Add draft saving, user dashboard, and rename to Commission Agreement Intake Form

- Draft system: save/update/delete drafts via API, load drafts into form
- User dashboard: shows drafts (edit/delete) and submitted forms with approval progress bars and collapsible approver details
- Post-login redirects to dashboard instead of form
- Nav bar: added Dashboard link, renamed Form to New Form
- Login page and app title renamed from Producer Intake to Commission Agreement Intake Form
- IntakeSubmission model: added updated_at, title columns; status default=draft; submitted_at nullable

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

app/main.py

@@ -6,7 +6,7 @@ from starlette.exceptions import HTTPException as StarletteHTTPException
 from app.database import init_db
 from app.routes import auth_routes, form_routes, admin_routes, approval_routes
 
-app = FastAPI(title="Producer Intake Form", version="2.0.0")
+app = FastAPI(title="Commission Agreement Intake Form", version="2.0.0")
 
 app.mount("/static", StaticFiles(directory="app/static"), name="static")
 

app/models.py

@@ -177,12 +177,15 @@ class Client(Base):
 # =====================================================================
 
 class IntakeSubmission(Base):
-    """A completed intake form submission."""
+    """A form submission — can be a draft or a submitted form."""
     __tablename__ = "intake_submissions"
     id              = Column(Integer, primary_key=True, autoincrement=True)
     submitted_by    = Column(Integer, ForeignKey("users.id"), nullable=False)
-    submitted_at    = Column(DateTime, default=lambda: datetime.now(timezone.utc))
-    status          = Column(String(20), default="pending_approval")  # pending_approval | approved | rejected
+    submitted_at    = Column(DateTime, nullable=True)  # NULL for drafts
+    updated_at      = Column(DateTime, default=lambda: datetime.now(timezone.utc),
+                             onupdate=lambda: datetime.now(timezone.utc))
+    status          = Column(String(20), default="draft")  # draft | pending_approval | approved | rejected
+    title           = Column(String(300), nullable=True)   # auto-generated label for dashboard
 
     # Form data stored as JSON blob for flexibility
     form_data       = Column(JSON, nullable=False)

app/routes/auth_routes.py

@@ -25,7 +25,7 @@ async def login(request: Request, email: str = Form(...), password: str = Form(.
                                           {"request": request, "error": "Invalid email or password"})
 
     token = create_access_token({"sub": str(user.id), "role": user.role})
-    return RedirectResponse(url=f"/form?token={token}", status_code=303)
+    return RedirectResponse(url=f"/dashboard?token={token}", status_code=303)
 
 
 @router.get("/logout")

app/routes/form_routes.py

@@ -9,6 +9,7 @@ from app.models import (
     User, CommissionAgreement, Producer, Client, DropdownOption,
     IntakeSubmission, Approval,
 )
+from datetime import datetime, timezone
 from app.rules_engine import compute_summary, check_bell_ringer
 from app.pdf_generator import generate_pdf
 
@@ -53,6 +54,18 @@ async def intake_form(request: Request,
         DropdownOption.category == "employee", DropdownOption.is_active == True
     ).order_by(DropdownOption.display_order).all()
 
+    # Load draft if editing
+    draft_id = request.query_params.get("draft_id")
+    draft_data = None
+    if draft_id:
+        draft = db.query(IntakeSubmission).filter(
+            IntakeSubmission.id == int(draft_id),
+            IntakeSubmission.submitted_by == current_user.id,
+            IntakeSubmission.status == "draft",
+        ).first()
+        if draft:
+            draft_data = {"id": draft.id, "form_data": draft.form_data}
+
     return templates.TemplateResponse("form.html", {
         "request": request,
         "user": current_user,
@@ -64,6 +77,7 @@ async def intake_form(request: Request,
         "departments": departments,
         "segments": segments,
         "employees": employees,
+        "draft": draft_data,
     })
 
