POs
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27
README.md
27
README.md
@@ -11,6 +11,7 @@ Current foundation scope includes:
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- CRM contact history, account contacts, and shared attachments
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- inventory item master, BOM, warehouse, stock-location, and stock-transaction flows
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- sales quotes and sales orders with searchable customer and SKU entry
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- purchase orders with searchable vendor and SKU entry
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- shipping shipments linked to sales orders with packing-slip PDFs
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- file storage and PDF rendering
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@@ -21,13 +22,13 @@ Current completed foundation areas:
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- dashboard foundation
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- CRM foundation
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- inventory foundation
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- sales foundation
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- sales and purchasing foundation
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- shipping foundation
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- branding, attachments, auth/RBAC, and PDF infrastructure
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Near-term priorities:
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1. Purchase orders and vendor-facing document flow
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1. Purchase receiving flow and vendor-facing operational depth
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2. Sales and purchasing PDF templates
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3. Shipping labels, bills of lading, and logistics attachments
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4. Live manufacturing gantt scheduling
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@@ -48,6 +49,7 @@ Dashboard direction:
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- it should remain a metric-oriented operational surface rather than a generic welcome page
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- new modules should add reusable dashboard cards/panels instead of replacing the whole layout
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- future additions should emphasize relevant metrics, next actions, alerts, and workflow shortcuts
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- richer recent-activity widgets and exception queues are a planned QOL follow-up, not a separate landing-page redesign
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## Workspace
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@@ -170,6 +172,26 @@ QOL direction:
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This module introduces `sales.read` and `sales.write` permissions. After updating the code, restart the server against the migrated database so bootstrap can upsert the new permissions onto the default administrator role.
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## Purchasing
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The current purchasing foundation supports:
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- purchase-order list, detail, create, and edit flows
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- searchable vendor lookup instead of a static vendor dropdown
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- SKU-searchable line entry for purchase-order lines
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- document-level tax, freight, subtotal, and total calculations
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- quick status actions directly from purchase-order detail pages
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- vendor payment terms and currency surfaced on purchase-order forms and details
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QOL direction:
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- receiving workflow tied to purchase orders
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- vendor invoice/supporting-document attachments
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- purchasing PDFs through the shared document pipeline
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- richer dashboard widgets for vendor queues and inbound material exceptions
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This module introduces `purchasing.read` and `purchasing.write` permissions. After updating the code, restart the server against the migrated database so bootstrap can upsert the new permissions onto the default administrator role.
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## Shipping
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The current shipping foundation supports:
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@@ -226,6 +248,7 @@ As of March 14, 2026, the latest committed domain migrations include:
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- warehouse and stock-location foundation
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- inventory transactions and on-hand tracking
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- sales quote and sales-order foundation
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- purchase-order foundation
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- inventory default price support
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- sales totals and commercial fields
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- shipping foundation
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