sales documents

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2026-03-15 11:44:14 -05:00
parent e2254d020e
commit a9d31730f8
15 changed files with 628 additions and 115 deletions

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@@ -6,6 +6,8 @@ This file is the running release and change log for MRP Codex. Keep it updated w
### Added
- Sales approval actions with approved-by/approved-at stamps on quotes and sales orders
- Automatic sales-document revision history with authored reasons and per-revision snapshots
- Projects domain foundation with customer, owner, due date, priority, notes, and attachment support
- Project linkage to sales quotes, sales orders, and shipments for cross-module delivery tracking
- Project list/detail/create/edit workflows and app-shell navigation entry
@@ -20,11 +22,12 @@ This file is the running release and change log for MRP Codex. Keep it updated w
- The dashboard now treats Projects as a live first-class module alongside CRM, inventory, sales, and shipping
- The dashboard now treats Manufacturing as a live first-class module alongside CRM, inventory, sales, shipping, and projects
- Sales quote and sales-order detail pages now surface approval state and revision history directly in the operational workflow
- Project editing now uses searchable pickers for customer, owner, quote, sales-order, and shipment linkage instead of static operational dropdowns
- Project detail now surfaces linked work orders and can launch pre-seeded manufacturing records
- Purchase-order detail now links back to the vendor CRM record and supports direct supporting-document management on the PO itself
- Vendor CRM detail now exposes purchasing activity and can launch pre-seeded purchase orders
- Roadmap and project docs now treat sales approvals and document revision history as the next active priority after the vendor-document and stabilization pass
- Roadmap and project docs now treat planning and gantt scheduling as the next active priority after the sales approval and revision-history slice
## 2026-03-15