Quick Peek — Look at Anything Without Leaving

JewelTrak uses a slide-over drawer for what used to require navigating away and back. Click any row in a list, peek at the record’s status and details, and close — your scroll position, filters, and form state stay exactly as they were.

This pattern is the same across the app. Once you learn it in one place, you know it everywhere.

What you can peek

Entity	Where peek opens
Invoice	Dashboard, AR ledger, search, customer history, reports
Memo	Dashboard, search, customer history, item history, reports
Memo Return	Customer history, item history
Work Order	Search, customer history
Appraisal	Search, customer history
Customer / Vendor / Partner	Search, invoice peek, memo peek, reports
Inventory item (jewelry / watch / diamond / colored stone / pearl)	Search, item history, line items in invoice/memo peek, reports
Vendor invoice	AP ledger, vendor-purchases report

How it works

• Click a row → drawer slides in from the right
• See the summary — status badge, totals strip, items, customer info, tappable phone / email links
• Tap nested links inside the drawer to peek related records — open an invoice peek, tap the customer name to peek the customer profile, tap a line item to peek the inventory item; drawers stack
• Close with Esc key, the X button, or the Close button in the footer — the underlying page is untouched

“Open Full” footer

Each drawer has an Open Full X button in the footer (Open Full Invoice, Open Full Memo, etc.). Use this when you want to actually edit the record — add payments, change line items, void, refund. The drawer is for looking; the full page is for working.

When you click Close on the full record, you land back where you opened the drawer from — same scroll position, same filters. So even the “I need to edit something” flow doesn’t lose your place.

When peek isn’t enough

Some workflows still navigate — they’re the work surfaces, not lookup surfaces:

• The main list pages (/orders, /memos, /inventory, etc.) — clicking a row navigates into the full detail because that’s where you go to edit
• POS / New Sale — transaction creation always opens the full editor
• Settings screens — sub-records edit in place

The rule of thumb: lists of records use peek; transaction work surfaces navigate.

A typical flow

1. You’re on the Dashboard, scrolled through 30 Open Invoices
2. You see one that looks wrong — click the invoice #
3. InvoicePeek opens — status is “Partial”, $1,200 paid of $5,000
4. Tap the customer name → CustomerPeek stacks on top — lifetime spend, recent orders, contact info
5. Decide to call them — tap the phone number, your phone dials
6. Close the customer peek, close the invoice peek → you’re back on the dashboard, still scrolled to row 30, still on the Open Invoices tab

No back button. No scroll-restore math. The page never moved.