master-zapier-plan-draft/packages/ui-docs/WALKTHROUGH.md
George Lambert cb07f5b321
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Restyle staff and console UIs; add UI-Docs walkthrough and review PDF.
Match CS/sales/accounting/access-staff to the portal indigo system with
dollar amounts, skip links, and empty states. Fleet replica actions move
into overflow menus, roles become chips, Docs become cards, and the
header copy reflects the 0.0.0.0 bind. Simulator uses the same shell
(orange only for faults). Portal API keys are masked; admin customers
edit in a drawer. Catalog uses system-ui. New UI-Docs repo holds
screenshots, usage notes, and UI-REVIEW.pdf.
2026-09-11 18:01:33 -04:00

3.5 KiB

UI walkthrough (operator, staff, customers)

Captured 2026-09-11. Browser console: no application errors on the product UIs (favicon data-URI). Design tokens: --accent #4f46e5, --bg #f4f5fb, 12px radius, indigo header.

1. Operator console — Fleet

Open http://127.0.0.1:3850/.

Fleet

  1. Header kicker reads operator LAN · binds 0.0.0.0:3850. NATS stays private.
  2. Add machine: pick roles as chips (tree-node, archive-worm, …), then Add machine.
  3. Machine cards show role pills and enable/disable.
  4. Services: Health is operational/degraded. Power is a status (on / paused / off), not a toggle.
  5. Click on a replica or on Power for pause / resume / restart / start / stop.

Overflow

2. Trace

Click Trace.

Trace

  1. Pick an action (default Create Timestamp and Wait).
  2. Orange Faults box is inject-only.
  3. Run step. Hops wrap; module names are not clipped.

Trace run

3. Docs

Click Docs. Cards match Fleet. High-level first.

Docs

4. Standalone simulator

Open http://127.0.0.1:3847/. Same indigo shell. Orange only on Inject faults.

Simulator

Run step or a scenario (Register, Batch Merkle, …).

Simulator run

5. Customer service

Open http://127.0.0.1:3011/.

  1. Customer id → Review account. Prepaid is dollars.
  2. Amount (USD)Apply credit. Table lists $5.00, reason, agent name, when.

CS review

CS credit

6. Sales

http://127.0.0.1:3012/Review account or Show quote (named fields, not a JSON dump).

Sales

7. Accounting

http://127.0.0.1:3013/ — review plus QuickBooks IIF / CSV.

Accounting

8. Staff access plane

http://127.0.0.1:3025/ — same review/credit UI after verae.access.authz.check.

Staff

9. Admin

http://127.0.0.1:3000/admin/

Username Password
admin admin-dev-key
demo $$$Adm1n###

Login

Rate card

Customers is a read-only list. Edit opens a drawer (email, type, multiplier, billing).

Customers

Drawer

Invoices empty state until you Generate a period.

Invoices

10. Customer portal

http://127.0.0.1:3000/portal/ — create an account or sign in.

Portal login

Dashboard: API key is masked. Reveal, Copy (full key to clipboard), Regenerate.

Dashboard

No invoices

Statement

API & pricing notes that /docs is stock Swagger.

API

11. Swagger (not a customer surface)

http://127.0.0.1:3000/docs — vendor Swagger UI for integrators.

Swagger

12. Catalog

https://zapier.georgelambert.org/ — system-ui on the indigo header (not Georgia).

Catalog