ARCHITECTURAL CHANGE: Migrated from frontend-based code generation to
backend-based generation following best practices discovered in the orders
service implementation.
RATIONALE:
After investigating the codebase, found that the orders service already
implements proper backend auto-generation for order numbers (ORD-YYYYMMDD-####).
This approach is superior to frontend generation for several reasons:
1. **Uniqueness Guarantee**: Database-enforced uniqueness, no race conditions
2. **Sequential Numbering**: True sequential IDs per tenant per day
3. **Consistent Format**: Server-controlled format ensures consistency
4. **Audit Trail**: Full server-side logging and tracking
5. **Simplicity**: No complex frontend state management
6. **Performance**: One less re-render trigger in wizards
CHANGES MADE:
**InventoryWizard.tsx:**
- ❌ Removed: useRef, useEffect auto-generation logic
- ❌ Removed: SKU generation (SKU-{name}-{timestamp})
- ✅ Changed: SKU field to optional with new placeholder
- ✅ Updated: Tooltip to indicate backend generation
- ✅ Simplified: Removed unnecessary imports (useEffect, useRef)
**QualityTemplateWizard.tsx:**
- ❌ Removed: useRef, useEffect auto-generation logic
- ❌ Removed: Template code generation (TPL-{name}-{timestamp})
- ✅ Changed: Template code field to optional
- ✅ Updated: Placeholder text for clarity
- ✅ Simplified: Removed unnecessary imports
**CustomerOrderWizard.tsx:**
- ❌ Removed: useRef, useEffect auto-generation logic
- ❌ Removed: Order number generation (ORD-{timestamp})
- ✅ Changed: Order number field to read-only/disabled
- ✅ Updated: Shows "Auto-generated on save" placeholder
- ✅ Added: Tooltip explaining backend format (ORD-YYYYMMDD-####)
NEXT STEPS (Backend Implementation Required):
1. Inventory Service: Add SKU generation method (similar to order_number)
2. Production Service: Add template code generation for quality templates
3. Format suggestions:
- SKU: "SKU-{TENANT_PREFIX}-{SEQUENCE}" or similar
- Template Code: "TPL-{TYPE_PREFIX}-{SEQUENCE}"
BENEFITS:
- ✅ Eliminates all focus loss issues from auto-generation
- ✅ Removes complex state management from frontend
- ✅ Ensures true uniqueness at database level
- ✅ Better user experience with clear messaging
- ✅ Follows established patterns from orders service
- ✅ Cleaner, more maintainable code
This change completes the frontend simplification. Backend services now
need to implement generation logic similar to orders service pattern.
CRITICAL BUG FIX: The auto-generation useEffect hooks were watching the
name/input fields in their dependency arrays, causing them to fire on
EVERY KEYSTROKE. This created state updates while users were typing,
causing inputs to lose focus and become unresponsive.
ROOT CAUSE:
- InventoryWizard: useEffect([inventoryData.name, inventoryData.sku])
- QualityTemplateWizard: useEffect([templateData.name, templateData.templateCode])
- CustomerOrderWizard: useEffect([orderData.orderNumber])
Every keystroke in the name field triggered the useEffect, which called
both setLocalState() and onDataChange(), causing double re-renders that
interfered with typing.
SOLUTION:
1. Added useRef to track if we've already generated the code/SKU/number
2. Changed dependency arrays to ONLY watch the generated field, not the input field
3. Only generate once when name has 3+ characters and generated field is empty
4. Allow regeneration if user manually clears the generated field
IMPACT:
- Users can now type continuously without interruption
- Auto-generation still works after 3 characters are typed
- Manual editing of generated fields is preserved
- No more UI freezing or losing focus while typing
FILES CHANGED:
- InventoryWizard.tsx: Fixed SKU auto-generation
- QualityTemplateWizard.tsx: Fixed template code auto-generation
- CustomerOrderWizard.tsx: Fixed order number auto-generation
CRITICAL BUG FIX: The useEffect hooks syncing wizard state with parent were
causing infinite re-render loops, completely blocking all UI interactions
(text inputs, clicks, selections, etc.).
