277 lines
19 KiB
Markdown
277 lines
19 KiB
Markdown
# Garage Management System — Feature Implementation Checklist
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> **Generated**: April 3, 2026
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> **Dependency Order Reference**: Postman API Collection (`packages/api/postman/collection.json`)
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> **Status Source of Truth**: Implemented API clients in `packages/api/src/clients` and implemented dashboard modules in `apps/dashboard/modules`
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> **Ordered by**: Dependency level (no dependencies → most complex relations)
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---
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## How to Read This Checklist
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- **✅ Client + UI Module** = matching API client exists and a matching dashboard module exists
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- **🔧 API Client Only** = matching API client exists, but no dedicated dashboard module was found
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- **🧩 UI Module Only** = matching dashboard module exists, but no matching API client was found
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- **⬜ Not Started** = no matching client or module was found
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- **Module** = a dedicated top-level form, inline form, or resource subform inside `apps/dashboard/modules`
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- **Lookup usage only** (for example an async select inside another form) does **not** count as a module
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- **Depends on** = other resources that must exist before this one (based on foreign keys in the Postman collection)
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---
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## Level 0 — Zero Dependencies (Standalone Reference Data)
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These resources have no foreign key references. They are the foundation.
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| # | Resource | Status | Implementation Details |
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|---|----------|--------|----------------------|
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| 1 | Auth (Login / Profile / Logout) | ✅ Client + UI Module | Client: `AuthClient` · Module: `auth/login-form.tsx` |
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| 2 | Countries | 🔧 API Client Only | Client: `GeoClient.countries()` · Module: none |
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| 3 | Customer Types | 🔧 API Client Only | Client: `CustomersClient.listCustomerTypes()` · Module: none |
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| 4 | Referral Sources | 🔧 API Client Only | Client: `ReferralSourcesClient` · Module: none |
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| 5 | Payment Terms | 🔧 API Client Only | Client: `PaymentTermsClient` · Module: none |
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| 6 | Payment Modes | 🔧 API Client Only | Client: `PaymentsClient.listModes()` · Module: none |
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| 7 | Shop Types | ✅ Client + UI Module | Client: `ShopTypesClient` · Module: `settings/shop-type/shop-type-form.tsx` |
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| 8 | Vehicle Body Types | ✅ Client + UI Module | Client: `VehicleAttributesClient.listBodyTypes()` · Module: `vehicles/inline-forms/body-type-inline-form.tsx` |
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| 9 | Vehicle Fuel Types | ✅ Client + UI Module | Client: `VehicleAttributesClient.listFuelTypes()` · Module: `vehicles/inline-forms/fuel-type-inline-form.tsx` |
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| 10 | Vehicle Transmissions | ✅ Client + UI Module | Client: `VehicleAttributesClient.listTransmissions()` · Module: `vehicles/inline-forms/transmission-inline-form.tsx` |
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| 11 | Vehicle Colors | ✅ Client + UI Module | Client: `VehicleAttributesClient.listColors()` · Module: `vehicles/inline-forms/color-inline-form.tsx` |
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| 12 | Document Types | ✅ Client + UI Module | Client: `VehicleDocumentsClient.listDocumentTypes()` · Module: `vehicles/inline-forms/document-type-inline-form.tsx` |
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| 13 | Unit Types | ✅ Client + UI Module | Client: `InventoryClient.listUnitTypes()` · Module: `services/inline-forms/unit-type-inline-form.tsx` |
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| 14 | Labels | 🔧 API Client Only | Client: `LabelsClient` · Module: none |
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| 15 | Insurance Types | 🔧 API Client Only | Client: `InsuranceTypesClient` · Module: none |
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| 16 | Inspection Categories | ✅ Client + UI Module | Client: `InspectionsClient.listCategories()` · Module: `inspections/inline-forms/inspection-category-inline-form.tsx` |
