Collections Pages — Specific Improvement Spec

Exact changes for /collections dashboard and /collections/:id detail page

March 31, 2026
📊 10 Dashboard Improvements 📋 12 Detail Page Improvements 🎯 22 Total Spec Items
Part A — Dashboard

A.1 Current State — What Exists Today

The current /collections dashboard layout and components

Current /collections Dashboard Layout ┌─────────────────────────────────────────────────────────────┐ │ Collections Overview [Export CSV] │ ├──────────┬──────────┬──────────┬──────────────────────────────┤ │ Total │ Outstand.│ Overdue │ Collection │ │ Overdue │ Receiv. │ Buyers │ Rate │ │ $XXX │ $XXX │ XX │ XX% │ ├──────────┴──────────┴──────────┴──────────────────────────────┤ │ Aging Analysis Chart │ │ ▓▓▓▓▓ ▓▓▓▓ ▓▓▓ ▓▓ ▓ │ │ 0-30 31-60 61-90 91+ 120+ │ ├───────────────────────────────────────────────────────────────┤ │ Monthly Collections Chart (FAKE DATA — see Problem #8) │ │ ▁▂▃▄▅▆▇█▇▆▅▄ │ ├───────────────────────────────────────────────────────────────┤ │ [Project ▼] [Aging ▼] [Search...] │ ├───────────────────────────────────────────────────────────────┤ │ Focus Project: Ashley Hills │ │ Billed: $XX Expenses: $XX Collection Rate: XX% Risk: XX │ ├───────────────────────────────────────────────────────────────┤ │ [Overdue] [Due Soon] [All Buyers] │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ Buyer │ Unit │ Project │ Amount │ Days │ Next Due │ Stat │ │ │ │ ... │ ... │ ... │ ... │ ... │ ... │ ... │ │ │ │ ... │ ... │ ... │ ... │ ... │ ... │ ... │ │ │ │ ... │ ... │ ... │ ... │ ... │ ... │ ... │ │ │ └─────────────────────────────────────────────────────────┘ │ │ < 1 2 3 > │ └───────────────────────────────────────────────────────────────┘

A.2 Problem Analysis — Dashboard UX/Functional Issues

10 specific problems identified with the current collections dashboard

  1. 1 No collections health score — 4 stat cards show raw numbers but no single "are we healthy?" indicator. Property managers need a traffic-light-style health assessment at a glance.
  2. 2 Aging chart is disconnected — Shows aging buckets but doesn't connect to actions. No way to click a bucket and filter the table below. Chart is view-only.
  3. 3 Focus project section is weak — Shows billing/expenses/rate but missing: (a) trend arrows showing if things are getting better/worse month-over-month, (b) top delinquent tenants for that project, (c) days-to-collect average.
  4. 4 No collections funnel — Can't see how many accounts are at each stage (reminder → notice → payment plan → legal → eviction). This is the most important operational view for a collections manager.
  5. 5 No AI action queue — AI features exist in the detail page but there's no portfolio-level "here are the top 10 things to do right now" list on the dashboard.
  6. 6 Table columns are basic — Missing: payment history sparkline, risk score badge, last contact date, assigned agent. The table looks like a spreadsheet, not an intelligence tool.
  7. 7 No visual timeline/Gantt — Can't see where cases are in their lifecycle relative to each other. No way to spot clustering of escalation deadlines.
  8. 8 Collection chart uses fake data — collection-chart.component.ts multiplies revenueCollected × [0.12, 0.15, ...] — completely fabricated monthly distribution, not real collection data.
  9. 9 No comparison to previous period — None of the 4 stat cards show trend vs last month. Property managers always want to know "is it getting better or worse?"
  10. 10 CSV export is the only export — No PDF report generation, no scheduled email digest, no shareable dashboard link for stakeholders.

A.3 Specific Improvements — Dashboard

10 detailed improvements with wireframes, before/after comparisons, and effort estimates

D-1

Replace Stat Cards with Enhanced KPI Cards

Dashboard Effort: Low ★★★★★ P1
Current vs Proposed
❌ Current — Flat cards, no context
┌──────────────────┐ │ Total Overdue │ │ $124,500 │ │ │ │ │ └──────────────────┘
✅ Proposed — Rich KPI cards
┌──────────────────────────┐ │ 📊 Total Overdue │ │ $124,500 ↗ +8.2% │ │ ▁▂▃▅▇█ (last 6 months) │ │ ● Above avg (indust: $95K)│ └──────────────────────────┘
Specification
  • Each of the 4 stat cards gets three new sub-elements:
  • (a) Trend arrow + % change — compare current value to same metric last month. Green ↗ for improvement, red ↘ for decline. Use ↗ +8.2% format.
  • (b) Sparkline — inline SVG sparkline showing last 6 months of that metric's value. Height: 24px, width: fills card.
  • (c) Benchmark indicator — colored dot (green/amber/red) comparing to industry standard or portfolio average. Shows reference value.
  • Card height increases from ~80px to ~120px. Keep 4-column grid layout.
Implementation Notes

Backend: Add GET /api/collections/kpi-trends endpoint returning 6-month history per metric. Frontend: Extend stat-card.component to accept trend data. Use lightweight inline SVG for sparklines (no chart library needed).

D-2

Add Collections Health Score

Dashboard Effort: Low ★★★★★ P1
New Widget — Wireframe
┌─────────────────────────────────────┐ │ COLLECTIONS HEALTH │ │ │ │ ╭──────╮ │ │ ╭─╯ 82 ╰─╮ │ │ │ / 100 │ │ │ ╰───────────╯ │ │ ● Good │ │ │ │ Collection Rate (40%) ████████░░ │ │ Aging Trend (30%) ██████░░░░ │ │ Delinquency Rate (20%) █████████░ │ │ Recovery Rate (10%) ███████░░░ │ └─────────────────────────────────────┘
Specification
  • Large circular gauge (CSS-only, no library) showing 0-100 composite score
  • Score formula: Collection Rate × 0.4 + Aging Trend × 0.3 + (100 - Delinquency Rate) × 0.2 + Recovery Rate × 0.1
  • Color thresholds: Green 80+ ("Good"), Amber 60-79 ("Needs Attention"), Red <60 ("Critical")
  • Below gauge: breakdown bars showing each component's contribution
  • Placement: First item in KPI row (shifts 4 stat cards to right, making a 5-item row or stacking health score above)
D-3

