Transactions Desk - Check List & Docs Tracker<\/title>\n <style>\n :root {\n --bg: #f6f8fb;\n --card: #ffffff;\n --text: #1f2937;\n --muted: #6b7280;\n --border: #e5e7eb;\n --primary: #2563eb;\n --primary-dark: #1d4ed8;\n --red: #dc2626;\n --yellow: #d97706;\n --blue: #2563eb;\n --green: #16a34a;\n --gray: #9ca3af;\n --orange: #ea580c;\n }\n\n * { box-sizing: border-box; }\n\n body {\n margin: 0;\n font-family: Arial, Helvetica, sans-serif;\n background: var(--bg);\n color: var(--text);\n }\n\n .login-screen {\n min-height: 100vh;\n display: flex;\n align-items: center;\n justify-content: center;\n padding: 24px;\n }\n\n .login-card {\n width: min(520px, 100%);\n background: var(--card);\n border: 1px solid var(--border);\n border-radius: 20px;\n box-shadow: 0 20px 60px rgba(15, 23, 42, 0.12);\n padding: 28px;\n }\n\n .login-card h1 {\n margin: 0 0 10px;\n font-size: 30px;\n line-height: 1.2;\n }\n\n .login-card p {\n margin: 0 0 20px;\n color: var(--muted);\n line-height: 1.5;\n }\n\n .login-note {\n margin-top: 14px;\n padding: 12px;\n border-radius: 12px;\n background: #f9fafb;\n border: 1px solid var(--border);\n color: var(--muted);\n font-size: 13px;\n line-height: 1.45;\n }\n\n .tracker-app {\n max-width: 1200px;\n margin: 0 auto;\n padding: 32px 16px;\n display: none;\n }\n\n .tracker-header {\n display: flex;\n justify-content: space-between;\n gap: 16px;\n align-items: flex-start;\n margin-bottom: 24px;\n flex-wrap: wrap;\n }\n\n .tracker-header h1 {\n margin: 0 0 8px;\n font-size: 32px;\n line-height: 1.2;\n }\n\n .tracker-header p {\n margin: 0;\n color: var(--muted);\n max-width: 720px;\n font-size: 16px;\n }\n\n .header-actions {\n display: flex;\n gap: 10px;\n flex-wrap: wrap;\n justify-content: flex-end;\n }\n\n .agent-pill {\n display: inline-flex;\n align-items: center;\n gap: 8px;\n border-radius: 999px;\n background: #eef2ff;\n color: var(--primary);\n padding: 10px 13px;\n font-size: 13px;\n font-weight: 800;\n }\n\n .button {\n border: 0;\n border-radius: 10px;\n background: var(--primary);\n color: #fff;\n padding: 11px 16px;\n font-size: 14px;\n font-weight: 700;\n cursor: pointer;\n transition: 0.2s ease;\n }\n\n .button:hover { background: var(--primary-dark); }\n\n .button.secondary {\n background: #eef2ff;\n color: var(--primary);\n }\n\n .button.secondary:hover { background: #dbeafe; }\n\n .button.danger {\n background: #fee2e2;\n color: var(--red);\n }\n\n .button.danger:hover { background: #fecaca; }\n\n .summary-grid {\n display: grid;\n grid-template-columns: repeat(4, minmax(0, 1fr));\n gap: 16px;\n margin-bottom: 24px;\n }\n\n .summary-card, .panel, .listing-card {\n background: var(--card);\n border: 1px solid var(--border);\n border-radius: 16px;\n box-shadow: 0 8px 24px rgba(15, 23, 42, 0.06);\n }\n\n .summary-card { padding: 18px; }\n\n .summary-label {\n color: var(--muted);\n font-size: 13px;\n font-weight: 700;\n text-transform: uppercase;\n letter-spacing: 0.04em;\n }\n\n .summary-value {\n margin-top: 8px;\n font-size: 30px;\n font-weight: 800;\n }\n\n .layout {\n display: grid;\n grid-template-columns: 360px 1fr;\n gap: 20px;\n }\n\n .panel { padding: 18px; }\n\n .panel h2 {\n margin: 0 0 14px;\n font-size: 20px;\n }\n\n .listing-list { display: grid; gap: 12px; }\n\n .empty-state {\n background: #f9fafb;\n border: 1px dashed var(--border);\n border-radius: 14px;\n padding: 18px;\n color: var(--muted);\n line-height: 1.5;\n }\n\n .listing-card {\n padding: 16px;\n cursor: pointer;\n transition: 0.2s ease;\n }\n\n .listing-card:hover, .listing-card.active {\n border-color: var(--primary);\n transform: translateY(-1px);\n }\n\n .listing-title-row {\n display: flex;\n justify-content: space-between;\n gap: 10px;\n align-items: flex-start;\n }\n\n .listing-card h3 { margin: 0; font-size: 17px; }\n\n .listing-meta {\n margin-top: 6px;\n color: var(--muted);\n font-size: 13px;\n }\n\n .progress-wrap { margin-top: 12px; }\n\n .progress-bar {\n height: 9px;\n background: #e5e7eb;\n border-radius: 999px;\n overflow: hidden;\n }\n\n .progress-fill {\n height: 100%;\n background: var(--green);\n border-radius: 999px;\n width: 0;\n }\n\n .progress-text {\n display: flex;\n justify-content: space-between;\n margin-top: 6px;\n color: var(--muted);\n font-size: 13px;\n gap: 8px;\n }\n\n .badge {\n display: inline-flex;\n align-items: center;\n border-radius: 999px;\n padding: 5px 9px;\n font-size: 12px;\n font-weight: 800;\n white-space: nowrap;\n }\n\n .badge.red { background: #fee2e2; color: var(--red); }\n .badge.yellow { background: #fef3c7; color: var(--yellow); }\n .badge.blue { background: #dbeafe; color: var(--blue); }\n .badge.green { background: #dcfce7; color: var(--green); }\n .badge.gray { background: #f3f4f6; color: #4b5563; }\n .badge.orange { background: #ffedd5; color: var(--orange); }\n\n .detail-header {\n display: flex;\n justify-content: space-between;\n gap: 14px;\n flex-wrap: wrap;\n align-items: flex-start;\n margin-bottom: 16px;\n }\n\n .detail-header h2 { margin: 0 0 6px; font-size: 24px; }\n\n .detail-meta { color: var(--muted); font-size: 14px; }\n\n .toolbar {\n display: flex;\n gap: 10px;\n flex-wrap: wrap;\n margin-bottom: 16px;\n }\n\n .toolbar input, .toolbar select {\n border: 1px solid var(--border);\n border-radius: 10px;\n padding: 10px 12px;\n font-size: 14px;\n background: #fff;\n min-width: 170px;\n }\n\n .table-wrap {\n overflow-x: auto;\n border: 1px solid var(--border);\n border-radius: 14px;\n }\n\n table {\n width: 100%;\n border-collapse: collapse;\n min-width: 820px;\n background: #fff;\n }\n\n th, td {\n padding: 13px 12px;\n border-bottom: 1px solid var(--border);\n text-align: left;\n font-size: 14px;\n vertical-align: top;\n }\n\n th {\n background: #f9fafb;\n color: #374151;\n font-size: 12px;\n text-transform: uppercase;\n letter-spacing: 0.04em;\n }\n\n tr:last-child td { border-bottom: 0; }\n\n .doc-name { font-weight: 800; }\n\n .notes { color: var(--muted); max-width: 260px; }\n\n select.status-select {\n min-width: 135px;\n border: 1px solid var(--border);\n border-radius: 9px;\n padding: 8px;\n background: #fff;\n }\n\n .reminder-box {\n margin-top: 20px;\n background: #fff7ed;\n border: 1px solid #fed7aa;\n border-radius: 16px;\n padding: 16px;\n }\n\n .reminder-box h3 { margin: 0 0 8px; color: #9a3412; }\n\n .reminder-box ul {\n margin: 10px 0 0;\n padding-left: 18px;\n color: #7c2d12;\n }\n\n .modal-backdrop {\n position: fixed;\n inset: 0;\n background: rgba(15, 23, 42, 0.55);\n display: none;\n align-items: center;\n justify-content: center;\n padding: 20px;\n z-index: 9999;\n }\n\n .modal {\n width: min(540px, 100%);\n background: #fff;\n border-radius: 18px;\n padding: 22px;\n box-shadow: 0 20px 60px rgba(0,0,0,0.25);\n max-height: calc(100vh - 40px);\n overflow-y: auto;\n }\n\n .modal h2 { margin: 0 0 14px; }\n\n .form-grid { display: grid; gap: 12px; }\n\n .form-grid label {\n display: grid;\n gap: 6px;\n font-size: 13px;\n font-weight: 800;\n }\n\n .form-grid input, .form-grid select, .form-grid textarea {\n border: 1px solid var(--border);\n border-radius: 10px;\n padding: 10px 12px;\n font-size: 14px;\n font-family: Arial, Helvetica, sans-serif;\n }\n\n .form-grid textarea { min-height: 82px; resize: vertical; }\n\n .modal-actions {\n margin-top: 16px;\n display: flex;\n justify-content: flex-end;\n gap: 10px;\n flex-wrap: wrap;\n }\n\n @media (max-width: 920px) {\n .summary-grid { grid-template-columns: repeat(2, minmax(0, 1fr)); }\n .layout { grid-template-columns: 1fr; }\n }\n\n @media (max-width: 560px) {\n .summary-grid { grid-template-columns: 1fr; }\n .tracker-header h1, .login-card h1 { font-size: 26px; }\n .header-actions { justify-content: flex-start; }\n .progress-text { flex-direction: column; }\n }\n <\/style>\n<\/head>\n<body>\n <section class=\"login-screen\" id=\"loginScreen\">\n <div class=\"login-card\">\n <h1>Transactions Desk - Check List & Docs Tracker<\/h1>\n <p>Enter your agent name and access code. Your transactions will be saved only in this browser under your individual access profile.