purchase slice 1

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2026-03-15 09:04:18 -05:00
parent 5a1164f497
commit 18e4044124
11 changed files with 753 additions and 48 deletions

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@@ -30,6 +30,7 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
- Sales quotes and sales orders with commercial totals logic
- Purchase orders with vendor lookup, item lines, totals, and quick status actions
- Purchase-order line selection restricted to inventory items flagged as purchasable
- Purchase receiving foundation with warehouse/location posting, receipt history, and per-line received quantity tracking
- Shipping shipment records linked to sales orders
- Packing-slip PDF rendering for shipments
- SKU-searchable BOM component selection for inventory-scale datasets
@@ -45,7 +46,7 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
- Prisma migration execution is committed and documented, but local Windows Node 24 schema-engine behavior remains inconsistent; use Node 22 or Docker for migration execution
- The frontend bundle is functional but should be code-split later, especially around the gantt module
- CRM reporting is now functional, but broader account-role depth and downstream document rollups can still evolve later
- The current sales/purchasing/shipping foundation still does not include approvals, revisions, receiving flow, shipment labels, or broader branded transactional PDF coverage beyond packing slips
- The current sales/purchasing/shipping foundation still does not include approvals, revisions, shipment labels, vendor-side attachment handling, or broader branded transactional PDF coverage beyond packing slips
- The dashboard is now live-data driven, but still needs richer KPI widgets, alerts, recent-activity queues, and exception reporting as more transactional depth is added
## Dashboard Plan
@@ -95,6 +96,7 @@ QOL subfeatures:
- Quotes, sales orders, and purchase orders
- Reusable line-item and totals model
- Purchase receiving flow tied to purchase-order lines and inventory receipts foundation
- Document states, approvals, and revision history
- Branded PDF templates rendered through Puppeteer
- Attachments for vendor invoices and supporting documents
@@ -223,6 +225,7 @@ QOL subfeatures:
- Frontend bundle splitting is still deferred; the Vite chunk-size warning remains
- Sales approvals and document revision history were planned but not yet built
- Broader branded PDFs for quotes and sales orders still need to be added
- Purchasing PDFs and vendor invoice/supporting-document attachments still need to be added
- Shipping is now linked to sales orders, but labels, bills of lading, and logistics attachments are still pending
- Inventory transactions exist, but transfers, reservations, and more advanced stock controls still need follow-up
- CRM document rollups and broader account-role depth were deferred until more downstream modules exist
@@ -243,8 +246,8 @@ QOL subfeatures:
## Near-term priority order
1. Purchase receiving flow and vendor-side operational depth
2. Sales and purchasing PDF templates
3. Shipping labels, bills of lading, and logistics attachments
4. Projects and program management
5. Manufacturing execution
1. Sales and purchasing PDF templates
2. Shipping labels, bills of lading, and logistics attachments
3. Projects and program management
4. Manufacturing execution
5. Vendor invoice/supporting-document attachments and broader vendor-side operational depth