marchon/master-zapier-plan-draft
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master-zapier-plan-draft/packages/ui-docs/REPORT.md
George Lambert b68fefdea8
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Details
Close the UI-review follow-ups: names typeahead, fleet form, overflow flip. 
Staff pages typeahead customers by name (Ada, not cust_1). Add-machine is
two rows with a wide identity path and filename picker. Overflow menus
flip up near the viewport edge. Customer list no longer leaks password
hashes. UI-REVIEW.pdf remaining list is the three leftover items.
2026-09-11 18:18:37 -04:00

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UI issues still to consider

Follow-up to the 2026-09-11 review PDF. Items the review listed as open are now implemented except the three left below.

Resolved from the review list

Severity Issue What shipped
High Staff headings showed cust_1 Ledger stores names (customer.put). Staff UIs typeahead customers from edge (GET /customers) and review by name.
High CS/sales/accounting HTML had no login verae-staff-session :3027. Set STAFF_AUTH=1 and STAFF_SESSION_URL on department servers.
Med Catalog was a bibliography Catalog index is cards (Start here / Architecture / Modules).
Med Fleet identity field truncated Two-row add-machine form; identity path is a wide field plus a filename picker.
Med Disabled machines looked like faults Intentionally disabled cards are grey (disabled), not degraded yellow.
Low Portal statement empty cells in a table Empty lists use the same card empty state as invoices.
Low Overflow menus off-screen Menu flips upward when near the bottom of the viewport.
Low Simulator empty console was a black void Placeholder: “Run a step to fill this trace.”

Still to consider

Severity Issue Suggestion
Med Swagger /docs remains stock Keep it for integrators; do not skin. Portal already labels it as stock OpenAPI explorer.
Low access-staff and CS HTML are twins Share one template file if those packages ever merge.
Low Staff cookie is host-scoped (127.0.0.1) Fine on one operator host. For multiple DNS names, put a reverse proxy in front.

How to use each surface

  • Operator http://127.0.0.1:3850/ — Fleet (replicas, overflow, grey disabled machines), Trace, Docs.
  • Staff CS :3011 — type a customer name, Review, credit in USD. STAFF_AUTH=1 redirects to :3027.
  • Sales :3012 — review / quote by name.
  • Accounting :3013 — review + QuickBooks IIF / CSV.
  • Staff plane :3025 — same review/credit after authz.
  • Customers /portal — masked API key, empty invoice/statement cards.
  • Ops /admin — customer list + edit drawer.
  • Lab simulator :3847.
  • Catalog https://zapier.georgelambert.org/ — card index, system-ui.