Feature Map

Use this table for embeddings, navigation intents, and search hints. Keep it in sync with Domain/*/Pages so AI navigation stays accurate.

Short Name	Route	Component	Notes
Home	/	Domain/Home/Pages/Home.razor	Widgets driven by HomeService + StateService
Clients	/clients	Domain/Clients/Pages/Clients.razor	Tabs: Summary, Policies, Renewals, Attachments, Notes
Client List	/clients/list	Domain/Clients/Pages/Index.razor	Grid for quick search/filter
Client Create	/clients/create	Domain/Clients/Pages/Create.razor	SmartPaste-enabled intake
Leads	/leads	Domain/Leads/Pages/Leads.razor	Pipeline view + SmartPaste toolbar
Renewals	/renewals	Domain/Renewals/Pages/Index.razor	Board view grouped by stage
Renewal Details	/renewals/details/{id}	Domain/Renewals/Pages/Details.razor	Tasks, submissions, proposals, accounting, portal
Proposals	/renewals/details/{id}?tab=proposals	Domain/Proposals/Components/Proposals.razor	Launch Proposler, DocuSign, attachments
Accounting	/accounting/settlements/{id}	Domain/Shared/Components/SettlementScreen.razor	Broker fee math, carrier payment upload
Integrations Settings	/profile/integrations	Domain/Profile/Components/SystemSettings.razor	Plugin lockbox + feature toggles
Agents (Enhanced Chat)	/agents/enhanced/chat	Domain/Agents/Pages/EnhancedAIChat.razor	Semantic Kernel chat UI
Task Agent Admin	/agents/task-buttons	Domain/Agents/Pages/AgentButtonsSandbox.razor	Designer + quick test harness
Attachments	/attachments	Domain/Attachments/Components/AttachmentListGrid.razor	File explorer for Surefire/Epic
Forms	/forms	Domain/Forms/Pages/FormEditor.razor	ACORD/certificate editor
Integrations Dashboard	/integrations	Domain/Integrations/Pages/Index.razor	Health + API logs (if enabled)
Blastmail	/blastmail/outreach	Domain/Blastmail/Pages/Outreach.razor	Campaign builder + send history
Desktop Settings	/profile/desktop	Domain/Profile/Components/DesktopSettings.razor	Data directories, tray options

Tips

• When you add or rename routes, update this table and ref/schema/extractor.json so AI navigation stays accurate.
• For intents, reference the Short Name column and include the route in the vector metadata.