diff --git a/AGENTS.md b/AGENTS.md index 28d33c9..0cd434c 100644 --- a/AGENTS.md +++ b/AGENTS.md @@ -102,6 +102,7 @@ If implementation changes invalidate those docs, update them in the same change - Keep the denser UI baseline on active screens unless a specific workflow needs more space - Inventory items maintain both cost and price; sales entry should default from item price - Customer-facing and logistics PDFs should continue to use the backend documents module and Puppeteer pipeline +- The landing experience should remain `Dashboard`, not `Overview`, and should evolve as a modular metric-first operational surface ## Feature expectations diff --git a/INSTRUCTIONS.md b/INSTRUCTIONS.md index 8728240..f9a02d6 100644 --- a/INSTRUCTIONS.md +++ b/INSTRUCTIONS.md @@ -25,6 +25,7 @@ This repository implements the platform foundation milestone: 6. Any non-filter UI that looks up records or items must use a searchable picker/autocomplete, not a long static dropdown. 7. Inventory items must carry both `defaultCost` and `defaultPrice`; sales documents should default line pricing from the selected item `defaultPrice`. 8. Maintain the denser UI baseline on active screens; avoid reintroducing oversized `px-4 py-3` style controls, tall action bars, or overly loose card spacing without a specific reason. +9. Treat the landing page as `Dashboard`: a metric-oriented, modular command surface that should accumulate reusable operational panels over time. ## Operational notes @@ -36,6 +37,7 @@ This repository implements the platform foundation milestone: - Back up the whole `/app/data` volume to capture both the database and attachments. - Treat searchable lookup as a standing UX requirement for inventory, BOM, sales, purchasing, manufacturing, customer, vendor, and other operational record-picking flows. Filter-only controls can still use dropdowns. - Extend the existing Puppeteer document pipeline when adding customer-facing or logistics PDFs instead of creating a parallel export mechanism. +- Add future dashboard features as modular metric/action panels instead of one-off hero sections or static marketing-style content. ## Next roadmap candidates diff --git a/README.md b/README.md index 18cc0fd..fa84f3f 100644 --- a/README.md +++ b/README.md @@ -18,6 +18,7 @@ Current foundation scope includes: Current completed foundation areas: +- dashboard foundation - CRM foundation - inventory foundation - sales foundation @@ -41,6 +42,13 @@ Revisit / deferred items: - inventory transfers, reservations, and deeper stock controls - deeper audit-trail coverage +Dashboard direction: + +- the landing page is now `Dashboard`, not `Overview` +- it should remain a metric-oriented operational surface rather than a generic welcome page +- new modules should add reusable dashboard cards/panels instead of replacing the whole layout +- future additions should emphasize relevant metrics, next actions, alerts, and workflow shortcuts + ## Workspace - `client`: React, Vite, Tailwind frontend @@ -227,8 +235,9 @@ Recent roadmap-driving migrations should always be applied before validating new ## UI Notes - Dark mode persistence is handled through the frontend theme provider and should remain stable across page navigation. -- The shell layout is tuned for wider desktop use than the original foundation build, and now exposes CRM, inventory, sales, shipping, settings, and planning modules from the same app shell. +- The shell layout is tuned for wider desktop use than the original foundation build, and now exposes Dashboard, CRM, inventory, sales, shipping, settings, and planning modules from the same app shell. - The active module screens now follow a tighter density baseline for forms, tables, and detail cards. +- The dashboard should continue evolving as a modular metric board for future purchasing, shipping, manufacturing, and audit data. - The client build still emits a Vite chunk-size warning because the app has not been code-split yet. ## PDF Generation diff --git a/ROADMAP.md b/ROADMAP.md index 492642c..b4b9ecb 100644 --- a/ROADMAP.md +++ b/ROADMAP.md @@ -45,6 +45,15 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni - CRM reporting is now functional, but broader account-role depth and downstream document rollups can still evolve later - Purchasing documents are not yet implemented - The current sales/shipping foundation still does not include approvals, revisions, shipment labels, or broader branded transactional PDF coverage beyond packing slips +- The dashboard is now metric-oriented, but still needs live module-fed KPIs, alerts, and exception reporting as more transactional depth is added + +## Dashboard Plan + +- Keep `Dashboard` as the primary landing surface for operators +- Expand it by modular panels rather than redesigning it for each new feature phase +- Prefer metric cards, exception queues, action shortcuts, and status summaries over static descriptive content +- Add future widgets for purchasing, shipping exceptions, inventory shortages, manufacturing load, and audit/system health +- Treat dashboard modules as upgradeable blocks that can be reordered or expanded without disturbing the shell ## Planned feature phases @@ -160,6 +169,7 @@ QOL subfeatures: - CRM document rollups and broader account-role depth were deferred until more downstream modules exist - Audit-trail depth is still thin outside the current record/update flows - Some generated document and workflow screens still need additional polish for dense, keyboard-efficient operational use +- Dashboard cards are still mostly structural and should be revisited once more live operational data exists ## Cross-cutting improvements diff --git a/STRUCTURE.md b/STRUCTURE.md index 56be76b..ec7c68a 100644 --- a/STRUCTURE.md +++ b/STRUCTURE.md @@ -15,6 +15,7 @@ - Keep reusable UI primitives in `src/components`. - Theme state and brand tokens belong in `src/theme`. - PDF screen components must remain separate from API-rendered document templates. +- Treat `src/modules/dashboard` as a long-lived operational module. New high-level KPI, alert, queue, and shortcut surfaces should compose into it rather than spawning disconnected landing pages. - Any non-filter lookup UI must be implemented as a searchable picker or autocomplete; do not use long static dropdowns for operational datasets such as items, customers, vendors, or document-linked records. - Inventory items expose both cost and sell price. Downstream sales document entry should default from the item price field rather than requiring duplicate price maintenance. - Shipping, sales, and future purchasing PDFs should be rendered through the backend documents module and shared Puppeteer pipeline rather than ad hoc frontend-only exports. diff --git a/client/src/components/AppShell.tsx b/client/src/components/AppShell.tsx index 28e315f..7aa1631 100644 --- a/client/src/components/AppShell.tsx +++ b/client/src/components/AppShell.tsx @@ -4,7 +4,7 @@ import { useAuth } from "../auth/AuthProvider"; import { ThemeToggle } from "./ThemeToggle"; const links = [ - { to: "/", label: "Overview" }, + { to: "/", label: "Dashboard" }, { to: "/settings/company", label: "Company Settings" }, { to: "/crm/customers", label: "Customers" }, { to: "/crm/vendors", label: "Vendors" }, diff --git a/client/src/modules/dashboard/DashboardPage.tsx b/client/src/modules/dashboard/DashboardPage.tsx index 247d23a..06be2a7 100644 --- a/client/src/modules/dashboard/DashboardPage.tsx +++ b/client/src/modules/dashboard/DashboardPage.tsx @@ -1,39 +1,137 @@ import { Link } from "react-router-dom"; export function DashboardPage() { + const metricCards = [ + { label: "CRM Scope", value: "Complete", detail: "Customers, vendors, hierarchy, contacts, attachments", tone: "border-emerald-400/30 bg-emerald-500/12 text-emerald-700 dark:text-emerald-300" }, + { label: "Inventory", value: "Live", detail: "Items, BOMs, warehouses, stock, transactions", tone: "border-sky-400/30 bg-sky-500/12 text-sky-700 dark:text-sky-300" }, + { label: "Sales", value: "Active", detail: "Quotes, orders, totals, reseller pricing defaults", tone: "border-amber-400/30 bg-amber-500/12 text-amber-700 dark:text-amber-300" }, + { label: "Shipping", value: "Online", detail: "Shipments, status flow, packing-slip PDFs", tone: "border-brand/30 bg-brand/10 text-brand" }, + ]; + + const modulePanels = [ + { + title: "Commercial", + eyebrow: "Revenue Flow", + summary: "Quotes and sales orders now support item pricing, discount, tax, freight, and conversion workflows.", + metrics: [ + { label: "Quote -> SO", value: "Enabled" }, + { label: "Totals Logic", value: "Live" }, + { label: "Customer Lookup", value: "Searchable" }, + ], + links: [ + { label: "Open quotes", to: "/sales/quotes" }, + { label: "Open sales orders", to: "/sales/orders" }, + ], + }, + { + title: "Operations", + eyebrow: "Stock + Ship", + summary: "Inventory and shipping now share a usable operational path from item master through shipment paperwork.", + metrics: [ + { label: "On-Hand", value: "Tracked" }, + { label: "Shipments", value: "Linked" }, + { label: "Packing Slips", value: "Ready" }, + ], + links: [ + { label: "Open inventory", to: "/inventory/items" }, + { label: "Open shipments", to: "/shipping/shipments" }, + ], + }, + { + title: "Planning", + eyebrow: "Next Layer", + summary: "The dashboard is now intended as a modular command surface for future purchasing, manufacturing, and execution metrics.", + metrics: [ + { label: "PO Module", value: "Next" }, + { label: "Gantt", value: "Preview" }, + { label: "Audit", value: "Pending" }, + ], + links: [ + { label: "Open gantt", to: "/planning/gantt" }, + { label: "Company settings", to: "/settings/company" }, + ], + }, + ]; + + const futureModules = [ + "Purchasing queue and supplier receipts", + "Shipment labels and bills of lading", + "Manufacturing schedule and bottleneck metrics", + "Audit and system-health diagnostics", + ]; + return ( -
-
-