Add Collections Funnel

Dashboard Effort: Med ★★★★☆ P2
New Widget — Wireframe
┌───────────────────────────────────────────────┐ │ Collections Funnel │ │ │ │ ██████████████████████████████████ All: 5,000 │ │ ██████████████████████████ Late: 234 │ │ ████████████████████ Notice: 89 │ │ ██████████████ Plan: 34 │ │ ██████████ Legal: 12 │ │ ██████ Eviction: 3 │ │ │ │ Conversion: 4.7% → 38.0% → 38.2% → 35.3% → │ │ 25.0% │ │ │ │ Click any stage to filter the table below ↓ │ └───────────────────────────────────────────────┘
Specification
  • Visual funnel (CSS trapezoids or angled divs) showing account flow through 6 stages
  • Each stage shows: count, total dollar amount, conversion rate from previous stage
  • Interactive: Click any stage → filters the table below to show only accounts at that stage
  • Color gradient: blue (early stages) → amber → red (eviction)
  • Placement: Below aging chart, left column of a 2-column layout (right column = AI Action Queue)
Data Source

Backend: GET /api/collections/funnel — aggregates from collection_cases.escalation_level and collection_cases.status. Map escalation levels 1-5 to funnel stages.

D-4

Add AI Action Queue Widget

Dashboard Effort: Med ★★★★☆ P2
New Widget — Wireframe
┌──────────────────────────────────────────────┐ │ 🤖 AI Action Queue Today: 10 items│ ├──────────────────────────────────────────────┤ │ 1. 📱 Send SMS to Ahmad Khan │ │ 87% likely to pay if contacted today │ │ 🔴 Urgent │ A-305 │ $12,400 │ │ [Execute] [Dismiss] [Snooze ▼] │ ├──────────────────────────────────────────────┤ │ 2. ⚠️ Escalate Maria Santos — 3rd miss │ │ Auto-escalation triggers in 2 days │ │ 🟡 High │ B-102 │ $6,800 │ │ [Execute] [Dismiss] [Snooze ▼] │ ├──────────────────────────────────────────────┤ │ 3. 📧 Email James Williams — plan due tmrw │ │ Payment plan installment #2 due Mar 31 │ │ 🟡 High │ C-401 │ $3,200 │ │ [Execute] [Dismiss] [Snooze ▼] │ ├──────────────────────────────────────────────┤ │ 4. 📞 Call Sarah Chen — promised Friday │ │ Follow up on verbal promise from Mar 27 │ │ 🔵 Normal │ A-102 │ $2,100 │ │ [Execute] [Dismiss] [Snooze ▼] │ ├──────────────────────────────────────────────┤ │ ↓ Show 6 more actions │ └──────────────────────────────────────────────┘
Specification
  • Scrollable card (max-height: 400px) showing top 10 AI-recommended actions across ALL active cases
  • Each item: tenant name, recommended action, confidence %, urgency badge, unit, amount
  • Quick-action buttons: Execute (calls existing AI action endpoint), Dismiss (hide for today), Snooze (remind in 1h/4h/tomorrow)
  • Placement: Right column, next to Collections Funnel (2-column layout)
  • Urgency levels: 🔴 Urgent (today), 🟡 High (this week), 🔵 Normal (this month)
Data Source

New endpoint: GET /api/collections/ai-queue — runs the AI recommendation engine across all active cases, ranks by urgency × confidence × amount, returns top 10.

D-5

Make Aging Chart Interactive

Dashboard Effort: Low ★★★☆☆ P2
Current vs Proposed
❌ Current — Static bars, no interaction
▓▓▓▓▓ ▓▓▓▓ ▓▓▓ ▓▓ ▓ 0-30 31-60 61-90 91+ 120+
✅ Proposed — Clickable with labels & trends
▓▓▓▓▓ ▓▓▓▓ ▓▓▓ ▓▓ ▓█ ← growing! 0-30 31-60 61-90 91+ 120+ $45K $32K $24K $15K $8K (120) (54) (32) (18) (10) ↘-3% ↗+2% →0% ↗+12% ↗+5% ─── click to filter ───
Specification
  • Click any bar → filters the buyer table below to show only accounts in that aging bucket
  • Each bar displays: dollar amount label, account count, trend vs last month (arrow + %)
  • Fastest-growing bucket gets a red highlight border and pulse animation
  • Selected bar stays highlighted with accent color until cleared
D-6

Enhance Table Columns & Add Bulk Actions

Dashboard Effort: Med ★★★★☆ P1
Current vs Proposed Table
❌ Current — Basic spreadsheet
│ Buyer │ Unit │ Project │ Amount │ Days │ Next Due │ Status │ │ Ahmad │ A305 │ Ashley │ $12.4K │ 94 │ Mar 15 │ Active │ │ James │ B201 │ Ashley │ $4.2K │ 32 │ Mar 28 │ Active │
✅ Proposed — Intelligence table
│☐│ Buyer │Unit │Risk│ Amount │Days│ History │Agent │Last Contact│ │☐│ Ahmad K. │A305 │ 🔴 │$12,400 │ 94 │ ●●○●○○ │Sarah │ 2 days ago │ │☐│ James W. │B201 │ 🟡 │ $4,200 │ 32 │ ●●●●○● │Mike │ 5 days ago │ │☐│ Maria S. │B102 │ 🔴 │ $6,800 │ 67 │ ●○○●○○ │Sarah │ 1 week ago │ ↑ ↑ ↑ ↑ ↑ bulk colored sparkline assigned relative select badge dots agent time
New Columns
  • Checkbox column: Select individual rows or "select all" for bulk actions
  • Risk Score: Colored badge — 🔴 High (score <30%), 🟡 Medium (30-60%), 🟢 Low (60%+). Sourced from AI payment probability.
  • Payment History: 6-dot sparkline — ● green (paid on time), ◐ amber (paid late), ○ red (missed). Last 6 months.
  • Assigned Agent: Agent name or "Unassigned" tag. Clickable to reassign.
  • Last Contact: Relative time since last communication ("2 days ago", "1 week ago"). Red if >14 days.
New Features
  • Column sorting: Click any header to sort asc/desc. Currently no sorting exists.
  • Bulk actions bar: Appears when rows selected — [Send Bulk SMS] [Assign Agent] [Export Selected]
  • Row color-coding: Light red background for 90+ days overdue, light amber for 60-89 days
D-7

