Settings, custom fields, branding, and design controls

Architecture and Administrative Access

Accessing the global settings and design controls requires an active session with the administrator role. Non-administrator roles are automatically redirected to the default landing page.

The layout architecture uses a single unified management shell that controls the application canvas, topbar glass tone, sidebar presentation, typography, and form controls natively.

1. Locate the Platform section in the left sidebar.
2. Click to expand the System Setup group.
3. Click Brand & Design (or Platform Brand & Design in root context) to open the settings console.

Customizing Workspace Branding and Identity

The branding panel manages core identity elements shown across the app shell and authentication experience.

1. Navigate to the Branding section within the settings layout.
2. Enter the Site Title (maximum 120 characters). This updates the browser title, sidebar brand area, and authentication pages.
3. Enter the Brand Tagline (maximum 160 characters). This displays under the brand title in the sidebar.
4. Upload a Logo and Favicon. Supported formats are PNG, JPEG, SVG, WebP, and ICO. Files are written to the uploads/branding/ directory.
5. Configure public SEO metadata by entering the Public Auth SEO Title, Public Auth Meta Description, and Public Auth Meta Keywords.
6. Click the Save Design Settings button to commit changes.

Tuning CRM Palette, Sidebar, and Typography

You can fine-tune the CRM look without touching templates. Changes are persisted in the applied_settings database table and instantly update CSS variables without requiring asset rebuilds.

1. Navigate to the CRM Palette section to adjust the 8 native color pickers, including Primary Color, Workspace Background, and Card Surface.
2. Scroll to the Sidebar Styling section to customize the navigation background, text colors, active accents, and layout style (solid, glass, or light).
3. Use the Sidebar Font dropdown to choose from 11 provided typography styles.
4. Adjust the Sidebar Width slider (between 264px and 380px) to balance menu labels and content area.
5. In the Typography and Layout section, set the Body Font, Heading Font, Layout Density, Primary Button Style, and Card Style.
6. Use the sliders to adjust Content Width, Card Radius, and Input Radius.
7. Click the Save Design Settings button. The system validates inputs, triggers a success notification, and reloads the page to apply the design.

Creating and Managing Custom Fields for Jobs

Custom fields capture business-specific operational details. The backend enforces unique field names per module via transactions on the custom_fields table.

1. Locate the Platform section in the left sidebar.
2. Expand the System Setup group and click Custom Fields (custom fields list).
3. Click the + Add Custom Fields button in the top action area.
4. Select jobs (or another entity) from the Module Name dropdown.
5. Enter a technical snake_case identifier in the Field Name input (e.g., inverter_serial_no). This must be unique for the selected module.
6. Enter a human-readable UI label in the Field Label input.
7. Select the Field Type. Options include text, number, textarea, date, select, radio, and checkbox.
8. If choosing a multi-option type, enter each choice on a new line in the Options textarea.
9. Check the Is Required box to enforce mandatory validation on submission.
10. Assign a numeric Sort Order to define display positioning.
11. Click the Save button to insert the record and return to the list view.

Entity Lifecycle: Form Ingestion and View Rendering

Once a custom field is created, it immediately dynamically appears in creation and edit forms. The system handles lifecycle data without requiring hardcoded schema modifications.

Upon job submission, the backend purges old values for the record and normalizes inputs before executing parameterized inserts into the custom_field_values table.

On the overview page, the system automatically renders these values, separating multiple checkbox selections with commas and preserving line breaks for text areas.