<\/p>\n <div class=\"form-grid\">\n <label>\n Agent Name\n <input id=\"agentNameInput\" placeholder=\"Enter your name\" autocomplete=\"name\" \/>\n <\/label>\n <label>\n Access Code\n <input id=\"agentCodeInput\" placeholder=\"Create or enter your code\" type=\"password\" autocomplete=\"current-password\" \/>\n <\/label>\n <button class=\"button\" onclick=\"loginAgent()\">Access My Tracker<\/button>\n <\/div>\n <div class=\"login-note\">\n This is lightweight individual access, not a secure server login. Data is stored locally in the browser being used. Clearing browser data or switching computers may remove or hide saved transactions.\n <\/div>\n <\/div>\n <\/section>\n\n <div class=\"tracker-app\" id=\"trackerApp\">\n <header class=\"tracker-header\">\n <div>\n <h1>Transactions Desk - Check List & Docs Tracker<\/h1>\n <p>Track collected documents, missing paperwork, review status, due dates, owners, and reminders for every active transaction.<\/p>\n <\/div>\n <div class=\"header-actions\">\n <span class=\"agent-pill\" id=\"agentPill\">Agent<\/span>\n <button class=\"button secondary\" onclick=\"switchAgent()\">Switch Agent<\/button>\n <button class=\"button\" onclick=\"openListingModal()\">+ Add Transaction<\/button>\n <\/div>\n <\/header>\n\n <section class=\"summary-grid\">\n <div class=\"summary-card\">\n <div class=\"summary-label\">Active Transactions<\/div>\n <div class=\"summary-value\" id=\"activeListings\">0<\/div>\n <\/div>\n <div class=\"summary-card\">\n <div class=\"summary-label\">Missing Docs<\/div>\n <div class=\"summary-value\" id=\"missingDocs\">0<\/div>\n <\/div>\n <div class=\"summary-card\">\n <div class=\"summary-label\">Overdue Docs<\/div>\n <div class=\"summary-value\" id=\"overdueDocs\">0<\/div>\n <\/div>\n <div class=\"summary-card\">\n <div class=\"summary-label\">Avg. Completion<\/div>\n <div class=\"summary-value\" id=\"avgCompletion\">0%<\/div>\n <\/div>\n <\/section>\n\n <main class=\"layout\">\n <aside class=\"panel\">\n <h2>Active Transactions<\/h2>\n <div class=\"listing-list\" id=\"listingList\"><\/div>\n <\/aside>\n\n <section class=\"panel\">\n <div class=\"detail-header\">\n <div>\n <h2 id=\"detailTitle\">Select a transaction<\/h2>\n <div class=\"detail-meta\" id=\"detailMeta\"><\/div>\n <\/div>\n <span class=\"badge gray\" id=\"readinessBadge\">No transaction selected<\/span>\n <\/div>\n\n <div class=\"toolbar\">\n <input type=\"text\" id=\"searchInput\" placeholder=\"Search documents...\" oninput=\"renderDetail()\" \/>\n <select id=\"statusFilter\" onchange=\"renderDetail()\">\n <option value=\"all\">All statuses<\/option>\n <option value=\"Missing\">Missing<\/option>\n <option value=\"Requested\">Requested<\/option>\n <option value=\"Received\">Received<\/option>\n <option value=\"Reviewed\">Reviewed<\/option>\n <option value=\"Overdue\">Overdue<\/option>\n <option value=\"N\/A\">N\/A<\/option>\n <\/select>\n <button class=\"button secondary\" onclick=\"openDocumentModal()\">+ Add Document<\/button>\n <button class=\"button secondary\" onclick=\"sendReminderSummary()\">Generate Reminder Summary<\/button>\n <\/div>\n\n <div class=\"table-wrap\">\n <table>\n <thead>\n <tr>\n <th>Document<\/th>\n <th>Status<\/th>\n <th>Owner<\/th>\n <th>Due Date<\/th>\n <th>Last Updated<\/th>\n <th>Reminder<\/th>\n <th>Notes<\/th>\n <\/tr>\n <\/thead>\n <tbody id=\"documentRows\"><\/tbody>\n <\/table>\n <\/div>\n\n <div class=\"reminder-box\" id=\"reminderBox\">\n <h3>Reminder Center<\/h3>\n <p>Select a transaction to see missing and overdue document reminders.<\/p>\n <\/div>\n <\/section>\n <\/main>\n <\/div>\n\n <div class=\"modal-backdrop\" id=\"listingModalBackdrop\">\n <div class=\"modal\">\n <h2>Add New Transaction<\/h2>\n <div class=\"form-grid\">\n <label>\n Transaction Name\n <input id=\"newListingName\" placeholder=\"Business or deal name\" \/>\n <\/label>\n <label>\n Transaction Type\n <select id=\"newListingType\">\n <option>Restaurant<\/option>\n <option>Franchise<\/option>\n <option>Retail<\/option>\n <option>Service Business<\/option>\n <option>Manufacturing<\/option>\n <option>Other<\/option>\n <\/select>\n <\/label>\n <label>\n Broker \/ Coordinator\n <input id=\"newListingOwner\" placeholder=\"Broker or coordinator name\" \/>\n <\/label>\n <\/div>\n <div class=\"modal-actions\">\n <button class=\"button secondary\" onclick=\"closeListingModal()\">Cancel<\/button>\n <button class=\"button\" onclick=\"addListing()\">Create Transaction<\/button>\n <\/div>\n <\/div>\n <\/div>\n\n <div class=\"modal-backdrop\" id=\"documentModalBackdrop\">\n <div class=\"modal\">\n <h2>Add Document<\/h2>\n <div class=\"form-grid\">\n <label>\n Document Name\n <input id=\"newDocName\" placeholder=\"Example: Buyer Proof of Funds\" \/>\n <\/label>\n <label>\n Status\n <select id=\"newDocStatus\">\n <option>Missing<\/option>\n <option>Requested<\/option>\n <option>Received<\/option>\n <option>Reviewed<\/option>\n <option>Overdue<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/label>\n <label>\n Owner\n <input id=\"newDocOwner\" placeholder=\"Seller, buyer, CPA, landlord, etc.\" \/>\n <\/label>\n <label>\n Due Date\n <input id=\"newDocDueDate\" type=\"date\" \/>\n <\/label>\n <label>\n Notes\n <textarea id=\"newDocNotes\" placeholder=\"Optional notes\"><\/textarea>\n <\/label>\n <\/div>\n <div class=\"modal-actions\">\n <button class=\"button secondary\" onclick=\"closeDocumentModal()\">Cancel<\/button>\n <button class=\"button\" onclick=\"addDocument()\">Add Document<\/button>\n <\/div>\n <\/div>\n <\/div>\n\n <script>\n const APP_KEY_PREFIX = \"transactionsDeskTracker\";\n const SESSION_KEY = \"transactionsDeskCurrentAgent\";\n\n const defaultDocs = [\n \"Tax Returns\",\n \"P&L Statement\",\n \"Lease\",\n \"Franchise Agreement\",\n \"Equipment List\",\n \"Utility Bills\",\n \"Payroll Reports\",\n \"Bank Statements\",\n \"Inventory List\",\n \"Seller Disclosure\"\n ];\n\n let currentAgent = null;\n let listings = [];\n let selectedListingId = null;\n\n function slugify(value) {\n return value.trim().toLowerCase().replace(\/[^a-z0-9]+\/g, \"-\").replace(\/^-+|-+$\/g, \"\");\n }\n\n function agentStorageKey(agent) {\n return `${APP_KEY_PREFIX}:${agent.id}`;\n }\n\n function buildAgent(name, code) {\n return {\n name: name.trim(),\n code: code.trim(),\n id: `${slugify(name)}-${slugify(code)}`\n };\n }\n\n function loginAgent() {\n const name = document.getElementById(\"agentNameInput\").value.trim();\n const code = document.getElementById(\"agentCodeInput\").value.trim();\n\n if (!name || !code) {\n alert(\"Please enter both your agent name and access code.