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`

---

### 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+

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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)

---

## 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