays `badge-info`.
  • `LodgementSnapshot.members` entry shape changed from `{ client, role, employment? }` to `{ contact, role, employment? }`. `AccountMember.clientId` → `contactId`.
  • `accountsWithStats.primaryClient` → `primaryContact`.
  • Account master file Members tab footer: links to the Contacts page; primary mobile/email editor note refers to the contact's personal info.
Added
  • **Global Search** at `/search`. A single large input filters two stacked result tables (Contacts, Accounts) using the same columns as the respective list pages. URL `?q=` is debounced (300 ms) via `goto({ keepFocus, noScroll, replaceState })`.
  • **Top-bar search input** in `AppShell` (left of the theme switcher) with a magnifying-glass icon. Submits on Enter or after 350 ms idle to `/search?q=…`. Mirrors `?q=` when on `/search`.
v0.1.0 2026-05-13
Changed
  • **Renamed Client (the file) → Account; promoted Contact → Client (a person).** The borrowing file is now called an Account; a Client is now an individual person who can be linked to multiple Accounts (e.g. primary on one, guarantor on another).
  • **URL routes** changed: `/clients` (file list) → `/accounts`; `/clients/[id]` → `/accounts/[id]`; `/clients/[id]/scenarios/new` → `/accounts/[id]/scenarios/new`. The old `/contacts` (people) is now `/clients`. Root `/` redirect now points at `/accounts`.
  • **Sidebar reordered:** Clients (people) first, then Accounts (files), then Deals. Clients use the idcard icon; Accounts use the users (group) icon.
  • **Employment is now per-member on Account.** A person's employer can differ between two Accounts they're on. `AccountMember = { clientId, role, employment? }`. The Client (person) record carries personal data only — name, dob, mobile, email, home address, dependants — no employment, no assets, no liabilities.
  • **All snapshot / strategy / scenario / document / feed / activity / communication references** updated from `clientId` to `accountId`. `LodgementSnapshot` now carries `members: { client, role, employment? }[]` (was `contacts: { contact, role }[]`).
  • Account master file: Members tab replaces Contacts tab; primary client's mobile/email editor is now the propagation demo (shared across every Account that client is linked to).
  • New-deal page: "Primary applicant / Primary contact" → "Primary client"; "Co-applicants / Co-borrowers / guarantors" → "Other members".
  • Deal page: "Contacts" / "Applicants" → "Members"; live banner mentions "client (person) details".
Added
  • New `Account`, `AccountMember`, `MemberRole` types (replacing `Client`, `ContactLink`, `ContactRole`).
  • New store helpers: `getAccount`, `accountById`, `membersForAccount`, `accountsForClient`, `primaryMemberOf`, `accountsWithStats`, `scenariosForAccount`, `documentsForAccount`, `feedConsentsForAccount`, `communicationsForAccount`, `activityForAccount`, `strategiesForAccount`, `updateAccount`, `updateClient` (now updates a person and writes one activity entry per linked Account).
  • **Demo:** `a-007` Iyer Family Trust shares both Iyer Household members — Prabhakar (`cl-010`) is primary on both `a-002` and `a-007` (with Telstra employment recorded on each), and Vaijayanthi (`cl-011`) is co-borrower on `a-002` and guarantor on `a-007` (with Monash Health employment recorded on each).
Removed
  • Old `Contact`, `ContactRole`, `ContactLink` aliases and their store helpers (`getContact`, `contactById`, `contactsForClient`, `clientsForContact`, `primaryContactOf`, `updateContact`).
v0.0.7 2026-05-13
Changed
  • **Promoted Contact to a top-level entity.** Previously each Client embedded its own `primaryApplicant` and `coApplicants`. Contacts are now a separate, centrally-stored collection (`seedContacts`) and Clients reference them via `contactLinks: { contactId, role }[]`.
  • Renamed the **Applicants** tab on the Client Master File to **Contacts**.
  • Renamed terminology in the new-deal flow (Primary applicant → Primary contact; Co-applicants → Co-borrowers / guarantors) and in the Deal page (Applicants heading → Contacts; live-from-master callout updated).
  • Lodgement snapshot updated to the new shape (`contacts: { contact, role }[]`). Snapshots remain frozen by value.