\");\n return;\n }\n\n currentAgent = buildAgent(name, code);\n sessionStorage.setItem(SESSION_KEY, JSON.stringify(currentAgent));\n loadAgentData();\n showApp();\n }\n\n function loadSessionAgent() {\n const saved = sessionStorage.getItem(SESSION_KEY);\n if (!saved) return null;\n\n try {\n return JSON.parse(saved);\n } catch (error) {\n sessionStorage.removeItem(SESSION_KEY);\n return null;\n }\n }\n\n function loadAgentData() {\n listings = [];\n selectedListingId = null;\n\n if (!currentAgent) return;\n\n const savedData = localStorage.getItem(agentStorageKey(currentAgent));\n if (!savedData) return;\n\n try {\n const parsed = JSON.parse(savedData);\n listings = Array.isArray(parsed.listings) ? parsed.listings : [];\n selectedListingId = parsed.selectedListingId || (listings[0] ? listings[0].id : null);\n } catch (error) {\n console.error(\"Could not load saved tracker data:\", error);\n listings = [];\n selectedListingId = null;\n }\n }\n\n function saveAgentData() {\n if (!currentAgent) return;\n\n const dataToSave = {\n agentName: currentAgent.name,\n selectedListingId,\n listings\n };\n\n localStorage.setItem(agentStorageKey(currentAgent), JSON.stringify(dataToSave));\n }\n\n function showApp() {\n document.getElementById(\"loginScreen\").style.display = \"none\";\n document.getElementById(\"trackerApp\").style.display = \"block\";\n document.getElementById(\"agentPill\").textContent = `Agent: ${currentAgent.name}`;\n render();\n }\n\n function showLogin() {\n document.getElementById(\"loginScreen\").style.display = \"flex\";\n document.getElementById(\"trackerApp\").style.display = \"none\";\n }\n\n function switchAgent() {\n saveAgentData();\n currentAgent = null;\n listings = [];\n selectedListingId = null;\n sessionStorage.removeItem(SESSION_KEY);\n document.getElementById(\"agentNameInput\").value = \"\";\n document.getElementById(\"agentCodeInput\").value = \"\";\n showLogin();\n }\n\n function doc(name, status, owner, dueDate, notes) {\n return {\n name,\n status,\n owner,\n dueDate,\n lastUpdated: new Date().toISOString().slice(0, 10),\n reminder: status !== \"Reviewed\" && status !== \"N\/A\",\n notes\n };\n }\n\n function completion(listing) {\n const required = listing.documents.filter(d => d.status !== \"N\/A\");\n const done = required.filter(d => d.status === \"Reviewed\").length;\n return required.length ? Math.round((done \/ required.length) * 100) : 100;\n }\n\n function readiness(listing) {\n const overdue = listing.documents.filter(d => d.status === \"Overdue\").length;\n const missing = listing.documents.filter(d => d.status === \"Missing\").length;\n const pct = completion(listing);\n if (overdue || missing) return { label: \"Needs Attention\", color: \"orange\" };\n if (pct < 100) return { label: \"Nearly Ready\", color: \"blue\" };\n return { label: \"Complete\", color: \"green\" };\n }\n\n function renderSummary() {\n const allDocs = listings.flatMap(l => l.documents);\n const missing = allDocs.filter(d => d.status === \"Missing\").length;\n const overdue = allDocs.filter(d => d.status === \"Overdue\").length;\n const avg = listings.length ? Math.round(listings.reduce((sum, l) => sum + completion(l), 0) \/ listings.length) : 0;\n\n document.getElementById(\"activeListings\").textContent = listings.length;\n document.getElementById(\"missingDocs\").textContent = missing;\n document.getElementById(\"overdueDocs\").textContent = overdue;\n document.getElementById(\"avgCompletion\").textContent = avg + \"%\";\n }\n\n function renderListings() {\n const wrap = document.getElementById(\"listingList\");\n wrap.innerHTML = \"\";\n\n if (!listings.length) {\n wrap.innerHTML = `<div class=\"empty-state\">No transactions yet. Click <strong>+ Add Transaction<\/strong> to create your first one.<\/div>`;\n return;\n }\n\n listings.forEach(listing => {\n const pct = completion(listing);\n const missing = listing.documents.filter(d => d.status === \"Missing\").length;\n const overdue = listing.documents.filter(d => d.status === \"Overdue\").length;\n const ready = readiness(listing);\n\n const card = document.createElement(\"div\");\n card.className = \"listing-card\" + (listing.id === selectedListingId ? \" active\" : \"\");\n card.onclick = () => {\n selectedListingId = listing.id;\n saveAgentData();\n render();\n };\n\n card.innerHTML = `\n <div class=\"listing-title-row\">\n <div>\n <h3>${escapeHtml(listing.name)}<\/h3>\n <div class=\"listing-meta\">${escapeHtml(listing.type)} \u00b7 ${escapeHtml(listing.owner)}<\/div>\n <\/div>\n <span class=\"badge ${ready.color}\">${ready.label}<\/span>\n <\/div>\n <div class=\"progress-wrap\">\n <div class=\"progress-bar\"><div class=\"progress-fill\" style=\"width:${pct}%\"><\/div><\/div>\n <div class=\"progress-text\">\n <span>${pct}% complete<\/span>\n <span>${missing} missing \u00b7 ${overdue} overdue<\/span>\n <\/div>\n <\/div>\n `;\n wrap.appendChild(card);\n });\n }\n\n function renderDetail() {\n const listing = listings.find(l => l.id === selectedListingId);\n const rows = document.getElementById(\"documentRows\");\n const search = document.getElementById(\"searchInput\").value.toLowerCase();\n const filter = document.getElementById(\"statusFilter\").value;\n\n rows.innerHTML = \"\";\n\n if (!listing) {\n document.getElementById(\"detailTitle\").textContent = \"Select a transaction\";\n document.getElementById(\"detailMeta\").textContent = \"\";\n document.getElementById(\"readinessBadge\").textContent = \"No transaction selected\";\n document.getElementById(\"readinessBadge\").className = \"badge gray\";\n document.getElementById(\"reminderBox\").innerHTML = `\n <h3>Reminder Center<\/h3>\n <p>Select a transaction to see missing and overdue document reminders.<\/p>\n `;\n return;\n }\n\n const ready = readiness(listing);\n document.getElementById(\"detailTitle\").textContent = listing.name;\n document.getElementById(\"detailMeta\").textContent = `${listing.type} \u00b7 Coordinator: ${listing.owner} \u00b7 ${completion(listing)}% complete`;\n document.getElementById(\"readinessBadge\").textContent = ready.label;\n document.getElementById(\"readinessBadge\").className = `badge ${ready.color}`;\n\n const docs = listing.documents.filter(d => {\n const docName = (d.name || \"\").toLowerCase();\n const docNotes = (d.notes || \"\").toLowerCase();\n const matchesSearch = docName.includes(search) || docNotes.includes(search);\n const matchesFilter = filter === \"all\" || d.status === filter;\n return matchesSearch && matchesFilter;\n });\n\n if (!docs.length) {\n rows.innerHTML = `<tr><td colspan=\"7\" class=\"notes\">No documents match this view.