sims-hq/docs/superpowers/specs/2026-07-17-apex-82963-ux-reference.md

APEX App 82963 "SIMS CUSTOMER New" — UX Reference for the HQ Console

Condensed from a full reverse-engineering of the Oracle APEX export (f82963.sql, 94 pages, 68k lines, exported 2026-07-16). Purpose: when polishing HQ pages, match the mental model the team already has — not the APEX technology. The HQ console replaces this app.

What the old app is

Vendor-internal ops console for a banking-software company. Clients are banks / cooperative credit societies (the client-name column is literally BANK; rows carry IFSC, RTGS flags, e-collection codes, AnyDesk ids). Three product lines: core banking ("SMS" modules, Deposit/Loan split), RTGS/NEFT integration, plus docs/billing and the vendor's own field-staff HR.

Team's ingrained UX patterns (worth honouring in HQ)

1. Role-driven home. Dashboard/menu cards come from data (SIMS_APP_CONTROL) filtered by the employee's designation — each role sees only its cards. HQ equivalent: role-gated nav + "Mine" defaults for staff.
2. The daily workbench loop. Day Begin → Work Bench (today's open items, assigned to me) → close/transfer → Day End (carry-forward of anything unclosed: an unclosed ticket auto-rolls forward every day until handled). This "nothing falls through silently" carry-forward is the single most load-bearing behaviour — HQ's pipeline chase-list + reminder queue must feel like this: the item stays in your face until resolved.
3. Pending-first ordering. Payment status list sorts PENDING to the top (ORDER BY CASE WHEN PAYMENT_STATUS='PENDING' THEN 0 ELSE 1 END). HQ: overdue/actionable rows always sort first.
4. One picker → detail panel. Module report = pick a bank → see its modules; billing = enter bill no → see lines. Master-detail with a single obvious filter, not faceted search.
5. Free-text quick search over name/status (LIKE '%x%' on BANK_NAME/PAYMENT_STATUS). HQ: keep the single search box idiom.
6. Status vocabulary the team speaks: enquiry pipeline GENERAL ENQUIRY → NEW PROJECT → WAITING FOR CUSTOMER RESPONSE → YES/NO; tickets OPEN / IN PROGRESS / CLOSED / TRANSFERED; payment PENDING / …; proforma vs invoice via INVOICE_TYPE + CONVERTED_FROM_PROFORMA_ID. HQ's stages (Enquiry → New Project → Quoted/Waiting → Won/Lost) deliberately mirror this.
7. Everyone-visible reference data on the client row: district, sector, phone, mail, WhatsApp, AnyDesk id, product flags (ATM/RTGS/SMS/MOBILE_APP). Support staff live off this card. (HQ gap noted: support-access fields are a deferred slice.)
8. Exports everywhere. IG reports download CSV/XLSX/PDF. HQ: every list should copy/export.
9. Assignment is personal. Tickets/enquiries carry ASSIGNED_TO (an employee name); reports filter by employee. HQ: owner on every pipeline row; "Mine" filter.
10. Calendar views for tickets/leave, colour-coded by status via a colour lookup table. (Deferred in HQ; note only.)

Screen inventory the team knows (major ones)

Old page	What it does	HQ equivalent
5 SIMS Client List / 6 form	master client book (IG grid, inline edit)	Clients / ClientDetail
2/3 SMS Client, 29/30 RTGS Client	per-product client lists	Clients + module roster
61 SMS_MODULES / 62 Module Report	modules per client (per-client only!)	Modules + NEW module→client roster (HQ improves: cross-client)
31 SMS TICKET / 27 RTGS_TICKET	enquiry "project" pipeline w/ ASSIGNED_TO	NEW Pipeline chase-list
45/64 BILLING, 71 BILL PAYMENT STATUS	bills + pending-first payment status	Documents, Dashboard, Reports
63/77/78 SIMS_INVOICES	normalized invoices, proforma→invoice convert	DocumentView convert-and-send
8/11/40 DAY BEGIN / WORK BENCH / DAY END	daily open-call loop, carry-forward	Dashboard reminder queue + Pipeline
42 Report	date-range + group/bank/employee filtered call report	Reports
51–56 DOCUMENTS	hierarchical doc库 cards	(deferred)
23/65 EMPLOYEE	employee master (EMPMASTER drives everything)	NEW Employees page
12/18/26/28/36/41/43 TA/leave/monthly	field-staff HR	deferred (non-goal)

UX pass checklist derived from the above

For EVERY HQ page: (a) actionable/overdue rows first; (b) one obvious search/filter; (c) owner visible where relevant + "Mine" default for staff; (d) counts shown, pagination, never silent truncation; (e) export/copy where a list exists; (f) status labels use the team's vocabulary above; (g) the thing you must do next is one click away (workbench feel); (h) works on a phone browser (spec non-goal: no native app).