Root cause: useEffect(() => onDataChange({...data, ...localState}), [localState])
creates infinite loop because localState is recreated on every render, triggering
the effect again, which updates parent, which re-renders component, repeat forever.
Solution: Remove problematic useEffect sync hooks and instead:
1. Create handler functions that update both local state AND parent state together
2. Call these handlers directly in onChange events (not in useEffect)
3. Only sync auto-generated fields (SKU, order number) in useEffect with proper deps
Files fixed:
- InventoryWizard.tsx: Added handleDataChange() function, updated all onChange
- QualityTemplateWizard.tsx: Added handleDataChange() function, updated all onChange
- CustomerOrderWizard.tsx: Fixed all 3 steps:
* Step 1: handleCustomerChange(), handleNewCustomerChange()
* Step 2: updateOrderItems()
* Step 3: handleOrderDataChange()
Testing: All text inputs, select dropdowns, checkboxes, and buttons now work correctly.
UI is responsive and performant without infinite re-rendering.
This was blocking all user interactions - highest priority fix.
Complete rewrite of the most complex wizard following the established pattern.
Key improvements:
- Kept multi-step structure (3 steps) due to complexity but modernized approach
- Removed all internal "Continuar" and "Confirmar Pedido" buttons from steps
- Removed API calls from wizard steps (should be handled by parent on completion)
- Added validate prop to each step with appropriate validation logic:
* Step 1: Customer selected OR new customer form filled
* Step 2: At least one order item added
* Step 3: Delivery date set AND address if delivery/shipping
- Real-time data sync with parent wizard using useEffect in all steps
- Auto-generation of order_number (ORD-12345678)
- Added ALL 72 backend fields from research across 3 steps:
Step 1 - Customer Selection:
* Customer search and selection with full customer details
* Inline new customer creation form
* Customer type, phone, email fields
Step 2 - Order Items:
* Dynamic order item management
* Product selection from finished products inventory
* Quantity, unit price, special requirements per item
* Real-time subtotal and total calculation
Step 3 - Delivery & Payment (with Advanced Options):
* Required: requestedDeliveryDate, orderNumber
* Basic Order: orderType, priority, status
* Delivery: deliveryMethod, deliveryAddress, deliveryContactName/Phone,
deliveryTimeWindow, deliveryFee
* Payment: paymentMethod, paymentTerms, paymentStatus, paymentDueDate
* Pricing: discountPercentage, deliveryFee
* Production: productionStartDate, productionDueDate, productionBatchNumber,
productionNotes
* Fulfillment: actualDeliveryDate, pickupLocation, shippingTrackingNumber,
shippingCarrier
* Source & Channel: orderSource, salesChannel, salesRepId
* Communication: customerPurchaseOrder, deliveryInstructions,
specialInstructions, internalNotes, customerNotes
* Notifications: notifyCustomerOnStatusChange, notifyCustomerOnDelivery,
customerNotificationEmail, customerNotificationPhone
* Quality: qualityCheckRequired, qualityCheckStatus, packagingInstructions,
labelingRequirements
* Advanced: isRecurring, recurringSchedule, tags, metadata
- Organized 50+ optional fields using AdvancedOptionsSection with logical grouping
- Added tooltips for complex fields using existing Tooltip component
- Comprehensive order summary before completion
- Dynamic form behavior (address field shown only for delivery/shipping)
Complete rewrite following the established pattern. Key improvements:
- Removed internal "Crear Plantilla" button and API call
- Added validate prop with required field checks (name, checkType, weight)
- Real-time data sync with parent wizard using useEffect
- Auto-generation of template_code from name (TPL-XXX-1234)
- Added ALL 25 backend fields from research:
* Required: name, checkType, weight
* Basic: templateCode, description, applicableStages
* Check Points: checkPoints (JSON array configuration)
* Scoring: scoringMethod, passThreshold, isRequired, frequencyDays
* Advanced Config (JSONB): parameters, thresholds, scoringCriteria
* Status: isActive, version
* Helper fields: requiresPhoto, criticalControlPoint, notifyOnFail,
responsibleRole, requiredEquipment, acceptanceCriteria, specificConditions
- Organized fields using AdvancedOptionsSection for progressive disclosure
- Added tooltips for complex fields using existing Tooltip component
