Tripbooks design system / lab 12 / profile and tool

Lab 12 / the two archetypes I skipped

Twelve routes I had counted as done.

I said ten of ten were specified last time. Eight were. Profile, six routes, and Tool, six routes, had never been built, so here they are, and they turn out to be the two that test the system hardest in opposite directions.

A profile is the only record that is about a person rather than a transaction, and it holds the material with legal weight on it: passport numbers, consent, a private-record rule. A tool is the only surface that is allowed to look different, and the question it settles is how much.

01 / the profile

Three layers, because the reader asks three questions.

Who is this, how is this account handled, and what has the agency decided about them. Identity, then five stable facts, then tags. The shelf never grows, which is the only thing keeping a customer header from becoming a dashboard.

CRM · Customers · Marchetti GroupSM
MG

Marchetti Group SpA

CCN-1055 · Corporate · Italy
New enquiryNew quotation Edit identity···
Status
Active since 04 Mar 2023
Billing currency
USD
Access
Shared
Source
Referral · Sterling Capital Group
Account managers
Sarah Mitchell · Huda Aziz
Key accountMICECorporate accountCredit terms · 30 days
OverviewBillingTaxLicensing CommunicationAddressesTravelers41 Travel policyContractsLoyaltyLog

Briefing

Tripbooks AI · written from the records, not from a model's memory

A key account since March 2023, spending $1,284,500 across 11 bookings, almost all of it group travel to Japan and Italy. They quote often and decide slowly: 18 enquiries have produced 14 quotations and 11 bookings, and the average gap between sending and acceptance is 9 days. Two invoices are outstanding, one of them 22 days past terms.

Relationship strength Ask Tripbooks AI

The relationship, end to end

lifetime, not a period
Enquiries
18
78%
quoted
Quotations
14
79%
won
Bookings
11
61%
overall
Relationship
8
Total spend
$1,284,500
lifetime, all currencies converted
Average booking
$116,772
against $26,600 across the book
Outstanding
$76,300
$38,900 of it past terms
Trip wallet
$2,140
credit from a cancelled item

Trips

11 containers · newest first
TripDestinationTravelValueStageAgent
Kyoto incentive, autumn board offsite TRP-4KM2XN8Q Japan14 - 21 Sep 2026196,300.00 IssuingSarah Mitchell
Milan showroom week TRP-9BX3L7QD Italy02 - 06 Jun 202688,400.00 CompletedSarah Mitchell
Lisbon sales kickoff TRP-2QN8V4KR Portugal18 - 22 Feb 2026134,900.00 CompletedHuda Aziz
Tokyo product launch TRP-6WK1H9ZP Japan09 - 15 Oct 2025211,600.00 CompletedSarah Mitchell
Rome executive retreat TRP-5DL7C2MT Italy21 - 25 May 202597,200.00 CancelledHuda Aziz

Interests

a governed tag, a free subject
Food and drink › Kaiseki Football › Internazionale Motorsport › Ferrari Culture › Contemporary architecture Outdoors › Alpine walking
Why the funnel appears here too

The same primitive, at profile scale, answering a different question. On a register row it says how this customer converts against every other. Here it says how this relationship behaves over its whole life, and the rates between the stages are the thing an account manager is actually judged on. One component, three sizes, three questions.

02 / the part with legal weight

Data the interface must be reluctant to show.

A passport number is not a field, it is a liability. The design job is to make reading one feel like an act with a record attached, without making it so tedious that a person photographs the screen instead.

Documents · Passports

3 travellers · 1 expiring inside 6 months
GATED Opening a passport copy needs a purpose and a reason of at least ten characters, grants fifteen minutes for that one document, and writes an entry to this customer's log naming you.
TravellerNumberNationalityExpiresReadiness
Marco Marchetti •••• •••• 4471 reveal copy Italy14 Mar 2031 Ready
Giulia Ferrara •••• •••• 8823 reveal copy Italy02 Jan 2027 Expires in 4 months
Andrea Bassi •••• •••• 1907 reveal copy Italy04 Mar 2026 Expired
Marco Marchetti · APIS line ready for the GDS · copy

Consent

three states, because a question nobody asked is not a refusal
Email
Opted in
12 Feb 2024 · booking form
SMS
Opted out
03 Aug 2026 · verbal, noted by Sarah Mitchell
WhatsApp
Never asked
no lawful basis recorded
Phone
Opted in
12 Feb 2024 · booking form
HARD STOP Not set. If it were, no query, segment or import could reach this customer whatever its conditions said.
Never asked is its own state, and it needed its own mark

Opted in is settled with value, so it is solid green. Opted out is settled without value, so it is solid red. Never asked is not a soft no, it is an absence of a lawful basis, so it takes the resting outline, which has meant "no clock is running" since Lab 01. Three genuinely different legal positions, and the fill rule separated them without a fourth colour.

