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backfill from projects

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jason
2026-03-18 11:54:22 -05:00
parent c18de77640
commit f12744f05d
15 changed files with 281 additions and 9 deletions
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@@ -27,7 +27,7 @@ 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 inventory-backed picking, stock issue posting, packing slips, shipping labels, bills of lading, and logistics attachments
- projects with customer/commercial/shipment linkage, owners, due dates, milestones, rollups, notes, and attachments
- projects with customer/commercial/shipment linkage, owners, due dates, milestones, rollups, notes, attachments, reverse-linked quote/sales-order visibility, and downstream project-context carry-through into generated work orders and purchase orders
- manufacturing work orders with project linkage, station-based operation templates, editable station calendars/capacity settings, calendar-aware operation scheduling, operation execution controls, operator assignment, timer-based and manual labor posting, material issue posting, completion posting, operation rescheduling, and work-order attachments
- planning workbench with live project/manufacturing schedule data, exception rail, heatmap load view, agenda view, focus drawer, station load grouping, readiness filters, overload visibility, inline dispatch actions, planner-side operation rebalance controls including station-to-station moves, and station-lane drag scheduling
- sales-order demand planning with multi-level BOM explosion, stock/open-supply netting, and build/buy recommendations
@@ -116,6 +116,7 @@ Current interactions:
- CRM: each project should link to a customer account and relevant contacts
- Sales: quotes and sales orders can already attach to projects
- Sales workflow now also exposes the reverse project link on quote and sales-order detail pages, and quote conversion carries linked project context forward into the created sales order
- 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
@@ -123,8 +124,8 @@ Current interactions:
Next expansion areas:
- Inventory: projects should reference item/BOM scope and later expose shortages or allocations
- Purchasing: project material demand is now visible through linked PO, receipt, vendor, and outstanding-supply rollups, and should later expand into project-side purchasing actions
- Manufacturing: work orders should link back to projects without turning projects into the manufacturing module
- Purchasing: project material demand is now visible through linked PO, receipt, vendor, and outstanding-supply rollups, and purchase orders now persist header-level project context derived from linked sales demand or explicit project selection
- Manufacturing: work orders already auto-link back to the project when the originating sales order belongs to a project, without turning projects into the manufacturing module
- Planning: project milestones and execution dates should feed workbench scheduling, dependency views, and richer planner drilldowns
## Manufacturing Direction