 
@@ -114,15 +128,37 @@ async def api_submit_form(request: Request,
     summary = compute_summary(db, body)
 
     bell_triggered = summary.get("bell_ringer", {}).get("status") == "triggered"
+    draft_id = body.pop("draft_id", None)
+
+    # If submitting from a draft, update the existing record
+    if draft_id:
+        submission = db.query(IntakeSubmission).filter(
+            IntakeSubmission.id == int(draft_id),
+            IntakeSubmission.submitted_by == current_user.id,
+            IntakeSubmission.status == "draft",
+        ).first()
+        if not submission:
+            return JSONResponse({"error": "Draft not found"}, status_code=404)
+        submission.form_data = body
+        submission.summary_data = summary
+        submission.bell_ringer_triggered = bell_triggered
+        submission.dept_code = body.get("dept_code")
+        submission.status = "pending_approval"
+        submission.submitted_at = datetime.now(timezone.utc)
+        submission.title = _draft_title(body)
+    else:
+        submission = IntakeSubmission(
+            submitted_by=current_user.id,
+            form_data=body,
+            summary_data=summary,
+            bell_ringer_triggered=bell_triggered,
+            dept_code=body.get("dept_code"),
+            status="pending_approval",
+            submitted_at=datetime.now(timezone.utc),
+            title=_draft_title(body),
+        )
+        db.add(submission)
 
-    submission = IntakeSubmission(
-        submitted_by=current_user.id,
-        form_data=body,
-        summary_data=summary,
-        bell_ringer_triggered=bell_triggered,
-        dept_code=body.get("dept_code"),
-    )
-    db.add(submission)
     db.flush()  # get id before creating approvals
 