03 / the tool

The Weather Center, and the chart problem it forces.

A climate profile is temperature and rainfall, two measures on wildly different scales, over the same twelve months. This is the exact situation that produces a dual axis, which we banned. Here is the alternative, and it is better rather than merely safer.

Workstation · Tools · Weather CenterSM
Place
Kyoto, Japan
Against a trip
TRP-4KM2XN8Q · Marchetti Group
Travel window
14 - 21 Sep 2026
Check
Wet season, tailing off 176 mm of rain in an average September, the third wettest month. Typhoon season runs to early October. Warm and humid, 29 degrees by day and 20 at night.

Temperature

average daily high and low · °C
40° 27° 13° 34° / 24° 29° / 20° JanFebMar AprMayJun JulAug Sep OctNovDec
A range, not two lines. The bar is the day, from its low to its high, which is the thing a traveller actually experiences.

Rainfall

average monthly total · mm · same twelve months, same x positions
240 120 0 176 mm JanFebMar AprMayJun JulAug Sep OctNovDec
Two charts, one x axis, stacked. A reader compares them by looking down a column, which is exactly what a dual axis pretends to do while letting the author choose where the lines cross.

Against this trip

the reason a tool sits inside the platform rather than in a browser tab
ItemDateExposureRead
Gion evening walk · private guide16 SepOutdoors, 2 hours Rain likely, no wet weather alternative on file
Airport transfers · 4 vehicles14 SepRoad, 90 minutes No weather risk recorded
Gala dinner · Kikunoi18 SepIndoors Unaffected

04 / how far a tool may depart

Four things fixed, everything else free.

Six tools, each genuinely its own small application: a globe, a calendar, a map, a currency pair history, a news brief. If every tool obeys the register grammar they will all be worse. If none of them does, the platform stops feeling like one product. The line I would draw:

Fixed for every toolWhy
The frameRail, entity, top bar, command bar. A tool is inside the platform, not beside it, and the entity still decides the currency and the permissions.
The two facesInter for everything read, Plex Mono for every figure (ruled to Inter in Lab 19). A temperature is a figure and it is mono, the same as a price.
The five dispositionsA verdict is a status. "Rain likely" is theirs, "unaffected" is won, "nothing recorded" is resting. A tool never invents a sixth meaning for a colour.
The tie back to a recordEvery tool answers against a real trip, and the answer lands as rows joined to items. A tool that cannot be pointed at a booking is a browser tab and should stay one.
FreeWhy
Layout and densityA calendar is a grid, a globe is a canvas, a climate profile is two stacked charts. Thirty-one pixel rows are meaningless here and forcing them would be cargo cult.
Its own primary controlA lookup bar, a place picker, a date scrubber. The register toolbar is Search, Filter, Views, Columns and none of those are the question a tool is asked.
Illustration and mapThe only place in the operator interface where a picture is allowed to be the content rather than the encoding.
The test I would apply

If a person can tell they are still inside Tripbooks with the tool's own content removed, the tool has departed enough and not too much. Frame, faces, dispositions and a live tie to a trip are what carry that. Everything else is the tool's job to solve for itself.

What I need from you

Three, and this time ten of ten is true.

  1. The tool rule. Four things fixed, everything else free. This governs six tools now and every future one, including whatever gets built next year.
  2. Never asked as a resting badge. Three legal positions on consent, separated by the fill rule rather than by a fourth colour. Worth confirming, because getting this wrong is a regulatory problem rather than a design one.
  3. What consolidation looks like. Every ruling now lives across twelve lab pages. The next piece of work is one specification: tokens, components, rules and the archetype catalogue in a single document a build can be handed. Say the word and I write it.