diff --git a/apps/docs-dev/package.json b/apps/docs-dev/package.json
index 463a9b6..a825bb8 100644
--- a/apps/docs-dev/package.json
+++ b/apps/docs-dev/package.json
@@ -12,6 +12,7 @@
"dependencies": {
"@repo/ui": "workspace:*",
"dayjs": "^1.11.19",
+ "lucide-vue-next": "^1.0.0",
"react": "^19.2.3",
"react-dom": "^19.2.3"
},
@@ -20,6 +21,7 @@
"@repo/typescript-config": "workspace:*",
"eslint": "^8.57.0",
"mermaid": "^11.15.0",
+ "plantuml-encoder": "^1.4.0",
"typescript": "5.5.4",
"vitepress": "^1.6.4",
"vitepress-plugin-mermaid": "^2.0.17",
diff --git a/apps/docs-dev/src/.vitepress/config.mts b/apps/docs-dev/src/.vitepress/config.mts
index 7ce6495..db1212c 100644
--- a/apps/docs-dev/src/.vitepress/config.mts
+++ b/apps/docs-dev/src/.vitepress/config.mts
@@ -1,14 +1,17 @@
import { defineConfig } from 'vitepress';
import { withMermaid } from 'vitepress-plugin-mermaid';
+import { plantumlPlugin } from './plantuml';
const config = withMermaid(
defineConfig({
- // title: "Frontend Monorepo",
- title: 'Frontend Arch',
- description: 'Centralized documentation for the Enterprise Frontend Monorepo',
- head: [
- ['link', { rel: 'icon', href: '/favicon.svg' }], // Jika Anda menggunakan favicon.svg
- ],
+ title: 'TrackGo',
+ description: 'User guides for TrackGo web and mobile',
+ head: [['link', { rel: 'icon', href: '/favicon.svg' }]],
+ markdown: {
+ config(md) {
+ plantumlPlugin(md);
+ },
+ },
themeConfig: {
search: {
provider: 'local',
@@ -17,58 +20,57 @@ const config = withMermaid(
},
},
logo: '/logo.svg',
- nav: [{ text: 'Docs', link: '/overview' }],
+ nav: [
+ { text: 'User guides', link: '/user/' },
+ { text: 'Web', link: '/user/web/' },
+ { text: 'Mobile', link: '/user/mobile/' },
+ ],
sidebar: [
{
- text: 'Getting Started',
+ text: 'User guides',
+ items: [{ text: 'What is TrackGo', link: '/user/' }],
+ },
+ {
+ text: 'Web',
+ collapsed: false,
+ items: [
+ { text: 'Overview', link: '/user/web/' },
+ { text: 'Set up your company', link: '/user/web/setup' },
+ { text: 'Plans and visits', link: '/user/web/plans' },
+ { text: 'Sales workflow', link: '/user/web/sales-workflow' },
+ { text: 'Logistics', link: '/user/web/logistics' },
+ { text: 'Timeline', link: '/user/web/timeline' },
+ { text: 'Import CSV', link: '/user/web/import' },
+ ],
+ },
+ {
+ text: 'Mobile',
+ collapsed: false,
+ items: [
+ { text: 'Overview', link: '/user/mobile/' },
+ { text: 'Check in', link: '/user/mobile/check-in' },
+ { text: 'Daily work', link: '/user/mobile/daily-work' },
+ ],
+ },
+ {
+ text: 'Developer reference',
+ collapsed: true,
items: [
{ text: 'Project Overview', link: '/overview' },
{ text: 'Development Setup', link: '/setup' },
- ],
- },
- {
- text: 'Core Architecture',
- collapsed: false,
- items: [
- // { text: 'API & Domain Logic', link: '/packages/core-api/' },
- {
- text: 'API & Domain Logic',
- collapsed: false,
- items: [
- { text: 'API Engine', link: '/packages/core-api' },
- { text: 'Data Transformers', link: '/packages/core-api/transformers' },
- ],
- },
-
+ { text: 'API Engine', link: '/packages/core-api' },
+ { text: 'Data Transformers', link: '/packages/core-api/transformers' },
{ text: 'Event Bus System', link: '/packages/core-events/' },
{ text: 'Storage & Persistence', link: '/packages/core-storage/' },
{ text: 'I18n & Localization', link: '/packages/core-i18n/' },
- ],
- },
- {
- text: 'UI System',
- collapsed: false,
- items: [
- { text: 'Overview', link: '/packages/ui/' },
+ { text: 'UI Overview', link: '/packages/ui/' },
{ text: 'App Layout', link: '/packages/ui/CORE-APP-SHELL' },
{ text: 'Action Tools', link: '/packages/ui/ACTION-TOOLS' },
{ text: 'Form Primitives', link: '/packages/ui/FORM-COMPONENTS' },
- ],
- },
- {
- text: 'TrackGo Web',
- collapsed: false,
- items: [
- { text: 'Overview', link: '/apps/web/' },
- { text: 'Sales Workflow', link: '/apps/web/SALES_WORKFLOW' },
- ],
- },
- {
- text: 'Desktop Ecosystem',
- collapsed: false,
- items: [
- { text: 'Overview', link: '/apps/desktop/' },
+ { text: 'Web Overview', link: '/apps/web/' },
+ { text: 'Sales Workflow (legacy)', link: '/apps/web/SALES_WORKFLOW' },
+ { text: 'Desktop Overview', link: '/apps/desktop/' },
{ text: 'Lifecycle & Configuration', link: '/apps/desktop/CONFIGURATION' },
{ text: 'IPC & Bridge Architecture', link: '/apps/desktop/IPC_ARCHITECTURE' },
{ text: 'Distribution & Auto-Update', link: '/apps/desktop/AUTO_UPDATER' },
@@ -87,25 +89,21 @@ const config = withMermaid(
],
},
- // Mermaid configuration
mermaid: {
theme: 'default',
},
- // Fix cascading CJS/ESM SyntaxErrors caused by Vite dynamically discovering mermaid
vite: {
+ ssr: {
+ noExternal: ['lucide-vue-next'],
+ },
optimizeDeps: {
- include: ['mermaid'],
+ include: ['mermaid', 'lucide-vue-next'],
},
},
}),
);
-// Pnpm strict workspace workaround:
-// vitepress-plugin-mermaid aggressively injects sub-dependencies into optimizeDeps.include.
-// Because pnpm uses strict symlinks, Vite fails to resolve these sub-dependencies from the project root,
-// causing pre-bundling to fail and cascading CJS/ESM SyntaxErrors in the browser.
-// We strip them out so esbuild can naturally inline them into the 'mermaid' chunk instead.
if (config.vite?.optimizeDeps?.include) {
config.vite.optimizeDeps.include = config.vite.optimizeDeps.include.filter(
(dep) => !['@braintree/sanitize-url', 'debug', 'cytoscape-cose-bilkent', 'cytoscape'].includes(dep),
diff --git a/apps/docs-dev/src/.vitepress/plantuml-encoder.d.ts b/apps/docs-dev/src/.vitepress/plantuml-encoder.d.ts
new file mode 100644
index 0000000..9bb4155
--- /dev/null
+++ b/apps/docs-dev/src/.vitepress/plantuml-encoder.d.ts
@@ -0,0 +1,4 @@
+declare module 'plantuml-encoder' {
+ export function encode(source: string): string;
+ export function decode(encoded: string): string;
+}
diff --git a/apps/docs-dev/src/.vitepress/plantuml.ts b/apps/docs-dev/src/.vitepress/plantuml.ts
new file mode 100644
index 0000000..df66bdb
--- /dev/null
+++ b/apps/docs-dev/src/.vitepress/plantuml.ts
@@ -0,0 +1,25 @@
+import { createRequire } from 'node:module';
+import type MarkdownIt from 'markdown-it';
+
+const require = createRequire(import.meta.url);
+const plantumlEncoder = require('plantuml-encoder') as {
+ encode: (source: string) => string;
+};
+
+export function plantumlPlugin(md: MarkdownIt): void {
+ const defaultFence = md.renderer.rules.fence;
+ if (!defaultFence) {
+ return;
+ }
+
+ md.renderer.rules.fence = (tokens, idx, options, env, slf) => {
+ const token = tokens[idx];
+ const info = token.info.trim().split(/\s+/)[0];
+ if (info === 'plantuml') {
+ const encoded = plantumlEncoder.encode(token.content);
+ const src = `https://www.plantuml.com/plantuml/svg/${encoded}`;
+ return `

\n`;
+ }
+ return defaultFence(tokens, idx, options, env, slf);
+ };
+}
diff --git a/apps/docs-dev/src/.vitepress/theme/custom.css b/apps/docs-dev/src/.vitepress/theme/custom.css
index 7c09ed2..6f8aa5e 100644
--- a/apps/docs-dev/src/.vitepress/theme/custom.css
+++ b/apps/docs-dev/src/.vitepress/theme/custom.css
@@ -113,4 +113,35 @@
.VPNavBar .VPNavBarSearch {
flex-grow: 0;
}
+}
+
+.doc-lead {
+ display: flex;
+ align-items: center;
+ gap: 0.5rem;
+ color: var(--vp-c-text-2);
+ margin-top: -0.25rem;
+}
+
+.doc-icon {
+ display: inline-block;
+ vertical-align: -0.2em;
+ color: var(--vp-c-brand-1);
+ flex-shrink: 0;
+}
+
+.plantuml-diagram {
+ background: #ffffff;
+ border: 1px solid var(--vp-c-divider);
+ border-radius: 8px;
+ padding: 12px;
+ margin: 16px 0;
+ overflow-x: auto;
+}
+
+.plantuml-diagram img {
+ max-width: 100%;
+ height: auto;
+ display: block;
+ margin: 0 auto;
}
\ No newline at end of file
diff --git a/apps/docs-dev/src/apps/web/SALES_WORKFLOW.md b/apps/docs-dev/src/apps/web/SALES_WORKFLOW.md
index e499eed..e8727d0 100644
--- a/apps/docs-dev/src/apps/web/SALES_WORKFLOW.md
+++ b/apps/docs-dev/src/apps/web/SALES_WORKFLOW.md
@@ -1,188 +1,3 @@
# Sales Workflow
-How to run a sale in TrackGo: from a request or order, through packing and invoicing, to payment.