Add Communication Effectiveness Widget

Dashboard Effort: Med ★★★☆☆ P3
New Widget — Wireframe
┌──────────────────────────────────────────┐ │ 📡 Communication Effectiveness │ │ Notice-to-Pay Conversion Rate by Channel │ │ │ │ 📞 Call ██████████████████████ 67% │ │ 📱 SMS ██████████████ 45% │ │ ✉️ Letter ██████████ 31% │ │ 📧 Email ███████ 22% │ │ │ │ 💡 Calls are 3x more effective than email │ └──────────────────────────────────────────┘
Specification
  • Horizontal bar chart showing notice-to-pay conversion rate by communication channel
  • Data: count of notices sent per channel vs payments received within 14 days of notice
  • AI insight line at bottom: auto-generated recommendation based on data
  • Placement: Below the funnel/AI queue section, full width or left column
D-8

Replace Fake Chart Data with Real Collections Timeline

Dashboard Effort: Med ★★★☆☆ P2
The Problem — Fake Data in Code
// collection-chart.component.ts — CURRENT (FAKE) const monthlyMultipliers = [0.12, 0.15, 0.08, 0.18, 0.10, 0.14, 0.09, 0.06, 0.03, 0.03, 0.01, 0.01]; this.monthlyData = monthlyMultipliers.map(m => this.revenueCollected * m); // ↑ This generates fake distribution — NOT real monthly data
The Fix
// PROPOSED — Real data from backend // Backend: GET /api/collections/monthly-summary?months=12 // Returns: [{ month: '2025-04', billed: 45000, collected: 42300 }, ...] // Frontend: Grouped bar chart // Blue bars = billed amount per month // Green bars = collected amount per month // Gap between them = shortfall (highlighted in red if growing)
Specification
  • Create new backend endpoint aggregating actual payment records by month
  • Show grouped bar chart: billed (blue) vs collected (green) per month
  • Add trend line showing collection rate % over time
  • Highlight months where collection rate dropped below 90% in red
D-9

Add Upcoming Deadlines Widget

Dashboard Effort: Med ★★★☆☆ P3
New Widget — Wireframe
┌───────────────────────────────────────────┐ │ ⏰ Upcoming Deadlines [7d] [14d] [30d]│ ├───────────────────────────────────────────┤ │ 🔴 TODAY Cure period expires — Unit A305│ │ Ahmad Khan │ $12,400 │ │ [View Case →] │ ├───────────────────────────────────────────┤ │ 🔴 APR 1 Court hearing — Unit B102 │ │ Maria Santos │ $6,800 │ │ [View Case →] │ ├───────────────────────────────────────────┤ │ 🟡 APR 3 Filing deadline — Unit C401 │ │ James Williams │ $3,200 │ │ [View Case →] │ ├───────────────────────────────────────────┤ │ ⚪ APR 8 Payment plan due — Unit A102 │ │ Sarah Chen │ $2,100 │ │ [View Case →] │ └───────────────────────────────────────────┘
Specification
  • List of actionable deadlines: cure period expirations, court dates, filing deadlines, payment plan due dates
  • Color-coded: 🔴 today/tomorrow, 🟡 this week, ⚪ later
  • Toggle view: 7-day / 14-day / 30-day window
  • Click navigates to case detail page
  • Placement: Right sidebar or below the main table
D-10

Add Quick Filter Chips

Dashboard Effort: Low ★★☆☆☆ P3
Current vs Proposed
❌ Current — Dropdown-only filtering
[Project ▼] [Aging ▼] [Search...]
✅ Proposed — One-click filter chips + dropdowns
[Critical 90+] [Payment Plans] [Legal] [First-Time Late] [Chronic Payers] [My Cases] [Unassigned] + [Project ▼] [Search...]
Specification
  • Horizontal strip of clickable filter chips above the table
  • Pre-defined filters for common scenarios — one click to activate, click again to deactivate
  • Multiple chips can be active simultaneously (AND logic)
  • Active chip gets accent-colored border and filled background
  • Existing dropdown filters remain alongside chips

A.4 Proposed New Dashboard Layout

Complete wireframe of the redesigned collections dashboard incorporating all improvements

Proposed /collections — Collections Intelligence Dashboard ┌─────────────────────────────────────────────────────────────────────────┐ │ Collections Intelligence Dashboard [Export ▼] │ │ PDF │ CSV │ Email │ ├───────────┬────────────┬────────────┬────────────┬─────────────────────┤ │ Health │ Total │Outstanding │ Overdue │ Collection │ │ Score │ Overdue │ Receivables│ Buyers │ Rate │ │ ╭───╮ │ $124,500 │ $890,200 │ 47 │ 94.2% │ │ │82 │ │ ↗ +8.2% │ ↘ -2.1% │ ↗ +3 │ ↘ -0.8% │ │ ╰───╯ │ ▁▂▃▅▇█ │ █▇▅▃▂▁ │ ▁▁▂▃▃▅ │ █▇▇▆▅▅ │ │ ● Good │ ●Above avg │ ●Below avg │ ●On target │ ●Above avg │ ← D-1, D-2 ├───────────┴────────────┴────────────┴────────────┴─────────────────────┤ │ [Critical 90+] [Payment Plans] [Legal] [First-Time] [My Cases] │ ← D-10 │ [Chronic Payers] [Unassigned] │ ├──────────────────────────────────┬─────────────────────────────────────┤ │ Collections Funnel D-3 │ 🤖 AI Action Queue D-4 │ │ │ │ │ ████████████████████ All: 5,000│ 1. 📱 SMS Ahmad Khan (87%) │ │ ████████████████ Late: 234 │ $12,400 │ 🔴 Urgent │ [Execute] │ │ ████████████ Notice: 89 │ 2. ⚠️ Escalate Maria (3rd miss) │ │ ████████ Plan: 34 │ $6,800 │ 🟡 High │ [Execute] │ │ ██████ Legal: 12 │ 3. 📧 Email James (plan due) │ │ ████ Eviction: 3 │ $3,200 │ 🟡 High │ [Execute] │ │ │ 4. 📞 Call Sarah (promise Fri) │ │ Click stage to filter table ↓ │ $2,100 │ 🔵 Normal │ [Execute] │ ├──────────────┬───────────────────┴─────────────────────────────────────┤ │ Aging Buckets│ Monthly Collections (Real Data) D-8 │ │ (interactive)│ │ │ ▓▓▓▓▓ │ ▓▓ ▓▓ ▓▓ ▓▓ ▓▓ ▓▓ ▓▓ ▓▓ ▓▓ ▓▓ ▓▓ ▓▓ │ │ ▓▓▓▓ │ ░░ ░░ ░░ ░░ ░░ ░░ ░░ ░░ ░░ ░░ ░░ ░░ ▓=collected │ │ ▓▓▓ │ Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar │ │ ▓▓ │ ░=billed │ │ ▓ D-5 │ Collection rate trend: ──────╲_╱──── 94.2% │ ├──────────────┴────────────────────────────────────────────────────────┤ │ 📡 Comm. Effectiveness: 📞67% │ 📱45% │ ✉️31% │ 📧22% D-7 │ ├───────────────────────────────────────────────────────────────────────┤ │ [Project ▼] [Aging ▼] [Search...] │ │ Focus: Ashley Hills — Rate: 91.3% ↗+1.2% │ Top Risk: A-305 ($12K) │ ├───────────────────────────────────────────────────────────────────────┤ │ [Overdue] [Due Soon] [All Buyers] [Payment Plans] [Legal Cases] │ │ ┌─────────────────────────────────────────────────────────────────┐ │ │ │☐│ Buyer │ Unit │ Risk │ Amount │ Days │ History │ Agent │ │ ← D-6 │ │☐│ Ahmad K. │ A305 │ 🔴 │ $12,400 │ 94 │ ●●○●○○ │ Sarah │ │ │ │☐│ Maria S. │ B102 │ 🔴 │ $6,800 │ 67 │ ●○○●○○ │ Sarah │ │ │ │☐│ James W. │ C401 │ 🟡 │ $4,200 │ 32 │ ●●●●○● │ Mike │ │ │ │☐│ Sarah C. │ A102 │ 🟢 │ $2,100 │ 15 │ ●●●●●○ │ — │ │ │ └─────────────────────────────────────────────────────────────────┘ │ │ [Send Bulk SMS] [Assign Agent] [Export Selected] < 1 2 3 > │ ├───────────────────────────────────────────────────────────────────────┤ │ ⏰ Deadlines This Week D-9 │ │ 🔴 Today: Cure expires A305 │ 🔴 Apr 1: Court B102 │ 🟡 Apr 3... │ └───────────────────────────────────────────────────────────────────────┘
Part B — Detail Page

