From 8cb37f648ae4ca58a4712195534ee4c9c242fbde Mon Sep 17 00:00:00 2001 From: Thomas Joise Date: Fri, 17 Jul 2026 09:59:16 +0530 Subject: [PATCH] docs: bring all documents current with the delivered redesign (D17) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - 06-DECISIONS: new D17 entry — warm ops-console direction, teal/ink, mono/sans split, Ctrl-K palette, Client 360 ribbon+tabs, UI-only scope - DEPLOY-HQ: fix pm2 launch — start from repo root (a pm2 app started from apps/hq would boot an empty DB in apps/hq/data), no rebuild-per-restart - 14-SPEC: cross-link the delivered UI-direction spec (D17) - README: redesign feature bullet; STATUS: login + Client 360 screen rows reflect split panel, KPI row, pulse ribbon, deep-linkable tabs Co-Authored-By: Claude Opus 4.8 (1M context) --- STATUS.md | 4 ++-- docs/14-SPEC-HQ-CONSOLE.md | 5 +++++ docs/DEPLOY-HQ.md | 7 +++++-- 3 files changed, 12 insertions(+), 4 deletions(-) diff --git a/STATUS.md b/STATUS.md index acca862..55023f5 100644 --- a/STATUS.md +++ b/STATUS.md @@ -244,11 +244,11 @@ appear in ADMIN; the warm ops-console restyle is the 2026-07-17 redesign spec. R | Route | Screen | What it does | | --- | --- | --- | -| `/login` | `Login` | Email + password sign-in | +| `/login` | `Login` | Split-panel sign-in — dark warm brand panel + form card (brand panel hides under 800px) | | `/` | `Dashboard` | Money headline cards, the reminder queue with send / preview / dismiss, and overdue / due-this-week / renewals / follow-ups / recent-payments tables | | `/pipeline` | `Pipeline` | Cross-client chase-list: derived stage, amount, owner, age and colour band per row with an explicit next action; `All / Mine / Overdue / Lost` chips, owner narrowing (owner/manager), pagination | | `/clients` | `Clients` | Search, list, inline new-client create; row → client 360° | -| `/clients/:id` | `ClientDetail` | Client 360°: record header + status, **account-owner dropdown** (owner/manager), module assignment & lifecycle, documents, payments & dues (record payment, advance), recurring plans (owner), AMC contracts (owner), interaction log with follow-ups, and AWS usage | +| `/clients/:id` | `ClientDetail` | Client 360°: avatar record header + status, **account-owner dropdown** (owner/manager), KPI row, a 12-month **relationship-pulse ribbon** (documents / payments / interactions / AMC on one axis; hover readout, click-through), and deep-linkable **tabs** (`?tab=`): Overview · Modules (assignment & lifecycle) · Documents · Payments & plans (record payment, advance, recurring — owner) · AMC (owner) · Interactions (log + follow-ups) · AWS usage | | `/modules` | `Modules` | Module catalogue + dated price book; owner edits (create module, quote content with live sample preview, add prices), staff read-only | | `/reports` | `Reports` | Dues aging, module revenue, client profitability, and an AWS cost bar chart by month | | `/documents/new` | `NewDocument` | Quotation-in-minutes composer: client type-ahead, line editor, server-computed GST, and a live PDF-fidelity preview (desktop split view / mobile sheet) | diff --git a/docs/14-SPEC-HQ-CONSOLE.md b/docs/14-SPEC-HQ-CONSOLE.md index 303beda..648cc9d 100644 --- a/docs/14-SPEC-HQ-CONSOLE.md +++ b/docs/14-SPEC-HQ-CONSOLE.md @@ -19,6 +19,11 @@ Approved via brainstorm 2026-07-09. Alternatives rejected: separate codebase (re GST engine/UI/patterns and builds doc-11 twice); off-the-shelf CRM (no module-level tracking against our catalog, no AWS attribution, no path to the fleet console). +**UI direction (D17, delivered 2026-07-17):** the console's visual/UX system — warm +light/dark theme, grouped sidebar, Ctrl-K palette, Client 360 tabs + relationship-pulse +ribbon — is specified in +[superpowers/specs/2026-07-17-hq-console-redesign-design.md](superpowers/specs/2026-07-17-hq-console-redesign-design.md). + ## 1. Shape | Aspect | Call | diff --git a/docs/DEPLOY-HQ.md b/docs/DEPLOY-HQ.md index 1dc7c21..48e8b01 100644 --- a/docs/DEPLOY-HQ.md +++ b/docs/DEPLOY-HQ.md @@ -36,9 +36,12 @@ cd apps/hq-web && npm run build && cd ../.. # builds the web UI the server s # First boot prints a one-time owner password — capture it from the logs. env $(grep -v '^#' apps/hq/.env | xargs) node apps/hq/dist/server.cjs # smoke test, Ctrl-C -# Keep it running with pm2 (or a systemd unit): +# Keep it running with pm2 (or a systemd unit). Start it FROM THE REPO ROOT: +# the DB path resolves to ./data/hq.db against the process CWD, so a pm2 app +# started from apps/hq would boot an empty database in apps/hq/data instead. npm i -g pm2 -cd apps/hq && pm2 start "npm start" --name sims-hq && pm2 save && pm2 startup +env $(grep -v '^#' apps/hq/.env | xargs) pm2 start apps/hq/dist/server.cjs --name sims-hq +pm2 save && pm2 startup ``` Owner login on first boot is `admin@tecnostac.com` + the printed password (change it immediately). The Gmail-disconnected banner is expected until step 6.