<\/td><\/tr>`;\n }\n\n docs.forEach(d => {\n const actualIndex = listing.documents.indexOf(d);\n const tr = document.createElement(\"tr\");\n tr.innerHTML = `\n <td><div class=\"doc-name\">${escapeHtml(d.name)}<\/div><\/td>\n <td>\n <select class=\"status-select\" onchange=\"updateStatus(${listing.id}, ${actualIndex}, this.value)\">\n ${[\"Missing\", \"Requested\", \"Received\", \"Reviewed\", \"Overdue\", \"N\/A\"].map(s => `\n <option value=\"${s}\" ${d.status === s ? \"selected\" : \"\"}>${s}<\/option>\n `).join(\"\")}\n <\/select>\n <\/td>\n <td>${escapeHtml(d.owner || \"\")}<\/td>\n <td>${d.dueDate || \"\u2014\"}<\/td>\n <td>${d.lastUpdated || \"\u2014\"}<\/td>\n <td>${d.reminder ? \"On\" : \"Off\"}<\/td>\n <td class=\"notes\">${escapeHtml(d.notes || \"\")}<\/td>\n `;\n rows.appendChild(tr);\n });\n\n renderReminders(listing);\n }\n\n function renderReminders(listing) {\n const box = document.getElementById(\"reminderBox\");\n const reminders = listing.documents.filter(d =>\n d.reminder && [\"Missing\", \"Requested\", \"Overdue\"].includes(d.status)\n );\n\n if (!reminders.length) {\n box.innerHTML = `\n <h3>Reminder Center<\/h3>\n <p>No active reminders. This transaction is in good shape.<\/p>\n `;\n return;\n }\n\n box.innerHTML = `\n <h3>Reminder Center<\/h3>\n <p>${reminders.length} document reminder${reminders.length === 1 ? \"\" : \"s\"} need attention.<\/p>\n <ul>\n ${reminders.map(d => `<li><strong>${escapeHtml(d.name)}<\/strong> \u2014 ${d.status}, owned by ${escapeHtml(d.owner || \"\")}, due ${d.dueDate || \"TBD\"}.<\/li>`).join(\"\")}\n <\/ul>\n `;\n }\n\n function updateStatus(listingId, docIndex, status) {\n const listing = listings.find(l => l.id === listingId);\n if (!listing || !listing.documents[docIndex]) return;\n\n listing.documents[docIndex].status = status;\n listing.documents[docIndex].lastUpdated = new Date().toISOString().slice(0, 10);\n listing.documents[docIndex].reminder = status !== \"Reviewed\" && status !== \"N\/A\";\n saveAgentData();\n render();\n }\n\n function sendReminderSummary() {\n const listing = listings.find(l => l.id === selectedListingId);\n if (!listing) {\n alert(\"Please select a transaction first.\");\n return;\n }\n\n const reminders = listing.documents.filter(d =>\n d.reminder && [\"Missing\", \"Requested\", \"Overdue\"].includes(d.status)\n );\n\n if (!reminders.length) {\n alert(\"No reminders needed for this transaction.\");\n return;\n }\n\n const summary = reminders.map(d => `- ${d.name}: ${d.status}, owner: ${d.owner}, due: ${d.dueDate || \"TBD\"}`).join(\"\\n\");\n alert(`Reminder Summary for ${listing.name}\\n\\n${summary}`);\n }\n\n function openListingModal() {\n document.getElementById(\"listingModalBackdrop\").style.display = \"flex\";\n }\n\n function closeListingModal() {\n document.getElementById(\"listingModalBackdrop\").style.display = \"none\";\n document.getElementById(\"newListingName\").value = \"\";\n document.getElementById(\"newListingOwner\").value = \"\";\n document.getElementById(\"newListingType\").value = \"Restaurant\";\n }\n\n function addListing() {\n const name = document.getElementById(\"newListingName\").value.trim();\n const type = document.getElementById(\"newListingType\").value;\n const owner = document.getElementById(\"newListingOwner\").value.trim() || currentAgent.name;\n\n if (!name) {\n alert(\"Please enter a transaction name.\");\n return;\n }\n\n const newListing = {\n id: Date.now(),\n name,\n type,\n owner,\n documents: defaultDocs.map(docName => doc(\n docName,\n docName === \"Franchise Agreement\" && type !== \"Franchise\" ? \"N\/A\" : \"Missing\",\n \"Seller\",\n \"\",\n \"\"\n ))\n };\n\n listings.push(newListing);\n selectedListingId = newListing.id;\n closeListingModal();\n saveAgentData();\n render();\n }\n\n function openDocumentModal() {\n const listing = listings.find(l => l.id === selectedListingId);\n if (!listing) {\n alert(\"Please select or create a transaction before adding a document.\");\n return;\n }\n\n document.getElementById(\"documentModalBackdrop\").style.display = \"flex\";\n }\n\n function closeDocumentModal() {\n document.getElementById(\"documentModalBackdrop\").style.display = \"none\";\n document.getElementById(\"newDocName\").value = \"\";\n document.getElementById(\"newDocStatus\").value = \"Missing\";\n document.getElementById(\"newDocOwner\").value = \"\";\n document.getElementById(\"newDocDueDate\").value = \"\";\n document.getElementById(\"newDocNotes\").value = \"\";\n }\n\n function addDocument() {\n const listing = listings.find(l => l.id === selectedListingId);\n if (!listing) {\n alert(\"Please select a transaction first.\");\n return;\n }\n\n const name = document.getElementById(\"newDocName\").value.trim();\n const status = document.getElementById(\"newDocStatus\").value;\n const owner = document.getElementById(\"newDocOwner\").value.trim() || \"Unassigned\";\n const dueDate = document.getElementById(\"newDocDueDate\").value;\n const notes = document.getElementById(\"newDocNotes\").value.trim();\n\n if (!name) {\n alert(\"Please enter a document name.\");\n return;\n }\n\n listing.documents.push(doc(name, status, owner, dueDate, notes));\n closeDocumentModal();\n saveAgentData();\n render();\n }\n\n function escapeHtml(value) {\n return String(value)\n .replace(\/&\/g, \"&\")\n .replace(\/<\/g, \"<\")\n .replace(\/>\/g, \">\")\n .replace(\/\"\/g, \""\")\n .replace(\/'\/g, \"'\");\n }\n\n function render() {\n renderSummary();\n renderListings();\n renderDetail();\n }\n\n document.getElementById(\"agentCodeInput\").addEventListener(\"keydown\", function(event) {\n if (event.key === \"Enter\") loginAgent();\n });\n\n document.getElementById(\"agentNameInput\").addEventListener(\"keydown\", function(event) {\n if (event.key === \"Enter\") loginAgent();\n });\n\n const sessionAgent = loadSessionAgent();\n if (sessionAgent) {\n currentAgent = sessionAgent;\n loadAgentData();\n showApp();\n } else {\n showLogin();\n }\n <\/script>\n<\/body>\n<\/html>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a035657 e-flex e-con-boxed e-con e-parent\" data-id=\"a035657\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cd65717 elementor-widget elementor-widget-shortcode\" data-id=\"cd65717\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><div class=\"bbtp-login\"><p>Please log in to access Biz Brokers Tools.<\/p><a class=\"bbtp-button\" href=\"https:\/\/360bizbrokers.com\/wp-login.php?redirect_to=https%3A%2F%2F360bizbrokers.com%2Fpt%2Fbiz-brokers-transaction-dashboard%2F\">Log In<\/a><\/div><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Transactions Desk – Check List & Docs Tracker Transactions Desk – Check List & Docs Tracker Enter your agent name and access code. Your transactions…<\/p>","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-718","page","type-page","status-publish","hentry"],"yoast_head":"\n<title>Biz Brokers Transactions Dashboard - 360 Biz Brokers<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/360bizbrokers.com\/pt\/biz-brokers-transaction-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Biz Brokers Transactions Dashboard\" \/>\n<meta property=\"og:description\" content=\"Transactions Desk – Check List & Docs Tracker Transactions Desk – Check List & Docs Tracker Enter your agent name and access code. 