B.1 Current State — What Exists Today

The current /collections/:id detail page layout and components

Current /collections/:id Detail Page Layout ┌─────────────────────────────────────────────────────────────────────┐ │ ← Back to Collections │ ├─────────────────────────────┬───────────────────────────────────────┤ │ 👤 Ahmad Khan │ Balance: $12,400 │ Escalation: 3/5 │ │ A-305, Ashley Hills │ Pay Prob: 34% │ Days: 94 │ │ +1 (555) 234-5678 │ Status: Active │ ├─────────────────────────────────────────────────────────────────────┤ │ [SMS] [Email] [Call] [Plan] [Payment] [Notice] [Escalate] [More] │ ├─────────────────────────────────────────────────────────────────────┤ │ 🤖 AI: Send a courtesy SMS with payment link — 67% response rate │ │ [Execute Action] │ ├─────────────┬───────────────────────────────────────────────────────┤ │ Tenant Info │ [Communications] [Ledger] [Calls] │ │ │ │ │ Lease Info │ ┌──────────────────────────────┐ │ │ - Start/End │ │ ← SMS from tenant (Mar 28) │ │ │ - Rent $2K │ │ "I'll pay on Friday" │ │ │ - Deposit │ └──────────────────────────────┘ │ │ │ ┌──────────────────────────────┐ │ │ Escalation │ │ SMS to tenant (Mar 25) → │ │ │ ○ ○ ● ○ ○ │ │ "Payment reminder for $2K" │ │ │ Level 3 │ └──────────────────────────────┘ │ │ │ ┌──────────────────────────────┐ │ │ Legal Events│ │ Email to tenant (Mar 20) → │ │ │ - Event 1 │ │ "Outstanding balance notice" │ │ │ - Event 2 │ └──────────────────────────────┘ │ │ │ │ │ Documents │ │ │ - Notice 1 │ │ │ - Lease │ │ │ [Upload] │ │ └─────────────┴───────────────────────────────────────────────────────┘

B.2 Problem Analysis — Detail Page Issues

12 specific problems identified with the current collection detail page

  1. 1 No payment history visualization — Only a table of missed months in the Ledger tab. No visual showing the pattern over the entire lease (which months paid on time, which missed, what the trend is).
  2. 2 AI recommendation is a single text line — Just shows next_best_action text with one "Execute" button. No explanation of WHY this action, no confidence score displayed, no alternative options to choose from.
  3. 3 No financial summary — The ledger tab shows missed months and installments but there's no total picture: total lease value, total paid to date, % complete, projected loss if evicted.
  4. 4 No comparable cases — Property manager has no context on "what happened with similar cases?" No data on whether payment plans work for tenants with this profile.
  5. 5 Communication timeline has no sentiment — Messages show direction, channel, and delivery status, but no sentiment indicator. Can't tell if tenant is becoming more hostile or more cooperative over time.
  6. 6 Payment Plan is hardcoded to 3 installments — offerPaymentPlan() always creates 3 installments. No dialog to configure terms. No AI-generated options with projected recovery rates.
  7. 7 Generate Notice creates a stub document — Creates a database record but doesn't generate an actual PDF. Should produce jurisdiction-aware notice with proper legal language.
  8. 8 Upload Document is a stub — Always creates "Uploaded Document" with type "other". No actual file upload capability — no file picker, no drag-and-drop, no preview.
  9. 9 No escalation workflow visualization — Shows escalation level as 5 dots but no timeline showing WHEN each escalation happened, how long each stage lasted, or what triggers the next one.
  10. 10 No cost-of-inaction analysis — Property manager can't see "if I don't act, this will cost us $X in lost rent + $Y in legal fees + $Z in vacancy." No urgency quantification.
  11. 11 Legal workflow section is basic — Shows events in a simple list but no visual pipeline. Doesn't show the full legal process or where THIS case currently sits in it.
  12. 12 No "what the tenant sees" view — Property manager can't see the tenant's portal experience. Showing their view would help craft more empathetic, effective communications.