-
-You need permission to view each menu. Status buttons (Process, Complete, Submit, Approve, and so on) appear only if you are allowed to edit.
-
----
-
-## Before you start
-
-Set up the records that every sales document needs:
-
-| You need | Where to create it |
-| ----------------------------------- | ---------------------------- |
-| Division, branch, customer, product | **Settings → Data** |
-| Salesperson | **Sales → Data → Employees** |
-
-If a menu is missing, ask an administrator to give your privilege **View** (and **Update** for status buttons) on that area.
-
----
-
-## The usual flow
-
-```mermaid
-flowchart LR
- subgraph sales [Sales]
- R[Sales Request]
- O[Sales Order]
- P[Process]
- I[Sales Invoice]
- PAY[Sales Payment]
- end
- subgraph logistics [Logistics]
- PS[Packing Slip]
- C[Complete]
- end
- R -.->|optional| O
- O --> P
- P --> I
- P -->|unless you skip it| PS
- PS --> C
- I --> PAY
-```
-
-1. Optionally create and approve a **sales request**.
-2. Create a **sales order** (from the request, or from scratch).
-3. Open the draft order and click **Process**. Leave **Generate packing slip** checked unless you do not need delivery paperwork. Processing creates a **sales invoice**, and a **packing slip** unless you skip it.
-4. If there is a packing slip, open **Logistics → Packing slips**, then **Complete** and enter how much was delivered.
-5. Open the invoice and click **Create Sales Payment**. **Submit** the payment, then **Approve** it (or **Reject** / **Rollback**).
-
----
-
-## Sales request
-
-**Menu:** Sales → Activities → Sales Requests
-
-A request is optional. You can go straight to a sales order.
-
-1. Click **Create**. Fill in date, salesperson, branch, division, customer, address, and at least one product with a quantity. Product price and document code are optional. Save.
-2. While the status is **Draft**, click **Submit** to send it for approval. You can also use **Change status** to mark it **Rejected**.
-3. While it is **Pending**, click **Approve** or **Reject**. **Change status** can send it back to **Draft**.
-4. After it is **Approved**, there is nothing more to do on the request itself.
-5. On the request detail page, click **Create Sales Order**. The order form opens with the request’s customer, location, and products already filled in.
-
----
-
-## Sales order
-
-**Menu:** Sales → Activities → Sales Orders
-
-1. Click **Create**. Fill in the same kind of details as a request. On a new order you can pick a sales request under **Source**; that copies the request into the form. Save. A new order starts as **Draft**.
-2. On a **Draft** order, click **Process**.
- - You will see: _Processing creates a sales invoice and, unless skipped, a packing slip._
- - **Generate packing slip** is checked by default. Uncheck it if you do not want a packing slip.
-3. On **Draft** or **Processed**, you can **Cancel**. There is no **Complete** button on orders. If the order later shows **Completed**, that was not something you clicked on this screen.
-4. On the order detail page you can see linked packing slips and invoices, and click **Create Sales Invoice**.
-
-You can select several orders and Process or Cancel them together, as long as they are all in a status that allows that action.
-
----
-
-## Packing slip
-
-**Menu:** Logistics → Activities → Packing slips
-
-Packing slips live under **Logistics**, not Sales. You can also create one by hand and link it to a sales order.
-
-1. If the status is **Draft**, use **Change status** to move it to **Processed**, or **Cancel** it. There is no **Process** button here.
-2. When it is **Processed**, click **Complete**. Enter the **delivered quantity** for each product. Remaining quantity opens a **new packing slip**.
-3. You can **Cancel** a slip while it is **Draft** or **Processed**.
-
----
-
-## Sales invoice
-
-**Menu:** Sales → Activities → Sales Invoices
-
-Invoices appear when you **Process** an order. You can also create one yourself, optionally from an order or a packing slip.
-
-On the invoice, the only status button is **Cancel** (while the invoice is **Draft**, **Processed**, or **Partial**). You cannot choose Processed, Partial, or Completed yourself. Those labels can still show on the invoice.
-
-On the invoice detail page, click **Create Sales Payment**. The payment form opens with that invoice and its remaining balance.
-
----
-
-## Sales plan
-
-**Menu:** Sales → Activities → Sales Plans
-
-When you create or edit a **sales** plan, you can attach one or more invoices. Saving the plan does not change the invoice status.
-
-(Logistics plans attach packing slips instead.)
-
----
-
-## Sales payment
-
-**Menu:** Sales → Activities → Sales Payments
-
-1. Click **Create**. Enter the date and at least one line: an invoice and an amount. Images and notes are optional. Save. A new payment starts as **Draft**.
-2. Click **Submit** to move it to **Pending**. You can also use **Change status** to mark it **Rejected**.
-3. While it is **Pending**, click **Approve**, **Reject**, or **Rollback** (back to **Draft**).
-4. After **Approved**, you cannot change the status further. A **Rejected** payment can be sent back to **Draft** with **Change status**.
-
-Approving a payment does not change the invoice status from this screen. Refresh the invoice if you need to see an updated balance.
-
----
-
-## What you can do at each status
-
-**Buttons** are the labelled actions on the list or detail page. **Change status** is a separate dialog that lists the statuses you may pick. Invoices do not have Change status.
-
-### Sales request and sales payment
-
-Both use Draft → Pending → Approved or Rejected.
-
-| Current status | Buttons | Change status |
-| -------------- | ------------------------------------------------------------ | ------------------------- |
-| Draft | Submit | Rejected |
-| Pending | Approve, Reject. Payments also have Rollback (back to Draft) | Draft, Approved, Rejected |
-| Approved | — | — |
-| Rejected | — | Draft |
-
-### Sales order
-
-| Current status | Buttons | Change status |
-| -------------- | --------------- | -------------------- |
-| Draft | Process, Cancel | Processed, Cancelled |
-| Processed | Cancel | Cancelled |
-| Completed | — | — |
-| Cancelled | — | — |
-
-**Process** always opens the packing-slip checkbox dialog (not Change status).
-
-### Packing slip
-
-| Current status | Buttons | Change status |
-| -------------- | ---------------- | -------------------- |
-| Draft | Cancel | Processed, Cancelled |
-| Processed | Complete, Cancel | Completed, Cancelled |
-| Completed | — | — |
-| Cancelled | — | — |
-
-**Complete** always asks for delivered quantities.
-
-### Sales invoice
-
-You may see Draft, Processed, Partial, Completed, or Cancelled.
-
-| Current status | What you can do |
-| ---------------------------- | ----------------- |
-| Draft, Processed, or Partial | Cancel |
-| Completed | No status buttons |
-| Cancelled | No status buttons |
-
----
-
-## What you should not expect to click
-
-These are not buttons on the screens:
-
-- **Complete** on a sales order
-- Setting an invoice to Processed, Partial, or Completed yourself
-- Changing an invoice’s status by putting it on a sales plan
-- Changing an invoice’s status by approving a payment
-- Cancelling an order, packing slip, or invoice in one click for all related documents — **Cancel** applies only to the document you are looking at
-
-If a related document’s status changes after you act, open that document again to see the latest value.