     # ── Build base URL for approval links ──
@@ -324,3 +360,131 @@ async def get_submission(submission_id: int,
             "responded_at": a.responded_at.isoformat() if a.responded_at else None,
         } for a in approvals],
     })
+
+
+# =====================================================================
+# DRAFT MANAGEMENT
+# =====================================================================
+
+def _draft_title(form_data: dict) -> str:
+    """Generate a human-readable title from form data."""
+    client = form_data.get("client_name") or form_data.get("client_code") or "Untitled"
+    dept = form_data.get("dept_code") or ""
+    return f"{client} — {dept}".strip(" —") if dept else client
+
+
+@router.post("/api/save-draft")
+async def save_draft(request: Request,
+                     current_user: User = Depends(get_current_user),
+                     db: Session = Depends(get_db)):
+    """Create or update a draft. Returns the draft ID."""
+    body = await request.json()
+    form_data = body.get("form_data", body)
+    draft_id = body.get("draft_id")
+
+    if draft_id:
+        draft = db.query(IntakeSubmission).filter(
+            IntakeSubmission.id == int(draft_id),
+            IntakeSubmission.submitted_by == current_user.id,
+            IntakeSubmission.status == "draft",
+        ).first()
+        if not draft:
+            return JSONResponse({"error": "Draft not found"}, status_code=404)
+        draft.form_data = form_data
+        draft.title = _draft_title(form_data)
+        draft.updated_at = datetime.now(timezone.utc)
+    else:
+        draft = IntakeSubmission(
+            submitted_by=current_user.id,
+            status="draft",
+            form_data=form_data,
+            title=_draft_title(form_data),
+        )
+        db.add(draft)
+
+    db.commit()
+    db.refresh(draft)
+    return JSONResponse({
+        "success": True,
+        "draft_id": draft.id,
+        "title": draft.title,
+        "message": "Draft saved.",
+    })
+
+
+@router.delete("/api/draft/{draft_id}")
+async def delete_draft(draft_id: int,
+                       current_user: User = Depends(get_current_user),
+                       db: Session = Depends(get_db)):
+    """Delete a user's draft."""
+    draft = db.query(IntakeSubmission).filter(
+        IntakeSubmission.id == draft_id,
+        IntakeSubmission.submitted_by == current_user.id,
+        IntakeSubmission.status == "draft",
+    ).first()
+    if not draft:
+        return JSONResponse({"error": "Draft not found"}, status_code=404)
+    db.delete(draft)
+    db.commit()
+    return JSONResponse({"success": True})
+
+
+# =====================================================================
+# USER DASHBOARD
+# =====================================================================
+
+@router.get("/dashboard", response_class=HTMLResponse)
+async def user_dashboard(request: Request,
+                         current_user: User = Depends(get_current_user),
+                         db: Session = Depends(get_db)):
+    token = request.query_params.get("token", "")
+
+    # Get all submissions for this user
+    submissions = db.query(IntakeSubmission).filter(
+        IntakeSubmission.submitted_by == current_user.id,
+    ).order_by(IntakeSubmission.updated_at.desc()).all()
+
+    drafts = []
+    submitted = []
+
+    for s in submissions:
+        if s.status == "draft":
+            drafts.append({
+                "id": s.id,
+                "title": s.title or "Untitled Draft",
+                "updated_at": s.updated_at.strftime("%b %d, %Y %I:%M %p") if s.updated_at else "—",
+            })
+        else:
+            # Get approval status
+            approvals = db.query(Approval).filter(
+                Approval.submission_id == s.id
+            ).all()
+            approved_count = sum(1 for a in approvals if a.status == "approved")
+            pending_count = sum(1 for a in approvals if a.status == "pending")
+            rejected_count = sum(1 for a in approvals if a.status == "rejected")
+
+            submitted.append({
+                "id": s.id,
+                "title": s.title or f"Submission #{s.id}",
+                "status": s.status,
+                "submitted_at": s.submitted_at.strftime("%b %d, %Y %I:%M %p") if s.submitted_at else "—",
+                "bell_ringer": s.bell_ringer_triggered,
+                "total_approvals": len(approvals),
+                "approved_count": approved_count,
+                "pending_count": pending_count,
+                "rejected_count": rejected_count,
+                "approvals": [{
+                    "role_label": a.role_label,
+                    "approver_name": a.approver_name,
+                    "status": a.status,
+                    "responded_at": a.responded_at.strftime("%b %d, %Y %I:%M %p") if a.responded_at else None,
+                } for a in approvals],
+            })
+
+    return templates.TemplateResponse("dashboard.html", {
+        "request": request,
+        "user": current_user,
+        "token": token,
+        "drafts": drafts,
+        "submitted": submitted,
+    })

app/templates/base.html

@@ -22,7 +22,8 @@
         <div class="max-w-7xl mx-auto px-4 py-3 flex items-center justify-between">
             <div class="flex items-center space-x-6">
                 <span class="text-lg font-bold tracking-tight">SW Commission Intake</span>
-                <a href="/form?token={{ token }}" class="text-sm text-gray-200 hover:text-white transition">Form</a>
+                <a href="/dashboard?token={{ token }}" class="text-sm text-gray-200 hover:text-white transition">Dashboard</a>
+                <a href="/form?token={{ token }}" class="text-sm text-gray-200 hover:text-white transition">New Form</a>
                 {% if user.role in ('admin', 'superadmin') %}
                 <a href="/admin/?token={{ token }}" class="text-sm text-gray-200 hover:text-white transition">Admin Panel</a>
                 {% endif %}

