documentation

README.md

@@ -9,7 +9,8 @@ Current foundation scope includes:
 - CRM customers and vendors with create/edit/detail workflows
 - CRM search, filtering, status tagging, and reseller hierarchy
 - CRM contact history, account contacts, and shared attachments
-- inventory item master, BOM, warehouse, and stock-location foundation
+- inventory item master, BOM, warehouse, stock-location, and stock-transaction flows
+- sales quotes and sales orders with searchable customer and SKU entry
 - file storage and PDF rendering
 
 ## Workspace
@@ -82,18 +83,36 @@ Recent CRM features depend on the committed Prisma migrations being applied. If
 The current inventory foundation supports:
 
 - protected item master list, detail, create, and edit flows
-- SKU, description, type, status, unit-of-measure, sellable/purchasable, default cost, and notes fields
+- SKU, description, type, status, unit-of-measure, sellable/purchasable, default cost, default price, and notes fields
 - BOM header and BOM line editing directly on the item form
 - searchable component lookup for BOM lines, designed for large item catalogs
 - SKU-first searchable component lookup for BOM lines, with SKU shown in the picker and description kept separate in the selected row
 - BOM detail display with component SKU, name, quantity, unit, notes, and position
 - protected warehouse list, detail, create, and edit flows
 - nested stock-location management inside each warehouse record
+- inventory transaction posting for receipts, issues, and adjustments
+- item on-hand quantity, stock-by-location balances, and recent stock history
+- item-level file attachments for drawings and support documents
 - seeded sample inventory items and a starter assembly BOM during bootstrap
 - seeded sample warehouse and stock locations during bootstrap
 
 This module introduces `inventory.read` and `inventory.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.
 
+`defaultPrice` now flows from inventory items into quote and sales-order line entry when a SKU is selected. Users can still override the line price after selection.
+
+## Sales
+
+The current sales foundation supports:
+
+- quote and sales-order list, detail, create, and edit flows
+- searchable customer lookup instead of static customer dropdowns
+- SKU-searchable line entry for quote and order lines
+- status quick actions directly from quote and order detail pages
+- quote conversion into a sales order
+- line-level unit prices populated from the selected inventory item default price
+
+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.
+
 Moving forward, any UI that requires searching for records or items should use a searchable picker/autocomplete rather than a static dropdown. Filter controls can remain dropdowns, but non-filter lookup fields such as SKU pickers, customer selectors, vendor selectors, and similar operational search inputs should not be implemented as long static selects.
 
 ## UI Density
@@ -127,6 +146,9 @@ As of March 14, 2026, the latest committed domain migrations include:
 - CRM lifecycle stages and operational metadata
 - inventory item master and BOM foundation
 - warehouse and stock-location foundation
+- inventory transactions and on-hand tracking
+- sales quote and sales-order foundation
+- inventory default price support
 
 ## UI Notes