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docs(design): refresh the Refined UI handoff and mockups for the SLM split, BI move and restricted Usage #18238
docs/design/2026-10-11-refined-ui-redesign.md and docs/design/mockups/refined-ui/ predate the owner decisions of 2026-10-11 (see umbrella). The screen map still places Admin, Monitoring & diagnostics, Dev tools, Plugins, LLM API keys and the secret audit log in the user app, BI under Analytics, and Usage without a restriction. Step-5 sessions read these files, so they must be current first.
Acceptance Criteria
Mockups replaced with design-canvas version 27: 23 screens in the SLM shell (sections Settings, Monitoring, Security, Tools, Plugins), user-app top bar without the Plugins icon / SLM text link and with the shield as "Platform admin", BI as a Company OS page, Usage restricted, Roles with "View usage & costs"
Owner confirmed 2026-10-11: the correcthorsebattery value scrubbed from the Login mockup by #18250 was a placeholder, never a real credential, so nothing needs rotating. It remains in the history of #18226's merge commit, and history is not rewritten.
Mockups changed since the last handoff (canvas v28–v34)
For the docs refresh:
v28 cogwheel settings icon everywhere; 11 new Company OS gap screens (ProcessCanvas, ProcessCanvasTable, Teams, ProjectDetail, MyPlace, EntityLifecycle, RunSupervision, ApprovalReview, OperationHistory, CompanyMailbox, CompanySettings) — mapping on Refined UI step 5c · Company OS, Automation and Business intelligence #18245
Docs branch ready — passenger for the next Refined UI code PR
Branch issue-18238-design-views (commit a9dc168, docs only, no PR opened):
docs/design/mockups/refined-ui/screens/ — 13 new screens (ProcessCanvas, ProcessCanvasTable, Teams, MyPlace, ProjectDetail, EntityLifecycle, RunSupervision, OperationHistory, ApprovalReview, CompanyMailbox, CompanySettings, AgentLedger, SlmAgentLedger) and 109 updated (cogwheel settings icon, Company OS sub-sidebar, Knowledge/Transcriber/SLM moves)
canvas.json — 128 boards
2026-10-11-refined-ui-redesign.md — §4.1 cog icon, §5 screen map (counts, Company OS model, moved and new screens), §7 build order
Scrubbed to 0 hits (names, emails, hosts, private IPs, install paths, place names, prefilled password/token values). Changes were three-way merged onto main so the earlier scrub and the prefill fixes on main are kept.
Docs branch issue-18238-design-views rebased onto current main (0 behind, 2 ahead). Commits are now 6174e54 and c0412bc, replacing a9dc168 and 1553d4c. The docs content is identical; only the base moved. Still docs only, no PR.
Activity
docs(design): scrub the owner's name, a real log path and a prefilled…
mrveiss commentedon Oct 11, 2026
Owner confirmed 2026-10-11: the
correcthorsebatteryvalue scrubbed from the Login mockup by #18250 was a placeholder, never a real credential, so nothing needs rotating. It remains in the history of #18226's merge commit, and history is not rewritten.docs(design): Refined UI mockups and handoff follow the current desig…
docs(design): Refined UI mockups prefill no password or token values (#…
mrveiss commentedon Oct 12, 2026
Mockups changed since the last handoff (canvas v28–v34)
For the docs refresh:
ProcessCanvas,ProcessCanvasTable,Teams,ProjectDetail,MyPlace,EntityLifecycle,RunSupervision,ApprovalReview,OperationHistory,CompanyMailbox,CompanySettings) — mapping on Refined UI step 5c · Company OS, Automation and Business intelligence #18245OrgChart,ProcessCanvas,ProcessCanvasTable,Roles,Routines) — see Refined UI step 5c · Company OS, Automation and Business intelligence #18245KnowledgeHealthmoved to the SLM (Refined UI step 5f · SLM platform screens (server-wide) #18248)AgentLedger(Company OS) andSlmAgentLedger(SLM) (Umbrella: agent-to-agent coordination alongside A2A — discovery, messaging, idle notice, shared resources #16946)Generated by Claude Code
mrveiss commentedon Oct 12, 2026
Docs branch ready — passenger for the next Refined UI code PR
Branch
issue-18238-design-views(commit a9dc168, docs only, no PR opened):docs/design/mockups/refined-ui/screens/— 13 new screens (ProcessCanvas,ProcessCanvasTable,Teams,MyPlace,ProjectDetail,EntityLifecycle,RunSupervision,OperationHistory,ApprovalReview,CompanyMailbox,CompanySettings,AgentLedger,SlmAgentLedger) and 109 updated (cogwheel settings icon, Company OS sub-sidebar, Knowledge/Transcriber/SLM moves)canvas.json— 128 boards2026-10-11-refined-ui-redesign.md— §4.1 cog icon, §5 screen map (counts, Company OS model, moved and new screens), §7 build orderScrubbed to 0 hits (names, emails, hosts, private IPs, install paths, place names, prefilled password/token values). Changes were three-way merged onto
mainso the earlier scrub and the prefill fixes onmainare kept.Linked: #18390 (role → workflow → process model, under #18237), #18391 (agent ledger GUI, under #16946); blocked-by added on #18245 (#18390, #18391), #18248 (#18391), #18244 (#17527).
@frontend session: fold this branch into the next redesign code PR.
Generated by Claude Code
docs(design): chat panels, handbook, AI lines, four-move automation s…
mrveiss commentedon Oct 12, 2026
Docs branch
issue-18238-design-viewsupdated (commit 1553d4c, docs only, still no PR). It carries canvas v35–v40:Handbook(feat(company-os): a handbook that explains every role, workflow and process, onboards everyone, and scopes to each role on a need-to-know basis #18431) andAutomationSetup(feat(automation): three AI lines per tool action — autonomous, AI drafts and a person sends, never touches — and a four-move automation setup #18430).Scrubbed to 0 hits. Third-party product names in examples are replaced with generic ones (CRM).
Two commits are now on the branch for the next redesign code PR to fold in: a9dc168 and 1553d4c.
Generated by Claude Code
docs(design): Company OS model, agent ledger, SLM knowledge health an…
docs(design): chat panels, handbook, AI lines, four-move automation s…
mrveiss commentedon Oct 12, 2026
Docs branch
issue-18238-design-viewsrebased onto currentmain(0 behind, 2 ahead). Commits are now 6174e54 and c0412bc, replacing a9dc168 and 1553d4c. The docs content is identical; only the base moved. Still docs only, no PR.Generated by Claude Code
docs(design): the sample company is example-org everywhere in the Ref…
docs(design): Company OS model, agent ledger, SLM knowledge health an…
docs(design): chat panels, handbook, AI lines, four-move automation s…
docs(design): normalise the sample GitHub org to example-org (mrveiss…
docs(design): the form-error IP example uses a documentation range (m…