Reorganize Questionnaire as master/detail with grouped section rail #54

Merged

parkerhdavis merged 1 commit from questionnaire-master-detail into main

2026-04-28 12:01:02 -06:00

parkerhdavis commented

2026-04-28 12:00:57 -06:00

(Migrated from github.com)

Summary

Replaces the per-tab accordion of collapsible cards with a master/detail layout: a left rail lists every section (grouped under its tab label) and a right pane shows the active section fully expanded — no more toggle-to-read/toggle-to-edit, no more long scroll of expanded cards.
Tabs are gone from the top bar. Their labels now appear as group headers in the rail, and every section is visible in one scrollable list.
Standardized section status indicators across all section kinds. Stats now count text, conditional, and contact-role questions (previously only text), so sections like the POAs, Personal Representatives, Guardians, and Beneficiaries — which were showing no indicator — now show real filled/total counts. A unified chip with three states (empty / partial / complete) replaces the mix of 5/8 and 3 contacts styles.
Search now spans all tabs and auto-jumps to the first match when it filters out the current section. Prev/Next walks the full ordered list, crossing tab boundaries.
Rail widened from w-64 → w-72 to give the new chips a bit more breathing room.

Test plan

make typecheck, make lint, make test — green locally
make dev-frontend: open a client, scroll the rail through Client Info / Contacts / Assignments groups, confirm the active-section highlight follows clicks
Type a query into the rail search; rail filters to matching sections, active section auto-switches to first match if the prior one is filtered out
Prev/Next at the bottom of the section pane crosses tab boundaries cleanly
Status chips: green (complete), warning (partial), muted (empty) render correctly in light and dark themes
Contacts section still shows its count (e.g. 3) and the inline contact list works

## Summary - Replaces the per-tab accordion of collapsible cards with a master/detail layout: a left rail lists every section (grouped under its tab label) and a right pane shows the active section fully expanded — no more toggle-to-read/toggle-to-edit, no more long scroll of expanded cards. - Tabs are gone from the top bar. Their labels now appear as group headers in the rail, and every section is visible in one scrollable list. - Standardized section status indicators across all section kinds. Stats now count `text`, `conditional`, and `contact-role` questions (previously only `text`), so sections like the POAs, Personal Representatives, Guardians, and Beneficiaries — which were showing no indicator — now show real `filled/total` counts. A unified chip with three states (empty / partial / complete) replaces the mix of `5/8` and `3 contacts` styles. - Search now spans all tabs and auto-jumps to the first match when it filters out the current section. Prev/Next walks the full ordered list, crossing tab boundaries. - Rail widened from `w-64` → `w-72` to give the new chips a bit more breathing room. ## Test plan - [ ] `make typecheck`, `make lint`, `make test` — green locally - [ ] `make dev-frontend`: open a client, scroll the rail through Client Info / Contacts / Assignments groups, confirm the active-section highlight follows clicks - [ ] Type a query into the rail search; rail filters to matching sections, active section auto-switches to first match if the prior one is filtered out - [ ] Prev/Next at the bottom of the section pane crosses tab boundaries cleanly - [ ] Status chips: green (complete), warning (partial), muted (empty) render correctly in light and dark themes - [ ] Contacts section still shows its count (e.g. `3`) and the inline contact list works

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parker/lily!54

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