B.3 Specific Improvements — Detail Page

12 detailed improvements with wireframes, before/after comparisons, and effort estimates

C-1

Add Payment History Timeline

Detail Effort: Low ★★★★★ P1
New Component — Wireframe
┌────────────────────────────────────────────────────────────────┐ │ Payment History (12 months) │ │ │ │ Jan Feb Mar Apr May Jun Jul Aug Sep Oct│ │ ● ● ● ● ◐ ○ ○ ○ ● │ │ on on on on late miss miss miss paid │ │ │ │ Nov Dec │ │ ○ · Legend: ● On Time ◐ Late ○ Missed · Future │ │ miss future │ │ │ │ Pattern: 4 consecutive on-time → 1 late → 3 missed → 1 paid → │ │ Declining trend. Action needed. │ └────────────────────────────────────────────────────────────────┘
Specification
  • Visual timeline spanning the entire lease life (12-24 months depending on lease)
  • Each month rendered as a colored circle: ● green = paid on time, ◐ amber = paid late, ○ red = missed, · gray = future
  • Hover on any circle shows tooltip: payment date, amount, days late (if applicable)
  • Below timeline: AI-generated pattern description ("4 consecutive on-time → declining")
  • Placement: Full width, above the tabs, below the header/action buttons. First thing the manager sees.
Data Source

Already available: installment_schedules table has due dates and payment status. Map status: 'paid' with paid_date <= due_date → on-time. paid_date > due_date → late. status: 'overdue' → missed.

C-2

Upgrade AI Recommendation Panel

Detail Effort: Med ★★★★★ P1
Current vs Proposed
❌ Current — Single line, no context
🤖 AI: Send a courtesy SMS with payment link — 67% response rate [Execute Action]
✅ Proposed — Rich expandable card
┌──────────────────────────────────────────────────────┐ │ 🤖 AI Recommendation 92% conf. │ │ ──────────────────────────────────────────────────── │ │ ★ Send courtesy SMS with payment link │ │ │ │ WHY THIS ACTION: │ │ 3 similar cases (first-time late, <$15K) responded │ │ to SMS within 24hrs. Ahmad's preferred channel is │ │ SMS (3 of 4 past responses via SMS). │ │ │ │ EXPECTED OUTCOME: │ │ 67% chance of payment within 7 days │ │ Based on 23 similar resolved cases │ │ │ │ [Execute SMS ▶] │ │ │ │ ▾ ALTERNATIVES │ │ 📞 Schedule call with agent — 78% conf. [Execute] │ │ 📧 Send email with statement — 54% conf. [Execute] │ │ ⏳ Wait 3 more days then escalate — 41% conf. │ └──────────────────────────────────────────────────────┘
Specification
  • Primary recommendation prominently displayed with confidence percentage as a colored badge
  • "Why this action" section: cites similar cases, tenant's communication preference, historical response data
  • "Expected outcome": probability of payment + timeframe, based on resolved case data
  • Alternatives section: expandable, shows 2-3 other options with their own confidence scores and execute buttons
  • Each option's Execute button triggers the corresponding action (SMS dialog, email composer, etc.)
Backend Changes

Extend AI recommendation response to include: confidence, reasoning, similar_cases_count, expected_outcome, alternatives[]. Currently only returns next_best_action string.

C-3

Add Financial Summary Card

Detail Effort: Low ★★★★☆ P1
New Component — Wireframe
┌───────────────────────────────────────┐ │ 💰 Financial Summary │ │ │ │ Lease Value $24,000 │ │ ███████████████████████████████ 100% │ │ │ │ Paid to Date $14,400 │ │ ████████████████████░░░░░░░░░░ 60% │ │ ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ = paid │ │ ░░░░░░░░░░░░░░░░░░░░░ = outstanding │ │ │ │ Outstanding $9,600 │ │ Security Deposit -$2,400 │ │ Late Fees Accrued +$450 │ │ ───────────────────────────── │ │ Net Exposure $7,650 │ │ │ │ ⚠️ Cost if Evicted: ~$14,100 │ │ Remaining rent $9,600 │ │ Legal costs est. $2,500 │ │ Vacancy loss est. $2,000 │ │ │ │ [Apply Late Fee] [Waive Fee] │ │ [Record Payment] [Adjust Balance] │ └───────────────────────────────────────┘
Specification
  • Placed in left column, replaces/augments the current "Tenant & Lease Info" section at the top
  • Stacked progress bar: green (paid) + red (outstanding) = total lease value
  • Key financial metrics with clear labels and amounts in JetBrains Mono
  • Net Exposure = Outstanding - Security Deposit + Late Fees
  • Cost if Evicted = Remaining rent + estimated legal costs + estimated vacancy loss (configurable per jurisdiction)
  • Quick action buttons for common financial operations (see C-11)
C-4

Add Comparable Cases Panel

Detail Effort: High ★★★☆☆ P3
New Tab — Wireframe
┌──────────────────────────────────────────────────────────┐ │ [Communications] [Ledger] [Calls] [Similar Cases ←NEW] │ ├──────────────────────────────────────────────────────────┤ │ 📊 Similar Cases (matched on: $10-15K range, 60-120 │ │ days overdue, residential, same city) │ │ │ │ Resolution Outcomes (6 similar cases found): │ │ │ │ ✅ Payment Plan 3 cases │ avg 45 days to resolve │ │ ████████████████████ 50% success rate │ │ │ │ ✅ Full Payment 2 cases │ avg 12 days to resolve │ │ ████████████████ 33% (usually after demand letter) │ │ │ │ ❌ Went to Legal 1 case │ 90 days to resolve │ │ ████████ 17% (tenant abandoned unit) │ │ │ │ 💡 Recommendation: Payment plan has highest success rate │ │ for cases in this profile. Average recovery: 78%. │ │ │ │ ▾ View individual cases │ │ Case #1042 — Resolved via 4-installment plan (42 days) │ │ Case #987 — Paid in full after demand letter (8 days) │ │ Case #1105 — Payment plan, 3 installments (51 days) │ └──────────────────────────────────────────────────────────┘
Specification
  • New tab in the main content area: "Similar Cases"
  • Matching criteria: amount range (±25%), days overdue range (±30 days), same property type, same city/jurisdiction
  • Shows resolution outcomes grouped by method with success rates and average resolution times
  • AI-generated recommendation based on what worked for similar cases
  • Expandable list of individual comparable cases with links
C-5