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| 17 | Check Point Labels | 🔧 API Client Only | Client: `InspectionsClient.listCheckpointLabels()` · Module: none |
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| 18 | Quick Remarks | 🔧 API Client Only | Client: `EstimatesClient.listQuickRemarks()` · Module: none |
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| 19 | Quick Notes | 🔧 API Client Only | Client: `EstimatesClient.listQuickNotes()` · Module: none |
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| 20 | Reasons | ⬜ Not Started | Client: none found · Module: none |
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| 21 | Task Types | 🔧 API Client Only | Client: `TasksClient.listTypes()` · Module: none |
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| 22 | Task Sections | 🔧 API Client Only | Client: `TasksClient.listSections()` · Module: none |
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| 23 | Invoice Labels | 🔧 API Client Only | Client: `InvoicesClient.listLabels()` · Module: none |
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| 24 | Holiday Years | ✅ Client + UI Module | Client: `HolidayYearsClient` · Module: `settings/holiday-year/holiday-year-form.tsx` |
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| 25 | Taxes | ✅ Client + UI Module | Client: `TaxesClient` · Module: `settings/tax-rates/tax-form.tsx` |
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| 26 | Departments | ✅ Client + UI Module | Client: `DepartmentsClient` · Module: `services/inline-forms/department-inline-form.tsx` |
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| 27 | Labor Rates | 🔧 API Client Only | Client: `InventoryClient.listLaborRates()` · Module: none |
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| 28 | Vendors | ✅ Client + UI Module | Client: `VendorsClient` · Module: `vendors/vendor-form.tsx` |
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| 29 | Shop Calendars | ✅ Client + UI Module | Client: `ShopCalendarsClient` · Module: `shop-calendars/shop-calendar-form.tsx` |
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| 30 | Shop Timings | ✅ Client + UI Module | Client: `ShopTimingsClient` · Module: `shop-timings/shop-timing-form.tsx` |
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| 31 | Settings | ⬜ Not Started | Client: none in `packages/api/src/clients` · Module: none (tracked setting resources are listed separately) |
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---
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## Level 1 — Single-Level Dependencies
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These depend only on Level 0 resources.
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| # | Resource | Status | Depends On | Implementation Details |
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|---|----------|--------|------------|----------------------|
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| 32 | States | 🔧 API Client Only | Countries | Client: `GeoClient.states()` · Module: none |
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| 33 | Inventory Categories | ✅ Client + UI Module | Shop Types | Client: `InventoryClient.listCategories()` · Module: `services/inline-forms/inventory-category-inline-form.tsx` |
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| 34 | Vendor Addresses | 🔧 API Client Only | Vendors, Countries, States | Client: `VendorsClient.createAddress()` / `getAddress()` · Module: none |
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| 35 | Holidays | ⬜ Not Started | Holiday Years | Client: none dedicated · Module: none (`HolidayYearForm` covers years only) |
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| 36 | Make and Models | ⬜ Not Started | Shop Types, Body Types, Fuel Types, Transmissions | Client: none dedicated · Module: none (vehicle form uses plain make/model fields) |
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---
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## Level 2 — Core Business Entities
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These depend on Level 0 + Level 1 resources and are used by many higher-level features.
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| # | Resource | Status | Depends On | Implementation Details |
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|---|----------|--------|------------|----------------------|
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| 37 | Customers | ✅ Client + UI Module | Customer Types, Referral Sources, Payment Terms, Countries, States | Client: `CustomersClient` · Module: `customers/customer-form.tsx` |
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| 38 | Vehicles | ✅ Client + UI Module | Shop Types, Body Types, Fuel Types, Transmissions, Colors | Client: `VehiclesClient` · Module: `vehicles/vehicle-form.tsx` |
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| 39 | Expense Items | 🔧 API Client Only | Inventory Categories, Unit Types, Departments | Client: `ExpensesClient.listItems()` / `createItem()` · Module: none |
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---
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## Level 3 — Operational Resources
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These depend on Level 0–2 resources.
