From 776c1f83da2bf6bc69af27d05e5360955ca03fbc Mon Sep 17 00:00:00 2001 From: Claude Date: Sun, 9 Nov 2025 21:03:59 +0000 Subject: [PATCH] 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. --- WIZARD_IMPROVEMENTS_PROGRESS.md | 226 ++++++++++++++++++++++++++++++++ 1 file changed, 226 insertions(+) create mode 100644 WIZARD_IMPROVEMENTS_PROGRESS.md diff --git a/WIZARD_IMPROVEMENTS_PROGRESS.md b/WIZARD_IMPROVEMENTS_PROGRESS.md new file mode 100644 index 00000000..4c81cbe1 --- /dev/null +++ b/WIZARD_IMPROVEMENTS_PROGRESS.md @@ -0,0 +1,226 @@ +# Wizard Improvements - Progress Report + +## Completed Improvements ✅ + +### 1. Main Entry Point (ItemTypeSelector) ✅ +**Status**: COMPLETE + +**Changes Made**: +- ✅ Moved "Registro de Ventas" to first position (most important/common) +- ✅ Changed icon from DollarSign to Euro icon +- ✅ Fixed alignment between icons and text (changed from `items-start` to `items-center`) +- ✅ Improved spacing between title and subtitle (mb-0.5, mt-1) +- ✅ Better visual centering of all card elements + +**Files Modified**: +- `frontend/src/components/domain/unified-wizard/ItemTypeSelector.tsx` + +--- + +### 2. Inventory Wizard - Selection UI ✅ +**Status**: COMPLETE + +**Changes Made**: +- ✅ Enhanced selection UI with ring-2 and shadow when selected +- ✅ Better color feedback (10% opacity background + ring) +- ✅ Dynamic icon color (primary when selected, tertiary otherwise) +- ✅ Dynamic title color (primary when selected) +- ✅ Improved spacing between title and description (mb-3, mt-3 with leading-relaxed) +- ✅ Added hover effects (shadow-lg, translate-y) +- ✅ Much clearer visual distinction for selected state + +**Files Modified**: +- `frontend/src/components/domain/unified-wizard/wizards/InventoryWizard.tsx` + +--- + +### 3. Supplier Wizard - Critical Fields ✅ +**Status**: COMPLETE + +**Changes Made**: +- ✅ Added "Días de Entrega" (Lead Time Days) field - CRITICAL +- ✅ Made field required with asterisk (*) +- ✅ Added helper text "(Tiempo de lead time)" +- ✅ Made "Términos de Pago" optional (removed from required validation) +- ✅ Added "Seleccionar..." empty option to payment terms +- ✅ Updated API call to include `lead_time_days` parameter +- ✅ Payment terms sends undefined if not selected +- ✅ Lead time properly parsed as integer + +**Files Modified**: +- `frontend/src/components/domain/unified-wizard/wizards/SupplierWizard.tsx` + +**Notes**: +- Minimum Order Quantities (MOQ) already implemented in Step 2 per product + +--- + +## Remaining Work ⚠️ + +### 4. Quality Template Wizard - Add Critical Fields ⚠️ +**Status**: NOT STARTED + +**Required Changes**: +- Add more fields to make template more comprehensive +- Consider adding: + - Frequency details (time of day, specific conditions) + - Responsible person/role + - Notification settings + - Required equipment/tools + - Acceptance criteria details + - Photo requirements (yes/no) + - Critical control points + +**Files to Modify**: +- `frontend/src/components/domain/unified-wizard/wizards/QualityTemplateWizard.tsx` + +--- + +### 5. Recipe Wizard - Quality Templates Integration ⚠️ +**Status**: NOT STARTED + +**Required Changes**: +- Add step or section to associate quality templates with recipes +- Fetch available quality templates from API +- Allow selecting multiple templates that apply to this recipe +- Update recipe creation API call to include linked templates + +**Files to Modify**: +- `frontend/src/components/domain/unified-wizard/wizards/RecipeWizard.tsx` + +**API Needed**: +- GET quality templates list +- Include template IDs in recipe creation payload + +--- + +### 6. Customer Order Wizard - Improve Customer List UI ⚠️ +**Status**: NOT STARTED + +**Required Changes**: +- Current UI shows simple list with basic info +- Needs improvement: + - Better visual cards or table layout + - Show more customer details (type, phone, recent orders) + - Add search/filter functionality + - Show customer avatars or icons + - Better mobile responsiveness + - Highlight frequently ordered customers + +**Files to Modify**: +- `frontend/src/components/domain/unified-wizard/wizards/CustomerOrderWizard.tsx` +- Specifically the CustomerSelectionStep component + +--- + +### 7. Sales Entry Wizard - Add Finished Products ⚠️ +**Status**: NOT STARTED + +**Required Changes**: +- Currently "Productos vendidos" uses text input +- Should show dropdown/autocomplete of finished products from inventory +- Fetch finished products via `inventoryService.getIngredients()` filtered by `finished_product` type +- Pre-fill price from inventory +- Show product details (name, current price, stock) + +**Files to Modify**: +- `frontend/src/components/domain/unified-wizard/wizards/SalesEntryWizard.tsx` +- Update ManualEntryStep component + +**API Needed**: +- `GET /tenants/{id}/inventory/ingredients` with filter for finished products + +--- + +### 8. General Improvements ⚠️ +**Status**: NOT STARTED + +**Multiple Items to Address**: + +a) **Duplicate Next Buttons**: +- Problem: Some wizards have both general next button AND component-level next button +- Solution: Review each wizard step and use consistent pattern (component-level only) + +b) **Add Wizard Links to Sidebar**: +- Add links in sidebar menu pages (/inventario, /proveedores, etc.) +- Each page's "Add" button should open wizard directly to that type +- Use `initialItemType` prop of UnifiedAddWizard + +c) **Toast Notifications**: +- Import and use existing toast notification system +- Show success toast after successful creation +- Show error toast on failure +- Replace or supplement alert boxes with toasts + +d) **Field Validation**: +- Add input validation (email format, phone format, number ranges) +- Show inline validation errors +- Prevent invalid data entry +- Add required field indicators consistently + +e) **Dark Mode UI Fixes**: +- Problem: Text fields have white background + white text in dark mode +- Solution: Use CSS variables consistently +- Update all input fields to use: + - `bg-[var(--bg-primary)]` for background + - `text-[var(--text-primary)]` for text + - `border-[var(--border-secondary)]` for borders + +**Files to Review/Modify**: +- All 9 wizard files +- Sidebar/menu components +- Toast notification service +- CSS/theme variables + +--- + +## Summary Statistics + +**Total Improvements Requested**: 8 categories +**Completed**: 3 categories (37.5%) +**In Progress**: 0 categories +**Remaining**: 5 categories (62.5%) + +**Files Modified So Far**: 3 +**Commits Made**: 3 +**Lines Changed**: ~150+ + +--- + +## Priority Recommendations + +Based on impact and user experience: + +1. **HIGH PRIORITY**: + - Dark mode UI fixes (affects all forms) + - Sales Entry - Add finished products (core functionality) + - Toast notifications (better UX feedback) + +2. **MEDIUM PRIORITY**: + - Customer Order - Improve customer list UI + - Field validation (data quality) + - Remove duplicate next buttons (code cleanup) + +3. **LOWER PRIORITY**: + - Quality Template - Add more fields (enhancement) + - Recipe - Quality templates integration (nice-to-have) + - Sidebar links (convenience feature) + +--- + +## Next Steps + +To complete the remaining work efficiently: + +1. **Dark Mode Fixes** - Quick wins across all wizards +2. **Sales Entry Improvements** - Critical for daily operations +3. **Toast Notifications** - Better user feedback +4. **Customer List UI** - Better selection experience +5. **Field Validation** - Data quality improvements +6. **Remaining Enhancements** - Quality template fields, recipe integration + +--- + +**Last Updated**: Current session +**Branch**: `claude/bakery-jtbd-wizard-design-011CUwzatRMmw9L2wVGdXYgm` +**Status**: Partially complete, work in progress