147 lines
5.6 KiB
Markdown
147 lines
5.6 KiB
Markdown
# Phase 1 Comparison
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Date: 2026-04-11
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This document compares the current dashboard implementation against Phase 1, Garage Operations (Sellable MVP).
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## How This Was Evaluated
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- Source of truth for resource coverage: `docs/dashboard/feature-checklist.md`
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- Validation method: direct inspection of current pages, modules, and API clients
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- `Ready` means the feature is clearly exposed in the current UI and backed by implementation
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- `Missing or Partial` means the workflow is absent, incomplete, or not clearly surfaced in the current UI
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## Ready Features
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### Dashboard
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- Operational dashboard overview is present
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- Work orders by status are present
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- Today or upcoming appointments are present
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- Revenue and financial snapshot widgets are present
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- Customer, vehicle, item, and sales or purchase summary cards are present
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### Customers and Vehicles
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- Customer management is implemented
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- Customer notes are implemented
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- Customer vehicle linking is implemented
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- Vehicle profile management is implemented
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- Vehicle mileage tracking is implemented
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- Vehicle documents are implemented
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### Services, Parts, and Inventory Basics
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- Service catalog is implemented
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- Service groups are implemented
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- Service pricing is implemented
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- Parts catalog is implemented
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- SKU support is implemented for parts
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- Inventory adjustments are implemented
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### Suppliers and Purchasing Basics
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- Vendor management is implemented
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- Purchase orders are implemented
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- Bills are implemented
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- Vendor credits are implemented
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- Payments made are implemented
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### Appointments and Inspections
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- Appointment list and detail flow is implemented
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- Appointment status handling is implemented
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- Technician assignment on appointments is implemented
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- Inspection creation and detail flow is implemented
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- Inspection checkpoints are implemented
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- Inspection notes are implemented
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- Inspection photo and file attachments are implemented
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### Estimates and Job Cards
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- Estimate create, edit, and detail flow is implemented at a basic level
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- Job card creation and detail flow is implemented
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- Technician assignment on job cards is implemented
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- Service writer assignment on job cards is implemented
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- Job card parts flow is implemented
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- Job card services flow is implemented
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- Job card attachments are implemented
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- Job card inspections, expenses, tasks, appointments, bills, and purchase order tabs are implemented
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- Job card status progression is implemented through draft, check-in, in progress, on hold, ready to delivery, and delivered
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### Employees, Permissions, and Settings
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- Employee management is implemented
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- Employee attendance-related fields exist
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- Per-employee permissions management is implemented
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- Company profile settings are implemented
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- Tax settings are implemented
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- Sales and purchase tax or discount preference forms are implemented
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## Missing or Partial Features
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### Dashboard Gaps
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- Technician workload is not clearly implemented as a dashboard widget
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- A dedicated active repairs workload view by technician is not clearly implemented
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### Customer and Vehicle Gaps
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- Fleet customer workflow is not clearly implemented
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- Insurance customer workflow is not clearly implemented as a full customer segment workflow
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- Customer service history view is not clearly implemented
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- Vehicle service history view is not clearly implemented
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- Vehicle purchase history view is not clearly implemented
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### Services, Parts, and Inventory Gaps
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- Service duration is not clearly implemented
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- Barcode support for parts is not clearly implemented
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- On-hand stock visibility is not clearly implemented in the UI
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- Low-stock alerts are not clearly implemented
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- Reorder alert workflow is not clearly implemented
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### Supplier Gaps
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- Supplier purchase history is not clearly implemented as a vendor-level detail workflow
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### Appointment Gaps
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- A true appointment calendar or scheduler view is not clearly implemented
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- The current appointment area is list and detail oriented, not a full calendar board
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### Inspection Gaps
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- Inspection report generation is not clearly implemented
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- Inspection print, export, or PDF output is not clearly implemented
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### Estimate Gaps
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- Estimate approval workflow is not clearly implemented
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- Customer approval flow for estimates is not clearly implemented
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- Estimate line items for services and parts are not clearly surfaced in the current detail UI
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- Estimate totals or summary calculations are not clearly surfaced in the current detail UI
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### Job Card Gaps
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- A `Closed` status is not clearly implemented in the visible job card status flow
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- Full digital authorisation workflow is only partially represented by settings fields and flags
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- Parts issuing workflow appears partially represented by settings flags, but not clearly surfaced as a complete operational flow
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### Employees and Access Control Gaps
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- Time clock UI is not implemented
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- Clock in or clock out screens are not implemented
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- Technician hours tracking UI is not clearly implemented
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- Named role management for Admin, Manager, Service Advisor, and Technician is not clearly implemented as a dedicated role system
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### Settings Gaps
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- Currency configuration is not clearly implemented
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- Email system configuration is not clearly implemented beyond company email fields
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## Overall Assessment
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Phase 1 is not fully complete yet.
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The project already covers most of the core CRUD and workshop operations foundation, especially around customers, vehicles, appointments, inspections, job cards, and purchasing resources. The largest remaining gaps are in deeper operational workflows: history views, estimate approval and totals, stock intelligence, technician time tracking, calendar-style scheduling, inspection reporting, and role-based access structure. |