next slice

README.md

@@ -2,6 +2,11 @@
 
 Foundation release for a modular Manufacturing Resource Planning platform built with React, Express, Prisma, SQLite, and a single-container Docker deployment.
 
+## Documentation Maintenance
+
+- Keep [CHANGELOG.md](D:/CODING/mrp-codex/CHANGELOG.md) updated for shipped features, workflow changes, and notable operational updates.
+- Keep [README.md](D:/CODING/mrp-codex/README.md), [INSTRUCTIONS.md](D:/CODING/mrp-codex/INSTRUCTIONS.md), [STRUCTURE.md](D:/CODING/mrp-codex/STRUCTURE.md), [ROADMAP.md](D:/CODING/mrp-codex/ROADMAP.md), and [UNRAID.md](D:/CODING/mrp-codex/UNRAID.md) aligned when changes affect their scope.
+
 Current foundation scope includes:
 
 - authentication and RBAC
@@ -13,6 +18,7 @@ Current foundation scope includes:
 - sales quotes and sales orders with searchable customer and SKU entry
 - 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
 - shipping shipments linked to sales orders with packing-slip PDFs
 - file storage and PDF rendering
 
@@ -35,18 +41,17 @@ Planned cross-module execution areas:
 
 Near-term priorities:
 
-1. Sales and purchasing PDF templates
-2. Shipping labels, bills of lading, and logistics attachments
-3. Projects and program management
-4. Manufacturing execution
-5. Vendor invoice/supporting-document attachments and broader vendor-facing operational depth
+1. Shipping labels, bills of lading, and logistics attachments
+2. Projects and program management
+3. Manufacturing execution
+4. Vendor invoice/supporting-document attachments and broader vendor-facing operational depth
+5. Sales approvals and revision history
 
 Revisit / deferred items:
 
 - local Windows Prisma migration reliability
 - frontend code-splitting and bundle-size reduction
 - sales approvals and revision history
-- broader branded PDFs beyond company profile and packing slips
 - inventory transfers, reservations, and deeper stock controls
 - deeper audit-trail coverage
 - projects are not yet first-class records even though planning/manufacturing flows will need them
@@ -205,6 +210,7 @@ The current sales foundation supports:
 - 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
+- branded quote and sales-order PDFs through the shared document pipeline
 
 QOL direction:
 
@@ -226,11 +232,11 @@ The current purchasing foundation supports:
 - document-level tax, freight, subtotal, and total calculations
 - quick status actions directly from purchase-order detail pages
 - vendor payment terms and currency surfaced on purchase-order forms and details
+- branded purchase-order PDFs through the shared document pipeline
 
 QOL direction:
 
 - vendor invoice/supporting-document attachments
-- purchasing PDFs through the shared document pipeline
 - richer dashboard widgets for vendor queues and inbound material exceptions
 
 This module introduces `purchasing.read` and `purchasing.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.
@@ -293,6 +299,7 @@ As of March 14, 2026, the latest committed domain migrations include:
 - sales quote and sales-order foundation
 - purchase-order foundation
 - purchase receiving foundation
+- branded sales and purchasing PDF templates
 - inventory default price support
 - sales totals and commercial fields
 - shipping foundation
@@ -309,4 +316,4 @@ Recent roadmap-driving migrations should always be applied before validating new
 
 ## PDF Generation
 
-Puppeteer is used by the backend to render HTML templates into professional PDFs. The current PDF surface includes the branded company-profile preview and shipment packing slips. The Docker image includes Chromium runtime dependencies required for headless execution.
+Puppeteer is used by the backend to render HTML templates into professional PDFs. The current PDF surface includes the branded company-profile preview, sales quotes, sales orders, purchase orders, and shipment packing slips. The Docker image includes Chromium runtime dependencies required for headless execution.