Add Sentiment Timeline to Communications

Detail Effort: High ★★★☆☆ P3
New Component — Wireframe
┌──────────────────────────────────────────────────────┐ │ Tenant Sentiment Over Time │ │ │ │ 😊 5 │ ● │ │ 4 │ ● ● │ │ 😐 3 │ ● ● │ │ 2 │ ● │ │ 😠 1 │ ● │ │ └────────────────────────────────────── │ │ Mar 5 Mar 12 Mar 18 Mar 22 Mar 25 Mar 28│ │ │ │ Trend: ↘ Declining — tenant becoming less │ │ cooperative. Consider empathetic approach. │ ├──────────────────────────────────────────────────────┤ │ ┌─green border──────────────────────────────────┐ │ │ │ ← SMS from tenant (Mar 28) │ │ │ │ "I'll try to pay Friday, sorry for the delay" │ │ │ │ Sentiment: 3/5 (neutral-cooperative) │ │ │ └───────────────────────────────────────────────┘ │ │ ┌─red border────────────────────────────────────┐ │ │ │ ← SMS from tenant (Mar 25) │ │ │ │ "Stop calling me, I know I owe" │ │ │ │ Sentiment: 1/5 (hostile) │ │ │ └───────────────────────────────────────────────┘ │ └──────────────────────────────────────────────────────┘
Specification
  • Small line chart above the chat timeline showing sentiment score (1-5) over time
  • Each inbound communication gets a sentiment dot on the chart (NLP analysis)
  • Trend line with AI-generated summary: "Declining — consider empathetic approach"
  • Chat bubbles get subtle border tinting: green = positive/cooperative, red = hostile/frustrated
  • Sentiment score badge on each message bubble
C-6

Upgrade Payment Plan Dialog

Detail Effort: Med ★★★★☆ P2
Current vs Proposed
❌ Current — Hardcoded 3 installments
// offerPaymentPlan() in component const installments = 3; // ← HARDCODED const amount = outstanding / 3; // Creates plan immediately, no dialog
✅ Proposed — Smart plan dialog
┌──────────────────────────────────────────────┐ │ 📋 Create Payment Plan │ │ Outstanding Balance: $9,600 │ │ ─────────────────────────────────────────── │ │ │ │ AI-Generated Options: │ │ │ │ ○ Aggressive — 2 installments │ │ $4,800/mo │ 89% projected recovery │ │ Due: Apr 15, May 15 │ │ │ │ ● Standard — 3 installments (recommended) │ │ $3,200/mo │ 76% projected recovery │ │ Due: Apr 15, May 15, Jun 15 │ │ │ │ ○ Lenient — 6 installments │ │ $1,600/mo │ 62% projected recovery │ │ Due: Apr-Sep, 15th of each month │ │ │ │ ○ Custom — Set your own terms │ │ Installments: [___] Start: [______] │ │ │ │ Include late fee in plan? [✓] $450 │ │ Auto-notify tenant? [✓] via SMS │ │ │ │ [Cancel] [Create Plan & Notify] │ └──────────────────────────────────────────────┘
Specification
  • Modal dialog replaces the one-click plan creation
  • AI generates 3 plan options based on: outstanding amount, tenant's payment history, comparable case data
  • Each option shows: number of installments, monthly amount, projected recovery rate
  • Custom option allows manager to set any terms
  • Options to include late fees in plan and auto-notify tenant
  • Preview shows full payment schedule before creation
C-7

Add Escalation Workflow Visualization

Detail Effort: Low ★★★★☆ P1
Current vs Proposed
❌ Current — Static dots, no timeline
Escalation Level: ● ● ● ○ ○ (3/5)
✅ Proposed — Interactive pipeline with timeline
┌──────────────────────────────────────────────────────────────────┐ │ Escalation Pipeline │ │ │ │ [1 Reminder]──►[2 Notice]──►[3 Demand]──►[4 Legal]──►[5 Eviction]│ │ ✅ ✅ ● HERE ○ ○ │ │ Mar 1 Mar 8 Mar 15 │ │ (30 days) (7 days) (16 days ago) │ │ │ │ ⏰ Auto-escalates to Level 4 on Apr 5 if no payment received │ │ (21 days remaining in current stage) │ │ │ │ History: │ │ • Mar 1 — Friendly reminder SMS sent (auto) │ │ • Mar 8 — Formal notice generated & sent │ │ • Mar 15 — Demand letter sent via certified mail │ └──────────────────────────────────────────────────────────────────┘
Specification
  • Horizontal pipeline with 5 steps, connected by arrows
  • Completed steps: green checkmark + date completed + duration in that stage
  • Current step: pulsing dot + "HERE" label + date entered + days elapsed
  • Future steps: gray circles
  • Auto-escalation notice: shows when next escalation triggers if no action taken
  • History log: what actions were taken at each stage
  • Placement: Full width, below payment history timeline, above action buttons
C-8

Add Cost of Inaction Calculator

Detail Effort: Low ★★★★☆ P2
New Component — Wireframe
┌───────────────────────────────────────────┐ │ ⚠️ Cost of Inaction │ │ Every day of inaction costs ~$67 │ │ │ │ TODAY │ │ ██████████ Outstanding $9,600 │ │ ██ Late fees $450 │ │ ───────────────── │ │ Total: $10,050 │ │ │ │ +30 DAYS │ │ ██████████ + Lost rent $2,000 │ │ ████ + Late fees $150 │ │ Total: $12,200 (+$2,150) │ │ │ │ +60 DAYS │ │ ██████████ + Legal filing $500 │ │ ██████ + Attorney $1,500 │ │ Total: $14,200 (+$2,000) │ │ │ │ +90 DAYS │ │ ██████████ + Court costs $800 │ │ ████████ + Vacancy loss $4,000 │ │ Total: $19,000 (+$4,800) │ │ │ │ 📈 Cost doubles in ~90 days │ │ ⏰ Act now to minimize exposure │ └───────────────────────────────────────────┘
Specification
  • Stacking bar visualization showing escalating costs over 30/60/90 day windows
  • Cost components: outstanding balance, late fees, lost rent (monthly), legal fees (estimated by stage), vacancy loss
  • Daily cost calculation: total projected 90-day cost ÷ 90
  • Cost estimates configurable per jurisdiction / property type in system settings
  • Placement: Left column, below the Financial Summary card
C-9

