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docu update

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jason
2026-03-14 23:54:42 -05:00
parent 5f93adab8b
commit 86588c6134
6 changed files with 160 additions and 12 deletions
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INSTRUCTIONS.md
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@@ -11,6 +11,7 @@ This repository implements the platform foundation milestone:
- CRM foundation through reseller hierarchy, contacts, attachments, and lifecycle metadata
- inventory master data, BOM, warehouse, stock-location, transactions, and item attachments
- sales quotes and sales orders with quick actions and quote conversion
- shipping shipments linked to sales orders and packing-slip PDFs
- Dockerized single-container deployment
- Puppeteer PDF pipeline foundation
@@ -34,11 +35,12 @@ This repository implements the platform foundation milestone:
- Branding defaults live in the frontend theme token layer and are overridden by the persisted company profile.
- Back up the whole `/app/data` volume to capture both the database and attachments.
- Treat searchable lookup as a standing UX requirement for inventory, BOM, sales, purchasing, manufacturing, customer, vendor, and other operational record-picking flows. Filter-only controls can still use dropdowns.
- Extend the existing Puppeteer document pipeline when adding customer-facing or logistics PDFs instead of creating a parallel export mechanism.
## Next roadmap candidates
- shipping workflows tied to sales orders
- purchase orders and vendor-facing receiving flow
- sales and purchasing document templates
- shipping labels, bills of lading, and logistics attachments
- manufacturing gantt scheduling with live project data
- broader audit and operations maturity