- Expanded check_type options (7 types vs original 4)
- Comprehensive validation for required fields only
- Note: API integration removed from wizard step, should be handled by
parent component on wizard completion
- Removed duplicate Next buttons - using validate prop
- Added ALL 48 backend fields
- Auto-generates supplier code from name
- Advanced options section with all optional fields
- Tooltips for complex fields
- Proper field alignment with backend API
- Single streamlined step
- created_by and updated_by fields included
- English labels
- Added missing required field: customer_code with auto-generation
- Removed duplicate Next buttons - using validate prop
- Added ALL backend fields in advanced options section
- Single streamlined step for better UX
- Auto-generates customer code from name
- All fields properly aligned with backend API
- Tooltip for complex field
- Proper validation
- English labels
Major improvements:
1. Fixed 'a.map is not a function' error (line 387: result.templates)
2. Removed duplicate Next buttons - now using WizardModal's validate prop
3. Added ALL missing required fields (version, difficulty_level, status defaults)
4. Added comprehensive advanced options section with ALL optional fields:
- Recipe code/SKU, version, difficulty level
- Cook time, rest time, total time
- Batch sizing (min/max, multiplier)
- Production environment (temp, humidity)
- Seasonal/signature item flags
- Descriptions, notes, storage instructions
- Allergens, dietary tags
- Target margin percentage
5. Integrated AdvancedOptionsSection component for progressive disclosure
6. Added tooltips for complex fields using existing Tooltip component
7. Proper form validation on each step
8. Real-time data synchronization with useEffect
9. English labels (per project standards)
10. All fields map correctly to backend RecipeCreate schema
Technical changes:
- Created reusable AdvancedOptionsSection component
- Steps now validate using WizardModal's validate prop
- No internal "Continuar" buttons - cleaner UX
- Quality Templates step marked as optional (isOptional: true)
- Ingredients step validates all required data
- Seasonal month selectors conditional on isSeasonal checkbox
This implementation follows UX best practices for progressive disclosure and reduces cognitive load while maintaining access to all backend fields.
Customer List Improvements:
- Added customer avatars with dynamic colors
- Enhanced visual card design with gradient backgrounds
- Customer type badges with color coding:
* Wholesale (purple)
* Restaurant (orange)
* Event (pink)
* Retail (blue)
- Display contact information (phone, email) with icons
- Show additional details (city, payment terms)
- Added empty state when no customers found
- Improved hover effects and transitions
- Better spacing and visual hierarchy
- Increased max height for better scrolling
- Group hover states for better interactivity
UX Enhancements:
- More scannable customer information
- Clear visual distinction between customer types
- Better mobile responsiveness
- Improved selected state with gradient
- Smoother transitions and animations
Files modified:
- frontend/src/components/domain/unified-wizard/wizards/CustomerOrderWizard.tsx
Implemented comprehensive validation patterns demonstrating best practices:
CustomerWizard:
- Email validation with isValidEmail() from utils
- Spanish phone validation with isValidSpanishPhone()
- Real-time validation on blur
- Inline error messages with red border styling
- Prevents form submission if validation fails
SupplierWizard:
- Lead time days validation (required, positive integer)
- Email format validation
- Phone format validation
- Number range validation
- Inline error messages with AlertCircle icon
Validation Features:
- Uses existing validation utility functions
- Conditional border styling (red on error)
- Error messages below fields with icon
- Prevents navigation to next step if errors exist
- Spanish error messages for better UX
This demonstrates the validation pattern that can be extended to other
wizards. The validation utility (/utils/validation.ts) provides:
- Email, phone, URL validation
- Number validation (positive, integer, range)
- Date validation (past, future, age)
- VAT/NIF validation for Spain
- And many more validators
Next steps: Apply same pattern to remaining wizards for comprehensive
validation coverage across all form inputs.
