docs: Add comprehensive progress report for wizard improvements
Documents completed work (3/8 categories): - Main entry point improvements (alignment, icons, order) - Inventory wizard selection UI enhancements - Supplier wizard critical fields (delivery days, optional payment terms) Lists remaining work (5/8 categories): - Quality template wizard enhancements - Recipe wizard quality template integration - Customer order list UI improvements - Sales entry finished products integration - General improvements (dark mode, validation, toasts, duplicate buttons) Includes priority recommendations and next steps.
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Claude
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WIZARD_IMPROVEMENTS_PROGRESS.md
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WIZARD_IMPROVEMENTS_PROGRESS.md
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# Wizard Improvements - Progress Report
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## Completed Improvements ✅
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### 1. Main Entry Point (ItemTypeSelector) ✅
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**Status**: COMPLETE
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**Changes Made**:
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- ✅ Moved "Registro de Ventas" to first position (most important/common)
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- ✅ Changed icon from DollarSign to Euro icon
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- ✅ Fixed alignment between icons and text (changed from `items-start` to `items-center`)
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- ✅ Improved spacing between title and subtitle (mb-0.5, mt-1)
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- ✅ Better visual centering of all card elements
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**Files Modified**:
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- `frontend/src/components/domain/unified-wizard/ItemTypeSelector.tsx`
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---
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### 2. Inventory Wizard - Selection UI ✅
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**Status**: COMPLETE
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**Changes Made**:
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- ✅ Enhanced selection UI with ring-2 and shadow when selected
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- ✅ Better color feedback (10% opacity background + ring)
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- ✅ Dynamic icon color (primary when selected, tertiary otherwise)
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- ✅ Dynamic title color (primary when selected)
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- ✅ Improved spacing between title and description (mb-3, mt-3 with leading-relaxed)
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- ✅ Added hover effects (shadow-lg, translate-y)
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- ✅ Much clearer visual distinction for selected state
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**Files Modified**:
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- `frontend/src/components/domain/unified-wizard/wizards/InventoryWizard.tsx`
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---
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### 3. Supplier Wizard - Critical Fields ✅
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**Status**: COMPLETE
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**Changes Made**:
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- ✅ Added "Días de Entrega" (Lead Time Days) field - CRITICAL
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- ✅ Made field required with asterisk (*)
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- ✅ Added helper text "(Tiempo de lead time)"
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- ✅ Made "Términos de Pago" optional (removed from required validation)
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- ✅ Added "Seleccionar..." empty option to payment terms
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- ✅ Updated API call to include `lead_time_days` parameter
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- ✅ Payment terms sends undefined if not selected
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- ✅ Lead time properly parsed as integer
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**Files Modified**:
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- `frontend/src/components/domain/unified-wizard/wizards/SupplierWizard.tsx`
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**Notes**:
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- Minimum Order Quantities (MOQ) already implemented in Step 2 per product
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---
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## Remaining Work ⚠️
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### 4. Quality Template Wizard - Add Critical Fields ⚠️
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**Status**: NOT STARTED
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**Required Changes**:
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- Add more fields to make template more comprehensive
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- Consider adding:
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- Frequency details (time of day, specific conditions)
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- Responsible person/role
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- Notification settings
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- Required equipment/tools
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- Acceptance criteria details
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- Photo requirements (yes/no)
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- Critical control points
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**Files to Modify**:
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- `frontend/src/components/domain/unified-wizard/wizards/QualityTemplateWizard.tsx`
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---
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### 5. Recipe Wizard - Quality Templates Integration ⚠️
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**Status**: NOT STARTED
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**Required Changes**:
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- Add step or section to associate quality templates with recipes
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- Fetch available quality templates from API
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- Allow selecting multiple templates that apply to this recipe
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- Update recipe creation API call to include linked templates
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**Files to Modify**:
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- `frontend/src/components/domain/unified-wizard/wizards/RecipeWizard.tsx`
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**API Needed**:
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- GET quality templates list
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- Include template IDs in recipe creation payload
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---
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### 6. Customer Order Wizard - Improve Customer List UI ⚠️
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**Status**: NOT STARTED
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**Required Changes**:
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- Current UI shows simple list with basic info
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- Needs improvement:
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- Better visual cards or table layout
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- Show more customer details (type, phone, recent orders)
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- Add search/filter functionality
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- Show customer avatars or icons
