Daily Report
Venkatesan Rajagopal → Muhil M
Commits
Regenerate
LMT — Lead Management Tool

Monday, May 18, 2026

Daily tasks completed · 17 commits

Today's work focused on enhancing the Lead Management Tool's functionality, improving user experience, and fixing several issues.

  • *Financial Management:**
  • The financial tracking system has been updated to use a new service fees ledger system, providing a more accurate and efficient way to manage financial data.
  • Commercial property has been added as a sub-category option for leads, and existing leads have been backfilled with this new sub-category.
  • *User Experience and Filtering:**
  • Sales stat cards now display relevant data for different user roles, giving users a more personalized view of their sales performance.
  • The lead filtering system has been improved to handle missing document types and reset inactive filters, making it easier for users to find the leads they need.
  • Dependent sub-category filters have been added for registration types, allowing users to narrow down their search results more effectively.
  • Filters for specific user roles have been hidden on lead and servicing pages, reducing clutter and improving the user experience.
  • *Analysis and Insights:**
  • Automatic session creation has been added for users with cached login tokens, making it easier for them to access the system.
  • Chart data labels are now clickable links for navigation, giving users a more intuitive way to explore the data.
  • A downloadable CSV activity report has been added to the reports page, allowing users to export their data for further analysis.
  • *Bug Fixes:**
  • The issue preventing users from selecting a vertical has been fixed, restoring this important feature to the system.
  • Printing functionality has been improved by adjusting the layout and style overrides, making it easier for users to print their reports.
Show raw commits (17)
  • 4521744 Update financial tracking to use a new service fees ledger system
  • 2921fd1 Update sales stat cards to show relevant data for different user roles
  • e999baa Add commercial property to sub-category options and update cascades
  • 1ab7e22 Add "Commercial Property" as a sub-category option for leads
  • f28d2a5 Add automatic session creation for users with cached login tokens
  • 0bc761d Add sub-category field for lead registration and backfill existing leads
  • 059a91e Add dependent sub-category filters for registration types
  • 70e33f4 Fix issue preventing users from selecting a vertical
  • a26c8e3 Improve lead filtering by handling missing document types and resetting inactive filters
  • b270695 Hide filters for specific user roles on lead and servicing pages
  • e11514c Update labels to reflect product subtypes in lead creation and detail views
  • 4ce28ae Add sub-category filtering for registration and survey leads
  • d15e24c Make chart data labels clickable links for navigation
  • 50cf8c7 Add downloadable CSV activity report to the reports page
  • fcee658 Add daily activity report for tracking user login and page visit activity
  • 891ffaa Improve printing functionality by adjusting layout and style overrides
  • dbce84e Update the application's commit identifier to reflect recent changes