projects milestones

This commit is contained in:
2026-03-17 07:34:08 -05:00
parent c3f0adc676
commit c1f6386e7d
13 changed files with 510 additions and 46 deletions

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@@ -26,7 +26,7 @@ Current foundation scope includes:
- branded quote, sales-order, and purchase-order PDFs through the shared backend document pipeline
- purchase-order supporting documents for vendor invoices, acknowledgements, certifications, and backup files
- shipping shipments linked to sales orders with packing slips, shipping labels, bills of lading, and logistics attachments
- projects with customer/commercial/shipment linkage, owners, due dates, notes, and attachments
- projects with customer/commercial/shipment linkage, owners, due dates, milestones, rollups, notes, and attachments
- manufacturing work orders with project linkage, station-based operation templates, material issue posting, completion posting, and work-order attachments
- planning gantt timelines with live project and manufacturing schedule data
- sales-order demand planning with multi-level BOM explosion, stock/open-supply netting, and build/buy recommendations
@@ -63,13 +63,13 @@ Current completed foundation areas:
Near-term priorities:
1. Project milestones and project-side rollup visibility
1. Deeper project-side execution visibility, cost/supply rollups, and project cockpit refinement
2. Manufacturing routing/work-center depth, labor capture, and capacity-aware execution views
Revisit / deferred items:
- local Windows Prisma migration reliability
- project milestones and project-side rollup visibility
- deeper project-side execution visibility, cost/supply rollups, and project cockpit refinement
Dashboard direction:
@@ -91,7 +91,7 @@ Navigation direction:
## Projects Direction
Projects are now the long-running program and delivery layer for cross-module execution. The current slice ships project records with customer linkage, owner assignment, priority, due dates, notes, commercial document links, shipment links, attachments, and dashboard visibility.
Projects are now the long-running program and delivery layer for cross-module execution. The current slice ships project records with customer linkage, owner assignment, priority, due dates, milestones, project-side milestone/work-order rollups, notes, commercial document links, shipment links, attachments, and dashboard visibility.
Current interactions:
@@ -99,6 +99,7 @@ Current interactions:
- Sales: quotes and sales orders can already attach to projects
- Shipping: shipments tied to project deliverables are visible from the project record
- Dashboard: projects now contribute status, risk, backlog, and overdue widgets
- Detail/List UX: projects now surface milestone progress and linked execution rollups
Next expansion areas:
@@ -385,7 +386,7 @@ The current admin operations slice supports:
Current follow-up direction:
- revision comparison UX for changed sales and purchasing documents
- project milestones and project-side rollup visibility
- deeper project-side execution visibility, cost/supply rollups, and project cockpit refinement
## UI Notes