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jason
2026-03-14 23:30:53 -05:00
parent c21f7c2cee
commit a54e5901f0
6 changed files with 54 additions and 21 deletions
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INSTRUCTIONS.md
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@@ -9,7 +9,8 @@ This repository implements the platform foundation milestone:
- company settings and branding
- file attachment storage
- CRM foundation through reseller hierarchy, contacts, attachments, and lifecycle metadata
- inventory master data, BOM, warehouse, and stock-location foundation
- inventory master data, BOM, warehouse, stock-location, transactions, and item attachments
- sales quotes and sales orders with quick actions and quote conversion
- Dockerized single-container deployment
- Puppeteer PDF pipeline foundation
@@ -21,7 +22,8 @@ This repository implements the platform foundation milestone:
4. Keep uploaded files on disk under `/app/data/uploads`; never store blobs in SQLite.
5. Reuse shared DTOs and permission keys from the `shared` package.
6. Any non-filter UI that looks up records or items must use a searchable picker/autocomplete, not a long static dropdown.
7. Maintain the denser UI baseline on active screens; avoid reintroducing oversized `px-4 py-3` style controls, tall action bars, or overly loose card spacing without a specific reason.
7. Inventory items must carry both `defaultCost` and `defaultPrice`; sales documents should default line pricing from the selected item `defaultPrice`.
8. Maintain the denser UI baseline on active screens; avoid reintroducing oversized `px-4 py-3` style controls, tall action bars, or overly loose card spacing without a specific reason.
## Operational notes
@@ -35,8 +37,8 @@ This repository implements the platform foundation milestone:
## Next roadmap candidates
- inventory transactions and on-hand tracking
- BOM/item drawing attachments and support documents
- sales orders, purchase orders, and document templates
- shipping workflows and printable logistics documents
- shipping workflows tied to sales orders
- purchase orders and vendor-facing receiving flow
- sales and purchasing document templates
- manufacturing gantt scheduling with live project data
- broader audit and operations maturity