app/templates/dashboard.html

@@ -0,0 +1,171 @@
+{% extends "base.html" %}
+{% block title %}My Dashboard{% endblock %}
+
+{% block content %}
+<div class="space-y-6">
+    <div class="flex items-center justify-between">
+        <div>
+            <h1 class="text-2xl font-bold sw-blue-text">My Dashboard</h1>
+            <p class="text-gray-500 text-sm mt-1">View your drafts and track submission approvals.</p>
+        </div>
+        <a href="/form?token={{ token }}"
+           class="bg-green-600 text-white px-5 py-2.5 rounded-lg font-semibold hover:bg-green-700 transition text-sm">
+            + New Form
+        </a>
+    </div>
+
+    <!-- ── Drafts Section ──────────────────────────────────── -->
+    <div class="bg-white rounded-lg shadow overflow-hidden">
+        <div class="sw-blue text-white px-5 py-3 font-semibold flex items-center justify-between">
+            <span>Drafts</span>
+            <span class="bg-white/20 text-xs px-2 py-0.5 rounded">{{ drafts|length }}</span>
+        </div>
+        {% if drafts %}
+        <div class="divide-y divide-gray-100">
+            {% for d in drafts %}
+            <div class="px-5 py-3 flex items-center justify-between hover:bg-gray-50 transition">
+                <div>
+                    <a href="/form?token={{ token }}&draft_id={{ d.id }}"
+                       class="font-medium sw-blue-text hover:underline">{{ d.title }}</a>
+                    <p class="text-xs text-gray-400 mt-0.5">Last edited: {{ d.updated_at }}</p>
+                </div>
+                <div class="flex items-center space-x-2">
+                    <a href="/form?token={{ token }}&draft_id={{ d.id }}"
+                       class="text-xs bg-blue-50 text-blue-700 px-3 py-1 rounded hover:bg-blue-100 transition">
+                        Edit
+                    </a>
+                    <button onclick="deleteDraft({{ d.id }}, this)"
+                            class="text-xs bg-red-50 text-red-600 px-3 py-1 rounded hover:bg-red-100 transition">
+                        Delete
+                    </button>
+                </div>
+            </div>
+            {% endfor %}
+        </div>
+        {% else %}
+        <div class="px-5 py-8 text-center text-gray-400 text-sm">
+            No drafts. <a href="/form?token={{ token }}" class="text-blue-500 hover:underline">Start a new form</a>.
+        </div>
+        {% endif %}
+    </div>
+
+    <!-- ── Submitted Forms Section ─────────────────────────── -->
+    <div class="bg-white rounded-lg shadow overflow-hidden">
+        <div class="sw-blue text-white px-5 py-3 font-semibold flex items-center justify-between">
+            <span>Submitted Forms</span>
+            <span class="bg-white/20 text-xs px-2 py-0.5 rounded">{{ submitted|length }}</span>
+        </div>
+        {% if submitted %}
+        <div class="divide-y divide-gray-100">
+            {% for s in submitted %}
+            <div class="px-5 py-4">
+                <div class="flex items-center justify-between mb-2">
+                    <div class="flex items-center space-x-3">
+                        <span class="font-medium sw-blue-text">{{ s.title }}</span>
+                        {% if s.bell_ringer %}
+                        <span class="text-xs bg-orange-100 text-orange-700 px-2 py-0.5 rounded font-semibold">Bell Ringer</span>
+                        {% endif %}
+                    </div>
+                    <div class="flex items-center space-x-3">
+                        {% if s.status == 'pending_approval' %}
+                        <span class="text-xs bg-yellow-100 text-yellow-800 px-2.5 py-1 rounded font-semibold">Pending Approval</span>
+                        {% elif s.status == 'approved' %}
+                        <span class="text-xs bg-green-100 text-green-800 px-2.5 py-1 rounded font-semibold">Approved</span>
+                        {% elif s.status == 'rejected' %}
+                        <span class="text-xs bg-red-100 text-red-800 px-2.5 py-1 rounded font-semibold">Rejected</span>
+                        {% endif %}
+                        <a href="/api/download-pdf/{{ s.id }}?token={{ token }}"
+                           class="text-xs bg-blue-50 text-blue-700 px-3 py-1 rounded hover:bg-blue-100 transition">
+                            PDF
+                        </a>
+                    </div>
+                </div>
