sales documents

README.md

@@ -16,6 +16,7 @@ Current foundation scope includes:
 - CRM contact history, account contacts, and shared attachments
 - inventory item master, BOM, warehouse, stock-location, and stock-transaction flows
 - sales quotes and sales orders with searchable customer and SKU entry
+- sales approvals, approval stamps, and automatic revision history on quotes and sales orders
 - purchase orders with searchable vendor and SKU entry, restricted to purchasable inventory items
 - purchase receiving with warehouse/location posting and receipt history against purchase orders
 - branded quote, sales-order, and purchase-order PDFs through the shared backend document pipeline
@@ -44,17 +45,15 @@ Planned cross-module execution areas:
 
 Near-term priorities:
 
-1. Sales approvals and revision history
-2. Planning and gantt scheduling with live project/manufacturing data
-3. Inventory transfers, reservations, and deeper stock controls
-4. Broader audit-trail coverage and operational diagnostics
-5. Code-splitting and bundle-size reduction
+1. Planning and gantt scheduling with live project/manufacturing data
+2. Inventory transfers, reservations, and deeper stock controls
+3. Broader audit-trail coverage and operational diagnostics
+4. Code-splitting and bundle-size reduction
 
 Revisit / deferred items:
 
 - local Windows Prisma migration reliability
 - frontend code-splitting and bundle-size reduction
-- sales approvals and revision history
 - inventory transfers, reservations, and deeper stock controls
 - deeper audit-trail coverage
 
@@ -222,11 +221,13 @@ The current sales foundation supports:
 - quote conversion into a sales order
 - line-level unit prices populated from the selected inventory item default price
 - branded quote and sales-order PDFs through the shared document pipeline
+- approval stamps and revision history directly on quote and sales-order detail pages
+- revision-reason capture when editing customer-facing sales documents
 
 QOL direction:
 
 - line duplication and faster keyboard-heavy line editing
-- stronger revision/approval flow
+- revision comparison view and restore-style workflows
 - richer PDF output for quotes and sales orders
 
 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.
@@ -311,6 +312,7 @@ As of March 14, 2026, the latest committed domain migrations include:
 - purchase-order foundation
 - purchase receiving foundation
 - branded sales and purchasing PDF templates
+- sales approvals and document revision history
 - inventory default price support
 - sales totals and commercial fields
 - shipping foundation