bakery-ia/WIZARD_IMPROVEMENTS_PROGRESS.md

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

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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

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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

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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

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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

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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

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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

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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

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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+

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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)

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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

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Last Updated: Current session Branch: claude/bakery-jtbd-wizard-design-011CUwzatRMmw9L2wVGdXYgm Status: Partially complete, work in progress