AI Receptionist Ops

Internal team dashboard for running AI receptionist and virtual-assistant client onboarding, plus post-go-live client concerns. Staff only — this is not the client-facing portal.

Replaces the "AI Closed Sales / Onboarding Cal" spreadsheet tab.

Stack

• Next.js 16 (App Router, Server Components + Server Actions)
• Supabase — Postgres, Auth (email + password, invite-only), RLS
• Resend — notification + digest email
• Vercel — hosting + one daily cron
• Tailwind CSS

This is a brand-new project, completely separate from client-portal / client-portal-pqb7 / Supabase cjaqdxfqjxnepjentgwb. Nothing here touches those.

Features

Area	What
My Desk	Your clients, tasks, past-SLA + stale flags, this week's go-lives
Pipeline	Kanban board, drag between stages, stage gates enforced
Clients	Filterable table + full detail page (systems, build checklist, commercials, updates feed)
Concerns	Post-go-live issue tracker with severity, owner, resolution, discussion
Reports	Stage timing, bottlenecks, go-lives/month, manager load, fees
Admin	Team + roles, pipeline stages & SLAs, dropdown options, audit log
Settings	Per-user notification preferences (in-app / email / digest cadence)

Local development

1. npm install
2. Create .env.local from .env.example and fill in the new Supabase project keys.
3. Apply the schema (see SETUP.md).
4. npm run dev → http://localhost:3000

Key conventions

• Runtime config: the browser Supabase client reads its URL/key from GET /api/public-config at runtime, not from build-time NEXT_PUBLIC_ inlining (unreliable on this Vercel account).
• Audit trail: every mutating Server Action calls logActivity() (src/lib/server/activity.ts) → activity_log, which powers the per-client and global updates feeds.
• Stage gates: src/lib/server/gates.ts blocks a client from moving past a stage until the required checklist items are done. Configure in Admin.
• Auth guard: src/proxy.ts (Next 16's renamed middleware).

See SETUP.md for provisioning the remote Supabase / GitHub / Vercel projects and importing the spreadsheet.