Enhance Legal Workflow Section

Detail Effort: Med ★★★☆☆ P3
Current vs Proposed
❌ Current — Simple event list
Legal Events: • Notice to Pay sent (Mar 8) • Demand Letter sent (Mar 15) • Cure period started (Mar 15)
✅ Proposed — Visual legal pipeline
Legal Process (Jordan — Landlord-Tenant Law) [Notice to Pay]──[Cure Period]──[Filing]──[Hearing]──[Judgment]──[Writ] ✅ Done ● HERE (5d ○ ○ ○ ○ (Mar 8) remaining) Cure Period: Mar 15 → Apr 5 (14 days per jurisdiction) █████████████░░░░░ 9 of 14 days elapsed (64%) If cure expires without payment: → File eviction: est. $500 filing fee → Court hearing: typically 14-21 days after filing → Total timeline to possession: ~60-75 days
Specification
  • Jurisdiction-aware: shows the correct legal process steps for this property's location
  • Visual pipeline with progress bar for time-bound stages (cure period, etc.)
  • Forward-looking: shows estimated timeline and costs for remaining steps
  • Links to generate required documents at each stage
C-10

Add AI-Drafted Communication Templates

Detail Effort: Med ★★★★☆ P2
New Dialog — Wireframe
┌───────────────────────────────────────────────────┐ │ 📱 Send SMS to Ahmad Khan │ │ │ │ Tone: [Friendly ▼] [Firm] [Formal] [Final Warning]│ │ │ │ ┌──────────────────────────────────────────────┐ │ │ │ Hi Ahmad, this is Sarah from Ashley Hills. │ │ │ │ We noticed your balance of $9,600 is 94 days │ │ │ │ overdue. We'd love to work out a plan that │ │ │ │ works for you. │ │ │ │ │ │ │ │ Pay now: https://pay.unitcycle.com/ak305 │ │ │ │ │ │ │ │ Or reply to discuss a payment plan. │ │ │ │ — Sarah, Property Manager │ │ │ └──────────────────────────────────────────────┘ │ │ │ │ 🤖 AI-drafted based on: escalation level 3, tenor │ │ preference SMS, previous cooperative response. │ │ ✏️ Edit before sending │ │ │ │ Preview (how tenant will see it): │ │ ┌─────────────────────┐ │ │ │ 📱 iPhone Preview │ │ │ │ From: Ashley Hills │ │ │ │ Hi Ahmad, this is... │ │ │ └─────────────────────┘ │ │ │ │ [Cancel] [Send SMS ▶] │ └───────────────────────────────────────────────────┘
Specification
  • When clicking SMS/Email buttons, dialog opens with AI-pre-populated message
  • AI considers: tenant name, amount, days overdue, escalation level, previous comms, tone history
  • Tone selector: Friendly / Firm / Formal / Final Warning — changes the message tone
  • Manager can edit the message before sending
  • Phone/email preview showing how tenant will receive it
  • Include payment link auto-generated for this tenant
C-11

Add Quick Financial Actions

Detail Effort: Low ★★☆☆☆ P3
New Component — Wireframe
┌───────────────────────────────────────┐ │ Quick Actions │ │ │ │ [📝 Apply Late Fee] │ │ Auto-calculated: $150 (5% of $3,000) │ │ Based on lease terms §4.2 │ │ │ │ [🔄 Waive Late Fee] │ │ Requires reason note │ │ │ │ [💵 Record Partial Payment] │ │ Amount: $[_______] │ │ Date: [_______] │ │ │ │ [⚖️ Adjust Balance] │ │ Reason: [Credit ▼] │ │ Amount: $[_______] │ └───────────────────────────────────────┘
Specification
  • Button group below the Financial Summary card in left column
  • Apply Late Fee: auto-calculates based on lease terms (% or flat fee), one-click to apply
  • Waive Late Fee: requires a reason note (dropdown: courtesy, hardship, error, other)
  • Record Partial Payment: quick entry for amount + date, creates payment record
  • Adjust Balance: credit/debit with reason — for corrections, concessions, etc.
C-12

Replace Document Upload Stub

Detail Effort: Med ★★☆☆☆ P3
Current vs Proposed
❌ Current — Fake upload stub
// uploadDocument() in component this.documents.push({ name: 'Uploaded Document', type: 'other', // ← always 'other' date: new Date() }); // No actual file upload — just creates a record
✅ Proposed — Real file upload with categorization
┌──────────────────────────────────────────┐ │ 📁 Upload Document │ │ │ │ ┌───────────────────────────────────────┐ │ │ │ │ │ │ │ 📄 Drag & drop files here │ │ │ │ or click to browse │ │ │ │ │ │ │ │ PDF, DOC, JPG up to 10MB │ │ │ └───────────────────────────────────────┘ │ │ │ │ Type: [Auto-detected: Notice ▼] │ │ Lease │ Notice │ Payment Plan │ │ │ Court Form │ Correspondence │ Other │ │ │ │ Preview: │ │ ┌───────────────────┐ │ │ │ 📄 notice-to-pay │ │ │ │ .pdf (234 KB) │ │ │ │ Page 1 of 2 │ │ │ └───────────────────┘ │ │ │ │ [Cancel] [Upload & Attach] │ └──────────────────────────────────────────┘
Specification
  • Real file upload with drag-and-drop zone and file browser
  • Auto-categorization: AI/keyword-based detection of document type from filename and content
  • Inline preview for PDFs and images
  • File stored in cloud storage (S3/equivalent), link saved in database
  • PDF generation for notices and payment plans using templates

B.4 Proposed New Detail Page Layout

Complete wireframe of the redesigned collection detail page incorporating all improvements