Foundation Status

-

Platform primitives are online.

-

- Authentication, RBAC, runtime branding, attachment storage, Docker deployment, and a planning visualization wrapper are now structured for future domain expansion. -

-
- - Manage company profile - - - Open inventory - - - Open gantt preview - +
+
+
+
+
+
+

Dashboard

+

Operational command surface for metrics, movement, and next actions.

+

+ This dashboard is now the primary landing surface for the platform. It is intended to stay modular as purchasing, manufacturing, shipping, and audit metrics are added in future slices. +

+
+ + Open sales orders + + + Open shipments + + + Open inventory + +
+
+
+
+

Upgrade Path

+
+ {futureModules.map((item) => ( +
+ {item} +
+ ))} +
+
-
-

Roadmap

-
- {[ - "CRM reference entities are seeded and available via protected APIs.", - "Company Settings drives runtime brand tokens and PDF identity.", - "Inventory item master and BOM records now have a dedicated protected module.", - ].map((item) => ( -
- {item} +
+ {metricCards.map((card) => ( +
+

{card.label}

+
+
{card.value}
+ Live
- ))} -
+

{card.detail}

+ + ))} +
+
+ {modulePanels.map((panel) => ( +
+

{panel.eyebrow}

+

{panel.title}

+

{panel.summary}

+
+ {panel.metrics.map((metric) => ( +
+ {metric.label} + {metric.value} +
+ ))} +
+
+ {panel.links.map((link) => ( + + {link.label} + + ))} +
+
+ ))}
);