README

A block is a self-contained piece of rich UI that takes its data as props, such as a task list, a table or a chart.

Here’s a catalog of every block the app can render, with demo data:

Catalog

Legacy

In Pipeline

Chat list
Company list
Context menu list
Deal list
Feedback list
Loading
People list
Stacked list
  • Finish the security review before committing to the rollout date.
  • Updated the expected close dateOctober 15 → October 30
Truncated metadata
  • ADAutodeskHead of Revenue Operations and Strategic Partnerships, EMEA & APAC
  • SONYSonyHead of Revenue Operations and Strategic Partnerships, EMEA & APAC
  • SUNSunHead of Revenue Operations and Strategic Partnerships, EMEA & APAC
  • XEROXXeroxHead of Revenue Operations and Strategic Partnerships, EMEA & APAC
Daily signups
Signups per category. Use arrow keys to inspect values. Incomplete values are marked as so far. Exact values and evidence context are available below the chart.

Sun so far

Base
CompanyStatusNotes
ADAutodeskActiveThe account is on track for this quarter.
SONYSonyIn reviewRenewal terms are ready for approval.
SUNSunActiveThe account is on track for this quarter.
XEROXXeroxIn reviewRenewal terms are ready for approval.
Automatic columns
CompanyStatusNotes
ADAutodeskActiveThe account is on track for this quarter.
SONYSonyIn reviewRenewal terms are ready for approval.
SUNSunActiveThe account is on track for this quarter.
XEROXXeroxIn reviewRenewal terms are ready for approval.
Loading

Open deals

DealCompanyStageAmount
CompanyStatus
AutodeskActive
Base
Assignee
Context menu
Controlled
Checked tasks:
Grouped
Loading
Muted
Navigable
Panel
  • Due
Pending
Scopeless

In app

Context panel blocks that apps/operate still renders itself. Paths are under apps/operate/src: most blocks sit in a legacy/ folder, and blocks a panel draws inline stay in that panel's file. Each one leaves this list when its ticket rebuilds it in Pipeline.

Header and chips

Designed
Shows on
Every record
Figma
Header chips
Reuse
Reuse
Code
shared/legacy/entity-header.tsx
Ticket
OP-6987

Details

Designed
Shows on
Deal, account, person
Figma
Details (“Deal data”)
Reuse
Reuse
Code
domains/deal/legacy/detail-fields.tsxdomains/company/legacy/detail-fields.tsxdomains/person/legacy/detail-fields.tsx
Ticket
OP-7010

Context

Needs design review
Shows on
Deal, account, person
Figma
None
Reuse
Partly: the Plan block’s text body
Code
domains/memory/legacy/entity-overview.tsx
Ticket
OP-7018

People, Attendees

Designed
Shows on
Account, deal, meeting
Figma
People
Reuse
Reuse
Code
domains/company/detail.tsxdomains/meeting/context.tsx
Ticket
OP-7013

Deals, Accounts, Projects, Meetings

Needs design review
Shows on
Account, person
Figma
None
Reuse
Reuse: People’s list rows
Code
domains/company/detail.tsxdomains/person/detail.tsxsurfaces/context-panel/legacy/account-projects.tsx
Ticket
OP-7017

Relationship summary

Needs design review
Shows on
Person
Figma
None
Reuse
Partly: list rows; the summary needs design
Code
shared/relationships/legacy/summary.tsx
Ticket
OP-7021

Tasks

Designed
Shows on
Deal, account, meeting
Figma
Tasks
Reuse
Reuse
Code
surfaces/context-panel/legacy/account-tasks.tsx
Ticket
OP-7012

Project task slate

Designed
Shows on
Deal, project
Figma
Tasks, without the actions
Reuse
Partly: the header actions need design
Code
surfaces/context-panel/legacy/workstream-task-slate.tsx
Ticket
OP-7012

Plan

Designed
Shows on
Deal, account
Figma
Plan, text only
Reuse
Partly: text reuses; milestones need design
Code
surfaces/context-panel/legacy/account-plan.tsxsurfaces/context-panel/legacy/plan-milestones.tsx
Ticket
OP-7011

Earlier conversations

Needs design review
Shows on
Account
Figma
None
Reuse
Reuse: closed section and list
Code
domains/account/legacy/related-plans.tsx
Ticket
OP-7019

In connected services

Needs design review
Shows on
Deal, account, person
Figma
None
Reuse
Partly: rows reuse; the action needs design
Code
surfaces/context-panel/legacy/record-vendor-links.tsx
Ticket
OP-7020

Linked records

Needs design
Shows on
Deal, account, person
Figma
None
Reuse
New
Code
surfaces/context-panel/legacy/linked-records.tsx
Ticket
OP-7026

Attachments

Designed
Shows on
Deal
Figma
Attachments tab
Reuse
Reuse
Code
surfaces/context-panel/legacy/workstream-attachments.tsx
Ticket
OP-7015

Activity feed and comments

Designed
Shows on
Every record
Figma
Activity tab
Reuse
Reuse
Code
surfaces/context-panel/legacy/entity-activity-feed.tsx
Ticket
OP-7014

Description

Needs design review
Shows on
Task
Figma
None
Reuse
Partly: the settings text card; the editor needs design
Code
domains/task/detail.tsx
Ticket
OP-7024

Pending decisions

Needs design
Shows on
Task
Figma
None
Reuse
New
Code
surfaces/context-panel/legacy/task-activity.tsx
Ticket
OP-7027

Meeting prep

Designed
Shows on
Meeting
Figma
Meeting prep, empty only
Reuse
New: the prep session
Code
domains/meeting/context.tsx
Ticket
OP-7033

Summary, Decisions, Action items

Needs design review
Shows on
Meeting
Figma
None
Reuse
Partly: Plan text and plain rows
Code
domains/meeting/legacy/expandable-summary.tsxdomains/meeting/context.tsx
Ticket
OP-7022

Post-call result

Needs design
Shows on
Meeting
Figma
None
Reuse
New: the post-meeting session
Code
domains/meeting/legacy/post-call-result-card.tsx
Ticket
OP-7028

Notes, Transcript

Needs design review
Shows on
Meeting
Figma
None
Reuse
Partly: closed section; the content needs design
Code
domains/meeting/context.tsx
Ticket
OP-7023

Brief

Needs design review
Shows on
Chat
Figma
None
Reuse
Reuse: Plan text
Code
surfaces/context-panel/legacy/chat-brief.tsx
Ticket
OP-7018

Objective, Instructions

Designed
Shows on
Project card and settings
Figma
Project settings
Reuse
Reuse
Code
surfaces/context-panel/legacy/workstream-objective.tsxsurfaces/context-panel/legacy/workstream-instructions.tsx
Ticket
OP-7005

Check-ins, Connect a source, Run or Ask first

Designed
Shows on
Project settings
Figma
Project settings
Reuse
Reuse
Code
surfaces/context-panel/legacy/workstream-heartbeat.tsxsurfaces/context-panel/legacy/workstream-ingestion.tsx
Ticket
OP-7005

Slack channel

Needs design review
Shows on
Project settings
Figma
None
Reuse
Partly: settings card; its states need design
Code
surfaces/context-panel/legacy/workstream-slack-channel.tsx
Ticket
OP-7007

Meetings project settings

Needs design review
Shows on
Meetings project
Figma
None
Reuse
Partly: settings cards; the switch row needs design
Code
surfaces/context-panel/legacy/meetings-workstream-settings.tsx
Ticket
OP-7006

Quota

Needs design
Shows on
Pipeline project
Figma
None
Reuse
New
Code
surfaces/context-panel/legacy/quota.tsx
Ticket
OP-7029