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\n\t\t\t\t\t\n\n\n \n \n Transactions Desk - Check List & Docs Tracker<\/title>\n <style>\n :root {\n --bg: #f6f8fb;\n --card: #ffffff;\n --text: #1f2937;\n --muted: #6b7280;\n --border: #e5e7eb;\n --primary: #2563eb;\n --primary-dark: #1d4ed8;\n --red: #dc2626;\n --yellow: #d97706;\n --blue: #2563eb;\n --green: #16a34a;\n --gray: #9ca3af;\n --orange: #ea580c;\n }\n\n * { box-sizing: border-box; }\n\n body {\n margin: 0;\n font-family: Arial, Helvetica, sans-serif;\n background: var(--bg);\n color: var(--text);\n }\n\n .login-screen {\n min-height: 100vh;\n display: flex;\n align-items: center;\n justify-content: center;\n padding: 24px;\n }\n\n .login-card {\n width: min(520px, 100%);\n background: var(--card);\n border: 1px solid var(--border);\n border-radius: 20px;\n box-shadow: 0 20px 60px rgba(15, 23, 42, 0.12);\n padding: 28px;\n }\n\n .login-card h1 {\n margin: 0 0 10px;\n font-size: 30px;\n line-height: 1.2;\n }\n\n .login-card p {\n margin: 0 0 20px;\n color: var(--muted);\n line-height: 1.5;\n }\n\n .login-note {\n margin-top: 14px;\n padding: 12px;\n border-radius: 12px;\n background: #f9fafb;\n border: 1px solid var(--border);\n color: var(--muted);\n font-size: 13px;\n line-height: 1.45;\n }\n\n .tracker-app {\n max-width: 1200px;\n margin: 0 auto;\n padding: 32px 16px;\n display: none;\n }\n\n .tracker-header {\n display: flex;\n justify-content: space-between;\n gap: 16px;\n align-items: flex-start;\n margin-bottom: 24px;\n flex-wrap: wrap;\n }\n\n .tracker-header h1 {\n margin: 0 0 8px;\n font-size: 32px;\n line-height: 1.2;\n }\n\n .tracker-header p {\n margin: 0;\n color: var(--muted);\n max-width: 720px;\n font-size: 16px;\n }\n\n .header-actions {\n display: flex;\n gap: 10px;\n flex-wrap: wrap;\n justify-content: flex-end;\n }\n\n .agent-pill {\n display: inline-flex;\n align-items: center;\n gap: 8px;\n border-radius: 999px;\n background: #eef2ff;\n color: var(--primary);\n padding: 10px 13px;\n font-size: 13px;\n font-weight: 800;\n }\n\n .button {\n border: 0;\n border-radius: 10px;\n background: var(--primary);\n color: #fff;\n padding: 11px 16px;\n font-size: 14px;\n font-weight: 700;\n cursor: pointer;\n transition: 0.2s ease;\n }\n\n .button:hover { background: var(--primary-dark); }\n\n .button.secondary {\n background: #eef2ff;\n color: var(--primary);\n }\n\n .button.secondary:hover { background: #dbeafe; }\n\n .button.danger {\n background: #fee2e2;\n color: var(--red);\n }\n\n .button.danger:hover { background: #fecaca; }\n\n .summary-grid {\n display: grid;\n grid-template-columns: repeat(4, minmax(0, 1fr));\n gap: 16px;\n margin-bottom: 24px;\n }\n\n .summary-card, .panel, .listing-card {\n background: var(--card);\n border: 1px solid var(--border);\n border-radius: 16px;\n box-shadow: 0 8px 24px rgba(15, 23, 42, 0.06);\n }\n\n .summary-card { padding: 18px; }\n\n .summary-label {\n color: var(--muted);\n font-size: 13px;\n font-weight: 700;\n text-transform: uppercase;\n letter-spacing: 0.04em;\n }\n\n .summary-value {\n margin-top: 8px;\n font-size: 30px;\n font-weight: 800;\n }\n\n .layout {\n display: grid;\n grid-template-columns: 360px 1fr;\n gap: 20px;\n }\n\n .panel { padding: 18px; }\n\n .panel h2 {\n margin: 0 0 14px;\n font-size: 20px;\n }\n\n .listing-list { display: grid; gap: 12px; }\n\n .empty-state {\n background: #f9fafb;\n border: 1px dashed var(--border);\n border-radius: 14px;\n padding: 18px;\n color: var(--muted);\n line-height: 1.5;\n }\n\n .listing-card {\n padding: 16px;\n cursor: pointer;\n transition: 0.2s ease;\n }\n\n .listing-card:hover, .listing-card.active {\n border-color: var(--primary);\n transform: translateY(-1px);\n }\n\n .listing-title-row {\n display: flex;\n justify-content: space-between;\n gap: 10px;\n align-items: flex-start;\n }\n\n .listing-card h3 { margin: 0; font-size: 17px; }\n\n .listing-meta {\n margin-top: 6px;\n color: var(--muted);\n font-size: 13px;\n }\n\n .progress-wrap { margin-top: 12px; }\n\n .progress-bar {\n height: 9px;\n background: #e5e7eb;\n border-radius: 999px;\n overflow: hidden;\n }\n\n .progress-fill {\n height: 100%;\n background: var(--green);\n border-radius: 999px;\n width: 0;\n }\n\n .progress-text {\n display: flex;\n justify-content: space-between;\n margin-top: 6px;\n color: var(--muted);\n font-size: 13px;\n gap: 8px;\n }\n\n .badge {\n display: inline-flex;\n align-items: center;\n border-radius: 999px;\n padding: 5px 9px;\n font-size: 12px;\n font-weight: 800;\n white-space: nowrap;\n }\n\n .badge.red { background: #fee2e2; color: var(--red); }\n .badge.yellow { background: #fef3c7; color: var(--yellow); }\n .badge.blue { background: #dbeafe; color: var(--blue); }\n .badge.green { background: #dcfce7; color: var(--green); }\n .badge.gray { background: #f3f4f6; color: #4b5563; }\n .badge.orange { background: #ffedd5; color: var(--orange); }\n\n .detail-header {\n display: flex;\n justify-content: space-between;\n gap: 14px;\n flex-wrap: wrap;\n align-items: flex-start;\n margin-bottom: 16px;\n }\n\n .detail-header h2 { margin: 0 0 6px; font-size: 24px; }\n\n .detail-meta { color: var(--muted); font-size: 14px; }\n\n .toolbar {\n display: flex;\n gap: 10px;\n flex-wrap: wrap;\n margin-bottom: 16px;\n }\n\n .toolbar input, .toolbar select {\n border: 1px solid var(--border);\n border-radius: 10px;\n padding: 10px 12px;\n font-size: 14px;\n background: #fff;\n min-width: 170px;\n }\n\n .table-wrap {\n overflow-x: auto;\n border: 1px solid var(--border);\n border-radius: 14px;\n }\n\n table {\n width: 100%;\n border-collapse: collapse;\n min-width: 820px;\n background: #fff;\n }\n\n th, td {\n padding: 13px 12px;\n border-bottom: 1px solid var(--border);\n text-align: left;\n font-size: 14px;\n vertical-align: top;\n }\n\n th {\n background: #f9fafb;\n color: #374151;\n font-size: 12px;\n text-transform: uppercase;\n letter-spacing: 0.04em;\n }\n\n tr:last-child td { border-bottom: 0; }\n\n .doc-name { font-weight: 800; }\n\n .notes { color: var(--muted); max-width: 260px; }\n\n select.status-select {\n min-width: 135px;\n border: 1px solid var(--border);\n border-radius: 9px;\n padding: 8px;\n background: #fff;\n }\n\n .reminder-box {\n margin-top: 20px;\n background: #fff7ed;\n border: 1px solid #fed7aa;\n border-radius: 16px;\n padding: 16px;\n }\n\n .reminder-box h3 { margin: 0 0 8px; color: #9a3412; }\n\n .reminder-box ul {\n margin: 10px 0 0;\n padding-left: 18px;\n color: #7c2d12;\n }\n\n .modal-backdrop {\n position: fixed;\n inset: 0;\n background: rgba(15, 23, 42, 0.55);\n display: none;\n align-items: center;\n justify-content: center;\n padding: 20px;\n z-index: 9999;\n }\n\n .modal {\n width: min(540px, 100%);\n background: #fff;\n border-radius: 18px;\n padding: 22px;\n box-shadow: 0 20px 60px rgba(0,0,0,0.25);\n max-height: calc(100vh - 40px);\n overflow-y: auto;\n }\n\n .modal h2 { margin: 0 0 14px; }\n\n .form-grid { display: grid; gap: 12px; }\n\n .form-grid label {\n display: grid;\n gap: 6px;\n font-size: 13px;\n font-weight: 800;\n }\n\n .form-grid input, .form-grid select, .form-grid textarea {\n border: 1px solid var(--border);\n border-radius: 10px;\n padding: 10px 12px;\n font-size: 14px;\n font-family: Arial, Helvetica, sans-serif;\n }\n\n .form-grid textarea { min-height: 82px; resize: vertical; }\n\n .modal-actions {\n margin-top: 16px;\n display: flex;\n justify-content: flex-end;\n gap: 10px;\n flex-wrap: wrap;\n }\n\n @media (max-width: 920px) {\n .summary-grid { grid-template-columns: repeat(2, minmax(0, 1fr)); }\n .layout { grid-template-columns: 1fr; }\n }\n\n @media (max-width: 560px) {\n .summary-grid { grid-template-columns: 1fr; }\n .tracker-header h1, .login-card h1 { font-size: 26px; }\n .header-actions { justify-content: flex-start; }\n .progress-text { flex-direction: column; }\n }\n <\/style>\n<\/head>\n<body>\n <section class=\"login-screen\" id=\"loginScreen\">\n <div class=\"login-card\">\n <h1>Transactions Desk - Check List & Docs Tracker<\/h1>\n <p>Enter your agent name and access code. Your transactions will be saved only in this browser under your individual access profile.