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- Better mobile responsiveness
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- Highlight frequently ordered customers
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**Files to Modify**:
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- `frontend/src/components/domain/unified-wizard/wizards/CustomerOrderWizard.tsx`
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- Specifically the CustomerSelectionStep component
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---
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### 7. Sales Entry Wizard - Add Finished Products ⚠️
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**Status**: NOT STARTED
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**Required Changes**:
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- Currently "Productos vendidos" uses text input
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- Should show dropdown/autocomplete of finished products from inventory
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- Fetch finished products via `inventoryService.getIngredients()` filtered by `finished_product` type
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- Pre-fill price from inventory
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- Show product details (name, current price, stock)
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**Files to Modify**:
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- `frontend/src/components/domain/unified-wizard/wizards/SalesEntryWizard.tsx`
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- Update ManualEntryStep component
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**API Needed**:
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- `GET /tenants/{id}/inventory/ingredients` with filter for finished products
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---
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### 8. General Improvements ⚠️
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**Status**: NOT STARTED
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**Multiple Items to Address**:
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a) **Duplicate Next Buttons**:
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- Problem: Some wizards have both general next button AND component-level next button
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- Solution: Review each wizard step and use consistent pattern (component-level only)
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b) **Add Wizard Links to Sidebar**:
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- Add links in sidebar menu pages (/inventario, /proveedores, etc.)
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- Each page's "Add" button should open wizard directly to that type
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- Use `initialItemType` prop of UnifiedAddWizard
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c) **Toast Notifications**:
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- Import and use existing toast notification system
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- Show success toast after successful creation
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- Show error toast on failure
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- Replace or supplement alert boxes with toasts
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d) **Field Validation**:
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- Add input validation (email format, phone format, number ranges)
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- Show inline validation errors
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- Prevent invalid data entry
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- Add required field indicators consistently
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e) **Dark Mode UI Fixes**:
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- Problem: Text fields have white background + white text in dark mode
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- Solution: Use CSS variables consistently
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- Update all input fields to use:
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- `bg-[var(--bg-primary)]` for background
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- `text-[var(--text-primary)]` for text
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- `border-[var(--border-secondary)]` for borders
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**Files to Review/Modify**:
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- All 9 wizard files
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- Sidebar/menu components
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- Toast notification service
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- CSS/theme variables
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---
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## Summary Statistics
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**Total Improvements Requested**: 8 categories
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**Completed**: 3 categories (37.5%)
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**In Progress**: 0 categories
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**Remaining**: 5 categories (62.5%)
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**Files Modified So Far**: 3
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**Commits Made**: 3
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**Lines Changed**: ~150+
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---
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## Priority Recommendations
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Based on impact and user experience:
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1. **HIGH PRIORITY**:
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- Dark mode UI fixes (affects all forms)
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- Sales Entry - Add finished products (core functionality)
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- Toast notifications (better UX feedback)
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2. **MEDIUM PRIORITY**:
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- Customer Order - Improve customer list UI
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- Field validation (data quality)
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- Remove duplicate next buttons (code cleanup)
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3. **LOWER PRIORITY**:
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- Quality Template - Add more fields (enhancement)
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- Recipe - Quality templates integration (nice-to-have)
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- Sidebar links (convenience feature)
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---
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## Next Steps
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To complete the remaining work efficiently:
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1. **Dark Mode Fixes** - Quick wins across all wizards
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2. **Sales Entry Improvements** - Critical for daily operations
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3. **Toast Notifications** - Better user feedback
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4. **Customer List UI** - Better selection experience
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5. **Field Validation** - Data quality improvements
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6. **Remaining Enhancements** - Quality template fields, recipe integration
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---
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**Last Updated**: Current session
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**Branch**: `claude/bakery-jtbd-wizard-design-011CUwzatRMmw9L2wVGdXYgm`
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**Status**: Partially complete, work in progress
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