Projects + Intake UX: surface counterparty and template, fall-through assign

↗ view on GitHub · Custos · 2026-05-04 · 230083fa

Projects list now leads with what matters for contract management:
- Replaced CM / Chats columns with Type (vendor/customer/internal pill)
  and Counterparty (with parent badge if any).
- Files + Reviews kept; Created replaced with Updated (more useful).

Intake row improvements:
- "Create new project" now names the project as
  "Counterparty - LIFECYCLE_HINT" when both are known (e.g.
  "Adobe Inc. - SOW") so multiple contracts with one counterparty stay
  distinguishable.
- New "Assign to..." dropdown lists every existing project so you can
  pick a target even when fuzzy-match doesn't surface it.
Repository Custos/legalos
Author Custos <jfeinblum@gmail.com>
Authored
Parents a9426b0c
Stats 2 files changed , +75 , -51
Part of Intake - bulk-upload triage queue with auto-classify and assign

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