+This guide moved to [Sales workflow](/user/web/sales-workflow).
diff --git a/apps/docs-dev/src/apps/web/index.md b/apps/docs-dev/src/apps/web/index.md
index dccca4a..5b25c83 100644
--- a/apps/docs-dev/src/apps/web/index.md
+++ b/apps/docs-dev/src/apps/web/index.md
@@ -8,12 +8,12 @@ Use the sidebar to open **Sales** for day-to-day selling, **Logistics** for pack
## Where to find things
-| Area | Menu | What you do there |
-| ------------ | ---------------------- | ------------------------------------------------- |
-| Sales | Sales → Activities | Requests, orders, invoices, payments, visit plans |
-| Logistics | Logistics → Activities | Packing slips, delivery plans |
-| Company data | Settings → Data | Divisions, branches, customers, products |
-| Access | Settings → User | Users and privileges |
+| Area | Menu | What you do there |
+| --- | --- | --- |
+| Sales | Sales → Activities | Requests, orders, invoices, payments, visit plans |
+| Logistics | Logistics → Activities | Packing slips, delivery plans |
+| Company data | Settings → Data | Divisions, branches, customers, products |
+| Access | Settings → User | Users and privileges |
If a menu item is missing, your privilege does not include **View** for that area.
@@ -21,4 +21,11 @@ If a menu item is missing, your privilege does not include **View** for that are
## Guides
-- [Sales workflow](/apps/web/SALES_WORKFLOW) — from a sales request or order through packing, invoicing, and payment
+User guides now live under **User guides** in the sidebar:
+
+- [Web overview](/user/web/)
+- [Set up your company](/user/web/setup)
+- [Sales workflow](/user/web/sales-workflow)
+- [Plans and visits](/user/web/plans)
+- [Logistics](/user/web/logistics)
+- [Timeline](/user/web/timeline)
diff --git a/apps/docs-dev/src/index.md b/apps/docs-dev/src/index.md
index fa968d1..6c0492f 100644
--- a/apps/docs-dev/src/index.md
+++ b/apps/docs-dev/src/index.md
@@ -2,63 +2,74 @@
layout: home
hero:
- name: 'Frontend Architecture'
- text: 'Enterprise Monorepo'
- tagline: 'A scalable, standardized foundation for Web & Desktop applications. Built for performance, consistency, and velocity.'
+ name: TrackGo
+ text: Sales and logistics guides
+ tagline: How operators, sales, and drivers use TrackGo on the web and on mobile.
actions:
- theme: brand
- text: Get Started
- link: /setup
+ text: User guides
+ link: /user/
- theme: alt
- text: View Architecture
- link: /overview
+ text: Web
+ link: /user/web/
features:
- - title: 🧩 App Layout Engine
- details: Core App Shell wrapping Mantine for rapid, consistent layout creation across all products.
- link: /packages/ui/CORE-APP-SHELL
- linkText: Explore App Shell
- - title: 📝 Form Primitives
- details: RHF + Zod + Mantine components designed for O(1) render cost and deep type safety.
- link: /packages/ui/FORM-COMPONENTS
- linkText: View Forms
- - title: 🖥️ Desktop Ecosystem
- details: Complete Electron integration with secure Inter-Process Communication (IPC) and Bridge Architecture.
- link: /apps/desktop/
- linkText: Desktop Docs
- - title: 🔌 Core Architecture
- details: Robust state management, Event Bus, first-class i18n, and unified Storage layers.
- link: /packages/core-api/
- linkText: Explore Core
+ - title: Web
+ details: Set up company data, users, plans, invoices, payments, packing slips, and activity history.
+ link: /user/web/
+ linkText: Web guides
+ - title: Mobile
+ details: Check in at a branch, follow today's plan, visit customers, and collect payments in the field.
+ link: /user/mobile/
+ linkText: Mobile guides
+ - title: Sales
+ details: Move from a sales request or order through invoicing and payment.
+ link: /user/web/sales-workflow
+ linkText: Sales workflow
+ - title: Plans
+ details: Create a one-off daily plan, or generate plans from weekly visit cycles.
+ link: /user/web/plans
+ linkText: Plans and visits
---
+
+
-
Unified Tooling
-
By enforcing strict linting, formatting, and building patterns at the root (powered by Turborepo), we ensure that every application in the ecosystem adheres to our high standards without duplicate configuration.
+
Sales on the web
+
Create requests, orders, invoices, and payments. Attach invoices to a sales plan so field staff know what to collect.
-
Shared Domain Logic
-
The separation of UI components and Core logic guarantees that our web and desktop applications all share the exact same state management and event-driven architecture, drastically reducing cognitive load.
+
Logistics on the web
+
Manage packing slips and delivery plans. Complete delivered quantities so orders can finish.
-
Accelerated Velocity
-
With a rich library of 22+ advanced Form components, pre-configured Vite/TypeScript environments, and an enterprise App Shell, teams can stop reinventing the wheel and start building product features on day one.
+
Field work on mobile
+
Clock in at the plan start branch, open today's destinations, check in to a customer, and record a payment.
+
+
+
+
+
+
Activity history
+
Review a day's footprints and field events on Timeline. Live map streaming on the web is Coming soon.
diff --git a/apps/docs-dev/src/packages/ui/CORE-APP-SHELL.md b/apps/docs-dev/src/packages/ui/CORE-APP-SHELL.md
index 77a3330..b5f0edc 100644
--- a/apps/docs-dev/src/packages/ui/CORE-APP-SHELL.md
+++ b/apps/docs-dev/src/packages/ui/CORE-APP-SHELL.md
@@ -37,7 +37,7 @@ outline: [2, 3]
## Overview
-The **Core App Shell** is a configuration-driven layout engine that wraps Mantine's `AppShell` component. It provides a single `` component that renders enterprise-grade application frames — complete with headers, sidebars, aside panels, utility bars, and footers — controlled entirely through a declarative `config` object and slot-based content injection.
+The **Core App Shell** is a configuration-driven layout engine that wraps Mantine's `AppShell` component. It provides a single `CoreAppShell` component that renders enterprise-grade application frames — complete with headers, sidebars, aside panels, utility bars, and footers — controlled entirely through a declarative `config` object and slot-based content injection.
Key capabilities:
@@ -60,7 +60,7 @@ The layout engine uses a **Provider → Inner** composition pattern:
CoreAppShell (Public API)
└── CoreAppShellProvider (Context — state management)
└── CoreAppShellInner (Layout rendering — consumes context)
- └── Mantine (CSS Grid engine)
+ └── Mantine AppShell (CSS Grid engine)
├── AppShell.Header ← slots.utilityBar + slots.header
├── AppShell.Navbar ← slots.sidebar | slots.sidebarRail + slots.sidebarPanel
├── AppShell.Main ← children
@@ -120,7 +120,7 @@ type LayoutVariant = 'header-first' | 'sidebar-first' | 'top-nav';
| `top-nav` | `default` | Header-only layout with **no visible desktop sidebar**. The sidebar is hidden on desktop but remains accessible as a mobile drawer on small screens. Ideal for documentation sites or marketing pages. |
> [!IMPORTANT]
-> When `variant` is set to `top-nav`, the desktop navbar is visually hidden via `collapsed.desktop: true` and width `0`. However, the `` DOM element remains mounted with responsive width props so the mobile drawer continues to function. This is an intentional design choice to avoid conditional DOM removal.
+> When `variant` is set to `top-nav`, the desktop navbar is visually hidden via `collapsed.desktop: true` and width `0`. However, the `AppShell.Navbar` DOM element remains mounted with responsive width props so the mobile drawer continues to function. This is an intentional design choice to avoid conditional DOM removal.
---
@@ -201,7 +201,7 @@ interface CoreAppShellSlots {
| Slot | Location | Notes |
| --------------- | --------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------- |
| `utilityBar` | Above the header, hidden on mobile (`display: none` below `sm`) | Typically used for environment banners, announcements, or top-level links. |
-| `header` | Main application header | Must contain its own `` for mobile toggle (use `useCoreAppShell()` context). |
+| `header` | Main application header | Must contain its own `Burger` for mobile toggle (use `useCoreAppShell()` context). |
| `sidebar` | Desktop navbar body (single-sidebar mode) | Ignored when `withDoubleSidebar` is `true` — use `sidebarRail` + `sidebarPanel` instead. |
| `sidebarMobile` | Mobile drawer content | Falls back to `sidebar` if not provided. Use this to render a simplified mobile-specific navigation. |
| `sidebarRail` | Narrow icon rail (double-sidebar mode) | Only rendered when `withDoubleSidebar` is `true`. Separated from `sidebarPanel` by a 1px border. |
@@ -233,7 +233,7 @@ import { useCoreAppShell } from '@repo/ui/components';
| `toggleNavbarPanel()` | `() => void` | Toggle the double-sidebar panel open/closed |
| `setSidebarVariant()` | `(variant: SidebarVariant) => void` | Programmatically set the sidebar to `'expanded'`, `'mini'`, or `'hidden'` |
-> [!WARNING] > `useCoreAppShell()` **must** be called from within a `` subtree. Calling it outside the provider will throw: `"useCoreAppShell must be used within CoreAppShellProvider"`. If you need context access in the header slot, pass a component (not inline JSX) so it mounts inside the provider tree.
