Diamond Stone Platform: Complete Screen List and Gaps
Date: 2026-11-11. Revision 1. Status: draft for owner review. Companion to
docs/SCREENS.md (how each screen is designed), docs/JOURNEYS.md (who reaches it) and
docs/MODULES.md (the rules behind it).
This is the audit of everything planned so far against everything the business needs.
It lists every screen, sheet and setting, and marks what was missing.
It was checked against three things: this plan's own documents; the business itself, area
by area; and the earlier Diamond Stone repository (C:/ProjectFiles/diamondstone), which
has about 190 screens in its design lab and a catalogue of 544 settings.
Result: before this audit about 105 screens were specified. This list has about 360.
The largest gaps were Settings (one line before; now nine groups), the screens every
record shares (search, pickers, viewers, history), stock handling, cheques and petty cash,
the own-fleet screens, the customer's own account screens, and the states every screen
needs (loading, empty, error, offline).
How to read it
Mark
Meaning
●
Drawn in the sketch (docs/ui-shell-mockup.html) and specified
◐
Specified in SCREENS.md, MODULES.md or ACCOUNTS.md; not drawn
○
Gap: found missing in this audit, now added to the plan
→
Later stage (after the first release); listed so it has a place
"Sheet" means a panel that rises from the Omnibar over the current screen, not a new page.
One person: WhatsApp, email, notes and files in one timeline
●
Composer with a channel switch; replying by email on the same screen; "send by" sheet
●
The person: every number and address, preference, consent
●
The company: everyone at a customer in one view
●
Someone new: "who is this?"
●
New message: pick person, channel, template
○
Message templates; WhatsApp template approval status
○
Quick replies
○
Assign or hand over a conversation
○
Link an unknown number to a customer; merge two contacts
○
Automatic messages; one automation
●
Website chat, staff
●
Cases; Case
● ◐
List drawn; record not
Help articles: write, publish
○
People who opted out
○
Call log
○
Out-of-hours reply
○
12. Control
Screen
Mark
Note
Approvals; one approval
◐
Dashboard; what a figure is made of
●
Owner's exception digest
◐
Certificates register
◐
Audit log; filters; export
◐
People and roles; Person; invite; role as sentences; view as
◐
Approval limits table
○
Cover while on leave
○
Company registers: shareholders, beneficial owners, licences
○
Connections health: each channel and service
○
Data: import, export, backup status, restore test record
○
Privacy requests: a person asks for their data or its deletion
○
Data protection law
Settings
○
Section 13
Automations register and run history
◐
What ran, what failed, retry
Quality and compliance: problems found and their fixes, risks, internal audits, legal duties calendar, incidents
○
In the earlier work as a full management system. Proposed here as one light screen each, first release: problems and fixes, duties calendar. The rest later
Ask: a question of your own data, answered from database queries
Before this audit, "Settings" was one line. Every setting has one home, is searchable, shows
who changed it last, and money or security settings need a second person.
Group
Settings
Company
Legal name in English and Arabic; commercial registration; tax number; addresses; sites and yards; bank accounts shown on invoices; financial year; working week and hours; public holidays; logo and brand
Language and formats
Languages; currency and decimals (OMR, three); units (m², ft²); date and number format; time zone
People and access
Roles; approval limits; cover rules; session length by role; what needs a fingerprint; passkey policy; recovery; invitations
Selling
Quote validity; hold length; discount limits; payment terms; delivery terms; reasons for lost quotes; the customer promises and their targets
Vehicle types; delivery stages; document set by destination; tracking provider; driver languages; what customers see: origin (hidden, city, exact), live position (never, in the general area, always) and the size of that area, driver (hidden, first name), truck plate, carrier name; advance required before a back-to-back supplier order is sent
Money
Chart of accounts; posting rules; numbering of invoices and other documents; VAT rates and codes; withholding tax; currencies and rate source; period locks; credit policy; e-invoicing provider
People (HR)
Leave types; pay elements; social protection rates; salary bank; work schedules; document types
Messages
WhatsApp number; mailboxes; chat on the website; business hours; out-of-hours reply; templates; automatic messages; company-wide alert defaults and escalation
Samples free, charged, or charged and credited; charge per sample; samples per order; sizes; courier charge and whether it is credited; how long a credit lasts; where samples are sent; payment methods; store open or closed. Defaults in docs/STORE.md
Documents
Layout of each document; languages; number formats; terms sets, versions and which paper each goes on; each clause on or off; verification code; stamp and signature and who may place them; bank details shown and their change control; link expiry; default way to send each kind. Full table in docs/DOCUMENTS.md section 11
Connections
Channel service; WhatsApp; email; text messages; maps; container tracking; e-invoicing; bank feed; Jev
Privacy and data
Consent wording; how long records are kept; export; backup; practice company
Customers
Tiers; default credit limit and terms; documents needed from a new customer; who may invite to the portal; statement schedule
Suppliers
Documents needed; reply and acknowledgement times; match tolerance between order, receipt and bill; bank-change control; scorecard targets
Prices
Margin targets and floors by customer type; surcharges; currency buffers; freight assumptions; rounding; how long a price stands
Automations
Each automatic step with its own switch; what may be sent without review; budget for the assistant
Mistakes
Duplicate warning window; send delay; how long Undo stays
Records
How long each kind of record is kept; legal holds; who may export
About
Version; status; licences
The earlier repository's settings catalogue (544 items in 23 groups,
docs/experience/73-configuration-catalogue.md there) is the checklist for filling these
groups. Items about cutting, blocks and plant safety in it are left out: Diamond Stone trades.
Personal settings (language, appearance, alerts, devices) are under "Me", section 3.
