Remove the "I have verified this EIN..."
Remove E1F1, E1F2, etc.
Remove "8 steps · CLAY Platform"
Default as All AP State selected, and the user can select which state to exclude.
You should be able to upload the SOW / EL.
I should be able to select Tiered in multi-year fee structure.
Remove this yellow banner: "* Required within this section. The entire step is deferrable.
Only one active contract per client. Old contracts shown as inactive history.
Fee rates lock at claim creation time. New contracts only affect future claims."
Remove this text in the warning: "Search terms auto-generated from affiliate names upon import."
In "Add Contact" Model, Have the contact type, Name, Title, email address, notes. Remove the rest of the fields.
In the "Contact Types Reference" table, remove the "Max" column.
Remove this call out: "Legacy Fields (from CARS — purpose pending confirmation)"
Data Exchange, Sweep Enanbled, Exhibit 21, should all default to no toggle.
Now I also need to read the types file and onboarding wizard to understand full state:
Now I have full context on all files. Let me make all the changes. I'll do them in parallel where possible.
Now let me handle the feature tag display in the sidebar (hide empty ones), update the state selector to "exclude" mode, add SOW/EL upload to Step 4, fix the Tiered option in multi-year, simplify the contact form, remove Max column, fix Step 8:
Now update Step 2 to use an "exclude states" approach instead of "select states":
Now add SOW/EL upload to Step 4, add Tiered to multi-year fee type, simplify the contact form, remove Max column, and fix Step 8:
Now add contractFile to the types and add Tiered to multi-year:
Now add Tiered to the multi-year fee type dropdown:
Now simplify the Add Contact dialog -- keep only: contact type, name, title, email, notes. Remove the rest:
Now update the Contact interface in types:
Now update the signatory warning reference and the contact card display in step 7:
Now update the contact card to use name instead of firstName lastName, and remove phone:
Now replace the dialog form fields to only have: Contact Type, Name, Title, Email, Notes:
Now remove the "Max" column from the Contact Types Reference table:
Now fix Step 8 - remove legacy fields callout, and change Data Exchange, Sweep Enabled, Exhibit 21 to toggles defaulting to off:
Now update the types for the toggle fields (change from string to boolean):
Now fix the Step 8 completion check in the wizard that references the old string fields:
Now I need to remove unused imports in the files I edited. Let me also clean up the Separator import from step-7 since we removed that, and check for any remaining issues:
All changes are complete. Here's a summary of everything that was updated across 8 files:
E1F1, E1F3, etc.) from all steps, simplified Contact to just type/name/title/email/notes, changed dataExchange/sweepEnabled/exhibit21Legacy from string to boolean (default false), removed fullStateName, added contractFile field, defaulted apStates to all US states.Remove the field "Payment Terms".
Step 5 should be called: "Client Documents".
"Details & Notes" should be called "Client Details & Notes".
Remove: "Optional client details. Can be completed at any time."
"Mailling Address" should be "Cluent Mailling Address".
Remove the "REQ" tag on the toolbar, just have a red dot or a yellow dot on the right of the step card.
Good, I have all the context. Now let me make all the changes in parallel:
Now update the sidebar to use the new getRequirementDot function and remove the old badge + dot references:
Now remove paymentTerms from the types and initial data:
Now let me also check if step-header.tsx shows the description (which we blanked out for step 8) so it handles empty descriptions gracefully:
I see the step header also shows the feature tag badge (which is now empty) and the description. Let me clean that up too:
All changes are complete. Here's a summary:
onboarding-types.ts.REQ and PARTIAL text badges with simple colored dots (red for required, amber for partial) aligned to the right side of each step card. Dots disappear when a step is completed.You can send messages while the preview loads