+> [!WARNING] > `useCoreAppShell()` **must** be called from within a `CoreAppShell` subtree. Calling it outside the provider will throw: `"useCoreAppShell must be used within CoreAppShellProvider"`. If you need context access in the header slot, pass a component (not inline JSX) so it mounts inside the provider tree.
---
@@ -416,8 +416,9 @@ function App() {
}
```
-> [!NOTE]
-> When `withDoubleSidebar` is `true`, the `sidebar` slot is ignored on desktop. The navbar renders `sidebarRail` (fixed-width icon column) and `sidebarPanel` (collapsible contextual panel) side-by-side. On mobile, `sidebarMobile` takes priority, falling back to `sidebar` if not provided.
+::: info
+When `withDoubleSidebar` is `true`, the `sidebar` slot is ignored on desktop. The navbar renders `sidebarRail` (fixed-width icon column) and `sidebarPanel` (collapsible contextual panel) side-by-side. On mobile, `sidebarMobile` takes priority, falling back to `sidebar` if not provided.
+:::
---
@@ -458,7 +459,7 @@ function ShellDemo() {
## CorePageContainer
-A companion component for structuring page-level content within the `` area. It provides a sticky page header and a contained, padded content region.
+A companion component for structuring page-level content within the `AppShell.Main` area. It provides a sticky page header and a contained, padded content region.
```tsx
import { CorePageContainer } from '@repo/ui/components';
@@ -508,7 +509,7 @@ interface CorePageContainerProps extends ContainerProps {
### Mobile Navbar Lifecycle
-The `` DOM element is **always mounted**, even when the layout variant is `top-nav`. The desktop content is hidden via `visibleFrom="sm"` and mobile content via `hiddenFrom="sm"`. This ensures Mantine's native drawer engine works correctly on mobile without conditional DOM removal breaking the transition animations.
+The `AppShell.Navbar` DOM element is **always mounted**, even when the layout variant is `top-nav`. The desktop content is hidden via `visibleFrom="sm"` and mobile content via `hiddenFrom="sm"`. This ensures Mantine's native drawer engine works correctly on mobile without conditional DOM removal breaking the transition animations.
### Footer Positioning in `header-first` Mode
diff --git a/apps/docs-dev/src/user/index.md b/apps/docs-dev/src/user/index.md
new file mode 100644
index 0000000..4709d66
--- /dev/null
+++ b/apps/docs-dev/src/user/index.md
@@ -0,0 +1,60 @@
+# What is TrackGo
+
+TrackGo is a sales and logistics platform. Office staff run the **web** app. Sales, drivers, and crew work from the **mobile** app.
+
+You set up the company, people, products, and customers first. Then you plan the day's visits, attach invoices or packing slips, and follow field activity.
+
+## Who uses it
+
+| Role | Where they work | Typical tasks |
+| --- | --- | --- |
+| Operator / admin | Web | Company data, users, privileges, plans, documents |
+| Sales | Web and mobile | Requests, orders, invoices, payments, customer visits |
+| Driver / crew | Web (plans) and mobile | Delivery plans, packing slips, customer stops |
+
+What you can open depends on the **privilege** assigned to your user. If a menu is missing, ask an administrator to grant **View** for that area.
+
+## The usual flow
+
+```plantuml
+@startuml
+actor Operator
+actor Field as "Sales or driver"
+
+Operator -> Web: Set up company, users, and master data
+Operator -> Web: Create cycles or a one-off plan
+Operator -> Web: Attach invoices or packing slips
+Field -> Mobile: Clock in at the plan start branch
+Field -> Mobile: Visit customers on the plan
+Field -> Mobile: Collect payment or follow packing tasks
+Operator -> Web: Review documents and Timeline
+@enduml
+```
+
+1. Add company settings, branches, divisions, customers, products, and employees.
+2. Create users and privileges so each person only sees what they need.
+3. Build **weekly cycles** (recurring) or a **one-off plan** for a date. Attach invoices (sales) or packing slips (logistics).
+4. Field staff check in at the branch on mobile, then work the plan.
+5. Sales collect payment on mobile or web. Drivers complete packing slips on the web.
+
+## Sales documents
+
+The sales path is:
+
+**Sales request (optional) → Sales order → Invoice → Payment**
+
+Processing an order can also create a packing slip for delivery. Details: [Sales workflow](/user/web/sales-workflow).
+
+## Web and mobile
+
+- [Web](/user/web/) — setup, plans, sales, logistics, timeline, CSV import
+- [Mobile](/user/mobile/) — login, branch check-in, today's plan, customers, payments
+
+## Coming soon
+
+These items are not in the product yet:
+
+- Web **Dashboard** (the menu exists; the page is a placeholder)
+- **Live** position on the web map (Timeline plays back a recorded day instead)
+- Mobile **packing slip status** updates (logistics tasks are listed, not updated on the phone)
+- Forgot password, remember me, and sign-up on login screens
diff --git a/apps/docs-dev/src/user/mobile/check-in.md b/apps/docs-dev/src/user/mobile/check-in.md
new file mode 100644
index 0000000..7a9bae0
--- /dev/null
+++ b/apps/docs-dev/src/user/mobile/check-in.md
@@ -0,0 +1,41 @@
+
+
+# Check in
+
+ Clock in at the plan start branch before field work
+
+
+Sales and drivers **clock in at the plan start branch** before they start field work. The app does not block browsing Home, Plan, or Customers without check-in, but create-customer, customer visit check-in, sales documents, and payments stay disabled until you are on duty.
+
+## Before you clock in
+
+You need **today's plan** with a start branch. If there is no plan, Clock In is unavailable and the screen explains there is no plan for today. An operator must [create or generate the plan](/user/web/plans) on the web.
+
+## Clock in and out
+
+1. From Home, tap **Check in now** if you see **You have not checked in**, or open the check-in screen.
+2. Confirm your location on the map (OpenStreetMap). Use recenter if needed.
+3. Tap **Clock In Now**. The app sends GPS coordinates for the plan **start branch**.
+4. While on duty, the app records location footprints in the background (the interval comes from company GPS settings).
+5. Tap **Clock Out** when the shift ends. Tracking stops.
+
+The screen shows your name, date, coordinates, and clock-in / clock-out times.
+
+A circle on the map is a visual guide. The Clock In button is enabled when a plan exists and you are not already checked in — it is not blocked by standing outside that circle.
+
+## After check-in
+
+While branch attendance is open:
+
+- You can create a customer
+- You can check in to a customer on a visit
+- Sales actions (request, order, payment) also need a **customer visit** check-in for that customer
+
+If GPS moves too far from a customer visit, Home can show a checkout warning so you can check out of the visit.
+
+## Coming soon
+
+- Check-in by **NFC** or **QR** (the screen always uses GPS)
+- Enforcing the check-in radius before Clock In is enabled
diff --git a/apps/docs-dev/src/user/mobile/daily-work.md b/apps/docs-dev/src/user/mobile/daily-work.md
new file mode 100644
index 0000000..3737256
--- /dev/null
+++ b/apps/docs-dev/src/user/mobile/daily-work.md
@@ -0,0 +1,84 @@
+
+
+# Daily work
+
+ Home, Plan, and Customers after you are on duty
+
+
+After [branch check-in](/user/mobile/check-in), use Home, Plan, and Customers to work the day.
+
+## Home
+
+Home has two tabs: **Plan** and **Timeline**.
+
+**Plan tab**
+
+- Greeting and your position (Sales, Driver, or Crew)
+- Banner if you have not checked in at the branch
+- Today's destinations — **Open** starts a customer visit
+- Active visit card with checkout
+- **Today Task** — invoices (sales) or packing-slip codes (driver/crew)
+
+**Timeline tab**
+
+Today's field events grouped by customer (check-in/out, sales documents, new customers). Pull down to refresh.
+
+Logout is on the avatar menu.
