marchon/master-zapier-plan-draft
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master-zapier-plan-draft/packages/ui-docs/REPORT.md
George Lambert d8efffe8be
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Close the last three UI leftovers: shared staff HTML, cookie domain, stock Swagger label. 
verae-staff-ui holds one review template for CS and access-staff.
Staff cookies take STAFF_COOKIE_DOMAIN for a reverse-proxy host.
/docs stays vendor Swagger with an integrator banner only.
2026-09-11 18:22:57 -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

None of the previous review leftovers are open.

Severity Issue What shipped
Med Swagger /docs stock Left as vendor Swagger. Title + banner: “OpenAPI explorer — stock Swagger UI for integrators.” Not skinned.
Low access-staff and CS HTML twins Shared template in verae-staff-ui (review.html + tokens). Both servers load it in the monorepo.
Low Staff cookie host-scoped STAFF_COOKIE_DOMAIN / STAFF_COOKIE_SECURE plus nginx example on verae-staff-session.

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.