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| # | Resource | Status | Depends On | Implementation Details |
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|---|----------|--------|------------|----------------------|
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| 40 | Employees | ✅ Client + UI Module | Departments, Shop Calendars, Shop Timings | Client: `EmployeesClient` · Module: `employees/employee-form.tsx` |
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| 41 | Parts | ✅ Client + UI Module | Shop Types, Inventory Categories, Unit Types, Departments, Vendors | Client: `PartsClient` · Module: `parts/part-form.tsx` |
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| 42 | Services | ✅ Client + UI Module | Shop Types, Inventory Categories, Unit Types, Departments | Client: `ServicesClient` · Module: `services/service-form.tsx` |
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| 43 | Vehicle Documents | ✅ Client + UI Module | Vehicles, Document Types | Client: `VehicleDocumentsClient.listDocuments()` / `createDocument()` · Module: `vehicles/vehicle-document-form.tsx` |
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| 44 | Vehicle Mileage | ✅ Client + UI Module | Vehicles | Client: `VehicleDocumentsClient.listMileage()` / `createMileage()` · Module: `vehicles/mileage-form.tsx` |
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| 45 | Time Sheets | ⬜ Not Started | Employees | Client: none found · Module: none |
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| 46 | Invoice Sequences | ⬜ Not Started | Departments | Client: none found · Module: none |
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---
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## Level 4 — Composite Service Resources
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These depend on Level 0–3 resources.
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| # | Resource | Status | Depends On | Implementation Details |
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|---|----------|--------|------------|----------------------|
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| 47 | Service Groups | ✅ Client + UI Module | Shop Types, Inventory Categories, Unit Types, Departments | Client: `ServiceGroupsClient` · Module: `service-groups/service-group-form.tsx` |
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| 48 | Service Group Includes | ⬜ Not Started | Service Groups | Client: none dedicated in `ServiceGroupsClient` · Module: none |
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| 49 | Service Group Services | ⬜ Not Started | Service Groups, Services, Labor Rates, Taxes | Client: none dedicated in `ServiceGroupsClient` · Module: none |
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| 50 | Service Group Parts | ⬜ Not Started | Service Groups, Parts, Taxes | Client: none dedicated in `ServiceGroupsClient` · Module: none |
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| 51 | Service Group Pricings | ⬜ Not Started | Service Groups, Shop Types, Labor Rates, Fuel Types, Body Types | Client: none dedicated in `ServiceGroupsClient` · Module: none |
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---
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## Level 5 — Workflow & Operations
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These are core garage workflow features depending on customers, vehicles, employees, etc.
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| # | Resource | Status | Depends On | Implementation Details |
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|---|----------|--------|------------|----------------------|
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| 52 | Inspections | ✅ Client + UI Module | Customers, Vehicles, Departments, Inspection Categories, Employees | Client: `InspectionsClient` · Module: `inspections/inspection-form.tsx` |
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| 53 | Inspection Check Points | 🔧 API Client Only | Inspections, Check Point Labels | Client: `InspectionsClient.listCheckpoints()` / `createCheckpoint()` · Module: none |
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| 54 | Estimates | ✅ Client + UI Module | Customers, Vehicles, Departments, Labels | Client: `EstimatesClient` · Module: `estimates/estimate-form.tsx` |
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| 55 | Job Cards | ✅ Client + UI Module | Customers, Vehicles, Departments, Labels, Employees | Client: `JobCardsClient` · Module: `job-cards/job-card-form.tsx` + remark/recommendation subforms |
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---
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## Level 6 — Financial & Scheduling
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These depend on Job Cards and other Level 5 resources.
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| # | Resource | Status | Depends On | Implementation Details |
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|---|----------|--------|------------|----------------------|
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| 56 | Appointments | ✅ Client + UI Module | Customers, Vehicles, Departments, Job Cards, Employees, Labels | Client: `AppointmentsClient` · Module: `appointments/appointment-form.tsx` |
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| 57 | Tasks | 🔧 API Client Only | Task Types, Task Sections, Job Cards, Employees, Departments | Client: `TasksClient` · Module: none |
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| 58 | Purchase Orders | 🔧 API Client Only | Job Cards, Vendors, Departments, Labels, Parts | Client: `PurchaseOrdersClient` · Module: none |
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| 59 | Bills | 🔧 API Client Only | Job Cards, Vendors, Vendor Addresses, Payment Terms, Departments, Labels, Parts | Client: `ExpensesClient.listBills()` / `createBill()` · Module: none |
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| 60 | Expenses | ✅ Client + UI Module | Job Cards, Expense Items, Vendors, Departments, Labels | Client: `ExpensesClient.listExpenses()` / `createExpense()` · Module: `expenses/expense-form.tsx` |
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| 61 | Payment Received | ✅ Client + UI Module | Job Cards, Payment Modes, Customers | Client: `PaymentsClient.listReceived()` / `createReceived()` · Module: `payment-received/payment-received-form.tsx` |
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| 62 | Inventory Adjustments | ⬜ Not Started | Parts, Job Cards, Invoices, Reasons | Client: none found · Module: none |
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---
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## Level 7 — Invoicing & Credit System (Most Complex)
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These are the most complex resources with the deepest dependency chains.