+                <p class="text-xs text-gray-400 mb-3">Submitted: {{ s.submitted_at }} &middot; Submission #{{ s.id }}</p>
+
+                <!-- Approval Progress Bar -->
+                {% if s.total_approvals > 0 %}
+                <div class="mb-2">
+                    <div class="flex items-center space-x-2 mb-1">
+                        <div class="flex-1 bg-gray-200 rounded-full h-2 overflow-hidden">
+                            {% set pct = (s.approved_count / s.total_approvals * 100)|int %}
+                            <div class="h-2 rounded-full transition-all {% if s.rejected_count > 0 %}bg-red-500{% else %}bg-green-500{% endif %}"
+                                 style="width: {{ pct }}%"></div>
+                        </div>
+                        <span class="text-xs text-gray-500 whitespace-nowrap">
+                            {{ s.approved_count }}/{{ s.total_approvals }} approved
+                        </span>
+                    </div>
+                </div>
+
+                <!-- Approver Details (collapsible) -->
+                <details class="text-sm">
+                    <summary class="cursor-pointer text-blue-600 hover:text-blue-800 text-xs font-medium">
+                        Show approval details
+                    </summary>
+                    <div class="mt-2 border border-gray-100 rounded-lg overflow-hidden">
+                        <table class="w-full text-xs">
+                            <thead>
+                                <tr class="bg-gray-50 text-gray-500">
+                                    <th class="px-3 py-2 text-left font-medium">Role</th>
+                                    <th class="px-3 py-2 text-left font-medium">Name</th>
+                                    <th class="px-3 py-2 text-left font-medium">Status</th>
+                                    <th class="px-3 py-2 text-left font-medium">Date</th>
+                                </tr>
+                            </thead>
+                            <tbody class="divide-y divide-gray-50">
+                                {% for a in s.approvals %}
+                                <tr>
+                                    <td class="px-3 py-2 text-gray-700">{{ a.role_label }}</td>
+                                    <td class="px-3 py-2 text-gray-700">{{ a.approver_name }}</td>
+                                    <td class="px-3 py-2">
+                                        {% if a.status == 'approved' %}
+                                        <span class="text-green-600 font-semibold">Approved</span>
+                                        {% elif a.status == 'rejected' %}
+                                        <span class="text-red-600 font-semibold">Rejected</span>
+                                        {% else %}
+                                        <span class="text-yellow-600 font-semibold">Pending</span>
+                                        {% endif %}
+                                    </td>
+                                    <td class="px-3 py-2 text-gray-400">{{ a.responded_at or '—' }}</td>
+                                </tr>
+                                {% endfor %}
+                            </tbody>
+                        </table>
+                    </div>
+                </details>
+                {% endif %}
+            </div>
+            {% endfor %}
+        </div>
+        {% else %}
+        <div class="px-5 py-8 text-center text-gray-400 text-sm">
+            No submissions yet. <a href="/form?token={{ token }}" class="text-blue-500 hover:underline">Submit your first form</a>.
+        </div>
+        {% endif %}
+    </div>
+</div>
+{% endblock %}
+
+{% block scripts %}
+<script>
+const authToken = new URLSearchParams(window.location.search).get('token');
+
+async function deleteDraft(draftId, btn) {
+    if (!confirm('Delete this draft? This cannot be undone.')) return;
+    try {
+        const resp = await fetch('/api/draft/' + draftId, {
+            method: 'DELETE',
+            headers: {'Authorization': 'Bearer ' + authToken},
+        });
+        const data = await resp.json();
+        if (data.success) {
+            btn.closest('.flex.items-center.justify-between').parentElement.remove();
+        } else {
+            alert('Failed to delete: ' + (data.error || 'Unknown error'));
+        }
+    } catch (e) {
+        alert('Error: ' + e.message);
+    }
+}
+</script>
+{% endblock %}