<\/p>\n <div class=\"form-grid\">\n <label>\n Agent Name\n <input id=\"agentNameInput\" placeholder=\"Enter your name\" autocomplete=\"name\" \/>\n <\/label>\n <label>\n Access Code\n <input id=\"agentCodeInput\" placeholder=\"Create or enter your code\" type=\"password\" autocomplete=\"current-password\" \/>\n <\/label>\n <button class=\"button\" onclick=\"loginAgent()\">Access My Tracker<\/button>\n <\/div>\n <div class=\"login-note\">\n This is lightweight individual access, not a secure server login. Data is stored locally in the browser being used. Clearing browser data or switching computers may remove or hide saved transactions.\n <\/div>\n <\/div>\n <\/section>\n\n <div class=\"tracker-app\" id=\"trackerApp\">\n <header class=\"tracker-header\">\n <div>\n <h1>Transactions Desk - Check List & Docs Tracker<\/h1>\n <p>Track collected documents, missing paperwork, review status, due dates, owners, and reminders for every active transaction.<\/p>\n <\/div>\n <div class=\"header-actions\">\n <span class=\"agent-pill\" id=\"agentPill\">Agent<\/span>\n <button class=\"button secondary\" onclick=\"switchAgent()\">Switch Agent<\/button>\n <button class=\"button\" onclick=\"openListingModal()\">+ Add Transaction<\/button>\n <\/div>\n <\/header>\n\n <section class=\"summary-grid\">\n <div class=\"summary-card\">\n <div class=\"summary-label\">Active Transactions<\/div>\n <div class=\"summary-value\" id=\"activeListings\">0<\/div>\n <\/div>\n <div class=\"summary-card\">\n <div class=\"summary-label\">Missing Docs<\/div>\n <div class=\"summary-value\" id=\"missingDocs\">0<\/div>\n <\/div>\n <div class=\"summary-card\">\n <div class=\"summary-label\">Overdue Docs<\/div>\n <div class=\"summary-value\" id=\"overdueDocs\">0<\/div>\n <\/div>\n <div class=\"summary-card\">\n <div class=\"summary-label\">Avg. Completion<\/div>\n <div class=\"summary-value\" id=\"avgCompletion\">0%<\/div>\n <\/div>\n <\/section>\n\n <main class=\"layout\">\n <aside class=\"panel\">\n <h2>Active Transactions<\/h2>\n <div class=\"listing-list\" id=\"listingList\"><\/div>\n <\/aside>\n\n <section class=\"panel\">\n <div class=\"detail-header\">\n <div>\n <h2 id=\"detailTitle\">Select a transaction<\/h2>\n <div class=\"detail-meta\" id=\"detailMeta\"><\/div>\n <\/div>\n <span class=\"badge gray\" id=\"readinessBadge\">No transaction selected<\/span>\n <\/div>\n\n <div class=\"toolbar\">\n <input type=\"text\" id=\"searchInput\" placeholder=\"Search documents...\" oninput=\"renderDetail()\" \/>\n <select id=\"statusFilter\" onchange=\"renderDetail()\">\n <option value=\"all\">All statuses<\/option>\n <option value=\"Missing\">Missing<\/option>\n <option value=\"Requested\">Requested<\/option>\n <option value=\"Received\">Received<\/option>\n <option value=\"Reviewed\">Reviewed<\/option>\n <option value=\"Overdue\">Overdue<\/option>\n <option value=\"N\/A\">N\/A<\/option>\n <\/select>\n <button class=\"button secondary\" onclick=\"openDocumentModal()\">+ Add Document<\/button>\n <button class=\"button secondary\" onclick=\"sendReminderSummary()\">Generate Reminder Summary<\/button>\n <\/div>\n\n <div class=\"table-wrap\">\n <table>\n <thead>\n <tr>\n <th>Document<\/th>\n <th>Status<\/th>\n <th>Owner<\/th>\n <th>Due Date<\/th>\n <th>Last Updated<\/th>\n <th>Reminder<\/th>\n <th>Notes<\/th>\n <\/tr>\n <\/thead>\n <tbody id=\"documentRows\"><\/tbody>\n <\/table>\n <\/div>\n\n <div class=\"reminder-box\" id=\"reminderBox\">\n <h3>Reminder Center<\/h3>\n <p>Select a transaction to see missing and overdue document reminders.<\/p>\n <\/div>\n <\/section>\n <\/main>\n <\/div>\n\n <div class=\"modal-backdrop\" id=\"listingModalBackdrop\">\n <div class=\"modal\">\n <h2>Add New Transaction<\/h2>\n <div class=\"form-grid\">\n <label>\n Transaction Name\n <input id=\"newListingName\" placeholder=\"Business or deal name\" \/>\n <\/label>\n <label>\n Transaction Type\n <select id=\"newListingType\">\n <option>Restaurant<\/option>\n <option>Franchise<\/option>\n <option>Retail<\/option>\n <option>Service Business<\/option>\n <option>Manufacturing<\/option>\n <option>Other<\/option>\n <\/select>\n <\/label>\n <label>\n Broker \/ Coordinator\n <input id=\"newListingOwner\" placeholder=\"Broker or coordinator name\" \/>\n <\/label>\n <\/div>\n <div class=\"modal-actions\">\n <button class=\"button secondary\" onclick=\"closeListingModal()\">Cancel<\/button>\n <button class=\"button\" onclick=\"addListing()\">Create Transaction<\/button>\n <\/div>\n <\/div>\n <\/div>\n\n <div class=\"modal-backdrop\" id=\"documentModalBackdrop\">\n <div class=\"modal\">\n <h2>Add Document<\/h2>\n <div class=\"form-grid\">\n <label>\n Document Name\n <input id=\"newDocName\" placeholder=\"Example: Buyer Proof of Funds\" \/>\n <\/label>\n <label>\n Status\n <select id=\"newDocStatus\">\n <option>Missing<\/option>\n <option>Requested<\/option>\n <option>Received<\/option>\n <option>Reviewed<\/option>\n <option>Overdue<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/label>\n <label>\n Owner\n <input id=\"newDocOwner\" placeholder=\"Seller, buyer, CPA, landlord, etc.\" \/>\n <\/label>\n <label>\n Due Date\n <input id=\"newDocDueDate\" type=\"date\" \/>\n <\/label>\n <label>\n Notes\n <textarea id=\"newDocNotes\" placeholder=\"Optional notes\"><\/textarea>\n <\/label>\n <\/div>\n <div class=\"modal-actions\">\n <button class=\"button secondary\" onclick=\"closeDocumentModal()\">Cancel<\/button>\n <button class=\"button\" onclick=\"addDocument()\">Add Document<\/button>\n <\/div>\n <\/div>\n <\/div>\n\n <script>\n const APP_KEY_PREFIX = \"transactionsDeskTracker\";\n const SESSION_KEY = \"transactionsDeskCurrentAgent\";\n\n const defaultDocs = [\n \"Tax Returns\",\n \"P&L Statement\",\n \"Lease\",\n \"Franchise Agreement\",\n \"Equipment List\",\n \"Utility Bills\",\n \"Payroll Reports\",\n \"Bank Statements\",\n \"Inventory List\",\n \"Seller Disclosure\"\n ];\n\n let currentAgent = null;\n let listings = [];\n let selectedListingId = null;\n\n function slugify(value) {\n return value.trim().toLowerCase().replace(\/[^a-z0-9]+\/g, \"-\").replace(\/^-+|-+$\/g, \"\");\n }\n\n function agentStorageKey(agent) {\n return `${APP_KEY_PREFIX}:${agent.id}`;\n }\n\n function buildAgent(name, code) {\n return {\n name: name.trim(),\n code: code.trim(),\n id: `${slugify(name)}-${slugify(code)}`\n };\n }\n\n function loginAgent() {\n const name = document.getElementById(\"agentNameInput\").value.trim();\n const code = document.getElementById(\"agentCodeInput\").value.trim();\n\n if (!name || !code) {\n alert(\"Please enter both your agent name and access code.