Files
hermes-config/skills/self-hosting/shop-pro-quote/references/dashboard-overview.md
T
2026-07-12 10:17:17 -04:00

2.5 KiB

ShopProQuote Dashboard Overview

Complete map of all pages, tabs, modals, and features. Use this when asked "what's in the dashboard" or "overview of everything" — give a concise structured summary, NOT a code dive.

Pages

File Purpose
login.html Login/signup/auth
repair-orders.html Main dashboard (1448 lines) — repair orders + quote builder
index.html Home/overview with tasks, alerts, financial dashboard
appointments.html Appointments with scan screenshot (OCR + LLM)
customers.html Customer database lookup

repair-orders.html — 3 Main Tabs

  1. Active Orders — Current RO cards with status, vehicle, services. Shows next appointment at top.
  2. RO History — Search/filter completed orders (RO#, name, VIN). Status filter dropdown.
  3. Generate Quote — Quote builder: service search dropdown, selected services list, vehicle/mileage/discount fields, AI Write + Generate Priorities buttons, Save Quote, Print Preview, Saved Quotes card.

Modals on repair-orders

  • Add Custom Service (text input for recommendation reason, AI Write button)
  • Edit RO (status dropdown)
  • Financial Summary
  • All Saved Quotes modal (search, sort, delete, load)
  • Quote Settings (gear icon): 5 sub-tabs — Business Info, Advisor, Financial, Messages, Services
  • Account Settings / Change Password / Site Settings

index.html — Home/Overview

  • Critical Alerts section
  • Action cards: Repair Orders, Appointments, Financial Dashboard
  • Tasks modal: Active tasks + Task History, create/edit with recurring options
  • Financial Dashboard modal (3 tabs): Overview, Analytics, Performance — revenue charts, top services, top customers
  • Account/Site Settings modals

appointments.html

  • Appointment list with customer/vehicle info
  • Scan Screenshot: Tesseract.js OCR → local LLM via /llm/v1/chat/completions → parse to structured JSON → review modal → batch create
  • Fallback: parseWithRules() client-side regex parser if LLM down

Infrastructure

Component Role
nginx :3447 Serves site + proxies /llm/ → llama-server:8081
llama-server Currently Qwen2.5-7B Q2_K via Vulkan (3.2 GB VRAM). Drives AI Write, Generate Priorities, OCR parsing
PocketBase :8091 Local DB. Stores services, quotes, repair orders, settings
Tesseract.js CDN-loaded client-side OCR. eng.traineddata cached in browser
GPU GTX 1050 Ti 4GB → RTX 2080 Ti 11GB (on order)