Proposed /collections/:id — Collection Case Intelligence ┌─────────────────────────────────────────────────────────────────────────────┐ │ ← Collections Ahmad Khan — A-305, Ashley Hills Status: Active │ ├─────────────────────────────────────────────────────────────────────────────┤ │ Balance: $9,600 │ Escalation: 3/5 │ Pay Prob: 34% │ Days Overdue: 94 │ │ ⚠️ Legal Hold │ Cost/Day: $67 │ Net Exp: $7.6K │ Risk: 🔴 High │ ├─────────────────────────────────────────────────────────────────────────────┤ │ Payment History (12 months) C-1 │ │ Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec │ │ ● ● ● ● ◐ ○ ○ ○ ● ○ ○ · │ │ Pattern: Declining — 4 on-time → slipping. Action needed. │ ├─────────────────────────────────────────────────────────────────────────────┤ │ Escalation Pipeline C-7 │ │ [1 Reminder]──►[2 Notice]──►[3 Demand]──►[4 Legal]──►[5 Eviction] │ │ ✅ ✅ ● HERE ○ ○ │ │ Mar 1 Mar 8 Mar 15 Auto-esc │ │ (16 days) Apr 5 │ ├─────────────────────────────────────────────────────────────────────────────┤ │ [📱SMS] [📧Email] [📞Call] [📋Plan] [💵Pay] [📄Notice] [⬆️Esc] [More ▼] │ ├─────────────────────────────────────────────────────────────────────────────┤ │ 🤖 AI Recommendation — 92% confidence C-2 │ │ ★ Send courtesy SMS with payment link │ │ Why: 3 similar cases responded in 24hrs │ Expected: 67% pay in 7 days │ │ [Execute SMS ▶] Alt: 📧 54% │ 📞 78% │ ⏳ 41% │ ├────────────────────┬────────────────────────────────────────────────────────┤ │ 💰 Financial C-3 │ [Communications] [Ledger] [Calls] [Similar Cases] │ │ Summary │ │ │ │ Sentiment: ────╲__/──╲ (trending ↘) C-5 │ │ Lease: $24,000 │ │ │ Paid: $14,400 │ ┌─green────────────────────────────────────────┐ │ │ ████████░░░░ 60% │ │ ← SMS from Ahmad (Mar 28) 😐 3/5 │ │ │ │ │ "I'll try to pay Friday" │ │ │ Outstanding $9,600 │ └──────────────────────────────────────────────┘ │ │ Deposit -$2,400 │ ┌─red──────────────────────────────────────────┐ │ │ Late Fees +$450 │ │ ← SMS from Ahmad (Mar 25) 😠 1/5 │ │ │ ────────────────── │ │ "Stop calling me, I know I owe" │ │ │ Net Exp: $7,650 │ └──────────────────────────────────────────────┘ │ │ If Evict: $14,100 │ ┌─────────────────────────────────────────────┐ │ │ │ │ SMS to Ahmad (Mar 25) → │ │ │ [Apply Fee] C-11 │ │ "Payment reminder for March rent..." │ │ │ [Waive Fee] │ └──────────────────────────────────────────────┘ │ │ [Record Payment] │ │ │ ──────────────── │ │ │ 👤 Tenant Info │ │ │ Lease: Jan-Dec '26 │ │ │ Rent: $2,000/mo │ │ │ Phone: 555-234-5678│ │ │ ──────────────── │ │ │ ⚖️ Legal C-9 │ │ │ [Notice]──[Cure]── │ │ │ [Filing]──[Hearing] │ │ │ Cure: 5d remaining │ │ │ ──────────────── │ │ │ 📁 Documents C-12 │ │ │ • Notice (Mar 8) │ │ │ • Demand (Mar 15) │ │ │ [Upload ⬆ Drag&Drop]│ │ │ ──────────────── │ │ │ ⚠️ Cost of C-8 │ │ │ Inaction │ │ │ Today: $10,050 │ │ │ +30 days: $12,200 │ │ │ +60 days: $14,200 │ │ │ +90 days: $19,000 │ │ │ ($67/day) │ │ └────────────────────┴────────────────────────────────────────────────────────┘
Part C — Priorities

Priority & Implementation Order

22 improvements ranked by impact, effort, and demo value

🟢 P1 — Do First — Highest impact, drives demo value (7 items)
#ImprovementPageEffortImpactPriority
D-1 Enhanced KPI Cards with Trends Dashboard Low ★★★★★ P1
D-2 Collections Health Score Dashboard Low ★★★★★ P1
C-1 Payment History Timeline Detail Low ★★★★★ P1
C-2 Upgraded AI Recommendation Panel Detail Med ★★★★★ P1
C-3 Financial Summary Card Detail Low ★★★★☆ P1
D-6 Enhanced Table Columns & Bulk Actions Dashboard Med ★★★★☆ P1
C-7 Escalation Workflow Visualization Detail Low ★★★★☆ P1
🔵 P2 — Do Next — Strong value-add (7 items)
#ImprovementPageEffortImpactPriority
D-3 Collections Funnel Dashboard Med ★★★★☆ P2
D-4 AI Action Queue Dashboard Med ★★★★☆ P2
C-6 Smart Payment Plan Dialog Detail Med ★★★★☆ P2
C-8 Cost of Inaction Calculator Detail Low ★★★★☆ P2
C-10 AI-Drafted Communication Templates Detail Med ★★★★☆ P2
D-5 Interactive Aging Chart Dashboard Low ★★★☆☆ P2
D-8 Real Chart Data (Replace Fake) Dashboard Med ★★★☆☆ P2
⚪ P3 — Polish & Advanced (8 items)
#ImprovementPageEffortImpactPriority
C-4 Comparable Cases Panel Detail High ★★★☆☆ P3
C-5 Sentiment Timeline Detail High ★★★☆☆ P3
D-7 Communication Effectiveness Widget Dashboard Med ★★★☆☆ P3
D-9 Upcoming Deadlines Widget Dashboard Med ★★★☆☆ P3
C-9 Enhanced Legal Workflow Detail Med ★★★☆☆ P3
C-11 Quick Financial Actions Detail Low ★★☆☆☆ P3
C-12 Document Upload Fix Detail Med ★★☆☆☆ P3
D-10 Quick Filter Chips Dashboard Low ★★☆☆☆ P3

Implementation Summary

Estimated scope and sequencing for all improvements

🟢 P1 Sprint — Week 1-2

7 items • 4 Low + 3 Med effort

  • D-1 Enhanced KPI cards
  • D-2 Health Score gauge
  • C-1 Payment history dots
  • C-2 AI panel upgrade
  • C-3 Financial summary
  • D-6 Table enhancements
  • C-7 Escalation pipeline

These 7 items transform the demo impression from "basic CRUD" to "intelligent collections platform."

🔵 P2 Sprint — Week 3-4

7 items • 2 Low + 5 Med effort

  • D-3 Collections funnel
  • D-4 AI action queue
  • C-6 Smart payment plans
  • C-8 Cost of inaction
  • C-10 AI-drafted comms
  • D-5 Interactive aging chart
  • D-8 Real chart data

These add the "wow factor" — AI-powered workflows, smart dialogs, and data integrity fixes.

⚪ P3 Sprint — Week 5-6

8 items • 2 Low + 4 Med + 2 High effort

  • C-4 Comparable cases
  • C-5 Sentiment timeline
  • D-7 Comm effectiveness
  • D-9 Deadlines widget
  • C-9 Legal workflow
  • C-11 Quick financial actions
  • C-12 Document upload fix
  • D-10 Quick filter chips

Polish, advanced analytics, and infrastructure fixes. Nice-to-have for demo, essential for production.

Prepared for Rafael — UnitCycle Demo — March 31, 2026
22 improvements across 2 pages • 3 priority tiers • Est. 6 weeks