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| # | Resource | Status | Depends On | Implementation Details |
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|---|----------|--------|------------|----------------------|
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| 63 | Invoices | ✅ Client + UI Module | Customers, Vehicles, Departments, Invoice Sequences, Labels, Inspection Categories, Parts, Services, Expense Items, Service Groups | Client: `InvoicesClient` · Module: `invoices/invoice-form.tsx` |
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| 64 | Invoice Documents | ✅ Client + UI Module | Invoices, Customers, Vehicles, Document Types | Client: `InvoicesClient.listDocuments()` / `createDocument()` · Module: `invoices/invoice-document-form.tsx` |
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| 65 | Invoice Notes | ✅ Client + UI Module | Invoices | Client: `InvoicesClient.listNotes()` / `createNote()` · Module: `invoices/invoice-note-form.tsx` |
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| 66 | Credit Notes | ⬜ Not Started | Customers, Parts, Services, Expenses, Inspection Categories, Labels | Client: none found · Module: none |
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| 67 | Payment Mades | ⬜ Not Started | Vendors, Employees, Bills, Expenses, Payment Modes | Client: none found · Module: none |
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| 68 | Vendor Credits | ⬜ Not Started | Vendors, Departments, Parts, Services, Expenses, Labels | Client: none found · Module: none |
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---
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## Summary
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### Status Snapshot
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| Status | Count | Percentage |
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|--------|-------|------------|
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| ✅ Client + UI Module | 33 | 48.5% |
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| 🔧 API Client Only | 21 | 30.9% |
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| 🧩 UI Module Only | 0 | 0.0% |
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| ⬜ Not Started | 14 | 20.6% |
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No UI-only resources were found under the current `packages/api/src/clients` and `apps/dashboard/modules` source-of-truth rules.
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### Implementation Progress
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| Category | Total | ✅ Client + UI Module | 🔧 API Client Only | 🧩 UI Module Only | ⬜ Not Started |
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|----------|-------|-----------------------|--------------------|------------------|----------------|
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| Level 0 — Standalone | 31 | 15 | 14 | 0 | 2 |
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| Level 1 — Single Dep | 5 | 1 | 2 | 0 | 2 |
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| Level 2 — Core Entities | 3 | 2 | 1 | 0 | 0 |
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| Level 3 — Operational | 7 | 5 | 0 | 0 | 2 |
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| Level 4 — Composite | 5 | 1 | 0 | 0 | 4 |
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| Level 5 — Workflows | 4 | 3 | 1 | 0 | 0 |
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| Level 6 — Financial | 7 | 3 | 3 | 0 | 1 |
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| Level 7 — Invoicing | 6 | 3 | 0 | 0 | 3 |
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| **Total** | **68** | **33** | **21** | **0** | **14** |
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### Resources with Client + UI Module (33 total)
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- Top-level modules (20): Auth, Shop Types, Holiday Years, Taxes, Vendors, Shop Calendars, Shop Timings, Customers, Vehicles, Employees, Parts, Services, Service Groups, Inspections, Estimates, Job Cards, Appointments, Expenses, Payment Received, Invoices
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- Inline modules (9): Vehicle Body Types, Vehicle Fuel Types, Vehicle Transmissions, Vehicle Colors, Document Types, Unit Types, Inspection Categories, Departments, Inventory Categories
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- Detail subforms (4): Vehicle Documents, Vehicle Mileage, Invoice Documents, Invoice Notes
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### API Clients Without UI Modules (21 total)
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- Master data and reference resources: Countries, Customer Types, Referral Sources, Payment Terms, Payment Modes, Labels, Insurance Types, Check Point Labels, Quick Remarks, Quick Notes, Task Types, Task Sections, Invoice Labels, Labor Rates, States, Vendor Addresses
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- Workflow and transactional resources: Expense Items, Inspection Check Points, Tasks, Purchase Orders, Bills
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### Not Started (14 total)
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- Reasons, Settings, Holidays, Make and Models, Time Sheets, Invoice Sequences, Service Group Includes, Service Group Services, Service Group Parts, Service Group Pricings, Inventory Adjustments, Credit Notes, Payment Mades, Vendor Credits
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### API Clients Without UI Modules — Priority Recommendations
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Based on current implementation depth and operational value, the highest-leverage missing UI modules are:
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1. **Purchase Orders** — existing client, central purchasing workflow
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2. **Bills** — existing client, complements Vendors and Expenses
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3. **Tasks** — existing client, operational workflow layer is in place but no module exists
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4. **Expense Items** — existing client, currently blocks full expense master-data management