14. Customer portal
Screen
Mark
Note
Your orders; Order
●
Quote; accept with signature
◐
Approve the range; approve the layout, or photographs of the actual pieces
Under Contact only, while someone is on duty; whether it is on at launch is an open decision
17. Suppliers
No portal in the first release: suppliers work by email and WhatsApp, landing in the Inbox.
The earlier repository has a supplier portal with eleven screens: overview, requests for a
price, offer, orders, order, dispatch, documents, invoices, payments, performance and
bank-detail change. Decision needed: keep it out of the first release, or bring it in.
If it comes in, suppliers get the same phone-number sign-in and their own short Halo.
Stones, the filter, a stone (three screens), a project, samples, calculator, menu, contact, thank you, chat, document check
●
Store: samples, basket, checkout, order
●
Journal, article, fact, for architects, arrivals (product result, sample code, AI answer), your list, history, marble or limestone, how buying works
●
Landing: by use, by market, for traders, campaign, trade fair
●
Names: the stone page, arriving under a market name (the separate name page is withdrawn: docs/CATALOGUE.md "Revision 2"), search
●
Portal: home, order, quote, approve the range, approve the layout, pay, papers, delivery, delivered and rate; and ten more across other sections
●
Fields (three screens); a tablet; a desk (home, a stone, a portal order)
●
Staff: home page, menus, photographs, website settings, preview, history
●
Compare, an enlarged slab, projects list, How we match, quality, our numbers, a visit or video call
●
A "which stone?" page: drawn earlier, withdrawn (docs/CATALOGUE.md "Revision 2"); do not build
●
Slabs available by lot, a lot, variation and finishes, care and similar stones, origin, sourcing, a project as evidence, a Gulf guide, downloads, the price answer in Arabic
●
Still to draw: by kind of project, a group of stones, for my home, author, a market in Arabic; most pages on tablet and desk and in Arabic; the portal sign-in in the new look; staff: projects, store settings, portal settings
○
17g. Lead magnets and marketing (added 11 November 2026)
Site: submittal pack, estimator with a drawing, find a match, weekly stock list, project sample box, tender rate, a talk for a design firm, prequalification pack, trade account
●
Staff: marketing home, offers, one enquiry, firms, calendar, consent, a fair, a visit
●
Staff: a firm's record; an advertising test; the monthly email; a talk given
○
17h. Contact, WhatsApp and chat; names (added 11 November 2026)
Screen
Drawn
The bar: "WhatsApp" at the left, the page's action at the right; Contact opened; WhatsApp with its ready message; chat (under Contact, while someone is on duty); after the first answer; out of hours; nobody free; Arabic; in the portal; at a desk; our only numbers
●
Staff: Contact settings; ready messages
●
Arriving and ordering under a market name; search by any name; staff: an enquiry, a quote and a market name with its mapping
●
17i. Matching (added 11 November 2026)
Screen
Drawn
Website: the home part, a stone's range and formats, How we match, the range set of samples
●
Portal: approve the range, approve the layout, one piece, the order with lot and spare, delivery by crate with the plan, more of the same
●
Staff: a lot, sorting, a layout, the check before confirming, a matching claim, selections and formats
●
Staff: spare by job; a selection's history
○
17j. Money at a desk; logistics (added 12 November 2026)
Screen
Drawn
Money at a desk: today, statement import, bank matching, a bill, a journal, a report
●
Money at a desk: the remaining sections of MONEY-DESK.md section 5
○
Logistics: plan a shipment, driver and vehicle, papers checklist, loading, the driver's job, a collection, a sea shipment
●
Customer: on the day; authorise someone to collect
●
Route and destination checklists as settings; carrier's bill; a transport claim with its clock
○
17k. After the critique (added 12 November 2026)
Screen
Drawn
Website: opening redrawn; proof high; quote form; after asking; one sample flow; samples and delivery; privacy; not found; withdrawn stone; consent notice; footer
●
Website and portal at a desk: stones grid, quote form, layout approval, article and footer
●
Website and portal in Arabic: a stone, the quote form, range approval, delivery day
●
Outdoor template: driver's job, hand over, a problem, loading, sorting, language
●
States: loading, no permission, staff in Arabic, long name and large amount, keyboard open, sent/confirmed/refused
●
Proposal: compact Halo and title in one row
●
Terms of sale page; cookies page; search with no results
○
17l. Suppliers (added 12 November 2026)
Screen
Drawn
Ask for a price; the messages; an answer read; compare and choose; standing prices
●
As the supplier sees the request and the confirmation, in WhatsApp
●
New supplier; the supplier's own registration by link; bank details check; a supplier's record; a choice for the owner
●
Papers about to end and the yearly re-check; the AI test set and its score
○
Section 17's question on a supplier portal is answered: not needed.
17m. Settings (added 12 November 2026)
Screen
Drawn
Settings home; a group; one setting; changing one; approving a change; overrides on a customer; first-time setup; what is not a setting; all changes
Stock. The earlier decision says Diamond Stone holds no stock. This plan has a yard. Which is true decides whether the stock, count, yard and own-fleet screens are needed at all.
Size of the team. The earlier work is sized for three people; this plan has eight roles. Roles can be combined, but HR and payroll screens should match the real headcount.
Supplier portal: in or out of the first release.
Quality and compliance screens: the light version proposed above, or the full management system from the earlier work.
The earlier repository itself: replaced, reused or continued (docs/BRAND.md section 8).
19. What this changes
Stages (PLAN.md section 15): the shared screens and states in section 1 are built once in Stage 1, before any area. Settings grow with each area rather than being built at the end.
Sketch: about 55 screens are drawn. The ○ rows above are not drawn yet.
Order of drawing next: Settings; search, scan result and the states; cheques and petty cash; own fleet; the customer's account screens.