\");\n return;\n }\n\n currentAgent = buildAgent(name, code);\n sessionStorage.setItem(SESSION_KEY, JSON.stringify(currentAgent));\n loadAgentData();\n showApp();\n }\n\n function loadSessionAgent() {\n const saved = sessionStorage.getItem(SESSION_KEY);\n if (!saved) return null;\n\n try {\n return JSON.parse(saved);\n } catch (error) {\n sessionStorage.removeItem(SESSION_KEY);\n return null;\n }\n }\n\n function loadAgentData() {\n listings = [];\n selectedListingId = null;\n\n if (!currentAgent) return;\n\n const savedData = localStorage.getItem(agentStorageKey(currentAgent));\n if (!savedData) return;\n\n try {\n const parsed = JSON.parse(savedData);\n listings = Array.isArray(parsed.listings) ? parsed.listings : [];\n selectedListingId = parsed.selectedListingId || (listings[0] ? listings[0].id : null);\n } catch (error) {\n console.error(\"Could not load saved tracker data:\", error);\n listings = [];\n selectedListingId = null;\n }\n }\n\n function saveAgentData() {\n if (!currentAgent) return;\n\n const dataToSave = {\n agentName: currentAgent.name,\n selectedListingId,\n listings\n };\n\n localStorage.setItem(agentStorageKey(currentAgent), JSON.stringify(dataToSave));\n }\n\n function showApp() {\n document.getElementById(\"loginScreen\").style.display = \"none\";\n document.getElementById(\"trackerApp\").style.display = \"block\";\n document.getElementById(\"agentPill\").textContent = `Agent: ${currentAgent.name}`;\n render();\n }\n\n function showLogin() {\n document.getElementById(\"loginScreen\").style.display = \"flex\";\n document.getElementById(\"trackerApp\").style.display = \"none\";\n }\n\n function switchAgent() {\n saveAgentData();\n currentAgent = null;\n listings = [];\n selectedListingId = null;\n sessionStorage.removeItem(SESSION_KEY);\n document.getElementById(\"agentNameInput\").value = \"\";\n document.getElementById(\"agentCodeInput\").value = \"\";\n showLogin();\n }\n\n function doc(name, status, owner, dueDate, notes) {\n return {\n name,\n status,\n owner,\n dueDate,\n lastUpdated: new Date().toISOString().slice(0, 10),\n reminder: status !== \"Reviewed\" && status !== \"N\/A\",\n notes\n };\n }\n\n function completion(listing) {\n const required = listing.documents.filter(d => d.status !== \"N\/A\");\n const done = required.filter(d => d.status === \"Reviewed\").length;\n return required.length ? Math.round((done \/ required.length) * 100) : 100;\n }\n\n function readiness(listing) {\n const overdue = listing.documents.filter(d => d.status === \"Overdue\").length;\n const missing = listing.documents.filter(d => d.status === \"Missing\").length;\n const pct = completion(listing);\n if (overdue || missing) return { label: \"Needs Attention\", color: \"orange\" };\n if (pct < 100) return { label: \"Nearly Ready\", color: \"blue\" };\n return { label: \"Complete\", color: \"green\" };\n }\n\n function renderSummary() {\n const allDocs = listings.flatMap(l => l.documents);\n const missing = allDocs.filter(d => d.status === \"Missing\").length;\n const overdue = allDocs.filter(d => d.status === \"Overdue\").length;\n const avg = listings.length ? Math.round(listings.reduce((sum, l) => sum + completion(l), 0) \/ listings.length) : 0;\n\n document.getElementById(\"activeListings\").textContent = listings.length;\n document.getElementById(\"missingDocs\").textContent = missing;\n document.getElementById(\"overdueDocs\").textContent = overdue;\n document.getElementById(\"avgCompletion\").textContent = avg + \"%\";\n }\n\n function renderListings() {\n const wrap = document.getElementById(\"listingList\");\n wrap.innerHTML = \"\";\n\n if (!listings.length) {\n wrap.innerHTML = `<div class=\"empty-state\">No transactions yet. Click <strong>+ Add Transaction<\/strong> to create your first one.<\/div>`;\n return;\n }\n\n listings.forEach(listing => {\n const pct = completion(listing);\n const missing = listing.documents.filter(d => d.status === \"Missing\").length;\n const overdue = listing.documents.filter(d => d.status === \"Overdue\").length;\n const ready = readiness(listing);\n\n const card = document.createElement(\"div\");\n card.className = \"listing-card\" + (listing.id === selectedListingId ? \" active\" : \"\");\n card.onclick = () => {\n selectedListingId = listing.id;\n saveAgentData();\n render();\n };\n\n card.innerHTML = `\n <div class=\"listing-title-row\">\n <div>\n <h3>${escapeHtml(listing.name)}<\/h3>\n <div class=\"listing-meta\">${escapeHtml(listing.type)} \u00b7 ${escapeHtml(listing.owner)}<\/div>\n <\/div>\n <span class=\"badge ${ready.color}\">${ready.label}<\/span>\n <\/div>\n <div class=\"progress-wrap\">\n <div class=\"progress-bar\"><div class=\"progress-fill\" style=\"width:${pct}%\"><\/div><\/div>\n <div class=\"progress-text\">\n <span>${pct}% complete<\/span>\n <span>${missing} missing \u00b7 ${overdue} overdue<\/span>\n <\/div>\n <\/div>\n `;\n wrap.appendChild(card);\n });\n }\n\n function renderDetail() {\n const listing = listings.find(l => l.id === selectedListingId);\n const rows = document.getElementById(\"documentRows\");\n const search = document.getElementById(\"searchInput\").value.toLowerCase();\n const filter = document.getElementById(\"statusFilter\").value;\n\n rows.innerHTML = \"\";\n\n if (!listing) {\n document.getElementById(\"detailTitle\").textContent = \"Select a transaction\";\n document.getElementById(\"detailMeta\").textContent = \"\";\n document.getElementById(\"readinessBadge\").textContent = \"No transaction selected\";\n document.getElementById(\"readinessBadge\").className = \"badge gray\";\n document.getElementById(\"reminderBox\").innerHTML = `\n <h3>Reminder Center<\/h3>\n <p>Select a transaction to see missing and overdue document reminders.<\/p>\n `;\n return;\n }\n\n const ready = readiness(listing);\n document.getElementById(\"detailTitle\").textContent = listing.name;\n document.getElementById(\"detailMeta\").textContent = `${listing.type} \u00b7 Coordinator: ${listing.owner} \u00b7 ${completion(listing)}% complete`;\n document.getElementById(\"readinessBadge\").textContent = ready.label;\n document.getElementById(\"readinessBadge\").className = `badge ${ready.color}`;\n\n const docs = listing.documents.filter(d => {\n const docName = (d.name || \"\").toLowerCase();\n const docNotes = (d.notes || \"\").toLowerCase();\n const matchesSearch = docName.includes(search) || docNotes.includes(search);\n const matchesFilter = filter === \"all\" || d.status === filter;\n return matchesSearch && matchesFilter;\n });\n\n if (!docs.length) {\n rows.innerHTML = `<tr><td colspan=\"7\" class=\"notes\">No documents match this view.