Owner records

A React block (a whole screen) in Beamline's Inventory app.

Who a customer is and what they own, at the front desk. New customer: name, phone and email checked as typed against existing customers; each likely match with its contact, vehicles and since when, and why (same phone or same email on warning, similar name on info); use the match, or create anyway with the reason chosen and kept. Vehicle: found by plate and region or by VIN (17 characters counted, I, O and Q refused); decoded year, make, model and engine, partly unknown said; already on this account (success), on file for someone else (a transfer said with how long and how many orders, on warning, history moving with it), or new; Link or Transfer. Fleet account: who's billed, how many vehicles and how many without a driver (warning); each vehicle's plate, model, driver and open orders (info); its menu changes the driver or moves it out of the fleet, confirmed with what happens to open orders; history kept.

Use it for

Adding customers without creating duplicates, with the reason kept when someone looks alike.
Linking an asset (a vehicle, a device) to its owner, including transfers, and managing a business account's assets.

Not for

Merging records that are already duplicated.
A technician's repair order (job-card).

Anatomy

header: the tool's mark, the view's title, New customer / Vehicle / Fleet account
new customer: name, phone, email; why it's someone else; Create; the likely matches with why, the likeliest offering Use this customer at rest and the others on attention
vehicle: who it links to, find by plate or VIN, Look up; what it is and whose it is; Link or Transfer
fleet: the account, who's billed, counts; each vehicle with driver and open orders, its menu, the driver picker or move-out confirm, history

States

no matches, matches by phone, email or name, create anyway with a reason, created
vehicle new, partly decoded, already this owner's, someone else's (transfer), linked, transferred, refused
fleet driver changed, moved out, refused with open orders; no fleet account
phone: one column
right to left: mirrored; plates and VINs stay left to right
reduced motion: through the tokens

Keyboard

Tab through the view switch, the fields, each match's Use this customer, Look up, Link, and each vehicle's menu (Enter opens it)

Motion

Nothing runs at rest.

Props

Prop	Type	Default	Description
`findMatches` (required)	`(q: { name: string; phone: string; email: string; }) => CustomerMatch[]`	—	Likely matches for what's typed so far.
`onUseCustomer` (required)	`(c: Customer) => void`	—
`onCreateCustomer` (required)	`(req: { name: string; phone: string; email: string; reason: string \| null; }) => Promis…`	—
`owner` (required)	`Customer`	—	Who a vehicle is being linked to.
`regions` (required)	`{ value: string; label: string; }[]`	—
`onLookup` (required)	`(q: { plate: string; region: string; } \| { vin: string; }) => Promise<VehicleLookup>`	—
`onLinkVehicle` (required)	`(req: { vehicleId: string \| null; ownerId: string; transfer: boolean; decoded: { year: …`	—
`fleet` (required)	`FleetAccount \| null`	—
`onFleetChange`	`((f: FleetAccount) => void)`	—
`onFleetAction` (required)	`(a: FleetAction) => Promise<{ fleet: FleetAccount; } \| { refused: string; }>`	—
`defaultView`	`"customer" \| "fleet" \| "vehicle"`	—
`defaultCustomer`	`{ name: string; phone: string; email: string; }`	—
`defaultLookup`	`{ plate: string; region: string; } \| { vin: string; }`	—
`product`	`string`	—
`className`	`string`	—	Classes on the documented visual root; no override by default.
`style`	`CSSProperties`	—	Inline styles on the documented visual root; no overrides by default.
`ref`	`Ref<HTMLDivElement>`	—	Receives the documented native target or imperative handle; omitted by default.

Built from

Dependencies

lucide-react

Import

import { OwnerRecords } from "@beamline/owner-records";

Get it

Owner records is part of Beamline UI. Install the parts you need in your React app as compiled packages or editable source. Get Beamline · Connect your agent

Owner recordsComplete system · $49

Who a customer is and what they own, at the front desk.

Checking a new customer

The front desk is adding Priya Raman. As it's typed, two customers look alike: one shares the phone number (Marcus Okafor, a work phone), one has a similar name. Use the match, or create anyway saying why it's someone else.

0 × 0full

States

A plate on file for Dana Whitfield: linking it to Priya is a transfer, asked, its history kept. A new vehicle by VIN, decoded. The Harbourline Plumbing fleet: drivers, open orders, a van with no driver, and a van that can't leave while orders are open. A customer with no fleet account.