This commit is contained in:
2026-03-15 00:29:41 -05:00
parent f66001e514
commit 3323435114
22 changed files with 1376 additions and 8 deletions

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