+
+### Coming soon on Home
+
+- Work **performance** totals (customer / invoice / payment / packing counts are not shown on the screen)
+- Messages and Notifications icons do nothing yet
+
+## Plan
+
+The **Plan** tab lists today's destinations. Open a stop to go to the customer visit screen.
+
+If a plan exists, use **Add customer to plan**:
+
+1. Search customers who are not already on the plan.
+2. For **sales** plans, you can pick outstanding invoices to attach.
+3. Confirm **Add to plan**.
+
+You cannot create a new daily plan on the phone — only extend an existing one.
+
+### Coming soon on Plan
+
+- Picking **packing slips** when adding a customer to a logistics plan
+
+## Customers
+
+Search and sort the list by **Name**, **Code**, or **Distance**. Tap a row for the profile.
+
+**Create** (FAB) is available only after branch check-in. The form includes code, name, phone, NFC ID (typed), address, map location, and optional contacts.
+
+### Visit a customer
+
+Open a destination from the plan, or open the visit route from the profile.
+
+1. Complete **Customer check-in (GPS)** when sales actions are locked.
+2. Then you can use **Sales actions**.
+
+Without branch check-in you see **Branch check-in is required**. Without a visit check-in for that customer you see that you must check in to the customer.
+
+### Sales request and sales order
+
+**Create sales request** and **Create sales order (no packing)** send a document with the **first loaded product** and quantity **1**. There is no product picker or cart on the phone.
+
+For full line items, create the documents on the [web](/user/web/sales-workflow).
+
+### Payments
+
+Outstanding invoices on the profile/visit list have **Create payment**.
+
+1. Confirm invoice code, status, and balance.
+2. Enter **amount** (starts at the remaining balance) and optional **notes**.
+3. Record the payment. GPS is attached when available.
+
+Amount must be greater than zero and not more than the balance. The same branch + customer visit rules apply.
+
+## What drivers can do today
+
+Drivers and crew follow the logistics plan and see packing-slip codes on Home. **Changing packing slip status on mobile is Coming soon** — complete slips on the [web](/user/web/logistics).
diff --git a/apps/docs-dev/src/user/mobile/index.md b/apps/docs-dev/src/user/mobile/index.md
new file mode 100644
index 0000000..698357d
--- /dev/null
+++ b/apps/docs-dev/src/user/mobile/index.md
@@ -0,0 +1,55 @@
+
+
+# Mobile overview
+
+ Field app for sales, drivers, and crew
+
+
+The TrackGo mobile app is for **sales**, **drivers**, and **crew** in the field. Bottom tabs are **Home**, **Plan**, and **Customers**. Branch check-in is a separate screen.
+
+Your employee position decides which plan you get:
+
+| Position | Plan type | Today's tasks on Home |
+| --- | --- | --- |
+| Sales | Sales | Invoices on today's plan |
+| Driver or crew | Logistics | Packing slip codes on today's plan |
+
+If the account is not linked to an employee, Home and Plan explain that the profile is not linked.
+
+## Sign in
+
+1. Open the app.
+2. Enter **Employee ID** and **Password**.
+3. Tap **Sign In**.
+
+Username rules: 3–32 characters. Password: 8–72 characters.
+
+## A typical day
+
+```plantuml
+@startuml
+start
+:Sign in;
+:Open Home or Check in;
+:Clock in at the plan start branch;
+:Open today's plan;
+:Check in to a customer;
+:Collect payment or create a sales document;
+:Clock out of the visit and the branch;
+stop
+@enduml
+```
+
+1. [Check in](/user/mobile/check-in) at the branch (required before most field actions).
+2. [Daily work](/user/mobile/daily-work) — plan, customers, visits, payments, Home timeline.
+
+## Coming soon on login
+
+These controls are visible but do not work yet:
+
+- Remember Me
+- Forgot Password
+- Sign in with email or phone
+- Sign up
diff --git a/apps/docs-dev/src/user/web/import.md b/apps/docs-dev/src/user/web/import.md
new file mode 100644
index 0000000..60452ca
--- /dev/null
+++ b/apps/docs-dev/src/user/web/import.md
@@ -0,0 +1,29 @@
+
+
+# Import CSV
+
+ Import on document lists when your privilege includes Import
+
+You can bulk-load documents from a **.csv** file on these index pages:
+
+| Document | Menu |
+| --- | --- |
+| Sales requests | Sales → Activities → Sales Requests |
+| Sales orders | Sales → Activities → Sales Orders |
+| Sales invoices | Sales → Activities → Sales Invoices |
+| Sales payments | Sales → Activities → Sales Payments |
+| Packing slips | Logistics → Activities → Packing slips |
+
+## How to import
+
+1. Open the list.
+2. Click **Import CSV** (hidden if you do not have **Import** on that area).
+3. Choose a `.csv` file and confirm.
+
+There is no separate import wizard beyond the file upload.
+
+## What you cannot import here
+
+Master data (branches, customers, products), users, privileges, cycles, and plans do **not** have an Import CSV button. Create those records in their own screens, or generate plans from cycles.
diff --git a/apps/docs-dev/src/user/web/index.md b/apps/docs-dev/src/user/web/index.md
new file mode 100644
index 0000000..635783e
--- /dev/null
+++ b/apps/docs-dev/src/user/web/index.md
@@ -0,0 +1,40 @@
+
+
+# Web overview
+
+ Browser and desktop app for operators, sales, and logistics.
+
+Sign in with **Username** and **Password** on the login page. You can switch the language between English and Indonesian.
+
+After login, the sidebar shows only the menus your privilege allows.
+
+## Menus
+
+| Menu | Icon | What you do there |
+| --- | --- | --- |
+| Dashboard | | Coming soon |
+| Timeline | | Play back a day's GPS footprints and field activities for sales employees |
+| Sales | | Employees, cycles, requests, orders, invoices, payments, plans, reports |
+| Logistics | | Drivers and crew, cycles, packing slips, plans, reports |
+| Settings | | Branches, divisions, customers, products, company settings, users, privileges |
+
+## Suggested order
+
+1. [Set up your company](/user/web/setup) — master data, users, and privileges
+2. [Plans and visits](/user/web/plans) — one-off plans and weekly cycles
+3. [Sales workflow](/user/web/sales-workflow) — request, order, invoice, payment
+4. [Logistics](/user/web/logistics) — packing slips and delivery plans
+5. [Timeline](/user/web/timeline) — activity history on the map
+6. [Import CSV](/user/web/import) — bulk load documents
+
+## Reports
+
+**Sales → Sales Reports** and **Logistics → Logistics Reports** show report tables from the server. If none are configured, the page says there are no reports available.
+
+## Status and permissions
+
+Most master-data records use **Draft**, **Active**, and **Archived**. Sales and logistics documents use their own statuses (see each guide).
+
+Buttons such as Create, Process, Submit, and Approve appear only when your privilege includes that action (**Create**, **Update**, **Delete**, or **Import**).
diff --git a/apps/docs-dev/src/user/web/logistics.md b/apps/docs-dev/src/user/web/logistics.md
new file mode 100644
index 0000000..8becc6f
--- /dev/null
+++ b/apps/docs-dev/src/user/web/logistics.md
@@ -0,0 +1,74 @@
+
+
+# Logistics
+
+ Logistics menus for drivers, crew, packing slips, and delivery plans
+
+Use Logistics when you need delivery paperwork and driver routes. Sales still owns requests, orders, invoices, and payments.
+
+## Employees and cycles
+
+- **Logistics → Data → Employees** — positions **driver** and **crew**
+- **Logistics → Data → Logistics Cycles** — weekly visit templates for those employees
+
+Generate daily plans from cycles the same way as sales. See [Plans and visits](/user/web/plans).
+
+## Packing slips
+
+ Logistics → Activities → Packing slips
+
+Packing slips are created when you **Process** a sales order with **Generate packing slip** checked. You can also create one by hand and link it to a sales order.
+
+Typical fields: code, date, customer, sales order, location, products, notes.
+
+```plantuml
+@startuml
+start
+if (Status is Draft?) then (yes)
+ :Change status to Processed\nor Cancel;
+endif
+if (Status is Processed?) then (yes)
+ :Complete;
+ :Enter delivered quantity per product;
+ if (Remaining quantity?) then (yes)
+ :A new packing slip is created\nfor the remainder;
+ else (no)
+ :Slip is Completed;
+ endif
+endif
+stop
+@enduml
+```
+
+1. If the status is **Draft**, use **Change status** to move it to **Processed**, or **Cancel** it. There is no **Process** button here.
+2. When it is **Processed**, click **Complete**. Enter the **delivered quantity** for each product. Remaining quantity opens a **new packing slip**.
+3. You can **Cancel** a slip while it is **Draft** or **Processed**.