app/templates/form.html

@@ -191,20 +191,33 @@
         </div>
     </div>
 
-    <!-- Submit Button -->
-    <div class="flex justify-end">
+    <!-- Action Buttons -->
+    <div class="flex justify-end space-x-3">
+        <button id="save_draft_btn" onclick="saveDraft()"
+                class="bg-gray-500 text-white px-6 py-3 rounded-lg font-semibold hover:bg-gray-600 transition text-sm">
+            Save Draft
+        </button>
         <button id="submit_btn" onclick="submitForm()"
                 class="bg-green-600 text-white px-8 py-3 rounded-lg font-semibold hover:bg-green-700 transition disabled:opacity-50"
                 disabled>
             Submit for Approval
         </button>
     </div>
+    <div id="draft_msg" class="text-right text-sm text-gray-400 mt-1 hidden"></div>
 </div>
 {% endblock %}
 
 {% block scripts %}
 <script>
 const authToken = new URLSearchParams(window.location.search).get('token');
+let currentDraftId = new URLSearchParams(window.location.search).get('draft_id') || null;
+
+// ── Draft data from server (if editing) ─────────────────
+const draftData = {{ (draft.form_data if draft else {})|tojson }};
+{% if draft %}
+currentDraftId = {{ draft.id }};
+{% endif %}
+
 // ── Client data for sync ────────────────────────────────
 const clientData = {{ clients | tojson }};
 const codeToName = {};
@@ -420,9 +433,45 @@ async function refreshSummary() {
     }
 }
 
