documentation

AGENTS.md

@@ -14,6 +14,9 @@ MRP Codex is a modular Manufacturing Resource Planning platform intended to be a
 - local JWT auth and RBAC
 - Company Settings and runtime branding
 - filesystem-backed attachments
+- CRM customers/vendors, hierarchy, contacts, lifecycle metadata, and attachments
+- inventory items, BOMs, warehouses, locations, transactions, item attachments, and item pricing
+- sales quotes and sales orders
 - Puppeteer PDF foundation
 - single-container Docker deployment
 
@@ -94,16 +97,19 @@ If implementation changes invalidate those docs, update them in the same change
 - Light and dark mode must remain first-class, not bolted on later
 - New UI should respect the theme system and avoid hardcoded one-off colors where possible
 - Keep the interface intentional and operational, not generic admin-template filler
+- Non-filter operational lookups must use searchable pickers/autocomplete instead of long static dropdowns
+- Keep the denser UI baseline on active screens unless a specific workflow needs more space
+- Inventory items maintain both cost and price; sales entry should default from item price
 
 ## Feature expectations
 
 Near-term priorities are:
 
-1. CRM detail and edit workflows
-2. Inventory and BOM data model
-3. Sales and quote foundation
-4. Shipping tied to sales orders
-5. Live manufacturing gantt scheduling
+1. Shipping tied to sales orders
+2. Purchase orders and vendor-side flow
+3. Sales and purchasing PDF templates
+4. Live manufacturing gantt scheduling
+5. Audit and operations maturity
 
 When adding new modules, preserve the ability to extend the system without refactoring the existing app shell.
 
@@ -132,4 +138,3 @@ If you cannot run one of those checks, say so explicitly.
 - Prisma runtime on Debian bookworm requires `debian-openssl-3.0.x`
 - `shared` package exports must use Node ESM-compatible `.js` specifiers
 - Local Docker validation may fail if the Docker daemon is unavailable; distinguish daemon issues from image issues
-