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5. **Payment Modes / Payment Terms** — existing clients, important finance reference data
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6. **Referral Sources / Customer Types** — existing clients, useful master-data UI for sales flows
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---
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## Dependency Graph (Simplified)
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```
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Level 0 (Foundation)
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├── Auth, Countries, Shop Types, Customer Types, Referral Sources
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├── Payment Terms, Payment Modes, Document Types, Unit Types, Labels
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├── Vehicle Attributes (Body, Fuel, Transmission, Colors)
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├── Inspection Categories, Check Point Labels, Insurance Types
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├── Quick Remarks/Notes, Reasons, Task Types/Sections
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├── Holiday Years, Taxes, Departments, Labor Rates
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├── Vendors, Shop Calendars, Shop Timings, Invoice Labels, Settings
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│
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Level 1 (Single Dependency)
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├── States → Countries
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├── Inventory Categories → Shop Types
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├── Vendor Addresses → Vendors + Countries + States
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├── Holidays → Holiday Years
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├── Make and Models → Shop Types + Vehicle Attributes
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│
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Level 2 (Core Entities)
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├── Customers → Customer Types + Referral Sources + Payment Terms + Geo
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├── Vehicles → Shop Types + Vehicle Attributes
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├── Expense Items → Inventory Categories + Unit Types + Departments
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│
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Level 3 (Operational)
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├── Employees → Departments + Shop Calendars + Shop Timings
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├── Parts → Shop Types + Inventory Categories + Unit Types + Departments + Vendors
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├── Services → Shop Types + Inventory Categories + Unit Types + Departments
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├── Vehicle Documents → Vehicles + Document Types
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├── Vehicle Mileage → Vehicles
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├── Time Sheets → Employees
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├── Invoice Sequences → Departments
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│
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Level 4 (Composite)
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├── Service Groups → Shop Types + Inv. Categories + Unit Types + Departments
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├── SG Includes/Services/Parts/Pricings → Service Groups + ...
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│
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Level 5 (Workflows)
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├── Inspections → Customers + Vehicles + Departments + Insp. Categories + Employees
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├── Inspection Check Points → Inspections + Check Point Labels
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├── Estimates → Customers + Vehicles + Departments + Labels
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├── Job Cards → Customers + Vehicles + Departments + Labels + Employees
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│
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Level 6 (Financial)
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├── Appointments → Customers + Vehicles + Departments + Job Cards + Employees
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├── Tasks → Task Types + Task Sections + Job Cards + Employees + Departments
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├── Purchase Orders → Job Cards + Vendors + Departments + Labels + Parts
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├── Bills → Job Cards + Vendors + Payment Terms + Departments + Labels + Parts
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├── Expenses → Job Cards + Expense Items + Vendors + Departments + Labels
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├── Payment Received → Job Cards + Payment Modes + Customers
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├── Inventory Adjustments → Parts + Job Cards + Invoices + Reasons
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│
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Level 7 (Invoicing — Most Complex)
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├── Invoices → Customers + Vehicles + Departments + Inv. Sequences + Labels + Parts + Services + Expenses + Service Groups
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├── Invoice Documents → Invoices + Customers + Vehicles + Document Types
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├── Invoice Notes → Invoices
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├── Credit Notes → Customers + Parts + Services + Expenses + Insp. Categories + Labels
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├── Payment Mades → Vendors + Employees + Bills + Expenses + Payment Modes
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└── Vendor Credits → Vendors + Departments + Parts + Services + Expenses + Labels
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```
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