<\/td><\/tr>`;\n }\n\n docs.forEach(d => {\n const actualIndex = listing.documents.indexOf(d);\n const tr = document.createElement(\"tr\");\n tr.innerHTML = `\n <td><div class=\"doc-name\">${escapeHtml(d.name)}<\/div><\/td>\n <td>\n <select class=\"status-select\" onchange=\"updateStatus(${listing.id}, ${actualIndex}, this.value)\">\n ${[\"Missing\", \"Requested\", \"Received\", \"Reviewed\", \"Overdue\", \"N\/A\"].map(s => `\n <option value=\"${s}\" ${d.status === s ? \"selected\" : \"\"}>${s}<\/option>\n `).join(\"\")}\n <\/select>\n <\/td>\n <td>${escapeHtml(d.owner || \"\")}<\/td>\n <td>${d.dueDate || \"\u2014\"}<\/td>\n <td>${d.lastUpdated || \"\u2014\"}<\/td>\n <td>${d.reminder ? \"On\" : \"Off\"}<\/td>\n <td class=\"notes\">${escapeHtml(d.notes || \"\")}<\/td>\n `;\n rows.appendChild(tr);\n });\n\n renderReminders(listing);\n }\n\n function renderReminders(listing) {\n const box = document.getElementById(\"reminderBox\");\n const reminders = listing.documents.filter(d =>\n d.reminder && [\"Missing\", \"Requested\", \"Overdue\"].includes(d.status)\n );\n\n if (!reminders.length) {\n box.innerHTML = `\n <h3>Reminder Center<\/h3>\n <p>No active reminders. This transaction is in good shape.<\/p>\n `;\n return;\n }\n\n box.innerHTML = `\n <h3>Reminder Center<\/h3>\n <p>${reminders.length} document reminder${reminders.length === 1 ? \"\" : \"s\"} need attention.<\/p>\n <ul>\n ${reminders.map(d => `<li><strong>${escapeHtml(d.name)}<\/strong> \u2014 ${d.status}, owned by ${escapeHtml(d.owner || \"\")}, due ${d.dueDate || \"TBD\"}.<\/li>`).join(\"\")}\n <\/ul>\n `;\n }\n\n function updateStatus(listingId, docIndex, status) {\n const listing = listings.find(l => l.id === listingId);\n if (!listing || !listing.documents[docIndex]) return;\n\n listing.documents[docIndex].status = status;\n listing.documents[docIndex].lastUpdated = new Date().toISOString().slice(0, 10);\n listing.documents[docIndex].reminder = status !== \"Reviewed\" && status !== \"N\/A\";\n saveAgentData();\n render();\n }\n\n function sendReminderSummary() {\n const listing = listings.find(l => l.id === selectedListingId);\n if (!listing) {\n alert(\"Please select a transaction first.\");\n return;\n }\n\n const reminders = listing.documents.filter(d =>\n d.reminder && [\"Missing\", \"Requested\", \"Overdue\"].includes(d.status)\n );\n\n if (!reminders.length) {\n alert(\"No reminders needed for this transaction.\");\n return;\n }\n\n const summary = reminders.map(d => `- ${d.name}: ${d.status}, owner: ${d.owner}, due: ${d.dueDate || \"TBD\"}`).join(\"\\n\");\n alert(`Reminder Summary for ${listing.name}\\n\\n${summary}`);\n }\n\n function openListingModal() {\n document.getElementById(\"listingModalBackdrop\").style.display = \"flex\";\n }\n\n function closeListingModal() {\n document.getElementById(\"listingModalBackdrop\").style.display = \"none\";\n document.getElementById(\"newListingName\").value = \"\";\n document.getElementById(\"newListingOwner\").value = \"\";\n document.getElementById(\"newListingType\").value = \"Restaurant\";\n }\n\n function addListing() {\n const name = document.getElementById(\"newListingName\").value.trim();\n const type = document.getElementById(\"newListingType\").value;\n const owner = document.getElementById(\"newListingOwner\").value.trim() || currentAgent.name;\n\n if (!name) {\n alert(\"Please enter a transaction name.\");\n return;\n }\n\n const newListing = {\n id: Date.now(),\n name,\n type,\n owner,\n documents: defaultDocs.map(docName => doc(\n docName,\n docName === \"Franchise Agreement\" && type !== \"Franchise\" ? \"N\/A\" : \"Missing\",\n \"Seller\",\n \"\",\n \"\"\n ))\n };\n\n listings.push(newListing);\n selectedListingId = newListing.id;\n closeListingModal();\n saveAgentData();\n render();\n }\n\n function openDocumentModal() {\n const listing = listings.find(l => l.id === selectedListingId);\n if (!listing) {\n alert(\"Please select or create a transaction before adding a document.\");\n return;\n }\n\n document.getElementById(\"documentModalBackdrop\").style.display = \"flex\";\n }\n\n function closeDocumentModal() {\n document.getElementById(\"documentModalBackdrop\").style.display = \"none\";\n document.getElementById(\"newDocName\").value = \"\";\n document.getElementById(\"newDocStatus\").value = \"Missing\";\n document.getElementById(\"newDocOwner\").value = \"\";\n document.getElementById(\"newDocDueDate\").value = \"\";\n document.getElementById(\"newDocNotes\").value = \"\";\n }\n\n function addDocument() {\n const listing = listings.find(l => l.id === selectedListingId);\n if (!listing) {\n alert(\"Please select a transaction first.\");\n return;\n }\n\n const name = document.getElementById(\"newDocName\").value.trim();\n const status = document.getElementById(\"newDocStatus\").value;\n const owner = document.getElementById(\"newDocOwner\").value.trim() || \"Unassigned\";\n const dueDate = document.getElementById(\"newDocDueDate\").value;\n const notes = document.getElementById(\"newDocNotes\").value.trim();\n\n if (!name) {\n alert(\"Please enter a document name.\");\n return;\n }\n\n listing.documents.push(doc(name, status, owner, dueDate, notes));\n closeDocumentModal();\n saveAgentData();\n render();\n }\n\n function escapeHtml(value) {\n return String(value)\n .replace(\/&\/g, \"&\")\n .replace(\/<\/g, \"<\")\n .replace(\/>\/g, \">\")\n .replace(\/\"\/g, \""\")\n .replace(\/'\/g, \"'\");\n }\n\n function render() {\n renderSummary();\n renderListings();\n renderDetail();\n }\n\n document.getElementById(\"agentCodeInput\").addEventListener(\"keydown\", function(event) {\n if (event.key === \"Enter\") loginAgent();\n });\n\n document.getElementById(\"agentNameInput\").addEventListener(\"keydown\", function(event) {\n if (event.key === \"Enter\") loginAgent();\n });\n\n const sessionAgent = loadSessionAgent();\n if (sessionAgent) {\n currentAgent = sessionAgent;\n loadAgentData();\n showApp();\n } else {\n showLogin();\n }\n <\/script>\n<\/body>\n<\/html>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a035657 e-flex e-con-boxed e-con e-parent\" data-id=\"a035657\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cd65717 elementor-widget elementor-widget-shortcode\" data-id=\"cd65717\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><div class=\"bbtp-login\"><p>Please log in to access Biz Brokers Tools.<\/p><a class=\"bbtp-button\" href=\"https:\/\/360bizbrokers.com\/wp-login.php?redirect_to=https%3A%2F%2F360bizbrokers.com%2Fpt%2Fbiz-brokers-transaction-dashboard%2F\">Log In<\/a><\/div><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Transactions Desk – Check List & Docs Tracker Transactions Desk – Check List & Docs Tracker Enter your agent name and access code. Your transactions…<\/p>","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-718","page","type-page","status-publish","hentry"],"yoast_head":"\n<title>Biz Brokers Transactions Dashboard - 360 Biz Brokers<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/360bizbrokers.com\/pt\/biz-brokers-transaction-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Biz Brokers Transactions Dashboard\" \/>\n<meta property=\"og:description\" content=\"Transactions Desk – Check List & Docs Tracker Transactions Desk – Check List & Docs Tracker Enter your agent name and access code. 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