+
+When every related packing slip is completed, the linked sales order can move to **Completed**. If you skip packing on the order, the order does not wait for a slip.
+
+### Status actions
+
+| Current status | Buttons | Change status |
+| --- | --- | --- |
+| Draft | Cancel | Processed, Cancelled |
+| Processed | Complete, Cancel | Completed, Cancelled |
+| Completed | — | — |
+| Cancelled | — | — |
+
+**Complete** always asks for delivered quantities.
+
+You can [import packing slips from CSV](/user/web/import) if your privilege includes **Import**.
+
+## Logistics plans
+
+ Logistics → Activities → Logistics Plans
+
+Same plan model as sales: employee, date, start/end branch, customers. Attach **packing slips** instead of invoices.
+
+Drivers and crew open today's plan on [mobile](/user/mobile/daily-work). Home shows packing-slip codes as today's tasks.
+
+## Coming soon
+
+**Updating packing slip status on mobile** is not available. Drivers see assigned packing codes on Home; they complete slips in the web app (or an operator does).
diff --git a/apps/docs-dev/src/user/web/plans.md b/apps/docs-dev/src/user/web/plans.md
new file mode 100644
index 0000000..a672a1f
--- /dev/null
+++ b/apps/docs-dev/src/user/web/plans.md
@@ -0,0 +1,68 @@
+
+
+# Plans and visits
+
+ Sales → Activities → Sales Plans, or Logistics → Activities → Logistics Plans
+
+A **plan** is one employee's work for **one date**: start branch, end branch, customers to visit, and documents to collect.
+
+There is no recurrence switch on the plan form. Recurring work uses **cycles**, then **Generate**.
+
+```plantuml
+@startuml
+start
+if (Need a repeating weekly route?) then (yes)
+ :Create a cycle with weekday routes;
+ :Generate plans for a date range;
+else (no)
+ :Create a one-off plan for a date;
+endif
+:Attach invoices (sales) or packing slips (logistics);
+:Field staff open the plan on mobile;
+stop
+@enduml
+```
+
+## One-off plan
+
+**Create page description in the app:** "Create a one-off daily plan for an employee."
+
+1. Open **Sales Plans** or **Logistics Plans**.
+2. Click **Create**.
+3. Choose the **employee**, **date** (today or later), **start branch**, and **end branch**.
+4. Add **customers** as destinations (order matters for the route).
+5. After customers are selected:
+ - Sales plans: attach **invoices** for those customers
+ - Logistics plans: attach **packing slips** for those customers
+6. Save. Status is **Draft**, **Active**, or **Archived** like other master records.
+
+You can preview customers and attached documents on the form.
+
+Saving a sales plan does **not** change invoice status.
+
+## Weekly cycles (recurring)
+
+ Sales → Data → Sales Cycles, or Logistics → Data → Logistics Cycles
+
+A cycle is a **weekly visit template** for one employee: cycle number and, for each weekday, whether the day is active, start/end branch, and customers.
+
+1. Create a cycle for the employee.
+2. Enable the weekdays they work and fill the route.
+3. Set the cycle to **Active**.
+
+## Generate plans from cycles
+
+On the plans list, click **Generate**.
+
+1. Choose the **employee**.
+2. Choose **from** and **to** dates.
+3. Confirm. The app creates daily plans from the cycle and reports how many were **created** and **skipped** (for example if a plan already exists).
+
+## Who uses the plan
+
+- **Web operators** create and generate plans, then attach documents.
+- **Sales and drivers on mobile** see today's plan after they exist. They can add a customer to an existing plan; they cannot create a new plan on the phone.
+
+See [Mobile daily work](/user/mobile/daily-work).
diff --git a/apps/docs-dev/src/user/web/sales-workflow.md b/apps/docs-dev/src/user/web/sales-workflow.md
new file mode 100644
index 0000000..dc87f92
--- /dev/null
+++ b/apps/docs-dev/src/user/web/sales-workflow.md
@@ -0,0 +1,154 @@
+
+
+# Sales workflow
+
+ Sales → Activities
+
+How to run a sale: from a request or order, through packing and invoicing, to payment.
+
+You need permission to view each menu. Status buttons (Process, Complete, Submit, Approve, and so on) appear only if you are allowed to edit.
+
+## Before you start
+
+Set up the records that every sales document needs:
+
+| You need | Where to create it |
+| --- | --- |
+| Division, branch, customer, product | [Settings → Data](/user/web/setup) |
+| Salesperson | Sales → Data → Employees |
+
+If a menu is missing, ask an administrator to give your privilege **View** (and **Update** for status buttons) on that area.
+
+## The usual flow
+
+```plantuml
+@startuml
+start
+:Sales request (optional);
+:Sales order (Draft);
+:Process order;
+fork
+ :Sales invoice created;
+fork again
+ :Packing slip created\n(unless you skip it);
+end fork
+if (Packing slip exists?) then (yes)
+ :Complete delivered quantities;
+endif
+:Create sales payment;
+:Submit then Approve;
+stop
+@enduml
+```
+
+1. Optionally create and approve a **sales request**.
+2. Create a **sales order** (from the request, or from scratch).
+3. Open the draft order and click **Process**. Leave **Generate packing slip** checked unless you do not need delivery paperwork. Processing creates a **sales invoice**, and a **packing slip** unless you skip it.
+4. If there is a packing slip, open **Logistics → Packing slips**, then **Complete** and enter how much was delivered.
+5. Open the invoice and click **Create Sales Payment**. **Submit** the payment, then **Approve** it (or **Reject** / **Rollback**).
+
+You can also [import CSV](/user/web/import) for requests, orders, invoices, and payments.
+
+## Sales request
+
+ Sales → Activities → Sales Requests
+
+A request is optional. You can go straight to a sales order.
+
+1. Click **Create**. Fill in date, salesperson, branch, division, customer, address, and at least one product with a quantity. Product price and document code are optional. Save.
+2. While the status is **Draft**, click **Submit** to send it for approval. You can also use **Change status** to mark it **Rejected**.
+3. While it is **Pending**, click **Approve** or **Reject**. **Change status** can send it back to **Draft**.
+4. After it is **Approved**, there is nothing more to do on the request itself.
+5. On the request detail page, click **Create Sales Order**. The order form opens with the request's customer, location, and products already filled in.
+
+## Sales order
+
+ Sales → Activities → Sales Orders
+
+1. Click **Create**. Fill in the same kind of details as a request. On a new order you can pick a sales request under **Source**; that copies the request into the form. Save. A new order starts as **Draft**.
+2. On a **Draft** order, click **Process**.
+ - You will see: *Processing creates a sales invoice and, unless skipped, a packing slip.*
+ - **Generate packing slip** is checked by default. Uncheck it if you do not want a packing slip.
+3. On **Draft** or **Processed**, you can **Cancel**. There is no **Complete** button on orders. If the order later shows **Completed**, that was not something you clicked on this screen.
+4. On the order detail page you can see linked packing slips and invoices, and click **Create Sales Invoice**.
+
+You can select several orders and Process or Cancel them together, as long as they are all in a status that allows that action.
+
+## Packing slip
+
+Packing slips live under **Logistics**, not Sales. See [Logistics](/user/web/logistics).
+
+## Sales invoice
+
+ Sales → Activities → Sales Invoices
+
+Invoices appear when you **Process** an order. You can also create one yourself, optionally from an order or a packing slip.
+
+On the invoice, the only status button is **Cancel** (while the invoice is **Draft**, **Processed**, or **Partial**). You cannot choose Processed, Partial, or Completed yourself. Those labels can still show on the invoice.
+
+On the invoice detail page, click **Create Sales Payment**. The payment form opens with that invoice and its remaining balance.
+
+You can attach invoices to a [sales plan](/user/web/plans). Saving the plan does not change invoice status.
+
+## Sales payment
+
+ Sales → Activities → Sales Payments
+
+1. Click **Create**. Enter the date and at least one line: an invoice and an amount. Images and notes are optional. Save. A new payment starts as **Draft**.
+2. Click **Submit** to move it to **Pending**. You can also use **Change status** to mark it **Rejected**.
+3. While it is **Pending**, click **Approve**, **Reject**, or **Rollback** (back to **Draft**).
+4. After **Approved**, you cannot change the status further. A **Rejected** payment can be sent back to **Draft** with **Change status**.
+
+Approving a payment does not change the invoice status from this screen. Refresh the invoice if you need to see an updated balance.
+
+Field staff can also [record a payment on mobile](/user/mobile/daily-work) from an outstanding invoice.
+
+## What you can do at each status
+
+**Buttons** are the labelled actions on the list or detail page. **Change status** is a separate dialog that lists the statuses you may pick. Invoices do not have Change status.