Added
  • New central **Contacts list** at `/contacts` — master view of every contact, searchable by name/mobile/email, with a per-row badge stack of every client the contact is linked to and the role on each. Rows where a contact is on multiple clients are highlighted with a left primary border + "shared" badge.
  • **Many-to-many client ↔ contact** relationship: a contact can be linked to multiple clients (e.g. Prabhakar Iyer is now both primary on the Iyer Household and primary on a new Iyer Family Trust client; Vaijayanthi appears as co-borrower on one and guarantor on the other).
  • New 7th seed client `c-007` Iyer Family Trust to demonstrate this.
  • `Contact`, `ContactRole`, `ContactLink` types; `contactById`, `getContact`, `contactsForClient`, `clientsForContact`, `primaryContactOf` store helpers; `updateContact(id, patch)` mutator that writes one activity entry per linked client (so the audit trail propagates).
  • **Contacts** entry in the left rail with an idcard icon.
v0.0.6 2026-05-13
Changed
  • Moved **Generate SoCA** action from the Client Master File header to the Deal page action bar. A Statement of Credit Assistance is a deal-specific compliance artefact, not a client-level one.
v0.0.5 2026-05-13
Changed
  • Clients list: **Deals** and **Tags** cells now stack their pills vertically instead of wrapping horizontally, for a tidier scan down the column.
v0.0.4 2026-05-13
Added
  • **Strategy underway** column on the Clients list. Shows the current strategy's name, a time-based progress bar (from `createdAt` to the latest goal `targetDate`), the percent complete, and a goals achieved/total count. Clicking the cell jumps to the client's Strategy tab.
  • `strategyProgress(strategy)` helper and `currentStrategy` / `strategyProgress` fields on `clientsWithStats`.
  • `fmtShortDate(iso)` helper (e.g. "Feb 28").
v0.0.3 2026-05-13
Added
  • **Strategy** as a first-class concept on the Client Master File. A Strategy is a current plan to achieve a set of client goals (sell asset by X, hold $Y in redraw by Z, OTP apartment purchase by Feb 2028, etc.).
  • New **Strategy** tab on the Client Master File showing: - Current strategy (with horizon, summary, and goal list with target amounts, target dates and per-goal status badges). - Draft strategies (work-in-progress plans, with placeholder actions: Promote to current / Edit / Discard). - Previous strategies (superseded plans, retained for context).
  • Domain types: `Strategy`, `StrategyGoal`, `StrategyStatus`, `GoalStatus`, `GoalKind`. Goals can link to specific assets, liabilities or deals.
  • Seed strategies for Christina Christou, the Iyer household and Margot Webb (covers current / draft / superseded states).
  • `strategies` writable store and `strategiesForClient(id)` helper.
v0.0.2 2026-05-13
Added
  • App version constant in `src/lib/version.ts`.
  • Subtle clickable version label (`vX.Y.Z`) next to the Infinity logo in the title bar.
  • In-app **Release notes dialog**: clicking the version label opens a modal that renders this `CHANGELOG.md`, with a link to the matching GitHub release.
  • `CHANGELOG.md` (this file).
Changed
  • All user-facing "Scenario / Scenarios" labels renamed to "Deal / Deals" for terminology consistency. Internal type/store identifiers retained.
Hidden
  • Legacy view toggle temporarily hidden in the app shell to avoid confusion during early demos. Component, store and per-page callouts retained.
v0.0.1 2026-05-13
Added
  • Clients list with search and quick filters (active deal, lodged loan, stale contact data).
  • Client Master File detail page with tabs: Overview, Applicants, Assets &amp; Liabilities, Documents, Bank Feeds, Communications, Activity, Deals.
  • Editable primary mobile/email with **live propagation** to all active/draft deals; lodged deals retain their snapshot.
  • New deal flow that pulls live from the master file (no clone).
  • Deals Kanban (Effi-style); cards link to both the deal and the underlying client master file.
  • Deal detail page with Application / Documents / Bank Feed / Messaging / Activity tabs.
  • "Lodge" action that **freezes a lodgement snapshot** of the relevant master-file fields; Snapshot tab diffs frozen address vs current master.
  • Legacy view toggle component and per-screen callouts that explicitly contrast the master-file behaviour with today's deal-centric Effi.
  • DaisyUI select padding/line-height fix from user memory.
  • Design context record at `docs/00-context-and-design.md`.
Repository