- Added bg-[var(--bg-primary)] and text-[var(--text-primary)] CSS variables
- Fixes white background + white text issue in dark mode
- Applied to all input, select, and textarea elements across 8 wizards
Wizards fixed:
- InventoryWizard
- CustomerWizard
- SupplierWizard
- RecipeWizard
- EquipmentWizard
- QualityTemplateWizard
- TeamMemberWizard
- CustomerOrderWizard
(SalesEntryWizard was already fixed in previous commit)
This completes the dark mode UI improvements (High Priority item).
All form inputs now properly support dark mode with correct contrast.
- Imported showToast utility from react-hot-toast wrapper
- Added success toast after successful API calls in all 7 wizards
- Added error toast on API failures for better user feedback
- Replaced silent errors with user-visible toast notifications
Wizards updated:
- CustomerWizard: Toast on customer creation
- EquipmentWizard: Toast on equipment creation
- QualityTemplateWizard: Toast on template creation
- SupplierWizard: Toast on supplier + price list creation
- RecipeWizard: Toast on recipe creation
- SalesEntryWizard: Toast on sales record creation
- CustomerOrderWizard: Toast on customer + order creation
This completes the toast notification implementation (High Priority item).
Users now get immediate visual feedback on success/failure instead of
relying on console.log or error state alone.
Sales Entry Wizard - Manual Entry Improvements:
- Replaced text input 'Nombre del producto' with dropdown selector
- Fetches finished products from inventory via inventoryService.getIngredients()
- Filters for finished_product category only
- Shows product name and price in dropdown options
- Auto-fills price when product is selected
- Loading state while fetching products
- Error handling if products fail to load
- Empty state if no finished products exist
- Disabled 'Agregar Producto' button while loading or if no products
- Fixed dark mode inputs with bg-[var(--bg-primary)] and text-[var(--text-primary)]
This is a CRITICAL improvement - products sold must come from inventory.
Supplier Wizard Improvements:
- Added 'Días de Entrega' (Lead Time Days) field - CRITICAL field
- Field shows as required with asterisk and helper text
- Validates that lead time is provided before allowing continue
- Made 'Términos de Pago' optional (not critical info)
- Added empty option 'Seleccionar...' to payment terms dropdown
- Updated API call to include lead_time_days parameter
- Payment terms now sends undefined if not selected
- Lead time days properly parsed as integer before sending to API
These changes ensure critical logistics information is captured while
making optional business terms more flexible.
Main Entry Point (ItemTypeSelector):
- Moved Registro de Ventas to first position (most common)
- Changed icon from DollarSign to Euro icon
- Fixed alignment between icons and text (items-center instead of items-start)
- Improved spacing between title and subtitle (mb-0.5, mt-1)
- Better visual centering of all elements
Inventory Wizard (TypeSelectionStep):
- Enhanced selection UI with ring and shadow when selected
- Better color feedback (10% opacity background, ring-2)
- Dynamic icon color (primary when selected, tertiary when not)
- Dynamic title color (primary when selected)
- Improved spacing between title and description (mb-3, mt-3)
- Added hover effects (shadow-lg, -translate-y-0.5)
- Better visual distinction for selected state
All changes improve visual feedback and user experience.
- Added OrdersService.createCustomer() API call
- Replaced console.log with actual customer creation
- Added loading states with spinner during API call
- Added error handling with user-friendly messages
- Added disabled state on submit button during save
- All customer data properly mapped to API format
- No more mock data or placeholders
Customer wizard now fully integrated with backend.
Sales Entry Wizard:
- Implemented complete file upload functionality with validation
- Added CSV template download via salesService.downloadImportTemplate()
- File validation before import via salesService.validateImportFile()
- Bulk import via salesService.importSalesData()
- Manual entry saves via salesService.createSalesRecord()
- Removed all mock data and console.log
- Added comprehensive error handling and loading states
Supplier Wizard:
- Replaced mock ingredients with inventoryService.getIngredients()
- Added real-time ingredient fetching with loading states
- Supplier creation via suppliersService.createSupplier()
- Price list creation via suppliersService.createSupplierPriceList()
- Removed all mock data and console.log
- Added comprehensive error handling
Both wizards now fully integrated with backend APIs.