+
+### Sales request and sales payment
+
+Both use Draft → Pending → Approved or Rejected.
+
+| Current status | Buttons | Change status |
+| --- | --- | --- |
+| Draft | Submit | Rejected |
+| Pending | Approve, Reject. Payments also have Rollback (back to Draft) | Draft, Approved, Rejected |
+| Approved | — | — |
+| Rejected | — | Draft |
+
+### Sales order
+
+| Current status | Buttons | Change status |
+| --- | --- | --- |
+| Draft | Process, Cancel | Processed, Cancelled |
+| Processed | Cancel | Cancelled |
+| Completed | — | — |
+| Cancelled | — | — |
+
+**Process** always opens the packing-slip checkbox dialog (not Change status).
+
+### Sales invoice
+
+You may see Draft, Processed, Partial, Completed, or Cancelled.
+
+| Current status | What you can do |
+| --- | --- |
+| Draft, Processed, or Partial | Cancel |
+| Completed | No status buttons |
+| Cancelled | No status buttons |
+
+## What you should not expect to click
+
+These are not buttons on the screens:
+
+- **Complete** on a sales order
+- Setting an invoice to Processed, Partial, or Completed yourself
+- Changing an invoice's status by putting it on a sales plan
+- Changing an invoice's status by approving a payment
+- Cancelling an order, packing slip, or invoice in one click for all related documents — **Cancel** applies only to the document you are looking at
+
+If a related document's status changes after you act, open that document again to see the latest value.
diff --git a/apps/docs-dev/src/user/web/setup.md b/apps/docs-dev/src/user/web/setup.md
new file mode 100644
index 0000000..d45773a
--- /dev/null
+++ b/apps/docs-dev/src/user/web/setup.md
@@ -0,0 +1,78 @@
+
+
+# Set up your company
+
+ Settings → Data and Settings → User
+
+Do this before you create plans or sales documents. Records that other screens need (branch, division, customer, product, employee) must exist first.
+
+## Company settings
+
+**Menu:** Settings → Data → Company settings
+
+This is a single form, not a list. Save:
+
+| Field | Used for |
+| --- | --- |
+| Cycle start date | When weekly visit cycles start counting |
+| Check-in radius (meters) | How close field staff should be when checking in |
+| GPS interval (seconds) | How often the mobile app records a footprint while on duty |
+| Checkout warning radius (meters) | When mobile warns that the user left a customer visit |
+
+## Divisions, branches, customers, products
+
+**Menu:** Settings → Data
+
+Each of these is a list with Create, Detail, Edit, and Duplicate. Status is **Draft**, **Active**, or **Archived**.
+
+| Record | Typical fields |
+| --- | --- |
+| Divisions | Name, code |
+| Branches | Code, name, phone, NFC ID, address, map location, division, working days and hours |
+| Customers | Code, name, phone, address, map location, NFC ID; contacts on create |
+| Products | Code, name, unit, price, brand |
+
+Pick a location on the map for branches and customers (or type latitude and longitude).
+
+## Employees
+
+Employees are split by purpose:
+
+| Menu | Positions |
+| --- | --- |
+| Sales → Data → Employees | Sales |
+| Logistics → Data → Employees | Driver, crew |
+
+Fields: code, name, phone, position. Link a **user** to an employee later so mobile knows whether to load a sales or logistics plan.
+
+## Privileges
+
+ Settings → User → Privileges
+
+A privilege is a named access set. On the form, set **name**, **code**, and a permission matrix. For each area you can allow:
+
+- **View** — show the menu and open the pages
+- **Create** — create and duplicate
+- **Update** — edit and change status
+- **Delete** — delete
+- **Import** — CSV import on supported lists
+
+Without **View**, the sidebar hides that item.
+
+## Users
+
+ Settings → User → Users
+
+1. Click **Create**.
+2. Enter **username** and **password** (password is required on create; on edit you can leave it blank to keep the current one).
+3. Choose a **privilege**.
+4. Optionally link an **employee** so field login maps to sales or logistics.
+
+Activate the user when they should be able to sign in.
+
+## Coming soon
+
+- **Remember me** on the web login form is not saved
+- **Forgot password** is not available
diff --git a/apps/docs-dev/src/user/web/timeline.md b/apps/docs-dev/src/user/web/timeline.md
new file mode 100644
index 0000000..34c0735
--- /dev/null
+++ b/apps/docs-dev/src/user/web/timeline.md
@@ -0,0 +1,38 @@
+
+
+# Timeline
+
+ Timeline in the sidebar
+
+Timeline shows **one day's** recorded GPS footprints and field activities for **sales** employees. It is a playback of what the mobile app stored while the person was on duty, not a live feed.
+
+## How to use it
+
+1. Open **Timeline**.
+2. Pick a **date**.
+3. Optionally filter by **employee** (sales employees), or leave all employees.
+4. Search activities if the list is long.
+5. Switch tabs **On the way** and **Completed**.
+6. Use **Playback** (play, pause, time) to move along the recorded path. The overlay **Current location** is the playback cursor, not a live GPS point.
+
+If there is no data for that day, the map shows that there is no timeline data.
+
+## What activities look like
+
+The list can include:
+
+- Branch check-in / check-out
+- Customer check-in / check-out
+- Sales order created
+- Sales request created
+- Sales payment created
+- Customer created
+
+Footprints are recorded on mobile after branch clock-in, using the **GPS interval** in [company settings](/user/web/setup).
+
+## Coming soon
+
+- **Live** tracking of sales or drivers on the web map
+- A dedicated **logistics / driver** timeline (this screen loads sales employees)
diff --git a/pnpm-lock.yaml b/pnpm-lock.yaml
index 0e5bb3c..59e0087 100644
--- a/pnpm-lock.yaml
+++ b/pnpm-lock.yaml
@@ -54,6 +54,9 @@ importers:
dayjs:
specifier: ^1.11.19
version: 1.11.19
+ lucide-vue-next:
+ specifier: ^1.0.0
+ version: 1.0.0(vue@3.5.38)
react:
specifier: ^19.2.3
version: 19.2.3
@@ -73,6 +76,9 @@ importers:
mermaid:
specifier: ^11.15.0
version: 11.15.0
+ plantuml-encoder:
+ specifier: ^1.4.0
+ version: 1.4.0
typescript:
specifier: 5.5.4
version: 5.5.4