+// ── Save draft ──────────────────────────────────────────
+async function saveDraft() {
+    const btn = document.getElementById('save_draft_btn');
+    const msg = document.getElementById('draft_msg');
+    btn.disabled = true;
+    btn.textContent = 'Saving...';
+    try {
+        const resp = await fetch('/api/save-draft', {
+            method: 'POST',
+            headers: {'Content-Type': 'application/json', 'Authorization': 'Bearer ' + authToken},
+            body: JSON.stringify({ form_data: getFormData(), draft_id: currentDraftId }),
+        });
+        const data = await resp.json();
+        if (data.success) {
+            currentDraftId = data.draft_id;
+            // Update URL without reload so subsequent saves update the same draft
+            const url = new URL(window.location);
+            url.searchParams.set('draft_id', data.draft_id);
+            history.replaceState(null, '', url.toString());
+            msg.textContent = 'Draft saved at ' + new Date().toLocaleTimeString();
+            msg.classList.remove('hidden');
+        } else {
+            msg.textContent = 'Failed to save draft: ' + (data.error || 'Unknown error');
+            msg.classList.remove('hidden');
+            msg.classList.add('text-red-500');
+        }
+    } catch (e) {
+        msg.textContent = 'Error saving draft: ' + e.message;
+        msg.classList.remove('hidden');
+        msg.classList.add('text-red-500');
+    }
+    btn.disabled = false;
+    btn.textContent = 'Save Draft';
+}
+
 // ── Submit form ─────────────────────────────────────────
 async function submitForm() {
         const formData = getFormData();
+        if (currentDraftId) formData.draft_id = currentDraftId;
         try {
             const resp = await fetch('/api/submit-form', {
                 method: 'POST',
@@ -436,13 +485,17 @@ async function submitForm() {
                 const btnArea = document.getElementById('submit_btn').parentElement;
                 btnArea.innerHTML =
                     '<div class="bg-green-50 border border-green-300 text-green-800 px-6 py-4 rounded-lg text-sm space-y-3">' +
-                    '<div class="font-semibold text-lg">✅ Form Submitted Successfully!</div>' +
+                    '<div class="font-semibold text-lg">Form Submitted Successfully!</div>' +
                     '<div>Submission ID: <strong>' + sid + '</strong></div>' +
                     '<div>' + (data.approvals_count || 0) + ' approval(s) required.</div>' +
+                    '<div class="flex items-center space-x-3 mt-3">' +
                     (data.pdf_available ?
                         '<a href="/api/download-pdf/' + sid + '?token=' + authToken + '" ' +
-                        'class="inline-block bg-blue-600 text-white px-6 py-2 rounded-lg font-semibold hover:bg-blue-700 transition mt-2">' +
-                        '📄 Download Draft PDF</a>' : '') +
+                        'class="inline-block bg-blue-600 text-white px-6 py-2 rounded-lg font-semibold hover:bg-blue-700 transition">' +
+                        'Download Draft PDF</a>' : '') +
+                    '<a href="/dashboard?token=' + authToken + '" ' +
+                    'class="inline-block bg-gray-600 text-white px-6 py-2 rounded-lg font-semibold hover:bg-gray-700 transition">' +
+                    'Go to Dashboard</a></div>' +
                     '</div>';
             } else {
                 alert('Submission failed: ' + (data.error || 'Unknown error'));
@@ -465,5 +518,47 @@ document.getElementById('complex_claims').addEventListener('change', refreshSumm
 document.getElementById('revenue').addEventListener('input', () => { refreshSummary(); checkBell(); });
 document.getElementById('dept_code').addEventListener('change', () => { refreshSummary(); checkBell(); });
 document.getElementById('market_segment').addEventListener('change', () => { refreshSummary(); checkBell(); });
+
+// ── Load draft data into form ───────────────────────────
+if (draftData && Object.keys(draftData).length > 0) {
+    const fieldMap = {
+        'client_code': 'client_code',
+        'client_name': 'client_name',
+        'revenue': 'revenue',
+        'dept_code': 'dept_code',
+        'market_segment': 'market_segment',
+        'effective_date': 'effective_date',
+        'association': 'association',
+        'producer1_prefix': 'producer1',
+        'producer2_prefix': 'producer2',
+        'ce_prefix': 'client_exec',
+        'complex_claims': 'complex_claims',
+        'legacy_producer': 'legacy_producer',
+        'agreement_id': 'agreement',
+        'orig_producer_prefix': 'orig_producer',
+        'orig_employee_name': 'orig_employee',
+    };
+    for (const [key, elId] of Object.entries(fieldMap)) {
+        if (draftData[key] !== undefined && draftData[key] !== null) {
+            const el = document.getElementById(elId);
+            if (el) el.value = draftData[key];
+        }
+    }
+    // Originating type radio
+    if (draftData.orig_type) {
+        const radio = document.querySelector(`input[name="orig_type"][value="${draftData.orig_type}"]`);
+        if (radio) {
+            radio.checked = true;
+            radio.dispatchEvent(new Event('change'));
+        }
+    }
+    // Orig code suffix
+    if (draftData.orig_producer_code) {
+        const el = document.getElementById('orig_code');
+        if (el) el.value = draftData.orig_producer_code;
+    }
+    // Trigger summary refresh after loading
+    setTimeout(() => { refreshSummary(); checkBell(); }, 100);
+}
 </script>
 {% endblock %}

app/templates/login.html

@@ -3,7 +3,7 @@
 <head>
     <meta charset="UTF-8">
     <meta name="viewport" content="width=device-width, initial-scale=1.0">
-    <title>Login — Producer Intake</title>
+    <title>Login — Commission Agreement Intake</title>
     <script src="https://cdn.tailwindcss.com"></script>
     <style>body { font-family: 'Segoe UI', system-ui, sans-serif; }</style>
 </head>
@@ -11,7 +11,7 @@
     <div class="w-full max-w-md">
         <div class="bg-white rounded-lg shadow-lg overflow-hidden">
             <div class="bg-[#2e4057] text-white px-8 py-6 text-center">
-                <h1 class="text-2xl font-bold">Producer Intake Form</h1>
+                <h1 class="text-2xl font-bold">Commission Agreement Intake Form</h1>
                 <p class="text-gray-300 text-sm mt-1">Snellings Walters Insurance</p>
             </div>
             <div class="px-8 py-6">