- QualityTemplateWizard: Fixed onComplete bug and added API save via qualityTemplateService
- EquipmentWizard: Added API save via equipmentService with loading states and error handling
- TeamMemberWizard: Added API save via authService for user registration with permissions
All three wizards now:
- Use useTenant hook to get tenant ID
- Call actual backend APIs instead of console.log
- Include loading states during API calls
- Show error messages if API calls fail
- Properly handle success/failure scenarios
- RecipeWizard: 2-step flow with recipe details (ingredient selection placeholder for future)
- QualityTemplateWizard: 1-step flow for quality control templates
- EquipmentWizard: 1-step flow for equipment registration
- TeamMemberWizard: 2-step flow with member details and role-based permissions
All 9 wizards now fully implemented and ready for API integration.
Mobile-first design with proper validation and user feedback throughout.
- Customer Order wizard (P0): 3-step flow with customer selection, order items, delivery
- Customer wizard (P1): 2-step flow with details and preferences
- Supplier wizard (P1): 2-step flow with supplier info and products/pricing
Remaining wizards (Recipe, Quality Template, Equipment, Team Member) will be implemented in next commit.
All wizards follow mobile-first design with proper validation and user feedback.
Implemented a comprehensive unified wizard system to consolidate all "add new content"
actions into a single, intuitive, step-by-step guided experience based on Jobs To Be Done
(JTBD) methodology.
## What's New
### Core Components
- **UnifiedAddWizard**: Main orchestrator component that routes to specific wizards
- **ItemTypeSelector**: Beautiful visual card-based selection for 9 content types
- **9 Individual Wizards**: Step-by-step flows for each content type
### Priority Implementations (P0)
1. **SalesEntryWizard** ⭐ (MOST CRITICAL)
- Manual entry with dynamic product lists and auto-calculated totals
- File upload placeholder for CSV/Excel bulk import
- Critical for small bakeries without POS systems
2. **InventoryWizard**
- Type selection (ingredient vs finished product)
- Context-aware forms based on inventory type
- Optional initial lot entry
### Placeholder Wizards (P1/P2)
- Customer Order, Supplier, Recipe, Customer, Quality Template, Equipment, Team Member
- Proper structure in place for incremental enhancement
### Dashboard Integration
- Added prominent "Agregar" button in dashboard header
- Opens wizard modal with visual type selection
- Auto-refreshes dashboard after wizard completion
### Design Highlights
- Mobile-first responsive design (full-screen on mobile, modal on desktop)
- Touch-friendly with 44px+ touch targets
- Follows existing color system and design tokens
- Progressive disclosure to reduce cognitive load
- Accessibility-compliant (WCAG AA)
## Documentation
Created comprehensive documentation:
- `JTBD_UNIFIED_ADD_WIZARD.md` - Full JTBD analysis and research
- `WIZARD_ARCHITECTURE_DESIGN.md` - Technical design and specifications
- `UNIFIED_WIZARD_IMPLEMENTATION_SUMMARY.md` - Implementation guide
## Files Changed
- New: `frontend/src/components/domain/unified-wizard/` (15 new files)
- Modified: `frontend/src/pages/app/DashboardPage.tsx` (added wizard integration)
## Next Steps
- [ ] Connect wizards to real API endpoints (currently mock/placeholder)
- [ ] Implement full CSV upload for sales entry
- [ ] Add comprehensive form validation
- [ ] Enhance P1 priority wizards based on user feedback
## JTBD Alignment
Main Job: "When I need to expand or update my bakery operations, I want to quickly add
new resources to my management system, so I can keep my business running smoothly."
Key insights applied:
- Prioritized sales entry (most bakeries lack POS)
- Mobile-first (bakery owners are on their feet)
- Progressive disclosure (reduce overwhelm)
- Forgiving interactions (can go back, save drafts)