@@ -1041,7 +1047,6 @@ packages:
/@babel/helper-string-parser@7.29.7:
resolution: {integrity: sha512-Pb5ijPrZ89GDH8223L4UP8i6QApWxs04RbPQJTeWDV0/keR2E36MeKnyr6LYmUUvqRRI+Iv87SuF1W6ErINzYw==}
engines: {node: '>=6.9.0'}
- dev: true
/@babel/helper-validator-identifier@7.28.5:
resolution: {integrity: sha512-qSs4ifwzKJSV39ucNjsvc6WVHs6b7S03sOh2OcHF9UHfVPqWWALUsNUVzhSBiItjRZoLHx7nIarVjqKVusUZ1Q==}
@@ -1050,7 +1055,6 @@ packages:
/@babel/helper-validator-identifier@7.29.7:
resolution: {integrity: sha512-qehxGkRj55h/ff8EMaJ+cYhyaKlHIxqYDn682wQD7RNp9UujOQsHog2uS0r2vzr4pW+sXf90NeeayjcNaX3fFg==}
engines: {node: '>=6.9.0'}
- dev: true
/@babel/helper-validator-option@7.27.1:
resolution: {integrity: sha512-YvjJow9FxbhFFKDSuFnVCe2WxXk1zWc22fFePVNEaWJEu8IrZVlda6N0uHwzZrUM1il7NC9Mlp4MaJYbYd9JSg==}
@@ -1076,7 +1080,6 @@ packages:
hasBin: true
dependencies:
'@babel/types': 7.29.7
- dev: true
/@babel/plugin-transform-arrow-functions@7.27.1(@babel/core@7.28.5):
resolution: {integrity: sha512-8Z4TGic6xW70FKThA5HYEKKyBpOOsucTOD1DjU3fZxDg+K3zBJcXMFnt/4yQiZnf5+MiOMSXQ9PaEK/Ilh1DeA==}
@@ -1147,7 +1150,6 @@ packages:
dependencies:
'@babel/helper-string-parser': 7.29.7
'@babel/helper-validator-identifier': 7.29.7
- dev: true
/@braintree/sanitize-url@6.0.4:
resolution: {integrity: sha512-s3jaWicZd0pkP0jf5ysyHUI/RE7MHos6qlToFcGWXVp+ykHOy77OUMrfbgJ9it2C5bow7OIQwYYaHjk9XlBQ2A==}
@@ -4791,14 +4793,12 @@ packages:
entities: 7.0.1
estree-walker: 2.0.2
source-map-js: 1.2.1
- dev: true
/@vue/compiler-dom@3.5.38:
resolution: {integrity: sha512-JTqp25l8aFfJYF7/KmsXZjAxJz7T+SjmTJLoXVjHtc2BrSgSiW2n9Aem/cWq1OPe68A8JL06B3eVdhlP0H4TVw==}
dependencies:
'@vue/compiler-core': 3.5.38
'@vue/shared': 3.5.38
- dev: true
/@vue/compiler-sfc@3.5.38:
resolution: {integrity: sha512-DuA2GiZawSEW442iw/9+Fkol8hTgb4Ke5KkhmSry65QA7YuyMbIdy8p0XZRMvNwJdgRz307W8g1CSzdvS4nuNg==}
@@ -4812,14 +4812,12 @@ packages:
magic-string: 0.30.21
postcss: 8.5.15
source-map-js: 1.2.1
- dev: true
/@vue/compiler-ssr@3.5.38:
resolution: {integrity: sha512-7s+W5Gc42FGxZMcuwl8H5B29T8BJPMdBT7KHFE+BbAuZ/iTEdTtv7z2XiMjiaUUw4w3ZcCEdHs36RuYJ2VA7bA==}
dependencies:
'@vue/compiler-dom': 3.5.38
'@vue/shared': 3.5.38
- dev: true
/@vue/devtools-api@7.7.9:
resolution: {integrity: sha512-kIE8wvwlcZ6TJTbNeU2HQNtaxLx3a84aotTITUuL/4bzfPxzajGBOoqjMhwZJ8L9qFYDU/lAYMEEm11dnZOD6g==}
@@ -4849,14 +4847,12 @@ packages:
resolution: {integrity: sha512-pG6LV/NDNRbKizcUjFFLAfjaL8mcv4DmR9avNcUw2gDHBzZneuS2TWCmp633ynzxz9YYKNeEPK2I8Wraqy2HUQ==}
dependencies:
'@vue/shared': 3.5.38
- dev: true
/@vue/runtime-core@3.5.38:
resolution: {integrity: sha512-iyW8WVfF1CpCXxncZY5Ei6rSd6oZr5DgEom//fUjRBRl56AXPD+s9ATvukRt77ZFTuYlnVA1bxY+dJB94tWVYw==}
dependencies:
'@vue/reactivity': 3.5.38
'@vue/shared': 3.5.38
- dev: true
/@vue/runtime-dom@3.5.38:
resolution: {integrity: sha512-apX2wt9sdfDshS+a2xueFZLVpt0GkRJZSoPmrW/SA4yzXTznhfcMVW59gr7h4YQeY0vJhdJkk2rsIDwgfFgC5A==}
@@ -4865,7 +4861,6 @@ packages:
'@vue/runtime-core': 3.5.38
'@vue/shared': 3.5.38
csstype: 3.2.3
- dev: true
/@vue/server-renderer@3.5.38(vue@3.5.38):
resolution: {integrity: sha512-vue8vbf2QlV4quHqzwmJy6dWfmRhP1J8l4wtZg60CL6VoKqcPY2oe7may3+1d9qfpedjK5PRLFqd5k3Isj9mUw==}
@@ -4875,11 +4870,9 @@ packages:
'@vue/compiler-ssr': 3.5.38
'@vue/shared': 3.5.38
vue: 3.5.38(typescript@5.5.4)
- dev: true
/@vue/shared@3.5.38:
resolution: {integrity: sha512-FTW0AFZNaK5/mOqvGBwVfUlNLU38TiQn4+DQgIFUnrBBJQ1crMJ82yeGQLV5jyKFsO8yRukpbuP7x+nRbH6aug==}
- dev: true
/@vueuse/core@12.8.2(typescript@5.5.4):
resolution: {integrity: sha512-HbvCmZdzAu3VGi/pWYm5Ut+Kd9mn1ZHnn4L5G8kOQTPs/IwIAmJoBrmYk2ckLArgMXZj0AW3n5CAejLUO+PhdQ==}
@@ -6733,7 +6726,6 @@ packages:
/entities@7.0.1:
resolution: {integrity: sha512-TWrgLOFUQTH994YUyl1yT4uyavY5nNB5muff+RtWaqNVCAK408b5ZnnbNAUEWLTCpum9w6arT70i1XdQ4UeOPA==}
engines: {node: '>=0.12'}
- dev: true
/env-paths@2.2.1:
resolution: {integrity: sha512-+h1lkLKhZMTYjog1VEpJNG7NZJWcuc2DDk/qsqSTRRCOXiLjeQ1d1/udrUGhqMxUgAlwKNZ0cf2uqan5GLuS2A==}
@@ -7442,7 +7434,6 @@ packages:
/estree-walker@2.0.2:
resolution: {integrity: sha512-Rfkk/Mp/DL7JVje3u18FxFujQlTNR2q6QfMSMB7AvCBx91NGj/ba3kCfza0f6dVDbw7YlRf/nDrn7pQrCCyQ/w==}
- dev: true
/estree-walker@3.0.3:
resolution: {integrity: sha512-7RUKfXgSMMkzt6ZuXmqapOurLGPPfgj6l9uRZ7lRGolvk0y2yocc35LdcxKC5PQZdn2DMqioAQ2NoWcrTKmm6g==}
@@ -9007,6 +8998,15 @@ packages:
react: 19.2.3
dev: false
+ /lucide-vue-next@1.0.0(vue@3.5.38):
+ resolution: {integrity: sha512-V6SPvx1IHTj/UY+FrIYWV5faISsPSb8BnWSFDxAtezWKvWc9ZZ40PDrdu1/Qb5vg4lHWr1hs1BAMGVGm6V1Xdg==}
+ deprecated: Package deprecated. Please use @lucide/vue instead.
+ peerDependencies:
+ vue: '>=3.0.1'
+ dependencies:
+ vue: 3.5.38(typescript@5.5.4)
+ dev: false
+
/lz-string@1.5.0:
resolution: {integrity: sha512-h5bgJWpxJNswbU7qCrV0tIKQCaS3blPDrqKWx+QxzuzL1zGUzij9XCWLrSLsJPu5t+eWA/ycetzYAO5IOMcWAQ==}
hasBin: true
@@ -9661,7 +9661,6 @@ packages:
resolution: {integrity: sha512-y7Wygv/7mEOvxTuEQDB8StXdMRBWf1kR/tlhAzBRUFkB2jfcLOAxO/SHmOO2zgz1pVgK29/kyupn059/bCHdjA==}
engines: {node: ^10 || ^12 || ^13.7 || ^14 || >=15.0.1}
hasBin: true
- dev: true
/napi-postinstall@0.3.4:
resolution: {integrity: sha512-PHI5f1O0EP5xJ9gQmFGMS6IZcrVvTjpXjz7Na41gTE7eE2hK11lg04CECCYEEjdc17EV4DO+fkGEtt7TpTaTiQ==}
@@ -10117,6 +10116,10 @@ packages:
engines: {node: '>=12'}
dev: false
+ /plantuml-encoder@1.4.0:
+ resolution: {integrity: sha512-sxMwpDw/ySY1WB2CE3+IdMuEcWibJ72DDOsXLkSmEaSzwEUaYBT6DWgOfBiHGCux4q433X6+OEFWjlVqp7gL6g==}
+ dev: true
+
/playwright-core@1.62.1:
resolution: {integrity: sha512-wPYSwEBJY9GHraISXqyqtx0na0LpO3XEX7jNDhntbex7tzUS7kLnZsOlFruFJB4Hi/rhDMjXGqHewDZ68nYZVw==}
engines: {node: '>=20'}
@@ -10170,7 +10173,6 @@ packages:
nanoid: 3.3.15
picocolors: 1.1.1
source-map-js: 1.2.1
- dev: true
/postcss@8.5.3:
resolution: {integrity: sha512-dle9A3yYxlBSrt8Fu+IpjGT8SY8hN0mlaA6GY8t0P5PjIOZemULz/E2Bnm/2dcUOena75OTNkHI76uZBNUUq3A==}
@@ -12718,7 +12720,6 @@ packages:
'@vue/server-renderer': 3.5.38(vue@3.5.38)
'@vue/shared': 3.5.38
typescript: 5.5.4
- dev: true
/vuvuzela@1.0.3:
resolution: {integrity: sha512-Tm7jR1xTzBbPW+6y1tknKiEhz04Wf/1iZkcTJjSFcpNko43+dFW6+OOeQe9taJIug3NdfUAjFKgUSyQrIKaDvQ==}