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UI revamp: owner feedback on shell, labels and Ask chips - #96

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ui-revamp/phase4-askfrom
ui-revamp/polish

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@coderconnoisseur

@coderconnoisseur coderconnoisseur commented Oct 21, 2026 •

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Fixes the owner's review of the running revamp (2026-10-22). Stacked on #95; retarget to refactor once #95 merges.

What changes

  • Sidebar: every group is labelled (Overview, Track, Records, Assistant). The collapse button now sits in the sidebar header; on the 56px rail the logo turns into the expand button on hover. Ctrl+B still works.
  • No top bar on desktop: the account menu floats top-right over the page. Phones keep a slim row, since the sidebar there is a sheet that needs a button.
  • Labels: card titles, tags and ticks use Funnel Sans in sentence case (.label-ui) instead of all-caps IBM Plex Mono. Plex Mono is no longer loaded, and Ask's labels match.
  • Ask chips: an "Upload an invoice…" suggestion opens the upload dialog instead of being sent to Lumen as a question. Other do-it-yourself steps ("Connect your Gmail…") stay in the answer text instead of becoming a chip (_USER_STEP in agent/graph.py, with the matching prompt rule).
  • Docs: QUICK_START and backend/start.ps1 start the API with uvicorn. python app.py starts only the old Flask half, so /demo failed locally.

Tests

  • backend tests/test_agent_tools.py: 53 passed. pytest -m eval passed (replays unaffected).
  • e2e: the full suite has 104 tests. 4 are new: labelled groups, the collapse control in the header with no desktop top bar, the upload chip opening the dialog, and question chips still asking.
  • tsc and eslint are clean.

Manual check

  • Collapse from the header button, hover the rail logo and expand again; reload and the state stays.
  • In Ask, get an empty-data answer ("Do I have invoices?" on an empty account). The Upload chip opens the upload dialog.

- Sidebar: every group is labelled (Overview, Track, Records, Assistant); the collapse
  button moves into the sidebar header (on the rail the logo becomes the expand button);
  no top bar on desktop, the account menu floats top-right; phones keep a slim row.
- Labels: Funnel Sans, sentence case (`.label-ui`) instead of all-caps IBM Plex Mono;
  Plex Mono is no longer loaded. Ask's labels match.
- Ask: an "Upload ..." suggestion opens the upload dialog instead of being sent to Lumen
  as a question; other do-it-yourself steps ("Connect your Gmail...") stay in the answer
  text instead of becoming a chip; the prompt says the same.
- QUICK_START and start.ps1 start the API with uvicorn (python app.py only starts the old
  Flask half, so /demo failed).
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